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 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$395 - $468
|
23.5K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
17.1K
$7.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1+ 0.13% |
$395 - $468
|
793
$340K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.34K
$1.43M
|
|
|
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
$8.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1- 0.12% |
$395 - $468
|
807
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$395 - $468
|
12K
$5.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-1- 0.03% |
$395 - $468
|
3.61K
$1.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1- 0.03% |
$395 - $468
|
3.47K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$395 - $468
|
5.29K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1- 0.14% |
$395 - $468
|
705
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 0.07% |
$395 - $468
|
1.41K
$604K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$395 - $468
|
627K
$269M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.25% |
$790 - $935
|
801
$344K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2- 0.01% |
$790 - $935
|
28.2K
$12.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2- 0.18% |
$790 - $935
|
1.08K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-2- 0.09% |
$790 - $935
|
2.17K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-2- 0.03% |
$790 - $935
|
6.54K
$2.81M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3- 0.16% |
$1.19K - $1.4K
|
1.91K
$818K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-3- 0.02% |
$1.19K - $1.4K
|
13.6K
$5.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.31% |
$1.19K - $1.4K
|
956
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$1.19K - $1.4K
|
21.8K
$9.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3- 0.36% |
$1.19K - $1.4K
|
821
$352K
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-3- 0.04% |
$1.19K - $1.4K
|
8.51K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3- 0.12% |
$1.19K - $1.4K
|
2.57K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.05% |
$1.19K - $1.4K
|
5.74K
$2.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.1% |
$1.58K - $1.87K
|
3.83K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4- 0.02% |
$1.58K - $1.87K
|
26K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-4- 0.01% |
$1.58K - $1.87K
|
47.5K
$20.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-4- 0.18% |
$1.58K - $1.87K
|
2.21K
$948K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-4- 0.27% |
$1.58K - $1.87K
|
1.5K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4- 0.07% |
$1.58K - $1.87K
|
5.69K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.02% |
$1.58K - $1.87K
|
23.9K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-5- 0.1% |
$1.98K - $2.34K
|
5.07K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-5- 0.03% |
$1.98K - $2.34K
|
14.3K
$6.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-5- 0.23% |
$1.98K - $2.34K
|
2.17K
$933K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5- 0.14% |
$1.98K - $2.34K
|
3.48K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-5- 0.23% |
$1.98K - $2.34K
|
2.16K
$928K
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-5- 0.02% |
$1.98K - $2.34K
|
23.6K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-5- 0.03% |
$1.98K - $2.34K
|
17K
$7.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-6- 0.12% |
$2.37K - $2.81K
|
5.03K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-6- 0.09% |
$2.37K - $2.81K
|
6.79K
$2.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.05% |
$2.37K - $2.81K
|
11.6K
$4.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6- 0.13% |
$2.37K - $2.81K
|
4.79K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-6- 0.01% |
$2.37K - $2.81K
|
47.2K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-6- 0.01% |
$2.37K - $2.81K
|
44.9K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-6- 0.29% |
$2.37K - $2.81K
|
2.07K
$887K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-7- 1.4% |
$2.77K - $3.27K
|
493
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-7- 0.02% |
$2.77K - $3.27K
|
31.2K
$13.4M
|