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 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 0.75% |
$86.5K - $102K
|
29.3K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
219+ 2.59% |
$86.5K - $102K
|
8.66K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
219+ 4.57% |
$86.5K - $102K
|
5.02K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
218+ 1.66% |
$86.1K - $102K
|
13.3K
$5.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
217+ 1.03% |
$85.7K - $101K
|
21.2K
$8.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
217+ 0.28% |
$85.7K - $101K
|
77.2K
$30.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
217+ 1.46% |
$85.7K - $101K
|
15.1K
$5.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
216+ 1.82% |
$85.4K - $101K
|
12.1K
$4.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 3.59% |
$85K - $101K
|
6.21K
$2.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
214+ 1.68% |
$84.6K - $100K
|
13K
$5.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
213+ 1.64% |
$84.2K - $99.6K
|
13.2K
$5.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
212+ 1.35% |
$83.8K - $99.1K
|
15.9K
$6.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
212+ 2.07% |
$83.8K - $99.1K
|
10.5K
$4.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
212+ 0.08% |
$83.8K - $99.1K
|
260K
$103M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 1.52% |
$83.8K - $99.1K
|
14.2K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
212+ 1.46% |
$83.8K - $99.1K
|
14.7K
$5.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
210+ 1.35% |
$83K - $98.2K
|
15.7K
$6.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
210+ 2.55% |
$83K - $98.2K
|
8.46K
$3.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
209+ 1.27% |
$82.6K - $97.7K
|
16.7K
$6.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
209+ 2.81% |
$82.6K - $97.7K
|
7.65K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
209+ 15.4% |
$82.6K - $97.7K
|
1.57K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
209+ 3.1% |
$82.6K - $97.7K
|
6.96K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
208+ 4.86% |
$82.2K - $97.3K
|
4.48K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
208+ 0.45% |
$82.2K - $97.3K
|
46.3K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
208+ 0.78% |
$82.2K - $97.3K
|
26.8K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
207+ 8.49% |
$81.8K - $96.8K
|
2.65K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
207+ 3.63% |
$81.8K - $96.8K
|
5.91K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
206+ 39.02% |
$81.4K - $96.3K
|
734
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
205+ 0.07% |
$81K - $95.8K
|
293K
$116M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
205+ 6.24% |
$81K - $95.8K
|
3.49K
$1.38M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
202+ 0.56% |
$79.8K - $94.4K
|
36.4K
$14.4M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
200+ 2.9% |
$79K - $93.5K
|
7.09K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$670K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
200+ 5.81% |
$79K - $93.5K
|
3.65K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
199+ 0.37% |
$78.6K - $93K
|
54.1K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
198+ 0.42% |
$78.2K - $92.6K
|
47.8K
$18.9M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
197+ 1.63% |
$77.8K - $92.1K
|
12.3K
$4.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
197+ 0.15% |
$77.8K - $92.1K
|
135K
$53.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
197+ 8.21% |
$77.8K - $92.1K
|
2.6K
$1.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
196+ 0.12% |
$77.4K - $91.6K
|
163K
$64.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
196+ 0.98% |
$77.4K - $91.6K
|
20.2K
$7.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
193+ 5.14% |
$76.3K - $90.2K
|
3.95K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
193+ 1.25% |
$76.3K - $90.2K
|
15.7K
$6.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
192+ 0.08% |
$75.9K - $89.8K
|
233K
$92M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
192+ 10.32% |
$75.9K - $89.8K
|
2.05K
$811K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
192+ 2.13% |
$75.9K - $89.8K
|
9.2K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
191+ 0.31% |
$75.5K - $89.3K
|
62.3K
$24.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
190+ 0.09% |
$75.1K - $88.8K
|
202K
$79.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
190+ 2.4% |
$75.1K - $88.8K
|
8.12K
$3.21M
|