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 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
5.29K+ 1.13% |
$2.09M - $2.47M
|
472K
$203M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
5.28K+ 5.65% |
$2.09M - $2.47M
|
98.7K
$42.3M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
5.24K+ 67.19% |
$2.07M - $2.45M
|
13K
$5.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.19K+ 4.33% |
$2.05M - $2.43M
|
125K
$53.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
5.17K+ 7.17% |
$2.04M - $2.42M
|
77.3K
$33.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
5.12K+ 2.68% |
$2.02M - $2.4M
|
196K
$84.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
5.11K+ 2.6% |
$2.02M - $2.39M
|
201K
$86.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$2.02M - $2.39M
|
5.11K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.1KNew |
$2.02M - $2.39M
|
5.1K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.1K+ 128.12% |
$2.01M - $2.38M
|
9.08K
$3.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.04K+ 6.29% |
$1.99M - $2.36M
|
85.1K
$36.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
5.04KNew |
$1.99M - $2.36M
|
5.04K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.04K+ 23.09% |
$1.99M - $2.35M
|
26.8K
$11.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.01K+ 12.89% |
$1.98M - $2.34M
|
43.9K
$18.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
5K+ 7.58% |
$1.98M - $2.34M
|
71K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advent Capital Management
New York, NY |
BUY
|
- |
5KNew |
$1.98M - $2.34M
|
5K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.97K+ 6.4% |
$1.96M - $2.32M
|
82.5K
$35.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.93K+ 3.75% |
$1.95M - $2.31M
|
137K
$58.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.91K+ 2.18% |
$1.94M - $2.3M
|
230K
$98.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.9K+ 13.0% |
$1.93M - $2.29M
|
42.6K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.89K+ 10.56% |
$1.93M - $2.29M
|
51.2K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
4.89KNew |
$1.93M - $2.29M
|
4.89K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.88K+ 1.81% |
$1.93M - $2.28M
|
274K
$118M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.85K+ 26.57% |
$1.92M - $2.27M
|
23.1K
$9.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.79K+ 8.92% |
$1.89M - $2.24M
|
58.5K
$25.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Ams Capital Ltda
|
BUY
|
- |
4.78K+ 8.61% |
$1.89M - $2.24M
|
60.4K
$25.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.77KNew |
$1.89M - $2.23M
|
4.77K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.75K+ 80.28% |
$1.88M - $2.22M
|
10.7K
$4.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.74K+ 195.7% |
$1.87M - $2.22M
|
7.16K
$3.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
4.73K+ 8.21% |
$1.87M - $2.21M
|
62.3K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.72K+ 11.18% |
$1.87M - $2.21M
|
46.9K
$20.1M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
4.7KNew |
$1.86M - $2.2M
|
4.7K
$2.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.7KNew |
$1.86M - $2.2M
|
4.7K
$2.02M
|
|
|
Nov 21, 2024
Q3 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
4.7K+ 1.32% |
$1.86M - $2.2M
|
360K
$154M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.65K+ 2.23% |
$1.84M - $2.17M
|
213K
$91.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
4.64K+ 11.92% |
$1.83M - $2.17M
|
43.6K
$18.7M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.63K+ 12.52% |
$1.83M - $2.16M
|
41.6K
$17.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.6K+ 18.31% |
$1.82M - $2.15M
|
29.7K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
4.57K+ 54.07% |
$1.8M - $2.13M
|
13K
$5.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
4.55K+ 70.98% |
$1.8M - $2.13M
|
11K
$4.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.55K+ 0.89% |
$1.8M - $2.13M
|
515K
$221M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.52K+ 1.5% |
$1.79M - $2.12M
|
307K
$132M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.52KNew |
$1.79M - $2.11M
|
4.52K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.52K+ 146.61% |
$1.78M - $2.11M
|
7.6K
$3.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
4.5K+ 6.6% |
$1.78M - $2.11M
|
72.7K
$31.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
4.5K+ 5.96% |
$1.78M - $2.1M
|
80K
$34.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.48K+ 11.67% |
$1.77M - $2.09M
|
42.8K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.47K+ 0.58% |
$1.77M - $2.09M
|
770K
$330M
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
4.46K+ 43.49% |
$1.76M - $2.08M
|
14.7K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.45K+ 95.72% |
$1.76M - $2.08M
|
9.1K
$3.9M
|