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
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 3.6% |
$588K - $695K
|
42.8K
$18.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.48K+ 11.33% |
$586K - $694K
|
14.6K
$6.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.48K+ 6.46% |
$586K - $693K
|
24.4K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.48K+ 0.51% |
$586K - $693K
|
292K
$125M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1.48K+ 0.6% |
$586K - $693K
|
247K
$106M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 24.72% |
$585K - $692K
|
7.47K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.48K+ 7.32% |
$583K - $690K
|
21.6K
$9.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.48K+ 6.37% |
$583K - $690K
|
24.6K
$10.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.47K+ 0.94% |
$582K - $689K
|
159K
$68M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.47K+ 9.6% |
$581K - $687K
|
16.8K
$7.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.46K+ 0.28% |
$578K - $685K
|
523K
$224M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.46K+ 3.25% |
$578K - $684K
|
46.5K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
1.46K+ 9.96% |
$577K - $683K
|
16.1K
$6.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.46K+ 7.94% |
$577K - $683K
|
19.9K
$8.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
1.45K+ 4.82% |
$573K - $678K
|
31.5K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.45KNew |
$573K - $677K
|
1.45K
$622K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.45K+ 2.98% |
$572K - $677K
|
50K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.45K+ 3.25% |
$572K - $677K
|
46K
$19.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.44K+ 6.45% |
$568K - $672K
|
23.7K
$10.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.44K+ 3.77% |
$568K - $672K
|
39.6K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.44K+ 176.41% |
$567K - $671K
|
2.25K
$965K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.43K+ 9.35% |
$565K - $669K
|
16.7K
$7.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.43K+ 0.24% |
$565K - $668K
|
599K
$257M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.43K+ 14.23% |
$564K - $667K
|
11.5K
$4.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
1.43K+ 4.22% |
$563K - $667K
|
35.2K
$15.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.42K+ 14.29% |
$562K - $664K
|
11.4K
$4.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.42K+ 14.65% |
$560K - $663K
|
11.1K
$4.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.42K+ 12.82% |
$560K - $662K
|
12.5K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
C Partners Holding Gmb H
Zurich, V8 |
BUY
|
- |
1.41K+ 4.17% |
$556K - $658K
|
35.1K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.4K+ 8.15% |
$554K - $656K
|
18.6K
$7.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.39K+ 8.96% |
$548K - $649K
|
16.9K
$7.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 1.16% |
$544K - $643K
|
120K
$51.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.37K+ 19.59% |
$543K - $642K
|
8.39K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.37K+ 1.32% |
$542K - $641K
|
105K
$45.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.37K+ 13.43% |
$541K - $641K
|
11.6K
$4.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.37K+ 0.99% |
$540K - $639K
|
139K
$59.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.36K+ 2.95% |
$538K - $636K
|
47.5K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
1.35K+ 207.69% |
$533K - $631K
|
2K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
1.34K+ 4.55% |
$531K - $628K
|
30.9K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.34K+ 1.48% |
$531K - $628K
|
92.1K
$39.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.34K+ 11.61% |
$531K - $628K
|
12.9K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.34K+ 31.05% |
$530K - $627K
|
5.66K
$2.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.33K+ 9.68% |
$525K - $621K
|
15.1K
$6.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.33K+ 210.28% |
$525K - $621K
|
1.96K
$841K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.33K+ 8.88% |
$524K - $620K
|
16.3K
$6.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.31K+ 9.97% |
$518K - $613K
|
14.5K
$6.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.31K+ 6.65% |
$517K - $612K
|
21K
$9.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.31K+ 2.71% |
$516K - $610K
|
49.5K
$21.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.3K+ 4.0% |
$514K - $608K
|
33.8K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.3K+ 0.08% |
$514K - $608K
|
1.57M
$673M
|