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 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.57K+ 7.85% |
$2.6M - $3.07M
|
90.3K
$38.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
6.52KNew |
$2.58M - $3.05M
|
6.52K
$2.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.5K+ 1.92% |
$2.57M - $3.04M
|
345K
$148M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.5K+ 81.94% |
$2.57M - $3.04M
|
14.4K
$6.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
6.49KNew |
$2.57M - $3.04M
|
6.49K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6.46K+ 71.01% |
$2.55M - $3.02M
|
15.6K
$6.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.44K+ 37.61% |
$2.54M - $3.01M
|
23.6K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.43K+ 3.27% |
$2.54M - $3M
|
203K
$87.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.42K+ 7.55% |
$2.54M - $3M
|
91.4K
$39.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.36K+ 27.07% |
$2.51M - $2.98M
|
29.9K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.32K+ 1.95% |
$2.5M - $2.95M
|
331K
$142M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
6.31KNew |
$2.49M - $2.95M
|
6.31K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
6.28K+ 0.72% |
$2.48M - $2.93M
|
875K
$375M
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
6.26K+ 1.96% |
$2.47M - $2.93M
|
325K
$140M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.23K+ 25.73% |
$2.46M - $2.91M
|
30.4K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
6.22KNew |
$2.46M - $2.91M
|
6.22K
$2.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
6.18K+ 206.9% |
$2.44M - $2.89M
|
9.16K
$3.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
6.16KNew |
$2.43M - $2.88M
|
6.16K
$2.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.15KNew |
$2.43M - $2.87M
|
6.15K
$2.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.12K+ 3.52% |
$2.42M - $2.86M
|
180K
$77.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
6.07K+ 3.62% |
$2.4M - $2.84M
|
174K
$74.6M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.06K+ 6.51% |
$2.39M - $2.83M
|
99.2K
$42.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
6.05K+ 24.25% |
$2.39M - $2.83M
|
31K
$13.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.01K+ 2.88% |
$2.38M - $2.81M
|
215K
$92.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.01K+ 11.4% |
$2.37M - $2.81M
|
58.7K
$25.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6K+ 19.4% |
$2.37M - $2.81M
|
36.9K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
6K+ 2.48% |
$2.37M - $2.81M
|
248K
$107M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 3.68% |
$2.37M - $2.8M
|
169K
$72.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
5.93K+ 167.64% |
$2.34M - $2.77M
|
9.47K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.92KNew |
$2.34M - $2.77M
|
5.92K
$2.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.9K+ 11.02% |
$2.33M - $2.76M
|
59.4K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mirova
Paris, I0 |
BUY
|
- |
5.83K+ 10.75% |
$2.3M - $2.73M
|
60.1K
$25.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.82K+ 4.14% |
$2.3M - $2.72M
|
146K
$62.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
5.79K+ 2.26% |
$2.29M - $2.71M
|
262K
$113M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5.79K+ 39.99% |
$2.29M - $2.71M
|
20.3K
$8.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5.77K+ 4.29% |
$2.28M - $2.7M
|
140K
$60.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.76K+ 41.61% |
$2.28M - $2.7M
|
19.6K
$8.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.73K+ 51.56% |
$2.26M - $2.68M
|
16.8K
$7.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.72K+ 83.14% |
$2.26M - $2.67M
|
12.6K
$5.4M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.66K+ 28.15% |
$2.24M - $2.65M
|
25.8K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
5.65K+ 1.62% |
$2.23M - $2.64M
|
355K
$152M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.63K+ 23.13% |
$2.22M - $2.63M
|
30K
$12.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.61K+ 6.56% |
$2.22M - $2.62M
|
91.2K
$39.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.52K+ 4.16% |
$2.18M - $2.58M
|
138K
$59.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
5.5K+ 0.45% |
$2.17M - $2.57M
|
1.23M
$528M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.5K+ 1.26% |
$2.17M - $2.57M
|
441K
$189M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.44K+ 7.13% |
$2.15M - $2.54M
|
81.7K
$35M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.38K+ 6.51% |
$2.13M - $2.52M
|
88K
$37.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
5.35K+ 10.28% |
$2.11M - $2.5M
|
57.4K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.33K+ 3.33% |
$2.11M - $2.49M
|
165K
$70.9M
|