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 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
832+ 1.67% |
$329K - $389K
|
50.6K
$21.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
832+ 4.78% |
$329K - $389K
|
18.2K
$7.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
832+ 10.05% |
$329K - $389K
|
9.11K
$3.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
831+ 4.27% |
$328K - $389K
|
20.3K
$8.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
829+ 6.25% |
$328K - $388K
|
14.1K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
827+ 10.35% |
$327K - $387K
|
8.82K
$3.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
820+ 5.75% |
$324K - $383K
|
15.1K
$6.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
817+ 1.28% |
$323K - $382K
|
64.6K
$27.7M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
817+ 3.54% |
$323K - $382K
|
23.9K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
813+ 7.19% |
$321K - $380K
|
12.1K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
813+ 14.34% |
$321K - $380K
|
6.48K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
809+ 0.87% |
$320K - $378K
|
94.2K
$40.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
807+ 5.67% |
$319K - $377K
|
15K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
806+ 2.57% |
$318K - $377K
|
32.1K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
806+ 6.47% |
$318K - $377K
|
13.3K
$5.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
805+ 2.18% |
$318K - $376K
|
37.7K
$16.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
805+ 12.79% |
$318K - $376K
|
7.1K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
802+ 4.22% |
$317K - $375K
|
19.8K
$8.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
801+ 2.08% |
$317K - $375K
|
39.3K
$16.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
800+ 6.86% |
$316K - $374K
|
12.5K
$5.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
799+ 7.54% |
$316K - $374K
|
11.4K
$4.89M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
797+ 3.11% |
$315K - $373K
|
26.5K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
796+ 1.95% |
$315K - $372K
|
41.7K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
796+ 0.37% |
$315K - $372K
|
217K
$92.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
795+ 1.73% |
$314K - $372K
|
46.7K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
795+ 2.27% |
$314K - $372K
|
35.8K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
795+ 33.43% |
$314K - $372K
|
3.17K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
792+ 8.41% |
$313K - $370K
|
10.2K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
792+ 9.27% |
$313K - $370K
|
9.33K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
783+ 4.69% |
$309K - $366K
|
17.5K
$7.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
783+ 56.17% |
$309K - $366K
|
2.18K
$934K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
782+ 2.05% |
$309K - $366K
|
38.9K
$16.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
781+ 16.61% |
$309K - $365K
|
5.48K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
781+ 1.2% |
$309K - $365K
|
65.6K
$28.2M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
779+ 1.83% |
$308K - $364K
|
43.4K
$18.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
768+ 2.45% |
$303K - $359K
|
32.2K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
767+ 6.82% |
$303K - $359K
|
12K
$5.15M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
764+ 5.01% |
$302K - $357K
|
16K
$6.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
764New |
$302K - $357K
|
764
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
763+ 0.95% |
$301K - $357K
|
80.8K
$34.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
762+ 2.49% |
$301K - $356K
|
31.4K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
760+ 0.87% |
$300K - $355K
|
88.4K
$37.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
760+ 5.15% |
$300K - $355K
|
15.5K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
760+ 3.28% |
$300K - $355K
|
23.9K
$10.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
755+ 9.66% |
$298K - $353K
|
8.57K
$3.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
755+ 2.18% |
$298K - $353K
|
35.4K
$15.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
754+ 7.77% |
$298K - $353K
|
10.5K
$4.49M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
753New |
$298K - $352K
|
753
$323K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
752+ 1.69% |
$297K - $352K
|
45.3K
$19.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
749+ 0.34% |
$296K - $350K
|
221K
$94.8M
|