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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
471New |
$186K - $220K
|
471
$202K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
468+ 4.37% |
$185K - $219K
|
11.2K
$4.8M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
467+ 0.63% |
$185K - $218K
|
75.2K
$32.2M
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
464+ 1.36% |
$183K - $217K
|
34.6K
$14.8M
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
464+ 18.89% |
$183K - $217K
|
2.92K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
464+ 3.31% |
$183K - $217K
|
14.5K
$6.21M
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
461+ 20.04% |
$182K - $216K
|
2.76K
$1.18M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
460+ 12.87% |
$182K - $215K
|
4.04K
$1.73M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
460+ 0.5% |
$182K - $215K
|
92K
$39.5M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
459+ 5.44% |
$181K - $215K
|
8.9K
$3.82M
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
459+ 9.71% |
$181K - $215K
|
5.19K
$2.22M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
459+ 5.12% |
$181K - $215K
|
9.43K
$4.05M
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
459+ 1.34% |
$181K - $215K
|
34.7K
$14.9M
|
|
Nov 13, 2024
Q3 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
458+ 69.71% |
$181K - $214K
|
1.12K
$478K
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
458+ 1.11% |
$181K - $214K
|
41.7K
$17.9M
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
455+ 1.0% |
$180K - $213K
|
45.8K
$19.6M
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
453+ 5.96% |
$179K - $212K
|
8.06K
$3.46M
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
452+ 1.33% |
$179K - $211K
|
34.3K
$14.7M
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
451+ 0.84% |
$178K - $211K
|
54.4K
$23.3M
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
450+ 1.02% |
$178K - $210K
|
44.5K
$19.1M
|
|
Nov 14, 2024
Q3 2024
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
450+ 3.31% |
$178K - $210K
|
14K
$6.03M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
449+ 1.54% |
$177K - $210K
|
29.7K
$12.7M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
448+ 2.58% |
$177K - $209K
|
17.8K
$7.63M
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
448+ 0.18% |
$177K - $209K
|
244K
$105M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
447+ 5.51% |
$177K - $209K
|
8.57K
$3.67M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
446+ 3.5% |
$176K - $209K
|
13.2K
$5.66M
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
446+ 4.88% |
$176K - $209K
|
9.58K
$4.11M
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
445+ 5.96% |
$176K - $208K
|
7.91K
$3.39M
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
444+ 0.25% |
$175K - $208K
|
178K
$76.5M
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
442+ 9.29% |
$175K - $207K
|
5.2K
$2.23M
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
442+ 1.7% |
$175K - $207K
|
26.5K
$11.4M
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
440+ 0.79% |
$174K - $206K
|
56.4K
$24.2M
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
440+ 79.71% |
$174K - $206K
|
992
$426K
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
439+ 18.63% |
$173K - $205K
|
2.8K
$1.2M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
436+ 2.37% |
$172K - $204K
|
18.8K
$8.08M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
434+ 7.27% |
$171K - $203K
|
6.41K
$2.75M
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
433+ 2.89% |
$171K - $202K
|
15.4K
$6.61M
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
432+ 46.15% |
$171K - $202K
|
1.37K
$587K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
432+ 3.27% |
$171K - $202K
|
13.7K
$5.86M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
431+ 0.94% |
$170K - $202K
|
46.2K
$19.8M
|
|
Nov 14, 2024
Q3 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
431+ 0.95% |
$170K - $202K
|
45.7K
$19.6M
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
429+ 4.34% |
$170K - $201K
|
10.3K
$4.42M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
425+ 3.89% |
$168K - $199K
|
11.4K
$4.87M
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
425+ 4.04% |
$168K - $199K
|
11K
$4.7M
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
423+ 5.83% |
$167K - $198K
|
7.68K
$3.3M
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
423+ 0.13% |
$167K - $198K
|
331K
$142M
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
423+ 5.84% |
$167K - $198K
|
7.66K
$3.29M
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
422+ 2.85% |
$167K - $197K
|
15.3K
$6.54M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
421+ 0.26% |
$166K - $197K
|
161K
$69.1M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
420+ 12.94% |
$166K - $196K
|
3.67K
$1.57M
|