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 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
108+ 0.88% |
$42.7K - $50.5K
|
12.4K
$4.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
107+ 0.32% |
$42.3K - $50K
|
33.2K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
107+ 0.6% |
$42.3K - $50K
|
17.8K
$7.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
107+ 0.29% |
$42.3K - $50K
|
36.9K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
107+ 7.16% |
$42.3K - $50K
|
1.6K
$633K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
107+ 0.83% |
$42.3K - $50K
|
13K
$5.12M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
107+ 6.73% |
$42.3K - $50K
|
1.7K
$670K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
106+ 2.58% |
$41.9K - $49.6K
|
4.21K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
106+ 3.2% |
$41.9K - $49.6K
|
3.42K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
105+ 3.23% |
$41.5K - $49.1K
|
3.35K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
104+ 0.21% |
$41.1K - $48.6K
|
48.7K
$19.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
104+ 0.06% |
$41.1K - $48.6K
|
179K
$70.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
104+ 0.44% |
$41.1K - $48.6K
|
23.9K
$9.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.46% |
$41.1K - $48.6K
|
3.11K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
104+ 1.56% |
$41.1K - $48.6K
|
6.77K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
103+ 0.71% |
$40.7K - $48.2K
|
14.6K
$5.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
103+ 6.14% |
$40.7K - $48.2K
|
1.78K
$704K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
103+ 8.93% |
$40.7K - $48.2K
|
1.26K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
103+ 17.22% |
$40.7K - $48.2K
|
701
$277K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
102+ 1.83% |
$40.3K - $47.7K
|
5.68K
$2.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
102+ 1.69% |
$40.3K - $47.7K
|
6.12K
$2.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
102+ 0.74% |
$40.3K - $47.7K
|
14K
$5.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
101+ 2.58% |
$39.9K - $47.2K
|
4.02K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 16.69% |
$39.9K - $47.2K
|
706
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
101+ 2.56% |
$39.9K - $47.2K
|
4.05K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
101+ 0.52% |
$39.9K - $47.2K
|
19.5K
$7.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
101+ 0.32% |
$39.9K - $47.2K
|
31.7K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
101+ 1.35% |
$39.9K - $47.2K
|
7.6K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
101+ 0.52% |
$39.9K - $47.2K
|
19.6K
$7.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
100+ 1.97% |
$39.5K - $46.8K
|
5.18K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
100+ 6.36% |
$39.5K - $46.8K
|
1.67K
$661K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
100+ 1.17% |
$39.5K - $46.8K
|
8.65K
$3.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.77% |
$39.5K - $46.8K
|
13K
$5.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100+ 6.54% |
$39.5K - $46.8K
|
1.63K
$643K
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 11.15% |
$39.5K - $46.8K
|
997
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.41% |
$39.5K - $46.8K
|
24.7K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
100+ 8.33% |
$39.5K - $46.8K
|
1.3K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 0.54% |
$39.5K - $46.8K
|
18.6K
$7.33M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
100+ 2.51% |
$39.5K - $46.8K
|
4.09K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
99+ 2.98% |
$39.1K - $46.3K
|
3.43K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
99+ 5.87% |
$39.1K - $46.3K
|
1.79K
$706K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
99+ 0.89% |
$39.1K - $46.3K
|
11.2K
$4.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
99+ 1.47% |
$39.1K - $46.3K
|
6.86K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
99+ 4.07% |
$39.1K - $46.3K
|
2.53K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
99+ 3.85% |
$39.1K - $46.3K
|
2.67K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
98+ 3.91% |
$38.7K - $45.8K
|
2.61K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
97+ 4.89% |
$38.3K - $45.4K
|
2.08K
$822K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
96+ 0.33% |
$37.9K - $44.9K
|
29.2K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
96+ 0.58% |
$37.9K - $44.9K
|
16.6K
$6.57M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
96+ 3.0% |
$37.9K - $44.9K
|
3.3K
$1.3M
|