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
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
327+ 6.02% |
$129K - $153K
|
5.76K
$2.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
326+ 1.51% |
$129K - $152K
|
21.8K
$9.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
325+ 14.34% |
$128K - $152K
|
2.59K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
325+ 16.54% |
$128K - $152K
|
2.29K
$982K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
325+ 16.54% |
$128K - $152K
|
2.29K
$982K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
324+ 2.29% |
$128K - $151K
|
14.5K
$6.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
322+ 2.67% |
$127K - $151K
|
12.4K
$5.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
321+ 2.04% |
$127K - $150K
|
16K
$6.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
321+ 2.37% |
$127K - $150K
|
13.9K
$5.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
320+ 5.2% |
$126K - $150K
|
6.47K
$2.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
320+ 1.71% |
$126K - $150K
|
19K
$8.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
319+ 16.96% |
$126K - $149K
|
2.2K
$944K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
318+ 1.3% |
$126K - $149K
|
24.8K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
318+ 2.76% |
$126K - $149K
|
11.8K
$5.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
317+ 4.54% |
$125K - $148K
|
7.3K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
317+ 0.99% |
$125K - $148K
|
32.3K
$13.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
316+ 6.92% |
$125K - $148K
|
4.88K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
316+ 1.59% |
$125K - $148K
|
20.2K
$8.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
315+ 0.3% |
$124K - $147K
|
106K
$45.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
314+ 4.99% |
$124K - $147K
|
6.6K
$2.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
312+ 7.99% |
$123K - $146K
|
4.22K
$1.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
311+ 1.58% |
$123K - $145K
|
20.1K
$8.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
311+ 3.4% |
$123K - $145K
|
9.45K
$4.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
311+ 1.51% |
$123K - $145K
|
20.9K
$8.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
309+ 1.58% |
$122K - $144K
|
19.9K
$8.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
308+ 8.72% |
$122K - $144K
|
3.84K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
307+ 1.64% |
$121K - $144K
|
19K
$8.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
305+ 1.29% |
$121K - $143K
|
24K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
305+ 9.82% |
$121K - $143K
|
3.41K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
305+ 3.89% |
$121K - $143K
|
8.14K
$3.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
304+ 2.16% |
$120K - $142K
|
14.4K
$6.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
304+ 0.81% |
$120K - $142K
|
38K
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
304+ 9.16% |
$120K - $142K
|
3.62K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
302+ 0.94% |
$119K - $141K
|
32.6K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
302+ 7.21% |
$119K - $141K
|
4.49K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
302+ 11.8% |
$119K - $141K
|
2.86K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
302+ 2.92% |
$119K - $141K
|
10.6K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
300+ 2.3% |
$119K - $140K
|
13.4K
$5.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
300+ 2.47% |
$119K - $140K
|
12.5K
$5.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
300+ 1.45% |
$119K - $140K
|
21K
$9.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
299+ 0.68% |
$118K - $140K
|
44.2K
$19M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
298+ 0.89% |
$118K - $139K
|
33.7K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
298+ 10.29% |
$118K - $139K
|
3.19K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
297+ 5.5% |
$117K - $139K
|
5.7K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
297+ 0.49% |
$117K - $139K
|
61.1K
$26.2M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
295+ 1.8% |
$117K - $138K
|
16.7K
$7.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
293+ 1.11% |
$116K - $137K
|
26.7K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
292+ 1.44% |
$115K - $137K
|
20.5K
$8.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
291+ 30.66% |
$115K - $136K
|
1.24K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
291+ 9.45% |
$115K - $136K
|
3.37K
$1.45M
|