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 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
688+ 0.44% |
$272K - $322K
|
157K
$67.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
687+ 5.25% |
$271K - $321K
|
13.8K
$5.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
687+ 91.97% |
$271K - $321K
|
1.43K
$615K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
682+ 18.62% |
$269K - $319K
|
4.34K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
681+ 1.32% |
$269K - $318K
|
52.3K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
680New |
$269K - $318K
|
680
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
680New |
$269K - $318K
|
680
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
676+ 2.56% |
$267K - $316K
|
27.1K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
676+ 4.33% |
$267K - $316K
|
16.3K
$6.99M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
675+ 12.39% |
$267K - $316K
|
6.12K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
675+ 6.38% |
$267K - $316K
|
11.3K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
674New |
$266K - $315K
|
674
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
673+ 0.14% |
$266K - $315K
|
492K
$211M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
670+ 5.97% |
$265K - $313K
|
11.9K
$5.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
669New |
$264K - $313K
|
669
$287K
|
|
|
Dec 09, 2024
Q3 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
668+ 1.65% |
$264K - $312K
|
41.3K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
666+ 10.09% |
$263K - $311K
|
7.27K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
665+ 1.71% |
$263K - $311K
|
39.4K
$16.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
662+ 1.02% |
$262K - $310K
|
65.7K
$28.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
660+ 13.75% |
$261K - $309K
|
5.46K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
658New |
$260K - $308K
|
658
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
656+ 10.48% |
$259K - $307K
|
6.92K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
655+ 1.52% |
$259K - $306K
|
43.6K
$18.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
651+ 0.88% |
$257K - $304K
|
74.7K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
651+ 4.73% |
$257K - $304K
|
14.4K
$6.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
650+ 1.71% |
$257K - $304K
|
38.8K
$16.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
649+ 5.98% |
$256K - $303K
|
11.5K
$4.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
648+ 0.35% |
$256K - $303K
|
184K
$79M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
646+ 3.31% |
$255K - $302K
|
20.2K
$8.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
645+ 2.96% |
$255K - $302K
|
22.4K
$9.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
641+ 4.72% |
$253K - $300K
|
14.2K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
641+ 4.61% |
$253K - $300K
|
14.5K
$6.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
640+ 5.87% |
$253K - $299K
|
11.5K
$4.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
639+ 23.27% |
$253K - $299K
|
3.39K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
636+ 4.43% |
$251K - $297K
|
15K
$6.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
635+ 4.65% |
$251K - $297K
|
14.3K
$6.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
634+ 3.27% |
$251K - $296K
|
20K
$8.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
633+ 2.18% |
$250K - $296K
|
29.6K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
629+ 3.88% |
$249K - $294K
|
16.8K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
628+ 1.4% |
$248K - $294K
|
45.6K
$19.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
627+ 2.51% |
$248K - $293K
|
25.6K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
627New |
$248K - $293K
|
627
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
624+ 0.67% |
$247K - $292K
|
94.2K
$40.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
624+ 0.44% |
$247K - $292K
|
144K
$61.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
624+ 6.99% |
$247K - $292K
|
9.55K
$4.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
619New |
$245K - $289K
|
619
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
618+ 2.63% |
$244K - $289K
|
24.1K
$10.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
616+ 1.52% |
$243K - $288K
|
41.1K
$17.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
616+ 2.31% |
$243K - $288K
|
27.3K
$11.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
615+ 1.78% |
$243K - $288K
|
35.2K
$15.1M
|