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 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.14K+ 1.32% |
$1.24M - $1.47M
|
241K
$103M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.14K+ 1.54% |
$1.24M - $1.47M
|
207K
$88.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.13K+ 42.97% |
$1.24M - $1.46M
|
10.4K
$4.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.11K+ 2.73% |
$1.23M - $1.45M
|
117K
$50.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arvin Capital Management LP
Austin, TX |
BUY
|
- |
3.1K+ 19.64% |
$1.22M - $1.45M
|
18.9K
$8.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
3.09K+ 23.34% |
$1.22M - $1.45M
|
16.3K
$7.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.09K+ 6.11% |
$1.22M - $1.44M
|
53.6K
$23M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
3.08K+ 18.56% |
$1.22M - $1.44M
|
19.7K
$8.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.07K+ 132.38% |
$1.21M - $1.44M
|
5.39K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.07KNew |
$1.21M - $1.43M
|
3.07K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.06K+ 4.77% |
$1.21M - $1.43M
|
67.2K
$28.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.06K+ 10.0% |
$1.21M - $1.43M
|
33.7K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
3.06K+ 1.73% |
$1.21M - $1.43M
|
180K
$77.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.05K+ 48.07% |
$1.21M - $1.43M
|
9.4K
$4.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 4.96% |
$1.2M - $1.42M
|
64.4K
$27.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.03K+ 11.18% |
$1.2M - $1.42M
|
30.2K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.03K+ 7.1% |
$1.2M - $1.42M
|
45.7K
$19.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.03K+ 3.38% |
$1.2M - $1.41M
|
92.7K
$39.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.02K+ 5.44% |
$1.19M - $1.41M
|
58.4K
$25.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.01K+ 79.54% |
$1.19M - $1.41M
|
6.79K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3K+ 27.53% |
$1.19M - $1.4M
|
13.9K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
3KNew |
$1.19M - $1.4M
|
3K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.98K+ 3.67% |
$1.18M - $1.39M
|
84.1K
$36.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.97K+ 4.58% |
$1.17M - $1.39M
|
67.8K
$29.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.97K+ 28.52% |
$1.17M - $1.39M
|
13.4K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.96K+ 5.64% |
$1.17M - $1.38M
|
55.4K
$23.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.94K+ 4.79% |
$1.16M - $1.37M
|
64.2K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.91KNew |
$1.15M - $1.36M
|
2.91K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9K+ 1.15% |
$1.15M - $1.36M
|
256K
$110M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.84K+ 15.33% |
$1.12M - $1.33M
|
21.4K
$9.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.83K+ 7.28% |
$1.12M - $1.32M
|
41.7K
$17.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
2.83K+ 5.45% |
$1.12M - $1.32M
|
54.8K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
2.83K+ 10.25% |
$1.12M - $1.32M
|
30.5K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.81K+ 5.16% |
$1.11M - $1.31M
|
57.2K
$24.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.77K+ 4.37% |
$1.1M - $1.3M
|
66.3K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.77K+ 1.79% |
$1.1M - $1.3M
|
158K
$67.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.77K+ 1.5% |
$1.09M - $1.3M
|
188K
$80.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.76K+ 21.42% |
$1.09M - $1.29M
|
15.7K
$6.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.76K+ 38.08% |
$1.09M - $1.29M
|
10K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.75K+ 2.59% |
$1.09M - $1.29M
|
109K
$46.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.54% |
$1.09M - $1.29M
|
63.4K
$27.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.75K+ 2.54% |
$1.09M - $1.28M
|
111K
$47.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.73K+ 0.72% |
$1.08M - $1.28M
|
382K
$164M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.73K+ 12.6% |
$1.08M - $1.28M
|
24.4K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.72K+ 1.83% |
$1.08M - $1.27M
|
151K
$64.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.72K+ 2.22% |
$1.08M - $1.27M
|
125K
$53.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.72K+ 0.25% |
$1.07M - $1.27M
|
1.11M
$477M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.71K+ 24.85% |
$1.07M - $1.27M
|
13.6K
$5.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.71K+ 12.17% |
$1.07M - $1.27M
|
25K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.71KNew |
$1.07M - $1.27M
|
2.71K
$1.16M
|