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 06, 2024
Q3 2024
|
Broderick Brian C
|
BUY
|
- |
18+ 0.03% |
$7.11K - $8.42K
|
52.8K
$22.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
18+ 0.01% |
$7.11K - $8.42K
|
258K
$111M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
18+ 0.41% |
$7.11K - $8.42K
|
4.4K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
18+ 18.0% |
$7.11K - $8.42K
|
118
$50.6K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 0.07% |
$7.11K - $8.42K
|
24.8K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17+ 0.14% |
$6.72K - $7.95K
|
12.3K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
17+ 2.5% |
$6.72K - $7.95K
|
696
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.21% |
$6.32K - $7.48K
|
7.6K
$3.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.38% |
$6.32K - $7.48K
|
4.27K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
16+ 0.54% |
$6.32K - $7.48K
|
2.97K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 0.43% |
$6.32K - $7.48K
|
3.72K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
16+ 0.26% |
$6.32K - $7.48K
|
6.16K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
16+ 0.36% |
$6.32K - $7.48K
|
4.47K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
15+ 0.18% |
$5.93K - $7.01K
|
8.27K
$3.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15+ 1.67% |
$5.93K - $7.01K
|
914
$392K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
15+ 0.03% |
$5.93K - $7.01K
|
47.2K
$20.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
15+ 0.15% |
$5.93K - $7.01K
|
10.4K
$4.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15+ 0.1% |
$5.93K - $7.01K
|
15.1K
$6.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.48% |
$5.93K - $7.01K
|
3.13K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
15+ 0.02% |
$5.93K - $7.01K
|
68.9K
$29.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 1.1% |
$5.93K - $7.01K
|
1.38K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
15+ 1.38% |
$5.93K - $7.01K
|
1.1K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
15+ 0.29% |
$5.93K - $7.01K
|
5.13K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
15+ 8.38% |
$5.93K - $7.01K
|
194
$83.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
15+ 1.97% |
$5.93K - $7.01K
|
777
$333K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
14+ 0.26% |
$5.53K - $6.55K
|
5.45K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
14+ 0.57% |
$5.53K - $6.55K
|
2.49K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.19% |
$5.53K - $6.55K
|
7.58K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
14+ 0.05% |
$5.53K - $6.55K
|
26K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
14+ 0.36% |
$5.53K - $6.55K
|
3.95K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.16% |
$5.53K - $6.55K
|
8.75K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.08% |
$5.14K - $6.08K
|
17.2K
$7.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13+ 0.32% |
$5.14K - $6.08K
|
4.09K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
13+ 0.01% |
$5.14K - $6.08K
|
134K
$57.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
13+ 0.04% |
$5.14K - $6.08K
|
32K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
13+ 0.61% |
$5.14K - $6.08K
|
2.16K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
13+ 0.23% |
$5.14K - $6.08K
|
5.64K
$2.42M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
13+ 0.11% |
$5.14K - $6.08K
|
12K
$5.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12+ 2.65% |
$4.74K - $5.61K
|
464
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12+ 0.09% |
$4.74K - $5.61K
|
13.3K
$5.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.47% |
$4.74K - $5.61K
|
2.54K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
12+ 1.31% |
$4.74K - $5.61K
|
927
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
12+ 0.81% |
$4.74K - $5.61K
|
1.49K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 0.27% |
$4.74K - $5.61K
|
4.39K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
12+ 0.44% |
$4.74K - $5.61K
|
2.72K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
11+ 0.44% |
$4.35K - $5.14K
|
2.53K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
11+ 0.15% |
$4.35K - $5.14K
|
7.16K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
11+ 0.17% |
$4.35K - $5.14K
|
6.39K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
11+ 0.14% |
$4.35K - $5.14K
|
8.13K
$3.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10+ 0.09% |
$3.95K - $4.68K
|
10.6K
$4.56M
|