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 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.05K+ 5.23% |
$416K - $492K
|
21.2K
$9.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.47% |
$411K - $486K
|
71.6K
$30.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.04K+ 74.48% |
$411K - $486K
|
2.43K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.03K+ 1.32% |
$405K - $480K
|
78.7K
$33.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.03K+ 0.86% |
$405K - $479K
|
120K
$51.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.03K+ 3.17% |
$405K - $479K
|
33.4K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.03K+ 0.94% |
$405K - $479K
|
110K
$47.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.02K+ 4.49% |
$403K - $477K
|
23.8K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.02K+ 6.34% |
$403K - $476K
|
17.1K
$7.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.02K+ 3.37% |
$401K - $475K
|
31.1K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.01K+ 29.5% |
$400K - $473K
|
4.44K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Thistle LLC
|
BUY
|
- |
1.01KNew |
$400K - $473K
|
1.01K
$434K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1K+ 174.0% |
$397K - $469K
|
1.58K
$678K
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1KNew |
$396K - $469K
|
1K
$430K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1K+ 3.31% |
$396K - $469K
|
31.3K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1K+ 2.52% |
$396K - $469K
|
40.8K
$17.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1K+ 13.22% |
$395K - $468K
|
8.57K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
1KNew |
$395K - $468K
|
1K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1K+ 5.33% |
$395K - $468K
|
19.8K
$8.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
995+ 10.94% |
$393K - $465K
|
10.1K
$4.33M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
991+ 12.65% |
$392K - $463K
|
8.82K
$3.78M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
990+ 7.1% |
$391K - $463K
|
14.9K
$6.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
985+ 6.86% |
$389K - $461K
|
15.4K
$6.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
984+ 1.64% |
$389K - $460K
|
61K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
984+ 12.93% |
$389K - $460K
|
8.6K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
983+ 9.06% |
$388K - $460K
|
11.8K
$5.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
982+ 6.94% |
$388K - $459K
|
15.1K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
982+ 14.63% |
$388K - $459K
|
7.7K
$3.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
980+ 28.36% |
$387K - $458K
|
4.44K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
980+ 2.59% |
$387K - $458K
|
38.8K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
978+ 0.76% |
$386K - $457K
|
130K
$55.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
977+ 1.93% |
$386K - $457K
|
51.7K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
973+ 12.9% |
$384K - $455K
|
8.52K
$3.65M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
963+ 6.73% |
$381K - $450K
|
15.3K
$6.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
962+ 2.33% |
$380K - $450K
|
42.2K
$18.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
960+ 139.33% |
$379K - $449K
|
1.65K
$707K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
956+ 11.96% |
$378K - $447K
|
8.95K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
956+ 2.88% |
$378K - $447K
|
34.2K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
955+ 1.11% |
$377K - $447K
|
86.7K
$37.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
953+ 0.32% |
$377K - $446K
|
297K
$128M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
952+ 2.29% |
$376K - $445K
|
42.6K
$18.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
947+ 1.58% |
$374K - $443K
|
61K
$26.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
945+ 5.28% |
$373K - $442K
|
18.9K
$8.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
943+ 27.25% |
$373K - $441K
|
4.4K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
943+ 21.55% |
$373K - $441K
|
5.32K
$2.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
942+ 1.64% |
$372K - $440K
|
58.5K
$25.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
939+ 8.2% |
$371K - $439K
|
12.4K
$5.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
936+ 2.86% |
$370K - $438K
|
33.6K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
936+ 0.13% |
$370K - $438K
|
719K
$309M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
931+ 18.96% |
$368K - $435K
|
5.84K
$2.51M
|