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
|
Rhs Financial, LLC
|
BUY
|
- |
2.69KNew |
$1.06M - $1.26M
|
2.69K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.68K+ 6.91% |
$1.06M - $1.25M
|
41.6K
$17.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 12.28% |
$1.06M - $1.25M
|
24.5K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 9.24% |
$1.06M - $1.25M
|
31.7K
$13.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.68K+ 7.2% |
$1.06M - $1.25M
|
39.9K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.65K+ 50.8% |
$1.05M - $1.24M
|
7.86K
$3.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.64K+ 11.2% |
$1.04M - $1.23M
|
26.2K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.63K+ 91.79% |
$1.04M - $1.23M
|
5.49K
$2.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.61K+ 0.3% |
$1.03M - $1.22M
|
870K
$373M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.61KNew |
$1.03M - $1.22M
|
2.61K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.59K+ 7.79% |
$1.02M - $1.21M
|
35.8K
$15.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.57K+ 9.9% |
$1.02M - $1.2M
|
28.5K
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.57K+ 14.69% |
$1.01M - $1.2M
|
20K
$8.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.55K+ 37.66% |
$1.01M - $1.19M
|
9.33K
$4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.54K+ 2.64% |
$1M - $1.19M
|
98.8K
$42.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
2.53K+ 2.47% |
$1M - $1.18M
|
105K
$45.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.53K+ 3.15% |
$999K - $1.18M
|
82.8K
$35.5M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2.52K+ 6.46% |
$994K - $1.18M
|
41.4K
$17.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.5K+ 32.39% |
$989K - $1.17M
|
10.2K
$4.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2.5K+ 35.71% |
$988K - $1.17M
|
9.5K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
2.5K+ 22.12% |
$988K - $1.17M
|
13.8K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
2.5K+ 4.42% |
$986K - $1.17M
|
58.9K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
2.49K+ 10.62% |
$986K - $1.17M
|
26K
$11.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.49K+ 3.47% |
$984K - $1.16M
|
74.3K
$31.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.48K+ 3.52% |
$981K - $1.16M
|
73K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.48KNew |
$979K - $1.16M
|
2.48K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.47K+ 0.98% |
$974K - $1.15M
|
255K
$109M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.46K+ 9.54% |
$972K - $1.15M
|
28.2K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.45K+ 10.09% |
$969K - $1.15M
|
26.8K
$11.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.45K+ 53.63% |
$969K - $1.15M
|
7.02K
$3.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.45K+ 0.17% |
$968K - $1.15M
|
1.45M
$623M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.45K+ 24.3% |
$967K - $1.14M
|
12.5K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.45K+ 108.37% |
$967K - $1.14M
|
4.71K
$2.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.45K+ 38.19% |
$967K - $1.14M
|
8.85K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.44K+ 476.41% |
$966K - $1.14M
|
2.96K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.44K+ 0.39% |
$963K - $1.14M
|
635K
$272M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.43K+ 9.51% |
$961K - $1.14M
|
28K
$12M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.43KNew |
$959K - $1.14M
|
2.43K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.41K+ 47.08% |
$953K - $1.13M
|
7.54K
$3.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.41K+ 8.32% |
$953K - $1.13M
|
31.4K
$13.5M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.41K+ 31.7% |
$952K - $1.13M
|
10K
$4.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.4K+ 11.01% |
$950K - $1.12M
|
24.2K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.4K+ 10.37% |
$949K - $1.12M
|
25.6K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
BUY
|
- |
2.4K+ 6.01% |
$948K - $1.12M
|
42.4K
$18.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39K+ 2.94% |
$945K - $1.12M
|
83.7K
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.36K+ 3.21% |
$932K - $1.1M
|
75.8K
$32.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.36K+ 11.32% |
$932K - $1.1M
|
23.2K
$9.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.34K+ 21.63% |
$925K - $1.09M
|
13.2K
$5.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.34K+ 8.43% |
$925K - $1.09M
|
30.1K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.33K+ 0.35% |
$919K - $1.09M
|
670K
$287M
|