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 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
154+ 6.58% |
$60.9K - $72K
|
2.5K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
154+ 4.76% |
$60.9K - $72K
|
3.39K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
154+ 0.78% |
$60.9K - $72K
|
19.9K
$8.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
153+ 5.87% |
$60.5K - $71.5K
|
2.76K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
153+ 2.93% |
$60.5K - $71.5K
|
5.37K
$2.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
152+ 7.77% |
$60.1K - $71.1K
|
2.11K
$905K
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
152+ 2.03% |
$60.1K - $71.1K
|
7.64K
$3.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
BUY
|
- |
152+ 2.6% |
$60.1K - $71.1K
|
6K
$2.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
151+ 0.57% |
$59.7K - $70.6K
|
26.9K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
150+ 0.37% |
$59.3K - $70.1K
|
41.1K
$17.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
150+ 4.97% |
$59.3K - $70.1K
|
3.17K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
150+ 0.12% |
$59.3K - $70.1K
|
127K
$54.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
150+ 1.71% |
$59.3K - $70.1K
|
8.92K
$3.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
150+ 0.48% |
$59.3K - $70.1K
|
31.3K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
150+ 4.4% |
$59.3K - $70.1K
|
3.56K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
149+ 1.19% |
$58.9K - $69.7K
|
12.7K
$5.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
149+ 2.1% |
$58.9K - $69.7K
|
7.24K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
148+ 1.15% |
$58.5K - $69.2K
|
13.1K
$5.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
148+ 12.11% |
$58.5K - $69.2K
|
1.37K
$588K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
148+ 2.53% |
$58.5K - $69.2K
|
6K
$2.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
148+ 1.7% |
$58.5K - $69.2K
|
8.83K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
148+ 0.68% |
$58.5K - $69.2K
|
22.1K
$9.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
147+ 2.38% |
$58.1K - $68.7K
|
6.31K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
146+ 2.06% |
$57.7K - $68.3K
|
7.24K
$3.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
146+ 3.18% |
$57.7K - $68.3K
|
4.73K
$2.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
146+ 3.7% |
$57.7K - $68.3K
|
4.09K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
145+ 12.4% |
$57.3K - $67.8K
|
1.31K
$564K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
145+ 23.93% |
$57.3K - $67.8K
|
751
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
145+ 0.3% |
$57.3K - $67.8K
|
48.2K
$20.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
145+ 0.58% |
$57.3K - $67.8K
|
25.3K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
144+ 10.5% |
$56.9K - $67.3K
|
1.52K
$650K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
144New |
$56.9K - $67.3K
|
144
$61.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
144+ 1.74% |
$56.9K - $67.3K
|
8.42K
$3.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
143+ 2.3% |
$56.5K - $66.9K
|
6.37K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
143+ 1.8% |
$56.5K - $66.9K
|
8.07K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
142+ 3.48% |
$56.1K - $66.4K
|
4.22K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
141+ 2.92% |
$55.7K - $65.9K
|
4.97K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
140+ 26.87% |
$55.3K - $65.5K
|
661
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
139+ 4.8% |
$54.9K - $65K
|
3.04K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
139+ 2.83% |
$54.9K - $65K
|
5.05K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
138+ 0.72% |
$54.5K - $64.5K
|
19.4K
$8.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
138+ 7.66% |
$54.5K - $64.5K
|
1.94K
$832K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
137+ 1.03% |
$54.1K - $64.1K
|
13.5K
$5.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
137+ 5.55% |
$54.1K - $64.1K
|
2.61K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
137+ 0.5% |
$54.1K - $64.1K
|
27.5K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
137+ 1.77% |
$54.1K - $64.1K
|
7.87K
$3.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
136+ 24.5% |
$53.7K - $63.6K
|
691
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
136+ 0.14% |
$53.7K - $63.6K
|
96.6K
$41.4M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
136+ 1.09% |
$53.7K - $63.6K
|
12.6K
$5.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
136+ 0.13% |
$53.7K - $63.6K
|
102K
$43.6M
|