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 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
37+ 0.31% |
$14.6K - $17.3K
|
11.8K
$5.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
37+ 0.32% |
$14.6K - $17.3K
|
11.5K
$4.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
37+ 0.7% |
$14.6K - $17.3K
|
5.31K
$2.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
36+ 2.13% |
$14.2K - $16.8K
|
1.73K
$741K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
36+ 0.42% |
$14.2K - $16.8K
|
8.63K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
36+ 0.28% |
$14.2K - $16.8K
|
13K
$5.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
36+ 2.11% |
$14.2K - $16.8K
|
1.74K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
36+ 1.38% |
$14.2K - $16.8K
|
2.65K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
35+ 2.15% |
$13.8K - $16.4K
|
1.66K
$713K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
35+ 2.09% |
$13.8K - $16.4K
|
1.71K
$733K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
35+ 0.45% |
$13.8K - $16.4K
|
7.86K
$3.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
34+ 0.13% |
$13.4K - $15.9K
|
25.7K
$11M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
34+ 0.07% |
$13.4K - $15.9K
|
47K
$20.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
33+ 0.23% |
$13K - $15.4K
|
14.1K
$6.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$13K - $15.4K
|
23.7K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
33+ 0.58% |
$13K - $15.4K
|
5.71K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
33+ 0.7% |
$13K - $15.4K
|
4.73K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
33+ 0.32% |
$13K - $15.4K
|
10.3K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
33+ 1.02% |
$13K - $15.4K
|
3.26K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
32+ 0.26% |
$12.6K - $15K
|
12.1K
$5.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
32+ 1.28% |
$12.6K - $15K
|
2.53K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
32+ 0.11% |
$12.6K - $15K
|
29.7K
$12.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
32+ 0.28% |
$12.6K - $15K
|
11.3K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
32+ 0.32% |
$12.6K - $15K
|
9.88K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
32+ 1.73% |
$12.6K - $15K
|
1.88K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
32+ 0.08% |
$12.6K - $15K
|
39.5K
$16.9M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
31+ 5.09% |
$12.2K - $14.5K
|
640
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
31+ 0.13% |
$12.2K - $14.5K
|
24.5K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
31+ 10.1% |
$12.2K - $14.5K
|
338
$145K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
31+ 1.0% |
$12.2K - $14.5K
|
3.12K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
31+ 0.38% |
$12.2K - $14.5K
|
8.11K
$3.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
31+ 0.56% |
$12.2K - $14.5K
|
5.52K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 0.24% |
$12.2K - $14.5K
|
13.2K
$5.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
30+ 0.34% |
$11.9K - $14K
|
8.83K
$3.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
30+ 3.32% |
$11.9K - $14K
|
934
$401K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 0.32% |
$11.9K - $14K
|
9.3K
$3.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
30+ 1.33% |
$11.9K - $14K
|
2.28K
$980K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
30+ 0.12% |
$11.9K - $14K
|
24.5K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
30+ 0.19% |
$11.9K - $14K
|
16K
$6.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
30+ 1.07% |
$11.9K - $14K
|
2.84K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
29+ 3.37% |
$11.5K - $13.6K
|
890
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
29+ 0.18% |
$11.5K - $13.6K
|
16K
$6.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 0.8% |
$11.1K - $13.1K
|
3.54K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
28+ 0.14% |
$11.1K - $13.1K
|
19.5K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
28+ 0.29% |
$11.1K - $13.1K
|
9.61K
$4.12M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
28+ 0.84% |
$11.1K - $13.1K
|
3.38K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27+ 1.23% |
$10.7K - $12.6K
|
2.22K
$954K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
27+ 0.54% |
$10.7K - $12.6K
|
5.03K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
27+ 0.41% |
$10.7K - $12.6K
|
6.59K
$2.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.41% |
$10.3K - $12.2K
|
6.32K
$2.71M
|