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 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-7- 0.05% |
$2.77K - $3.27K
|
14.2K
$6.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-7- 0.02% |
$2.77K - $3.27K
|
30.4K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.01% |
$2.77K - $3.27K
|
54.9K
$23.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-7- 0.07% |
$2.77K - $3.27K
|
10.5K
$4.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-7- 0.05% |
$2.77K - $3.27K
|
15.2K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-7- 0.03% |
$2.77K - $3.27K
|
23.7K
$10.2M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-8- 0.36% |
$3.16K - $3.74K
|
2.22K
$951K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-8- 0.04% |
$3.16K - $3.74K
|
20.4K
$8.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-8- 0.12% |
$3.16K - $3.74K
|
6.61K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-8- 0.04% |
$3.16K - $3.74K
|
20.9K
$8.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9- 0.3% |
$3.56K - $4.21K
|
3.02K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-9- 0.11% |
$3.56K - $4.21K
|
8.16K
$3.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-9- 0.24% |
$3.56K - $4.21K
|
3.71K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-9- 0.46% |
$3.56K - $4.21K
|
1.93K
$828K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-9- 0.92% |
$3.56K - $4.21K
|
971
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-10- 0.21% |
$3.95K - $4.68K
|
4.84K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-10- 0.16% |
$3.95K - $4.68K
|
6.09K
$2.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$3.95K - $4.68K
|
23.4K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10- 0.02% |
$3.95K - $4.68K
|
52.6K
$22.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10- 0.7% |
$3.95K - $4.68K
|
1.41K
$605K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-10- 0.35% |
$3.95K - $4.68K
|
2.85K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10- 0.09% |
$3.95K - $4.68K
|
10.8K
$4.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-11- 0.14% |
$4.35K - $5.14K
|
7.58K
$3.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.47% |
$4.35K - $5.14K
|
2.33K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-11- 0.36% |
$4.35K - $5.14K
|
3.05K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-11- 1.28% |
$4.35K - $5.14K
|
849
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-11- 5.47% |
$4.35K - $5.14K
|
190
$81.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-11- 0.26% |
$4.35K - $5.14K
|
4.15K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-11- 0.06% |
$4.35K - $5.14K
|
17.6K
$7.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.21% |
$4.74K - $5.61K
|
5.77K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-12- 0.3% |
$4.74K - $5.61K
|
3.94K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-12- 0.34% |
$4.74K - $5.61K
|
3.53K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-13- 0.8% |
$5.14K - $6.08K
|
1.62K
$696K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-13- 3.23% |
$5.14K - $6.08K
|
390
$167K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-13- 1.31% |
$5.14K - $6.08K
|
980
$420K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13- 0.51% |
$5.14K - $6.08K
|
2.56K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-13- 0.08% |
$5.14K - $6.08K
|
15.5K
$6.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-13- 2.59% |
$5.14K - $6.08K
|
488
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-14- 0.42% |
$5.53K - $6.55K
|
3.29K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-14- 0.38% |
$5.53K - $6.55K
|
3.66K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-14- 0.13% |
$5.53K - $6.55K
|
10.9K
$4.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-14- 0.2% |
$5.53K - $6.55K
|
6.83K
$2.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-15- 0.19% |
$5.93K - $7.01K
|
7.84K
$3.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-15- 0.88% |
$5.93K - $7.01K
|
1.69K
$726K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-15- 2.02% |
$5.93K - $7.01K
|
728
$312K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-15- 0.68% |
$5.93K - $7.01K
|
2.19K
$938K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-15- 1.02% |
$5.93K - $7.01K
|
1.46K
$624K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15- 0.18% |
$5.93K - $7.01K
|
8.32K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-15- 0.11% |
$5.93K - $7.01K
|
13.2K
$5.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.02% |
$6.32K - $7.48K
|
85.7K
$36.8M
|