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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
89+ 0.32% |
$35.2K - $41.6K
|
27.9K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
88+ 2.01% |
$34.8K - $41.1K
|
4.47K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
87+ 14.72% |
$34.4K - $40.7K
|
678
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
86+ 0.4% |
$34K - $40.2K
|
21.8K
$9.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
86+ 0.54% |
$34K - $40.2K
|
16K
$6.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
86+ 1.26% |
$34K - $40.2K
|
6.92K
$2.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
85+ 0.06% |
$33.6K - $39.7K
|
140K
$60.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
84+ 12.0% |
$33.2K - $39.3K
|
784
$336K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
82+ 13.16% |
$32.4K - $38.3K
|
705
$302K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
81+ 0.69% |
$32K - $37.9K
|
11.8K
$5.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
81+ 1.99% |
$32K - $37.9K
|
4.16K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
81+ 6.53% |
$32K - $37.9K
|
1.32K
$567K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
81+ 0.54% |
$32K - $37.9K
|
15.2K
$6.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
81+ 0.72% |
$32K - $37.9K
|
11.3K
$4.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.23% |
$32K - $37.9K
|
6.68K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
81+ 1.15% |
$32K - $37.9K
|
7.14K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
81+ 6.95% |
$32K - $37.9K
|
1.25K
$535K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
80+ 0.19% |
$31.6K - $37.4K
|
42K
$18M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
80+ 0.63% |
$31.6K - $37.4K
|
12.7K
$5.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
80+ 2.0% |
$31.6K - $37.4K
|
4.09K
$1.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
80+ 1.74% |
$31.6K - $37.4K
|
4.69K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
79+ 0.18% |
$31.2K - $36.9K
|
43.9K
$18.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
79+ 0.29% |
$31.2K - $36.9K
|
27.6K
$11.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
78+ 0.94% |
$30.8K - $36.5K
|
8.35K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
78+ 0.17% |
$30.8K - $36.5K
|
45K
$19.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
78+ 0.38% |
$30.8K - $36.5K
|
20.5K
$8.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
78+ 0.91% |
$30.8K - $36.5K
|
8.64K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
78+ 13.18% |
$30.8K - $36.5K
|
670
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
78+ 0.61% |
$30.8K - $36.5K
|
12.9K
$5.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
76+ 0.5% |
$30K - $35.5K
|
15.2K
$6.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
76+ 1.09% |
$30K - $35.5K
|
7.06K
$3.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
76+ 6.19% |
$30K - $35.5K
|
1.3K
$559K
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
76+ 14.39% |
$30K - $35.5K
|
604
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
75+ 0.25% |
$29.6K - $35.1K
|
29.6K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
75+ 0.37% |
$29.6K - $35.1K
|
20.4K
$8.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
74+ 0.57% |
$29.2K - $34.6K
|
12.9K
$5.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
74+ 0.22% |
$29.2K - $34.6K
|
33.9K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
74+ 1.39% |
$29.2K - $34.6K
|
5.38K
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
73+ 0.95% |
$28.8K - $34.1K
|
7.75K
$3.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
73+ 1.3% |
$28.8K - $34.1K
|
5.67K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
73+ 5.09% |
$28.8K - $34.1K
|
1.51K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
73+ 0.93% |
$28.8K - $34.1K
|
7.91K
$3.39M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
72+ 5.58% |
$28.5K - $33.7K
|
1.36K
$584K
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
71+ 0.23% |
$28.1K - $33.2K
|
31.4K
$13.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
71+ 0.98% |
$28.1K - $33.2K
|
7.35K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
71+ 0.18% |
$28.1K - $33.2K
|
40.3K
$17.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
70+ 0.26% |
$27.7K - $32.7K
|
26.5K
$11.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
70+ 11.95% |
$27.7K - $32.7K
|
656
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
70+ 3.75% |
$27.7K - $32.7K
|
1.94K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
70+ 2.16% |
$27.7K - $32.7K
|
3.31K
$1.42M
|