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 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
180+ 1.61% |
$71.1K - $84.2K
|
11.4K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
180+ 1.06% |
$71.1K - $84.2K
|
17.2K
$7.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
178+ 1.92% |
$70.3K - $83.2K
|
9.43K
$4.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
177+ 3.14% |
$69.9K - $82.8K
|
5.82K
$2.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
176+ 7.25% |
$69.5K - $82.3K
|
2.61K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
176+ 22.48% |
$69.5K - $82.3K
|
959
$411K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
175+ 31.31% |
$69.2K - $81.8K
|
734
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
175+ 3.21% |
$69.2K - $81.8K
|
5.63K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
BUY
|
- |
175+ 14.98% |
$69.2K - $81.8K
|
1.34K
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
174+ 4.48% |
$68.8K - $81.4K
|
4.05K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
172+ 0.63% |
$68K - $80.4K
|
27.4K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
172+ 1.18% |
$68K - $80.4K
|
14.8K
$6.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
172+ 0.26% |
$68K - $80.4K
|
65.6K
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
172+ 3.4% |
$68K - $80.4K
|
5.23K
$2.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
171+ 0.11% |
$67.6K - $80K
|
149K
$64M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
170+ 0.42% |
$67.2K - $79.5K
|
40.4K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
170+ 16.08% |
$67.2K - $79.5K
|
1.23K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
170+ 4.84% |
$67.2K - $79.5K
|
3.68K
$1.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
169+ 14.23% |
$66.8K - $79K
|
1.36K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
169+ 1.66% |
$66.8K - $79K
|
10.3K
$4.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
169+ 0.18% |
$66.8K - $79K
|
94.9K
$40.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
169+ 1.88% |
$66.8K - $79K
|
9.16K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
169+ 2.07% |
$66.8K - $79K
|
8.35K
$3.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
168+ 2.15% |
$66.4K - $78.6K
|
7.96K
$3.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
168+ 0.49% |
$66.4K - $78.6K
|
34.1K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
167+ 5.44% |
$66K - $78.1K
|
3.24K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
167+ 0.6% |
$66K - $78.1K
|
28.2K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
166+ 1.05% |
$65.6K - $77.6K
|
16K
$6.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
165+ 3.52% |
$65.2K - $77.1K
|
4.85K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
165+ 1.89% |
$65.2K - $77.1K
|
8.88K
$3.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
165+ 0.92% |
$65.2K - $77.1K
|
18.2K
$7.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
163+ 8.31% |
$64.4K - $76.2K
|
2.12K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
163+ 0.24% |
$64.4K - $76.2K
|
67.2K
$28.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
163+ 7.42% |
$64.4K - $76.2K
|
2.36K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
162+ 9.69% |
$64K - $75.7K
|
1.83K
$786K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
161+ 0.31% |
$63.6K - $75.3K
|
52.3K
$22.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
161+ 1.7% |
$63.6K - $75.3K
|
9.66K
$4.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
160+ 27.78% |
$63.2K - $74.8K
|
736
$316K
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
160+ 1.88% |
$63.2K - $74.8K
|
8.68K
$3.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
159+ 4.33% |
$62.8K - $74.3K
|
3.83K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
159+ 3.0% |
$62.8K - $74.3K
|
5.45K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
157+ 20.79% |
$62K - $73.4K
|
912
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
156+ 2.15% |
$61.6K - $72.9K
|
7.4K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
156+ 1.61% |
$61.6K - $72.9K
|
9.83K
$4.22M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
155+ 11.74% |
$61.2K - $72.5K
|
1.48K
$633K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
155+ 26.82% |
$61.2K - $72.5K
|
733
$314K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
155+ 3.29% |
$61.2K - $72.5K
|
4.86K
$2.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
155+ 1.18% |
$61.2K - $72.5K
|
13.3K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
155+ 1.27% |
$61.2K - $72.5K
|
12.3K
$5.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
154+ 2.27% |
$60.9K - $72K
|
6.94K
$2.98M
|