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 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-166- 5.46% |
$65.6K - $77.6K
|
2.88K
$1.14M
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-166- 21.36% |
$65.6K - $77.6K
|
611
$242K
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-167- 5.91% |
$66K - $78.1K
|
2.66K
$1.05M
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-167- 0.08% |
$66K - $78.1K
|
201K
$79.4M
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-168- 1.11% |
$66.4K - $78.6K
|
15K
$5.93M
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-168- 0.15% |
$66.4K - $78.6K
|
115K
$45.6M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-169- 3.48% |
$66.8K - $79K
|
4.68K
$1.85M
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-169- 0.88% |
$66.8K - $79K
|
19K
$7.52M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-169- 1.08% |
$66.8K - $79K
|
15.4K
$6.1M
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-170- 0.56% |
$67.2K - $79.5K
|
30K
$11.8M
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-170- 0.14% |
$67.2K - $79.5K
|
120K
$47.3M
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-170- 12.74% |
$67.2K - $79.5K
|
1.16K
$460K
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-172- 0.84% |
$68K - $80.4K
|
20.4K
$8.05M
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-172- 0.28% |
$68K - $80.4K
|
60.5K
$23.9M
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-172- 2.17% |
$68K - $80.4K
|
7.76K
$3.07M
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-173- 0.26% |
$68.4K - $80.9K
|
66.5K
$26.3M
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-173- 0.83% |
$68.4K - $80.9K
|
20.8K
$8.2M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-173- 0.34% |
$68.4K - $80.9K
|
50.9K
$20.1M
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-175- 0.71% |
$69.2K - $81.8K
|
24.5K
$9.69M
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-176- 2.0% |
$69.5K - $82.3K
|
8.62K
$3.41M
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-176- 16.89% |
$69.5K - $82.3K
|
866
$342K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-176- 0.21% |
$69.5K - $82.3K
|
82.4K
$32.6M
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-176- 0.31% |
$69.5K - $82.3K
|
56.3K
$22.3M
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-176- 2.9% |
$69.5K - $82.3K
|
5.9K
$2.33M
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-177- 0.51% |
$69.9K - $82.8K
|
34.6K
$13.7M
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-178- 5.2% |
$70.3K - $83.2K
|
3.25K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-178- 1.32% |
$70.3K - $83.2K
|
13.3K
$5.26M
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-179- 0.76% |
$70.7K - $83.7K
|
23.4K
$9.23M
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-180- 1.18% |
$71.1K - $84.2K
|
15.1K
$5.98M
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-182- 2.65% |
$71.9K - $85.1K
|
6.7K
$2.65M
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-184- 0.77% |
$72.7K - $86K
|
23.6K
$9.34M
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-185- 2.27% |
$73.1K - $86.5K
|
7.96K
$3.15M
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-186- 0.72% |
$73.5K - $87K
|
25.7K
$10.1M
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-186- 3.79% |
$73.5K - $87K
|
4.72K
$1.87M
|
|
Nov 14, 2024
Q3 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-186- 0.22% |
$73.5K - $87K
|
83.2K
$32.9M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-188- 2.0% |
$74.3K - $87.9K
|
9.21K
$3.64M
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-188- 0.47% |
$74.3K - $87.9K
|
39.9K
$15.8M
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-188- 13.43% |
$74.3K - $87.9K
|
1.21K
$479K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-188- 1.53% |
$74.3K - $87.9K
|
12.1K
$4.77M
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-189- 1.42% |
$74.7K - $88.4K
|
13.1K
$5.19M
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-189- 9.46% |
$74.7K - $88.4K
|
1.81K
$715K
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-190- 3.97% |
$75.1K - $88.8K
|
4.6K
$1.82M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-190- 0.27% |
$75.1K - $88.8K
|
69.2K
$27.4M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-190- 0.94% |
$75.1K - $88.8K
|
20K
$7.89M
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-191- 0.42% |
$75.5K - $89.3K
|
45.3K
$17.9M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-192- 16.3% |
$75.9K - $89.8K
|
986
$390K
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-192- 0.63% |
$75.9K - $89.8K
|
30.1K
$11.9M
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-193- 4.91% |
$76.3K - $90.2K
|
3.74K
$1.48M
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-194- 0.15% |
$76.7K - $90.7K
|
128K
$50.6M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-194- 0.21% |
$76.7K - $90.7K
|
91.4K
$36.1M
|