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 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
256+ 9.2% |
$101K - $120K
|
3.04K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
256+ 2.6% |
$101K - $120K
|
10.1K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
255+ 1.15% |
$101K - $119K
|
22.4K
$9.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
255+ 6.71% |
$101K - $119K
|
4.06K
$1.74M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
255+ 2.33% |
$101K - $119K
|
11.2K
$4.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
254+ 2.93% |
$100K - $119K
|
8.94K
$3.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
254+ 1.07% |
$100K - $119K
|
24K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
253+ 9.96% |
$100K - $118K
|
2.79K
$1.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
253+ 7.33% |
$100K - $118K
|
3.7K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
252+ 6.09% |
$99.6K - $118K
|
4.39K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
252+ 2.12% |
$99.6K - $118K
|
12.1K
$5.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
251+ 7.69% |
$99.2K - $117K
|
3.52K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
250+ 0.45% |
$98.8K - $117K
|
56.2K
$24.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250+ 9.8% |
$98.8K - $117K
|
2.8K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
250+ 1.15% |
$98.8K - $117K
|
21.9K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
250+ 0.53% |
$98.8K - $117K
|
47K
$20.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
249+ 3.04% |
$98.4K - $116K
|
8.45K
$3.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
249+ 3.81% |
$98.4K - $116K
|
6.78K
$2.91M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
249+ 2.6% |
$98.4K - $116K
|
9.82K
$4.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
248+ 0.4% |
$98K - $116K
|
62.1K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
248+ 5.44% |
$98K - $116K
|
4.81K
$2.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
247+ 5.24% |
$97.6K - $115K
|
4.96K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
246+ 2.55% |
$97.2K - $115K
|
9.89K
$4.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
243+ 0.19% |
$96K - $114K
|
126K
$54.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
243+ 2.03% |
$96K - $114K
|
12.2K
$5.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
242+ 2.67% |
$95.6K - $113K
|
9.3K
$3.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
242+ 13.13% |
$95.6K - $113K
|
2.09K
$895K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
241+ 0.29% |
$95.2K - $113K
|
83.8K
$36M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
241+ 1.53% |
$95.2K - $113K
|
16K
$6.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
241+ 2.03% |
$95.2K - $113K
|
12.1K
$5.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
240+ 1.86% |
$94.8K - $112K
|
13.2K
$5.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
239+ 4.27% |
$94.4K - $112K
|
5.84K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
239+ 1.55% |
$94.4K - $112K
|
15.7K
$6.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
239+ 0.51% |
$94.4K - $112K
|
46.8K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
239+ 1.5% |
$94.4K - $112K
|
16.2K
$6.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
238+ 2.51% |
$94K - $111K
|
9.72K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
238+ 0.63% |
$94K - $111K
|
38K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
238+ 4.49% |
$94K - $111K
|
5.54K
$2.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
237+ 1.94% |
$93.7K - $111K
|
12.5K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
237+ 0.62% |
$93.7K - $111K
|
38.3K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
235+ 2.2% |
$92.9K - $110K
|
10.9K
$4.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
235+ 1.32% |
$92.9K - $110K
|
18.1K
$7.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
235+ 1.99% |
$92.9K - $110K
|
12K
$5.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
234+ 3.37% |
$92.5K - $109K
|
7.18K
$3.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
234+ 35.62% |
$92.5K - $109K
|
891
$382K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
234+ 0.44% |
$92.5K - $109K
|
53.4K
$22.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
234+ 22.44% |
$92.5K - $109K
|
1.28K
$548K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
234+ 2.21% |
$92.5K - $109K
|
10.8K
$4.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
234+ 6.72% |
$92.5K - $109K
|
3.71K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
233+ 1.16% |
$92.1K - $109K
|
20.4K
$8.74M
|