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 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.18K+ 10.23% |
$465K - $551K
|
12.7K
$5.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.18K+ 4.51% |
$465K - $550K
|
27.3K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.17K+ 17.49% |
$461K - $545K
|
7.83K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.16K+ 12.7% |
$459K - $543K
|
10.3K
$4.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.16K+ 10.42% |
$458K - $541K
|
12.3K
$5.26M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.16K+ 68.97% |
$457K - $540K
|
2.83K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.16K+ 0.84% |
$456K - $540K
|
139K
$59.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
1.15K+ 2.63% |
$454K - $538K
|
44.8K
$19.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 20.75% |
$452K - $535K
|
6.66K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.14K+ 1.45% |
$452K - $535K
|
80.2K
$34.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.66% |
$451K - $533K
|
44K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.14K+ 3.14% |
$449K - $531K
|
37.3K
$16M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.13K+ 0.74% |
$447K - $528K
|
153K
$65.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 15.44% |
$446K - $527K
|
8.43K
$3.62M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.13K+ 14.52% |
$445K - $527K
|
8.89K
$3.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 1.93% |
$442K - $523K
|
59.2K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.12KNew |
$442K - $523K
|
1.12K
$480K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.12K+ 1.88% |
$441K - $522K
|
60.6K
$26M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 0.53% |
$441K - $522K
|
210K
$90M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.11KNew |
$439K - $519K
|
1.11K
$477K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.11K+ 2.37% |
$439K - $519K
|
48K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.11K+ 5.45% |
$438K - $518K
|
21.4K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 4.27% |
$437K - $517K
|
27K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
1.11K+ 8.77% |
$437K - $517K
|
13.7K
$5.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.1K+ 1.85% |
$436K - $516K
|
60.8K
$26.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.1K+ 7.54% |
$435K - $515K
|
15.7K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 0.8% |
$435K - $515K
|
139K
$59.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.1KNew |
$435K - $514K
|
1.1K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.1KNew |
$433K - $512K
|
1.1K
$470K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.1KNew |
$433K - $512K
|
1.1K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.09K+ 47.98% |
$432K - $511K
|
3.37K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.09K+ 122.47% |
$431K - $510K
|
1.98K
$849K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.09K+ 1.89% |
$430K - $509K
|
58.8K
$25.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.09K+ 6.85% |
$429K - $507K
|
16.9K
$7.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.08K+ 78.78% |
$428K - $507K
|
2.46K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.08K+ 0.37% |
$427K - $505K
|
295K
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 2.66% |
$426K - $504K
|
41.6K
$17.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 27.46% |
$426K - $504K
|
5K
$2.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 11.55% |
$426K - $504K
|
10.4K
$4.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.08K+ 10.84% |
$425K - $503K
|
11K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 0.25% |
$425K - $503K
|
439K
$188M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.07K+ 1.76% |
$424K - $501K
|
61.9K
$26.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.07K+ 3.4% |
$422K - $499K
|
32.5K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
1.06K+ 35.6% |
$418K - $495K
|
4.03K
$1.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 7.46% |
$417K - $494K
|
15.2K
$6.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.06K+ 9.37% |
$417K - $493K
|
12.3K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 49.81% |
$417K - $493K
|
3.17K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.05K+ 1.16% |
$416K - $492K
|
91.5K
$39.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
1.05KNew |
$416K - $492K
|
1.05K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.05K+ 3.17% |
$416K - $492K
|
34.2K
$14.7M
|