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
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.33K+ 0.35% |
$919K - $1.09M
|
670K
$278M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.32K+ 37.85% |
$916K - $1.08M
|
8.44K
$3.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.31K+ 6.33% |
$912K - $1.08M
|
38.8K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.31K+ 5.62% |
$912K - $1.08M
|
43.4K
$18M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 3.82% |
$909K - $1.08M
|
62.5K
$25.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.3K+ 5.23% |
$908K - $1.07M
|
46.3K
$19.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 2.8% |
$907K - $1.07M
|
84.2K
$34.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.29K+ 0.73% |
$904K - $1.07M
|
318K
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.29K+ 7.08% |
$904K - $1.07M
|
34.6K
$14.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.29K+ 12.43% |
$903K - $1.07M
|
20.7K
$8.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.28K+ 8.36% |
$901K - $1.07M
|
29.5K
$12.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.26K+ 15.62% |
$893K - $1.06M
|
16.7K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
2.25KNew |
$890K - $1.05M
|
2.25K
$935K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.25K+ 0.11% |
$888K - $1.05M
|
2.05M
$850M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.23K+ 7.83% |
$882K - $1.04M
|
30.8K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21K+ 1.96% |
$872K - $1.03M
|
115K
$47.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.19K+ 29.92% |
$867K - $1.03M
|
9.52K
$3.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.18K+ 3.32% |
$862K - $1.02M
|
67.8K
$28.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 52.54% |
$862K - $1.02M
|
6.34K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.18K+ 2.84% |
$861K - $1.02M
|
78.9K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.18K+ 57.86% |
$859K - $1.02M
|
5.93K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.17K+ 7.24% |
$858K - $1.02M
|
32.2K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.17K+ 57.72% |
$858K - $1.02M
|
5.94K
$2.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.16K+ 5.37% |
$854K - $1.01M
|
42.4K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
2.16K+ 4.73% |
$854K - $1.01M
|
47.9K
$19.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.16KNew |
$854K - $1.01M
|
2.16K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.16K+ 1.16% |
$852K - $1.01M
|
188K
$77.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
2.14K+ 5.16% |
$846K - $1M
|
43.7K
$18.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.14K+ 410.36% |
$845K - $1M
|
2.66K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.14K+ 10.41% |
$844K - $999K
|
22.7K
$9.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.13K+ 17.05% |
$842K - $997K
|
14.6K
$6.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.12K+ 1.52% |
$838K - $991K
|
142K
$58.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 3.35% |
$835K - $988K
|
65.2K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.11K+ 1.7% |
$835K - $988K
|
127K
$52.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.11K+ 4.09% |
$833K - $985K
|
53.6K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.11K+ 7.63% |
$833K - $985K
|
29.7K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.1K+ 0.65% |
$830K - $982K
|
328K
$136M
|
|
|
Nov 14, 2024
Q3 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
2.1K+ 0.49% |
$830K - $982K
|
433K
$180M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.07K+ 0.97% |
$819K - $969K
|
216K
$89.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.07KNew |
$818K - $968K
|
2.07K
$859K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.07K+ 164.86% |
$818K - $967K
|
3.32K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.07K+ 6.08% |
$817K - $967K
|
36.1K
$15M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.07K+ 12.38% |
$817K - $967K
|
18.8K
$7.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
2.06KNew |
$816K - $965K
|
2.06K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.06K+ 2.75% |
$814K - $963K
|
76.9K
$31.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.04K+ 6.01% |
$807K - $954K
|
36K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.04KNew |
$805K - $952K
|
2.04K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2.02K+ 106.14% |
$799K - $946K
|
3.93K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 10.02% |
$797K - $944K
|
22.2K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
2K+ 1.19% |
$792K - $937K
|
170K
$70.5M
|