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 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
274+ 1.09% |
$108K - $128K
|
25.5K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
273+ 2.61% |
$108K - $128K
|
10.7K
$4.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
273+ 0.52% |
$108K - $128K
|
52.8K
$20.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
273+ 1.3% |
$108K - $128K
|
21.2K
$8.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
272+ 1.94% |
$107K - $127K
|
14.3K
$5.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
270+ 2.28% |
$107K - $126K
|
12.1K
$4.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
270+ 11.3% |
$107K - $126K
|
2.66K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
270+ 13.75% |
$107K - $126K
|
2.23K
$883K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
269+ 7.42% |
$106K - $126K
|
3.9K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
268+ 9.41% |
$106K - $125K
|
3.12K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
267+ 0.44% |
$106K - $125K
|
60.5K
$23.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
267+ 0.5% |
$106K - $125K
|
53.2K
$21M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
267+ 6.18% |
$106K - $125K
|
4.59K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
266+ 19.22% |
$105K - $124K
|
1.65K
$652K
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
266+ 1.47% |
$105K - $124K
|
18.3K
$7.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
266+ 1.15% |
$105K - $124K
|
23.4K
$9.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
265+ 1.69% |
$105K - $124K
|
16K
$6.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
264+ 3.45% |
$104K - $123K
|
7.91K
$3.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
261+ 2.83% |
$103K - $122K
|
9.5K
$3.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
261+ 0.29% |
$103K - $122K
|
89.1K
$35.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
261+ 2.77% |
$103K - $122K
|
9.69K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
260+ 2.8% |
$103K - $122K
|
9.56K
$3.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
258+ 11.24% |
$102K - $121K
|
2.55K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
BUY
|
- |
258+ 12.46% |
$102K - $121K
|
2.33K
$920K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
257+ 2.52% |
$102K - $120K
|
10.5K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
257+ 1.78% |
$102K - $120K
|
14.7K
$5.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
256+ 9.2% |
$101K - $120K
|
3.04K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
256+ 2.6% |
$101K - $120K
|
10.1K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
255+ 1.15% |
$101K - $119K
|
22.4K
$8.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
255+ 6.71% |
$101K - $119K
|
4.06K
$1.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
255+ 2.33% |
$101K - $119K
|
11.2K
$4.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
254+ 2.93% |
$100K - $119K
|
8.94K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
254+ 1.07% |
$100K - $119K
|
24K
$9.48M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
253+ 9.96% |
$100K - $118K
|
2.79K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
253+ 7.33% |
$100K - $118K
|
3.7K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
252+ 6.09% |
$99.6K - $118K
|
4.39K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
252+ 2.12% |
$99.6K - $118K
|
12.1K
$4.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
251+ 7.69% |
$99.2K - $117K
|
3.52K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
250+ 0.45% |
$98.8K - $117K
|
56.2K
$22.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250+ 9.8% |
$98.8K - $117K
|
2.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
250+ 1.15% |
$98.8K - $117K
|
21.9K
$8.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
250+ 0.53% |
$98.8K - $117K
|
47K
$18.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
249+ 3.04% |
$98.4K - $116K
|
8.45K
$3.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
249+ 3.81% |
$98.4K - $116K
|
6.78K
$2.68M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
249+ 2.6% |
$98.4K - $116K
|
9.82K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
248+ 0.4% |
$98K - $116K
|
62.1K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
248+ 5.44% |
$98K - $116K
|
4.81K
$1.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
247+ 5.24% |
$97.6K - $115K
|
4.96K
$1.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
246+ 2.55% |
$97.2K - $115K
|
9.89K
$3.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
243+ 0.19% |
$96K - $114K
|
126K
$49.9M
|