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 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
399+ 10.57% |
$158K - $187K
|
4.18K
$1.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
398+ 2.7% |
$157K - $186K
|
15.2K
$5.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
398+ 7.4% |
$157K - $186K
|
5.78K
$2.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
396+ 1.99% |
$156K - $185K
|
20.3K
$8.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
395+ 4.49% |
$156K - $185K
|
9.18K
$3.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
394+ 10.2% |
$156K - $184K
|
4.26K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
386+ 0.84% |
$153K - $180K
|
46.4K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
385+ 1.88% |
$152K - $180K
|
20.8K
$8.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
384+ 12.69% |
$152K - $180K
|
3.41K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
380+ 4.27% |
$150K - $178K
|
9.28K
$3.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
378+ 0.75% |
$149K - $177K
|
51.1K
$20.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
375+ 12.07% |
$148K - $175K
|
3.48K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
372+ 4.66% |
$147K - $174K
|
8.35K
$3.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
371+ 14.92% |
$147K - $173K
|
2.86K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
370+ 11.79% |
$146K - $173K
|
3.51K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
370+ 2.45% |
$146K - $173K
|
15.5K
$6.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
369+ 1.32% |
$146K - $173K
|
28.3K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
369+ 1.3% |
$146K - $173K
|
28.8K
$11.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
368+ 2.28% |
$145K - $172K
|
16.5K
$6.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
367+ 1.28% |
$145K - $172K
|
29K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
367+ 3.79% |
$145K - $172K
|
10.1K
$3.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
365+ 8.83% |
$144K - $171K
|
4.5K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
365+ 5.24% |
$144K - $171K
|
7.34K
$2.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
364+ 15.56% |
$144K - $170K
|
2.7K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
364+ 4.83% |
$144K - $170K
|
7.89K
$3.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
364+ 1.01% |
$144K - $170K
|
36.5K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
363+ 1.02% |
$143K - $170K
|
35.9K
$14.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
361+ 1.08% |
$143K - $169K
|
33.8K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
361+ 1.01% |
$143K - $169K
|
36.3K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
361+ 0.93% |
$143K - $169K
|
39.1K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
360+ 7.2% |
$142K - $168K
|
5.36K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
360+ 0.96% |
$142K - $168K
|
38K
$15M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
359+ 0.91% |
$142K - $168K
|
40K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
358+ 7.16% |
$141K - $167K
|
5.36K
$2.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
357+ 6.75% |
$141K - $167K
|
5.64K
$2.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
356+ 1.11% |
$141K - $166K
|
32.3K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
355+ 1.35% |
$140K - $166K
|
26.6K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
355+ 7.86% |
$140K - $166K
|
4.87K
$1.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
354+ 0.74% |
$140K - $166K
|
47.9K
$18.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
354+ 2.02% |
$140K - $166K
|
17.9K
$7.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
353+ 0.4% |
$139K - $165K
|
88.8K
$35.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
353+ 5.33% |
$139K - $165K
|
6.98K
$2.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
352+ 30.88% |
$139K - $165K
|
1.49K
$590K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
352+ 0.27% |
$139K - $165K
|
132K
$52.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
351+ 1.87% |
$139K - $164K
|
19.1K
$7.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
349+ 2.15% |
$138K - $163K
|
16.6K
$6.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
348+ 18.64% |
$138K - $163K
|
2.22K
$876K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
348+ 7.42% |
$138K - $163K
|
5.04K
$1.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
347+ 0.73% |
$137K - $162K
|
48.2K
$19M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
346+ 0.43% |
$137K - $162K
|
80.5K
$31.8M
|