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 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.39% |
$6.32K - $7.48K
|
4.04K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-16- 0.76% |
$6.32K - $7.48K
|
2.08K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-16- 0.28% |
$6.32K - $7.48K
|
5.67K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-16- 0.45% |
$6.32K - $7.48K
|
3.57K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17- 0.04% |
$6.72K - $7.95K
|
45.7K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-17- 0.4% |
$6.72K - $7.95K
|
4.27K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-17- 0.56% |
$6.72K - $7.95K
|
3K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.3% |
$7.51K - $8.88K
|
6.33K
$2.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-19- 0.06% |
$7.51K - $8.88K
|
30K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-19- 1.03% |
$7.51K - $8.88K
|
1.83K
$785K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-20- 1.65% |
$7.9K - $9.35K
|
1.19K
$512K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-20- 0.14% |
$7.9K - $9.35K
|
13.9K
$5.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-20- 0.94% |
$7.9K - $9.35K
|
2.11K
$904K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 0.35% |
$7.9K - $9.35K
|
5.63K
$2.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-20- 0.06% |
$7.9K - $9.35K
|
36K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-20- 1.89% |
$7.9K - $9.35K
|
1.04K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-20- 0.83% |
$7.9K - $9.35K
|
2.39K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-21- 0.46% |
$8.3K - $9.82K
|
4.55K
$1.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-21- 3.04% |
$8.3K - $9.82K
|
670
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-21- 0.5% |
$8.3K - $9.82K
|
4.21K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.3% |
$8.3K - $9.82K
|
6.92K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-21- 0.31% |
$8.3K - $9.82K
|
6.76K
$2.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-22- 0.07% |
$8.69K - $10.3K
|
33K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-22- 0.43% |
$8.69K - $10.3K
|
5.15K
$2.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-22- 0.88% |
$8.69K - $10.3K
|
2.48K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-22- 2.44% |
$8.69K - $10.3K
|
880
$378K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-22- 0.26% |
$8.69K - $10.3K
|
8.46K
$3.63M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-23- 0.32% |
$9.09K - $10.8K
|
7.25K
$3.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-23- 33.82% |
$9.09K - $10.8K
|
45
$19.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-23- 0.34% |
$9.09K - $10.8K
|
6.75K
$2.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-23- 0.16% |
$9.09K - $10.8K
|
14.1K
$6.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-23- 0.11% |
$9.09K - $10.8K
|
21.6K
$9.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-23- 1.32% |
$9.09K - $10.8K
|
1.72K
$737K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-23- 0.22% |
$9.09K - $10.8K
|
10.4K
$4.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-24- 1.06% |
$9.48K - $11.2K
|
2.25K
$964K
|
|
|
Nov 13, 2024
Q3 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-24- 2.93% |
$9.48K - $11.2K
|
796
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-24- 0.35% |
$9.48K - $11.2K
|
6.81K
$2.92M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-25- 2.6% |
$9.88K - $11.7K
|
938
$402K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-25- 0.86% |
$9.88K - $11.7K
|
2.9K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-25- 1.15% |
$9.88K - $11.7K
|
2.15K
$924K
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-25- 2.41% |
$9.88K - $11.7K
|
1.01K
$434K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-25- 0.17% |
$9.88K - $11.7K
|
15.1K
$6.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-25- 0.16% |
$9.88K - $11.7K
|
15.7K
$6.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.23% |
$9.88K - $11.7K
|
10.8K
$4.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-25- 0.55% |
$9.88K - $11.7K
|
4.54K
$1.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-25- 1.94% |
$9.88K - $11.7K
|
1.26K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-25- 0.2% |
$9.88K - $11.7K
|
12.5K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-25- 0.46% |
$9.88K - $11.7K
|
5.39K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-25- 0.39% |
$9.88K - $11.7K
|
6.32K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-25- 1.64% |
$9.88K - $11.7K
|
1.5K
$644K
|