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 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.04K+ 6.01% |
$807K - $954K
|
36K
$15.1M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 10.02% |
$797K - $944K
|
22.2K
$9.31M
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2K+ 4.01% |
$791K - $936K
|
51.9K
$21.8M
|
|
Oct 21, 2024
Q3 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
2K+ 66.67% |
$790K - $935K
|
5K
$2.1M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2K+ 1.65% |
$790K - $934K
|
123K
$51.6M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2K+ 8.43% |
$790K - $934K
|
25.7K
$10.8M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.99K+ 12.03% |
$786K - $930K
|
18.5K
$7.78M
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.98K+ 5.93% |
$784K - $928K
|
35.4K
$14.9M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.98K+ 9.75% |
$782K - $926K
|
22.3K
$9.37M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.98K+ 21.28% |
$781K - $924K
|
11.3K
$4.73M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.97K+ 4.08% |
$780K - $923K
|
50.4K
$21.2M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.96K+ 1.02% |
$773K - $914K
|
194K
$81.6M
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.95K+ 17.67% |
$772K - $914K
|
13K
$5.47M
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
1.94K+ 3.23% |
$767K - $908K
|
62K
$26.1M
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.94KNew |
$765K - $905K
|
1.94K
$813K
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.93K+ 29.34% |
$763K - $902K
|
8.51K
$3.57M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.92K+ 3.83% |
$757K - $896K
|
52K
$21.8M
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.9K+ 6.9% |
$750K - $887K
|
29.4K
$12.3M
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
1.88K+ 0.52% |
$744K - $880K
|
361K
$152M
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.88K+ 3.48% |
$743K - $879K
|
55.9K
$23.5M
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.83K+ 4.53% |
$722K - $855K
|
42.2K
$17.7M
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
1.8K+ 10.06% |
$710K - $841K
|
19.7K
$8.26M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.78K+ 7.2% |
$704K - $833K
|
26.5K
$11.1M
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.78KNew |
$702K - $831K
|
1.78K
$747K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.78K+ 0.07% |
$702K - $831K
|
2.6M
$1.09B
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.76K+ 39.8% |
$697K - $824K
|
6.19K
$2.6M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.73K+ 12.77% |
$684K - $809K
|
15.3K
$6.42M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.73K+ 12.18% |
$682K - $807K
|
15.9K
$6.68M
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
1.72K+ 8.9% |
$680K - $805K
|
21K
$8.84M
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 3.44% |
$675K - $799K
|
51.4K
$21.6M
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.71K+ 2.8% |
$675K - $799K
|
62.7K
$26.3M
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.7K+ 43.37% |
$672K - $795K
|
5.62K
$2.36M
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.7KNew |
$670K - $793K
|
1.7K
$712K
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.69KNew |
$669K - $791K
|
1.69K
$711K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.69K+ 4.15% |
$667K - $789K
|
42.4K
$17.8M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.69K+ 7.84% |
$666K - $788K
|
23.2K
$9.75M
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.68K+ 6.87% |
$664K - $786K
|
26.1K
$11M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.67K+ 11.27% |
$660K - $781K
|
16.5K
$6.93M
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.67K+ 5.18% |
$659K - $779K
|
33.8K
$14.2M
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.67K+ 14.13% |
$658K - $779K
|
13.5K
$5.65M
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.66K+ 49.05% |
$654K - $774K
|
5.03K
$2.11M
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 32.46% |
$651K - $770K
|
6.72K
$2.82M
|
|
Nov 05, 2024
Q3 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
1.65K+ 9.53% |
$650K - $769K
|
18.9K
$7.95M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.64K+ 2.71% |
$647K - $766K
|
62.1K
$26.1M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 2.48% |
$643K - $761K
|
67.1K
$28.2M
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 1.96% |
$642K - $759K
|
84.4K
$35.5M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.62K+ 6.62% |
$641K - $759K
|
26.1K
$11M
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 57.83% |
$641K - $758K
|
4.42K
$1.86M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.61K+ 31.65% |
$637K - $753K
|
6.7K
$2.82M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.6K+ 41.64% |
$633K - $749K
|
5.45K
$2.29M
|