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 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
931+ 18.96% |
$368K - $435K
|
5.84K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
929+ 17.08% |
$367K - $434K
|
6.37K
$2.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
927+ 1.03% |
$366K - $433K
|
90.6K
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
927+ 6.52% |
$366K - $433K
|
15.1K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
925+ 0.23% |
$366K - $432K
|
403K
$167M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
921+ 1.62% |
$364K - $431K
|
57.9K
$24M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
919+ 1.87% |
$363K - $430K
|
49.9K
$20.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
915+ 24.14% |
$362K - $428K
|
4.71K
$1.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
915+ 5.14% |
$362K - $428K
|
18.7K
$7.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
914+ 4.58% |
$361K - $427K
|
20.9K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
914+ 0.75% |
$361K - $427K
|
123K
$51.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
911+ 21.49% |
$360K - $426K
|
5.15K
$2.14M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
910+ 4.4% |
$360K - $425K
|
21.6K
$8.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
908+ 0.27% |
$359K - $425K
|
332K
$138M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
902+ 1.34% |
$356K - $422K
|
68.3K
$28.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
901New |
$356K - $421K
|
901
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
897+ 1.83% |
$354K - $419K
|
50K
$20.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
895+ 4.95% |
$354K - $418K
|
19K
$7.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
894+ 31.69% |
$353K - $418K
|
3.72K
$1.54M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
894+ 6.3% |
$353K - $418K
|
15.1K
$6.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
893+ 0.74% |
$353K - $418K
|
122K
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
891+ 4.58% |
$352K - $417K
|
20.4K
$8.45M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
888+ 6.43% |
$351K - $415K
|
14.7K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
885New |
$350K - $414K
|
885
$367K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
884+ 18.65% |
$349K - $413K
|
5.62K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
883+ 1.83% |
$349K - $413K
|
49.3K
$20.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
880+ 0.92% |
$348K - $411K
|
96K
$39.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
880+ 16.15% |
$348K - $411K
|
6.33K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
880New |
$348K - $411K
|
880
$365K
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
876+ 4.01% |
$346K - $410K
|
22.7K
$9.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
874+ 2.14% |
$345K - $409K
|
41.8K
$17.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
874+ 8.15% |
$345K - $409K
|
11.6K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
872+ 0.95% |
$345K - $408K
|
93K
$38.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
868+ 72.39% |
$343K - $406K
|
2.07K
$858K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
866+ 0.73% |
$342K - $405K
|
120K
$49.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
866+ 4.88% |
$342K - $405K
|
18.6K
$7.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
864+ 2.75% |
$341K - $404K
|
32.3K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
863+ 24.76% |
$341K - $404K
|
4.35K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
860+ 20.59% |
$340K - $402K
|
5.04K
$2.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
858+ 19.93% |
$339K - $401K
|
5.16K
$2.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
856+ 0.37% |
$338K - $400K
|
233K
$96.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
853+ 9.35% |
$337K - $399K
|
9.97K
$4.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
852+ 10.26% |
$337K - $398K
|
9.16K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
851+ 3.85% |
$336K - $398K
|
22.9K
$9.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
846+ 3.49% |
$334K - $396K
|
25.1K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
845+ 11.65% |
$334K - $395K
|
8.1K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
838+ 10.55% |
$331K - $392K
|
8.78K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
838+ 20.2% |
$331K - $392K
|
4.99K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
838+ 2.39% |
$331K - $392K
|
35.9K
$14.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
837+ 10.11% |
$331K - $391K
|
9.11K
$3.78M
|