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 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
533+ 4.45% |
$211K - $249K
|
12.5K
$5.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
529+ 1.45% |
$209K - $247K
|
36.9K
$15.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
528+ 1.09% |
$209K - $247K
|
48.9K
$21M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
527+ 1.28% |
$208K - $246K
|
41.7K
$17.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
527+ 1.39% |
$208K - $246K
|
38.4K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
524+ 7.11% |
$207K - $245K
|
7.9K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
523+ 0.37% |
$207K - $245K
|
142K
$60.9M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
521+ 25.39% |
$206K - $244K
|
2.57K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
520+ 13.58% |
$205K - $243K
|
4.35K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
520+ 5.7% |
$205K - $243K
|
9.64K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
520+ 5.87% |
$205K - $243K
|
9.38K
$4.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
519+ 1.12% |
$205K - $243K
|
47K
$20.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
516+ 1.56% |
$204K - $241K
|
33.5K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
516+ 5.43% |
$204K - $241K
|
10K
$4.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
513+ 16.86% |
$203K - $240K
|
3.56K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
510New |
$202K - $238K
|
510
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
509+ 5.39% |
$201K - $238K
|
9.95K
$4.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
508+ 4.74% |
$201K - $238K
|
11.2K
$4.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
508+ 7.29% |
$201K - $238K
|
7.48K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
507+ 4.11% |
$200K - $237K
|
12.8K
$5.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
505+ 2.18% |
$200K - $236K
|
23.7K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
505+ 0.31% |
$200K - $236K
|
163K
$69.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
503+ 12.64% |
$199K - $235K
|
4.48K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
502+ 5.63% |
$198K - $235K
|
9.42K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
502+ 40.0% |
$198K - $235K
|
1.76K
$754K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
502+ 7.18% |
$198K - $235K
|
7.49K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
501+ 11.47% |
$198K - $234K
|
4.87K
$2.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
500+ 3.35% |
$198K - $234K
|
15.4K
$6.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
500+ 38.46% |
$198K - $234K
|
1.8K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
500+ 129.53% |
$198K - $234K
|
886
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
500+ 1.52% |
$198K - $234K
|
33.4K
$14.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
496+ 2.24% |
$196K - $232K
|
22.6K
$9.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
494+ 23.32% |
$195K - $231K
|
2.61K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
494+ 0.56% |
$195K - $231K
|
88.3K
$37.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
491+ 2.21% |
$194K - $230K
|
22.7K
$9.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
490+ 1.81% |
$194K - $229K
|
27.6K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
488+ 0.68% |
$193K - $228K
|
71.9K
$30.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
486+ 6.82% |
$192K - $227K
|
7.61K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
486+ 3.1% |
$192K - $227K
|
16.1K
$6.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
485+ 1.66% |
$192K - $227K
|
29.7K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
483+ 9.48% |
$191K - $226K
|
5.58K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
480+ 8.27% |
$190K - $224K
|
6.28K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
479+ 1.33% |
$189K - $224K
|
36.5K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
479+ 6.9% |
$189K - $224K
|
7.42K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
477+ 0.96% |
$188K - $223K
|
50.4K
$21.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
476+ 3.62% |
$188K - $223K
|
13.6K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
476+ 1.37% |
$188K - $223K
|
35.2K
$15.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
474+ 7.95% |
$187K - $222K
|
6.43K
$2.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
473+ 3.36% |
$187K - $221K
|
14.5K
$6.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
471+ 1.26% |
$186K - $220K
|
37.8K
$16.2M
|