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 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
2K+ 4.01% |
$791K - $936K
|
51.9K
$21.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
2K+ 66.67% |
$790K - $935K
|
5K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2K+ 1.65% |
$790K - $934K
|
123K
$50.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2K+ 8.43% |
$790K - $934K
|
25.7K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.99K+ 12.03% |
$786K - $930K
|
18.5K
$7.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.98K+ 5.93% |
$784K - $928K
|
35.4K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.98K+ 9.75% |
$782K - $926K
|
22.3K
$9.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.98K+ 21.28% |
$781K - $924K
|
11.3K
$4.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.97K+ 4.08% |
$780K - $923K
|
50.4K
$20.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.96K+ 1.02% |
$773K - $914K
|
194K
$80.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.95K+ 17.67% |
$772K - $914K
|
13K
$5.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.95K+ 86.94% |
$771K - $912K
|
4.19K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
1.94K+ 3.23% |
$767K - $908K
|
62K
$25.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.94KNew |
$765K - $905K
|
1.94K
$803K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.93KNew |
$764K - $904K
|
1.93K
$802K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.93K+ 4.5% |
$764K - $904K
|
44.9K
$18.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.93K+ 29.34% |
$763K - $902K
|
8.51K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.92K+ 2.45% |
$759K - $898K
|
80.2K
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.92K+ 317.72% |
$758K - $897K
|
2.52K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.92K+ 3.83% |
$757K - $896K
|
52K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.92K+ 7.37% |
$757K - $895K
|
27.9K
$11.6M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.9K+ 15.35% |
$751K - $889K
|
14.3K
$5.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.9K+ 6.9% |
$750K - $887K
|
29.4K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.89KNew |
$747K - $884K
|
1.89K
$784K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.89K+ 24.62% |
$746K - $882K
|
9.55K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.89K+ 1.26% |
$745K - $881K
|
152K
$63.1M
|
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
1.88K+ 0.52% |
$744K - $880K
|
361K
$150M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.88K+ 3.48% |
$743K - $879K
|
55.9K
$23.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.88K+ 25.79% |
$741K - $877K
|
9.15K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.87K+ 0.9% |
$739K - $875K
|
211K
$87.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.87K+ 3.38% |
$738K - $873K
|
57.1K
$23.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.86K+ 4.16% |
$736K - $871K
|
46.7K
$19.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.85K+ 11.78% |
$732K - $866K
|
17.6K
$7.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.83K+ 4.53% |
$722K - $855K
|
42.2K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.82K+ 2.88% |
$721K - $853K
|
65.1K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.82K+ 2.46% |
$718K - $850K
|
75.8K
$31.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.81K+ 6.21% |
$716K - $848K
|
31K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.8KNew |
$711K - $842K
|
1.8K
$747K
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
1.8K+ 10.06% |
$710K - $841K
|
19.7K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.8K+ 47.02% |
$710K - $840K
|
5.62K
$2.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.78K+ 7.2% |
$704K - $833K
|
26.5K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.78KNew |
$702K - $831K
|
1.78K
$737K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.78K+ 0.07% |
$702K - $831K
|
2.6M
$1.08B
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.76K+ 39.8% |
$697K - $824K
|
6.19K
$2.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.73K+ 12.77% |
$684K - $809K
|
15.3K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.73K+ 3.34% |
$683K - $808K
|
53.5K
$22.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.73K+ 12.18% |
$682K - $807K
|
15.9K
$6.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
1.72K+ 8.9% |
$680K - $805K
|
21K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.71K+ 5.45% |
$677K - $801K
|
33.2K
$13.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 3.44% |
$675K - $799K
|
51.4K
$21.3M
|