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
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-64- 1.53% |
$25.3K - $29.9K
|
4.11K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-64- 1.2% |
$25.3K - $29.9K
|
5.29K
$2.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-64- 0.99% |
$25.3K - $29.9K
|
6.38K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-64- 0.31% |
$25.3K - $29.9K
|
20.4K
$8.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-65- 0.72% |
$25.7K - $30.4K
|
9.02K
$3.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-65- 0.4% |
$25.7K - $30.4K
|
16.1K
$6.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-65- 0.63% |
$25.7K - $30.4K
|
10.3K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 1.24% |
$26.1K - $30.9K
|
5.25K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-66- 3.57% |
$26.1K - $30.9K
|
1.78K
$765K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 0.57% |
$26.1K - $30.9K
|
11.4K
$4.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-66- 3.91% |
$26.1K - $30.9K
|
1.62K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-66- 0.36% |
$26.1K - $30.9K
|
18.2K
$7.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-66- 0.58% |
$26.1K - $30.9K
|
11.2K
$4.82M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-66- 0.92% |
$26.1K - $30.9K
|
7.14K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-67- 0.34% |
$26.5K - $31.3K
|
19.8K
$8.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 0.39% |
$27.3K - $32.3K
|
17.5K
$7.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-69- 2.9% |
$27.3K - $32.3K
|
2.31K
$991K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-69- 0.48% |
$27.3K - $32.3K
|
14.3K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-69- 0.3% |
$27.3K - $32.3K
|
23.1K
$9.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-69- 0.61% |
$27.3K - $32.3K
|
11.3K
$4.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-70- 0.52% |
$27.7K - $32.7K
|
13.5K
$5.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-70- 0.37% |
$27.7K - $32.7K
|
19K
$8.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-70- 0.52% |
$27.7K - $32.7K
|
13.4K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-70- 1.26% |
$27.7K - $32.7K
|
5.51K
$2.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-71- 1.51% |
$28.1K - $33.2K
|
4.62K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-71- 2.12% |
$28.1K - $33.2K
|
3.28K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-71- 1.12% |
$28.1K - $33.2K
|
6.25K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-72- 0.77% |
$28.5K - $33.7K
|
9.31K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 5.11% |
$28.8K - $34.1K
|
1.36K
$582K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-74- 3.55% |
$29.2K - $34.6K
|
2.01K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-74- 7.05% |
$29.2K - $34.6K
|
976
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-75- 2.61% |
$29.6K - $35.1K
|
2.8K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-75- 3.32% |
$29.6K - $35.1K
|
2.19K
$937K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-75- 2.4% |
$29.6K - $35.1K
|
3.05K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-75- 2.28% |
$29.6K - $35.1K
|
3.22K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Xxec, Inc.
|
SELL
|
- |
-75- 0.24% |
$29.6K - $35.1K
|
30.7K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-75- 0.52% |
$29.6K - $35.1K
|
14.4K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-75- 5.32% |
$29.6K - $35.1K
|
1.33K
$572K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-76- 0.21% |
$30K - $35.5K
|
36.4K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-77- 1.16% |
$30.4K - $36K
|
6.58K
$2.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-77- 0.27% |
$30.4K - $36K
|
28.7K
$12.3M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-77- 0.94% |
$30.4K - $36K
|
8.11K
$3.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-78- 0.39% |
$30.8K - $36.5K
|
19.9K
$8.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-79- 1.4% |
$31.2K - $36.9K
|
5.58K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-79- 0.67% |
$31.2K - $36.9K
|
11.7K
$5.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-79- 0.44% |
$31.2K - $36.9K
|
18K
$7.72M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-80- 5.92% |
$31.6K - $37.4K
|
1.27K
$546K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-81- 1.06% |
$32K - $37.9K
|
7.53K
$3.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-81- 1.42% |
$32K - $37.9K
|
5.61K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-81- 0.33% |
$32K - $37.9K
|
24.8K
$10.6M
|