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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-2.31K- 43.12% |
$914K - $1.08M
|
3.05K
$1.41M
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.33K- 9.23% |
$921K - $1.09M
|
22.9K
$10.6M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.34K- 4.91% |
$924K - $1.09M
|
45.3K
$20.9M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.35K- 1.75% |
$930K - $1.1M
|
132K
$60.7M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-2.36K- 3.37% |
$932K - $1.1M
|
67.6K
$31.1M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.38K- 17.14% |
$942K - $1.11M
|
11.5K
$5.31M
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.41K- 23.33% |
$952K - $1.13M
|
7.92K
$3.65M
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-2.44K- 3.33% |
$963K - $1.14M
|
70.8K
$32.6M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.44K- 2.69% |
$964K - $1.14M
|
88.3K
$40.7M
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.45K- 4.34% |
$970K - $1.15M
|
54.1K
$24.9M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.47K- 1.85% |
$977K - $1.16M
|
131K
$60.5M
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.47K- 1.77% |
$977K - $1.16M
|
137K
$63.1M
|
|
Nov 14, 2024
Q3 2024
|
Fosun International LTD
|
SELL
|
- |
-2.48K- 17.48% |
$979K - $1.16M
|
11.7K
$5.38M
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.48K- 5.58% |
$979K - $1.16M
|
42K
$19.3M
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-2.5K- 8.74% |
$988K - $1.17M
|
26.1K
$12M
|
|
Mar 10, 2025
Q3 2024
|
General Pension Society Pzu Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-2.5K- 7.69% |
$988K - $1.17M
|
30K
$13.8M
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
SELL
|
- |
-2.5K- 4.31% |
$989K - $1.17M
|
55.5K
$25.6M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.51K- 86.63% |
$993K - $1.17M
|
388
$179K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.52K- 3.65% |
$994K - $1.18M
|
66.4K
$30.6M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.53K- 7.0% |
$999K - $1.18M
|
33.6K
$15.5M
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.54K- 6.27% |
$1M - $1.19M
|
37.9K
$17.5M
|
|
Nov 13, 2024
Q3 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-2.54K- 9.78% |
$1M - $1.19M
|
23.4K
$10.8M
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.55K- 75.3% |
$1.01M - $1.19M
|
835
$384K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.56K- 3.06% |
$1.01M - $1.2M
|
80.9K
$37.3M
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.57K- 0.83% |
$1.01M - $1.2M
|
306K
$141M
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-2.57K- 11.36% |
$1.01M - $1.2M
|
20K
$9.22M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.58K- 0.87% |
$1.02M - $1.21M
|
294K
$135M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.6K- 4.95% |
$1.03M - $1.21M
|
49.9K
$23M
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.6K- 3.84% |
$1.03M - $1.22M
|
65.1K
$30M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.61K- 1.93% |
$1.03M - $1.22M
|
132K
$61M
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.61K- 9.64% |
$1.03M - $1.22M
|
24.5K
$11.3M
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.62K- 8.28% |
$1.03M - $1.22M
|
29K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.62K- 16.56% |
$1.04M - $1.23M
|
13.2K
$6.08M
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-2.65K- 1.03% |
$1.05M - $1.24M
|
253K
$117M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.66K- 2.43% |
$1.05M - $1.24M
|
107K
$49.1M
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.67K- 2.13% |
$1.05M - $1.25M
|
122K
$56.4M
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-2.67K- 16.86% |
$1.06M - $1.25M
|
13.2K
$6.06M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.67K- 4.29% |
$1.06M - $1.25M
|
59.7K
$27.5M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.68K- 3.71% |
$1.06M - $1.25M
|
69.5K
$32M
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.68K- 1.74% |
$1.06M - $1.25M
|
151K
$69.7M
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.68K- 37.24% |
$1.06M - $1.25M
|
4.52K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.7K- 7.76% |
$1.07M - $1.26M
|
32.1K
$14.8M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.73K- 13.77% |
$1.08M - $1.28M
|
17.1K
$7.87M
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.74K- 3.17% |
$1.08M - $1.28M
|
83.8K
$38.6M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.75K- 12.55% |
$1.09M - $1.28M
|
19.1K
$8.81M
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.75K- 0.89% |
$1.09M - $1.29M
|
307K
$141M
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.76K- 3.12% |
$1.09M - $1.29M
|
85.6K
$39.4M
|
|
Nov 14, 2024
Q3 2024
|
Untitled Investments LP
New York, NY |
SELL
|
- |
-2.8K- 3.54% |
$1.11M - $1.31M
|
76.3K
$35.1M
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.81K- 3.61% |
$1.11M - $1.31M
|
74.8K
$34.5M
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.81K- 9.62% |
$1.11M - $1.31M
|
26.4K
$12.1M
|