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 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-137- 2.1% |
$54.1K - $64.1K
|
6.39K
$2.74M
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-137- 3.97% |
$54.1K - $64.1K
|
3.31K
$1.42M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-137- 1.44% |
$54.1K - $64.1K
|
9.38K
$4.02M
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-137- 1.47% |
$54.1K - $64.1K
|
9.18K
$3.94M
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-137- 2.41% |
$54.1K - $64.1K
|
5.54K
$2.38M
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-138- 0.24% |
$54.5K - $64.5K
|
58.5K
$25.1M
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-138- 16.43% |
$54.5K - $64.5K
|
702
$301K
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-140- 4.25% |
$55.3K - $65.5K
|
3.16K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-141- 0.51% |
$55.7K - $65.9K
|
27.6K
$11.9M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-142- 2.61% |
$56.1K - $66.4K
|
5.3K
$2.27M
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-142- 1.83% |
$56.1K - $66.4K
|
7.61K
$3.26M
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-142- 6.09% |
$56.1K - $66.4K
|
2.19K
$939K
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-142- 0.82% |
$56.1K - $66.4K
|
17.3K
$7.4M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-143- 1.79% |
$56.5K - $66.9K
|
7.83K
$3.36M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-143- 2.15% |
$56.5K - $66.9K
|
6.5K
$2.79M
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-144- 0.58% |
$56.9K - $67.3K
|
24.9K
$10.7M
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-144- 3.97% |
$56.9K - $67.3K
|
3.49K
$1.5M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-145- 1.45% |
$57.3K - $67.8K
|
9.86K
$4.23M
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-146- 2.98% |
$57.7K - $68.3K
|
4.75K
$2.04M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-146- 2.71% |
$57.7K - $68.3K
|
5.24K
$2.25M
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-146- 1.88% |
$57.7K - $68.3K
|
7.6K
$3.26M
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-146- 0.53% |
$57.7K - $68.3K
|
27.5K
$11.8M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-148- 0.67% |
$58.5K - $69.2K
|
21.8K
$9.35M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-149- 0.49% |
$58.9K - $69.7K
|
30K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-149- 0.9% |
$58.9K - $69.7K
|
16.5K
$7.06M
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-150- 0.73% |
$59.3K - $70.1K
|
20.3K
$8.7M
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-150- 0.28% |
$59.3K - $70.1K
|
54.3K
$23.3M
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-152- 1.5% |
$60.1K - $71.1K
|
9.97K
$4.28M
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-153- 1.86% |
$60.5K - $71.5K
|
8.06K
$3.46M
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-153- 0.95% |
$60.5K - $71.5K
|
16K
$6.87M
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-154- 0.96% |
$60.9K - $72K
|
15.9K
$6.81M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-154- 2.47% |
$60.9K - $72K
|
6.08K
$2.61M
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-155- 2.24% |
$61.2K - $72.5K
|
6.77K
$2.9M
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-155- 4.96% |
$61.2K - $72.5K
|
2.97K
$1.27M
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-155- 1.27% |
$61.2K - $72.5K
|
12K
$5.16M
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-156- 0.87% |
$61.6K - $72.9K
|
17.7K
$7.61M
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-157- 0.8% |
$62K - $73.4K
|
19.5K
$8.35M
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-157- 1.44% |
$62K - $73.4K
|
10.8K
$4.62M
|
|
Nov 14, 2024
Q3 2024
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-157- 0.13% |
$62K - $73.4K
|
120K
$51.4M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-158- 1.68% |
$62.4K - $73.9K
|
9.24K
$3.96M
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-158- 0.43% |
$62.4K - $73.9K
|
36.2K
$15.5M
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-158- 2.33% |
$62.4K - $73.9K
|
6.63K
$2.84M
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-158- 0.98% |
$62.4K - $73.9K
|
16K
$6.85M
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-159- 5.97% |
$62.8K - $74.3K
|
2.5K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-159- 0.58% |
$62.8K - $74.3K
|
27.2K
$11.7M
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-160- 6.0% |
$63.2K - $74.8K
|
2.51K
$1.07M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-160- 2.31% |
$63.2K - $74.8K
|
6.77K
$2.9M
|
|
Nov 13, 2024
Q3 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-160- 0.33% |
$63.2K - $74.8K
|
48.3K
$20.7M
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-161- 0.75% |
$63.6K - $75.3K
|
21.2K
$9.11M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-161- 0.18% |
$63.6K - $75.3K
|
89.9K
$38.6M
|