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 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
69+ 0.23% |
$27.3K - $32.3K
|
30.3K
$13M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
68+ 2.17% |
$26.9K - $31.8K
|
3.2K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
68+ 0.88% |
$26.9K - $31.8K
|
7.78K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
67+ 2.86% |
$26.5K - $31.3K
|
2.41K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
66+ 0.62% |
$26.1K - $30.9K
|
10.8K
$4.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
66+ 1.74% |
$26.1K - $30.9K
|
3.87K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
66+ 0.32% |
$26.1K - $30.9K
|
20.8K
$8.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
66+ 0.08% |
$26.1K - $30.9K
|
86K
$36.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
65+ 0.28% |
$25.7K - $30.4K
|
23.2K
$9.96M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
65+ 2.23% |
$25.7K - $30.4K
|
2.98K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
64+ 12.88% |
$25.3K - $29.9K
|
561
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64+ 0.16% |
$25.3K - $29.9K
|
40.3K
$17.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
63+ 0.1% |
$24.9K - $29.5K
|
61.6K
$26.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
62+ 0.27% |
$24.5K - $29K
|
23.1K
$9.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
62+ 4.54% |
$24.5K - $29K
|
1.43K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
61+ 0.39% |
$24.1K - $28.5K
|
15.8K
$6.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$24.1K - $28.5K
|
61
$26.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
61+ 0.18% |
$24.1K - $28.5K
|
33.5K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
60+ 1.9% |
$23.7K - $28.1K
|
3.22K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
60+ 1.64% |
$23.7K - $28.1K
|
3.72K
$1.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
58+ 2.16% |
$22.9K - $27.1K
|
2.75K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 3.6% |
$22.9K - $27.1K
|
1.67K
$716K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
58+ 0.49% |
$22.9K - $27.1K
|
11.9K
$5.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
58+ 1.1% |
$22.9K - $27.1K
|
5.31K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
57+ 0.45% |
$22.5K - $26.7K
|
12.6K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
57+ 0.53% |
$22.5K - $26.7K
|
10.9K
$4.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
56+ 0.46% |
$22.1K - $26.2K
|
12.2K
$5.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
56+ 0.09% |
$22.1K - $26.2K
|
60.1K
$25.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
56+ 0.36% |
$22.1K - $26.2K
|
15.4K
$6.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
55+ 0.22% |
$21.7K - $25.7K
|
24.5K
$10.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
55+ 1.41% |
$21.7K - $25.7K
|
3.95K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
55+ 0.19% |
$21.7K - $25.7K
|
28.3K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
55+ 39.01% |
$21.7K - $25.7K
|
196
$84.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
54+ 4.17% |
$21.3K - $25.2K
|
1.35K
$578K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
54+ 0.14% |
$21.3K - $25.2K
|
38.6K
$16.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
54+ 2.16% |
$21.3K - $25.2K
|
2.55K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
54+ 5.78% |
$21.3K - $25.2K
|
989
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
54+ 0.34% |
$21.3K - $25.2K
|
16.2K
$6.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
53+ 0.02% |
$20.9K - $24.8K
|
298K
$128M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.67% |
$20.9K - $24.8K
|
8K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
53+ 0.08% |
$20.9K - $24.8K
|
67.4K
$28.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
52+ 2.86% |
$20.5K - $24.3K
|
1.87K
$802K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
52+ 1.0% |
$20.5K - $24.3K
|
5.24K
$2.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
52+ 0.53% |
$20.5K - $24.3K
|
9.83K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
52+ 0.09% |
$20.5K - $24.3K
|
54.9K
$23.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
51+ 0.52% |
$20.2K - $23.8K
|
9.81K
$4.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
51+ 4.04% |
$20.2K - $23.8K
|
1.31K
$563K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
51+ 0.34% |
$20.2K - $23.8K
|
15.2K
$6.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 1.93% |
$19.8K - $23.4K
|
2.64K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
50+ 0.95% |
$19.8K - $23.4K
|
5.3K
$2.28M
|