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 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.02% |
$1.19K - $1.4K
|
13.2K
$6.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3+ 0.04% |
$1.19K - $1.4K
|
8.12K
$4.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.33% |
$1.19K - $1.4K
|
916
$469K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.22% |
$1.19K - $1.4K
|
1.36K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$1.19K - $1.4K
|
19.9K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2+ 1.75% |
$790 - $935
|
116
$59.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
2+ 0.01% |
$790 - $935
|
17.7K
$9.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2+ 0.01% |
$790 - $935
|
13.6K
$6.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
2+ 0.2% |
$790 - $935
|
1.02K
$523K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2+ 0.44% |
$790 - $935
|
453
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2+ 0.08% |
$790 - $935
|
2.38K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.07% |
$790 - $935
|
3.08K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.13% |
$790 - $935
|
1.55K
$791K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.16% |
$790 - $935
|
1.24K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.12% |
$790 - $935
|
1.62K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2+ 0.14% |
$790 - $935
|
1.48K
$757K
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
2+ 0.0% |
$790 - $935
|
62.1K
$31.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
BUY
|
- |
1+ 0.13% |
$395 - $468
|
783
$401K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$395 - $468
|
804
$411K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.17% |
$395 - $468
|
592
$303K
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
BUY
|
- |
1+ 0.06% |
$395 - $468
|
1.6K
$820K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$395 - $468
|
1.85K
$949K
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.4K
$714K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$395 - $468
|
782
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.17% |
$395 - $468
|
586
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.1% |
$395 - $468
|
962
$492K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.61K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
11.4K
$5.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.26K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.16K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.39K
$713K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
1.85K
$944K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1+ 0.08% |
$395 - $468
|
1.22K
$623K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$395 - $468
|
2.31K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
2.16K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
2.14K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$395 - $468
|
1.72K
$881K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.06% |
$395 - $468
|
1.71K
$873K
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.4K
$717K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.13% |
$395 - $468
|
756
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1+ 0.09% |
$395 - $468
|
1.06K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.08% |
$395 - $468
|
1.31K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
10.2K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$395 - $468
|
23.5K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
17.1K
$8.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1+ 0.13% |
$395 - $468
|
793
$406K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.34K
$1.71M
|
|
|
Apr 01, 2025
Q3 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.35K
$689K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1- 0.01% |
$395 - $468
|
19.2K
$9.82M
|