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 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.71K+ 2.8% |
$675K - $799K
|
62.7K
$26M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.71K+ 4.39% |
$674K - $797K
|
40.6K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.7K+ 43.37% |
$672K - $795K
|
5.62K
$2.33M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.7K+ 1.71% |
$671K - $793K
|
101K
$42M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.7KNew |
$670K - $793K
|
1.7K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 1.03% |
$669K - $792K
|
166K
$68.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.69KNew |
$669K - $791K
|
1.69K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.69K+ 42.5% |
$669K - $791K
|
5.67K
$2.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.69K+ 4.15% |
$667K - $789K
|
42.4K
$17.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.69K+ 7.84% |
$666K - $788K
|
23.2K
$9.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.69K+ 21.92% |
$666K - $788K
|
9.37K
$3.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.68K+ 6.87% |
$664K - $786K
|
26.1K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.67K+ 11.27% |
$660K - $781K
|
16.5K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.67K+ 62.08% |
$660K - $781K
|
4.36K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.67K+ 5.18% |
$659K - $779K
|
33.8K
$14M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.67K+ 14.13% |
$658K - $779K
|
13.5K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.66K+ 37.54% |
$656K - $776K
|
6.08K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.66K+ 2.31% |
$655K - $775K
|
73.6K
$30.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.66K+ 49.05% |
$654K - $774K
|
5.03K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 32.46% |
$651K - $770K
|
6.72K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
1.65K+ 9.53% |
$650K - $769K
|
18.9K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1.65K+ 4.18% |
$650K - $769K
|
41K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.64KNew |
$648K - $766K
|
1.64K
$680K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.64K+ 2.71% |
$647K - $766K
|
62.1K
$25.8M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.63K+ 21.97% |
$644K - $762K
|
9.05K
$3.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 2.48% |
$643K - $761K
|
67.1K
$27.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 1.96% |
$642K - $759K
|
84.4K
$35M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.62K+ 6.62% |
$641K - $759K
|
26.1K
$10.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 57.83% |
$641K - $758K
|
4.42K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.61K+ 31.65% |
$637K - $753K
|
6.7K
$2.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.61K+ 1.05% |
$636K - $753K
|
155K
$64.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.6K+ 41.64% |
$633K - $749K
|
5.45K
$2.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.6K+ 5.6% |
$632K - $748K
|
30.2K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1.58K+ 5.53% |
$623K - $737K
|
30.1K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.57K+ 3.98% |
$622K - $735K
|
41.1K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 4.41% |
$620K - $734K
|
37.2K
$15.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.57K+ 0.21% |
$620K - $733K
|
763K
$317M
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.57K+ 9.08% |
$618K - $732K
|
18.8K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.56K+ 0.73% |
$615K - $728K
|
216K
$89.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
1.56K+ 1.04% |
$615K - $728K
|
151K
$62.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.56K+ 3.22% |
$614K - $727K
|
49.8K
$20.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
1.53K+ 162.97% |
$603K - $714K
|
2.46K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.52K+ 3.83% |
$600K - $710K
|
41.2K
$17.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.51K+ 0.37% |
$596K - $705K
|
406K
$168M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.51K+ 17.53% |
$595K - $704K
|
10.1K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
1.5K+ 18.1% |
$593K - $701K
|
9.79K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.5K+ 5.25% |
$592K - $700K
|
30K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.49KNew |
$590K - $698K
|
1.49K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.49K+ 22.98% |
$589K - $697K
|
7.98K
$3.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 1.99% |
$588K - $696K
|
76.3K
$31.7M
|