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 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.16% |
$3.95K - $4.68K
|
6.2K
$2.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
10+ 0.25% |
$3.95K - $4.68K
|
3.93K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10+ 0.1% |
$3.95K - $4.68K
|
9.65K
$4.14M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
10+ 0.89% |
$3.95K - $4.68K
|
1.14K
$489K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10+ 0.14% |
$3.95K - $4.68K
|
7.39K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
10+ 0.16% |
$3.95K - $4.68K
|
6.2K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$3.95K - $4.68K
|
5.49K
$2.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9+ 0.24% |
$3.56K - $4.21K
|
3.82K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
9+ 0.03% |
$3.56K - $4.21K
|
35.6K
$15.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
8+ 0.16% |
$3.16K - $3.74K
|
5.13K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8+ 0.4% |
$3.16K - $3.74K
|
1.99K
$854K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
8+ 0.33% |
$3.16K - $3.74K
|
2.42K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
8+ 0.37% |
$3.16K - $3.74K
|
2.17K
$932K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
34.9K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
32.6K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8+ 0.34% |
$3.16K - $3.74K
|
2.37K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8+ 0.73% |
$3.16K - $3.74K
|
1.11K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8+ 0.12% |
$3.16K - $3.74K
|
6.67K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
8+ 0.21% |
$3.16K - $3.74K
|
3.79K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.81% |
$2.77K - $3.27K
|
871
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.74% |
$2.77K - $3.27K
|
958
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
7+ 0.06% |
$2.77K - $3.27K
|
12.6K
$5.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 0.41% |
$2.77K - $3.27K
|
1.73K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
7+ 0.06% |
$2.77K - $3.27K
|
11K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
7+ 0.23% |
$2.77K - $3.27K
|
3.09K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.77K - $3.27K
|
4.04K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.09% |
$2.77K - $3.27K
|
8.17K
$3.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$2.37K - $2.81K
|
3.81K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$2.37K - $2.81K
|
3.24K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.12% |
$2.37K - $2.81K
|
4.92K
$2.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
6+ 0.02% |
$2.37K - $2.81K
|
34.7K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
6+ 0.05% |
$2.37K - $2.81K
|
13K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$2.37K - $2.81K
|
8.82K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
6+ 0.68% |
$2.37K - $2.81K
|
888
$381K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.09% |
$1.98K - $2.34K
|
5.36K
$2.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.04% |
$1.98K - $2.34K
|
14K
$6.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
5+ 0.19% |
$1.98K - $2.34K
|
2.64K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.09% |
$1.98K - $2.34K
|
5.56K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
5+ 0.74% |
$1.98K - $2.34K
|
681
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
5+ 0.15% |
$1.98K - $2.34K
|
3.4K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.46K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5+ 0.02% |
$1.98K - $2.34K
|
24.1K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.62% |
$1.98K - $2.34K
|
806
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.43K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5+ 0.02% |
$1.98K - $2.34K
|
25.7K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5+ 0.08% |
$1.98K - $2.34K
|
6.55K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
5+ 0.12% |
$1.98K - $2.34K
|
4.06K
$1.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.4% |
$1.58K - $1.87K
|
1K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 0.42% |
$1.58K - $1.87K
|
953
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$1.58K - $1.87K
|
4.8K
$2.06M
|