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
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
743+ 6.92% |
$294K - $347K
|
11.5K
$4.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
743+ 0.23% |
$294K - $347K
|
319K
$137M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
743+ 4.64% |
$294K - $347K
|
16.8K
$7.19M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
742+ 2.57% |
$293K - $347K
|
29.7K
$12.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
742+ 1.42% |
$293K - $347K
|
53.1K
$22.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
741+ 15.6% |
$293K - $346K
|
5.49K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
741New |
$293K - $346K
|
741
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
741+ 3.29% |
$293K - $346K
|
23.3K
$9.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
740+ 8.01% |
$292K - $346K
|
9.98K
$4.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
739+ 3.77% |
$292K - $346K
|
20.3K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
739+ 2.29% |
$292K - $346K
|
33K
$14.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
738+ 2.89% |
$292K - $345K
|
26.3K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
737+ 2.97% |
$291K - $345K
|
25.5K
$10.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
735+ 1.64% |
$290K - $344K
|
45.6K
$19.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
735+ 2.04% |
$290K - $344K
|
36.7K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
733+ 2.61% |
$290K - $343K
|
28.8K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
731+ 26.76% |
$289K - $342K
|
3.46K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
731+ 3.34% |
$289K - $342K
|
22.6K
$9.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
731+ 1.24% |
$289K - $342K
|
59.9K
$25.7M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
730+ 4.14% |
$288K - $341K
|
18.4K
$7.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
728+ 1.42% |
$288K - $340K
|
51.9K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
728+ 2.74% |
$288K - $340K
|
27.3K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
726+ 19.64% |
$287K - $339K
|
4.42K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
724+ 50.49% |
$286K - $339K
|
2.16K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
722New |
$285K - $338K
|
722
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
720+ 2.38% |
$285K - $337K
|
31K
$13.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
719+ 2.83% |
$284K - $336K
|
26.1K
$11.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
715+ 0.94% |
$283K - $334K
|
76.6K
$32.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
715+ 152.13% |
$283K - $334K
|
1.19K
$508K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
714+ 1.49% |
$282K - $334K
|
48.7K
$20.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
714+ 3.09% |
$282K - $334K
|
23.8K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
712+ 9.85% |
$281K - $333K
|
7.94K
$3.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
709+ 3.97% |
$280K - $332K
|
18.6K
$7.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
708+ 10.31% |
$280K - $331K
|
7.58K
$3.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
706+ 4.68% |
$279K - $330K
|
15.8K
$6.78M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
701+ 85.91% |
$277K - $328K
|
1.52K
$651K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
699+ 1.23% |
$276K - $327K
|
57.6K
$24.7M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
697+ 2.81% |
$275K - $326K
|
25.5K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
697+ 0.56% |
$275K - $326K
|
124K
$53.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
696+ 4.58% |
$275K - $325K
|
15.9K
$6.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
696+ 8.39% |
$275K - $325K
|
8.99K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
695+ 3.15% |
$275K - $325K
|
22.8K
$9.77M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
694+ 0.63% |
$274K - $324K
|
110K
$47.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
693+ 16.22% |
$274K - $324K
|
4.97K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
693+ 0.63% |
$274K - $324K
|
110K
$47.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
692+ 7.09% |
$273K - $324K
|
10.4K
$4.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
692+ 3.3% |
$273K - $324K
|
21.7K
$9.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
690+ 1.92% |
$273K - $323K
|
36.7K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
690+ 6.18% |
$273K - $323K
|
11.9K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
689+ 0.9% |
$272K - $322K
|
77.6K
$33.3M
|