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 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-82- 1.21% |
$32.4K - $38.3K
|
6.7K
$2.87M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-83- 0.18% |
$32.8K - $38.8K
|
46.5K
$19.9M
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-83- 0.26% |
$32.8K - $38.8K
|
31.7K
$13.6M
|
|
Oct 21, 2024
Q3 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-83- 11.77% |
$32.8K - $38.8K
|
622
$267K
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-83- 1.39% |
$32.8K - $38.8K
|
5.91K
$2.53M
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-84- 0.99% |
$33.2K - $39.3K
|
8.4K
$3.6M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-84- 0.55% |
$33.2K - $39.3K
|
15.3K
$6.55M
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-84- 5.68% |
$33.2K - $39.3K
|
1.4K
$598K
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-85- 0.72% |
$33.6K - $39.7K
|
11.8K
$5.04M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-87- 7.32% |
$34.4K - $40.7K
|
1.1K
$473K
|
|
Oct 17, 2024
Q3 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-87- 2.74% |
$34.4K - $40.7K
|
3.09K
$1.32M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-87- 1.52% |
$34.4K - $40.7K
|
5.64K
$2.42M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-88- 0.51% |
$34.8K - $41.1K
|
17.1K
$7.33M
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-90- 0.07% |
$35.6K - $42.1K
|
124K
$53M
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-90- 0.39% |
$35.6K - $42.1K
|
23K
$9.87M
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-90- 3.0% |
$35.6K - $42.1K
|
2.91K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-90- 0.92% |
$35.6K - $42.1K
|
9.68K
$4.15M
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-90- 4.29% |
$35.6K - $42.1K
|
2.01K
$861K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-91- 0.4% |
$36K - $42.5K
|
22.5K
$9.66M
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-91- 0.78% |
$36K - $42.5K
|
11.6K
$4.97M
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-91- 0.59% |
$36K - $42.5K
|
15.4K
$6.61M
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-91- 1.01% |
$36K - $42.5K
|
8.91K
$3.82M
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-92- 0.47% |
$36.4K - $43K
|
19.7K
$8.43M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-93- 0.64% |
$36.7K - $43.5K
|
14.4K
$6.19M
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-93- 0.43% |
$36.7K - $43.5K
|
21.4K
$9.2M
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-93- 0.23% |
$36.7K - $43.5K
|
40.1K
$17.2M
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-95- 2.03% |
$37.5K - $44.4K
|
4.58K
$1.97M
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-95- 0.89% |
$37.5K - $44.4K
|
10.5K
$4.52M
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-95- 3.19% |
$37.5K - $44.4K
|
2.89K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-96- 6.17% |
$37.9K - $44.9K
|
1.46K
$627K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-97- 0.5% |
$38.3K - $45.4K
|
19.3K
$8.27M
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-97- 2.05% |
$38.3K - $45.4K
|
4.63K
$1.98M
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-97- 1.08% |
$38.3K - $45.4K
|
8.85K
$3.8M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-97- 1.34% |
$38.3K - $45.4K
|
7.13K
$3.06M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-98- 4.92% |
$38.7K - $45.8K
|
1.89K
$812K
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
SELL
|
- |
-98- 4.25% |
$38.7K - $45.8K
|
2.21K
$948K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-98- 1.37% |
$38.7K - $45.8K
|
7.05K
$3.02M
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-99- 6.98% |
$39.1K - $46.3K
|
1.32K
$566K
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-99- 0.16% |
$39.1K - $46.3K
|
62K
$26.6M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-99- 2.01% |
$39.1K - $46.3K
|
4.83K
$2.07M
|
|
Nov 14, 2024
Q3 2024
|
William Allan, LLC
|
SELL
|
- |
-99- 0.75% |
$39.1K - $46.3K
|
13K
$5.59M
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 8.24% |
$39.5K - $46.8K
|
1.11K
$478K
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-100- 8.9% |
$39.5K - $46.8K
|
1.02K
$439K
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-100- 3.15% |
$39.5K - $46.8K
|
3.08K
$1.32M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-100- 0.25% |
$39.5K - $46.8K
|
39.7K
$17M
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-100- 0.04% |
$39.5K - $46.8K
|
228K
$97.8M
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-100- 3.62% |
$39.5K - $46.8K
|
2.66K
$1.14M
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.09% |
$39.5K - $46.8K
|
4.69K
$2.01M
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-100- 2.49% |
$39.5K - $46.8K
|
3.92K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-100- 0.15% |
$39.5K - $46.8K
|
68.5K
$29.4M
|