Purchases and Sales Made in Q3 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q3 2024. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.57K+ 14.69% |
$1.01M - $1.2M
|
20K
$8.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.55K+ 37.66% |
$1.01M - $1.19M
|
9.33K
$3.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.54K+ 2.64% |
$1M - $1.19M
|
98.8K
$41.5M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2.52K+ 6.46% |
$994K - $1.18M
|
41.4K
$17.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.5K+ 32.39% |
$989K - $1.17M
|
10.2K
$4.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2.5K+ 35.71% |
$988K - $1.17M
|
9.5K
$3.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.49K+ 3.47% |
$984K - $1.16M
|
74.3K
$31.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.48K+ 3.52% |
$981K - $1.16M
|
73K
$30.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.47K+ 0.98% |
$974K - $1.15M
|
255K
$107M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.45K+ 10.09% |
$969K - $1.15M
|
26.8K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.45K+ 53.63% |
$969K - $1.15M
|
7.02K
$2.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.45K+ 0.17% |
$968K - $1.15M
|
1.45M
$610M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.45K+ 24.3% |
$967K - $1.14M
|
12.5K
$5.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.45K+ 38.19% |
$967K - $1.14M
|
8.85K
$3.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.44K+ 0.39% |
$963K - $1.14M
|
635K
$267M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.43K+ 9.51% |
$961K - $1.14M
|
28K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.43KNew |
$959K - $1.14M
|
2.43K
$1.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.41K+ 8.32% |
$953K - $1.13M
|
31.4K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.41K+ 31.7% |
$952K - $1.13M
|
10K
$4.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.4K+ 11.01% |
$950K - $1.12M
|
24.2K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39K+ 2.94% |
$945K - $1.12M
|
83.7K
$35.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.36K+ 11.32% |
$932K - $1.1M
|
23.2K
$9.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.34K+ 8.43% |
$925K - $1.09M
|
30.1K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.32K+ 37.85% |
$916K - $1.08M
|
8.44K
$3.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.31K+ 6.33% |
$912K - $1.08M
|
38.8K
$16.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.31K+ 5.62% |
$912K - $1.08M
|
43.4K
$18.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 3.82% |
$909K - $1.08M
|
62.5K
$26.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.3K+ 5.23% |
$908K - $1.07M
|
46.3K
$19.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 2.8% |
$907K - $1.07M
|
84.2K
$35.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.29K+ 0.73% |
$904K - $1.07M
|
318K
$133M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.29K+ 12.43% |
$903K - $1.07M
|
20.7K
$8.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.26K+ 15.62% |
$893K - $1.06M
|
16.7K
$7.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.23K+ 7.83% |
$882K - $1.04M
|
30.8K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21K+ 1.96% |
$872K - $1.03M
|
115K
$48.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.19K+ 29.92% |
$867K - $1.03M
|
9.52K
$4M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.18K+ 3.32% |
$862K - $1.02M
|
67.8K
$28.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 52.54% |
$862K - $1.02M
|
6.34K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.17K+ 7.24% |
$858K - $1.02M
|
32.2K
$13.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.16K+ 5.37% |
$854K - $1.01M
|
42.4K
$17.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.16KNew |
$854K - $1.01M
|
2.16K
$908K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
2.14K+ 5.16% |
$846K - $1M
|
43.7K
$18.4M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.14K+ 10.41% |
$844K - $999K
|
22.7K
$9.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 3.35% |
$835K - $988K
|
65.2K
$27.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.11K+ 4.09% |
$833K - $985K
|
53.6K
$22.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.1K+ 0.65% |
$830K - $982K
|
328K
$138M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.07KNew |
$818K - $968K
|
2.07K
$870K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.07K+ 164.86% |
$818K - $967K
|
3.32K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.07K+ 6.08% |
$817K - $967K
|
36.1K
$15.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.07K+ 12.38% |
$817K - $967K
|
18.8K
$7.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
2.06KNew |
$816K - $965K
|
2.06K
$867K
|