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 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-189- 1.42% |
$74.7K - $88.4K
|
13.1K
$6.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-189- 9.46% |
$74.7K - $88.4K
|
1.81K
$925K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-190- 3.97% |
$75.1K - $88.8K
|
4.6K
$2.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-190- 0.27% |
$75.1K - $88.8K
|
69.2K
$35.4M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-190- 0.94% |
$75.1K - $88.8K
|
20K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-191- 0.42% |
$75.5K - $89.3K
|
45.3K
$23.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-192- 16.3% |
$75.9K - $89.8K
|
986
$505K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-192- 0.63% |
$75.9K - $89.8K
|
30.1K
$15.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-193- 4.91% |
$76.3K - $90.2K
|
3.74K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-194- 0.15% |
$76.7K - $90.7K
|
128K
$65.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-194- 0.21% |
$76.7K - $90.7K
|
91.4K
$46.8M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-194- 6.67% |
$76.7K - $90.7K
|
2.71K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-195- 0.39% |
$77.1K - $91.2K
|
49.6K
$25.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-195- 8.74% |
$77.1K - $91.2K
|
2.04K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-195- 5.97% |
$77.1K - $91.2K
|
3.07K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-196- 2.1% |
$77.4K - $91.6K
|
9.13K
$4.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-200- 6.94% |
$79K - $93.5K
|
2.68K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-200- 0.4% |
$79K - $93.5K
|
49.3K
$25.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-200- 0.49% |
$79K - $93.5K
|
40.7K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-200- 3.84% |
$79K - $93.5K
|
5.01K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-201- 14.71% |
$79.4K - $94K
|
1.17K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-201- 0.48% |
$79.4K - $94K
|
41.9K
$21.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-202- 2.35% |
$79.8K - $94.4K
|
8.39K
$4.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-202- 1.28% |
$79.8K - $94.4K
|
15.5K
$7.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-202- 1.94% |
$79.8K - $94.4K
|
10.2K
$5.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-203- 2.34% |
$80.2K - $94.9K
|
8.48K
$4.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-204- 1.48% |
$80.6K - $95.4K
|
13.6K
$6.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-204- 1.14% |
$80.6K - $95.4K
|
17.7K
$9.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-205- 0.51% |
$81K - $95.8K
|
40.1K
$20.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-206- 1.09% |
$81.4K - $96.3K
|
18.8K
$9.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-206- 16.95% |
$81.4K - $96.3K
|
1.01K
$516K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-207- 0.06% |
$81.8K - $96.8K
|
368K
$188M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-208- 1.79% |
$82.2K - $97.3K
|
11.4K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-209- 0.92% |
$82.6K - $97.7K
|
22.6K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-211- 5.0% |
$83.4K - $98.7K
|
4.01K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-211- 0.39% |
$83.4K - $98.7K
|
53.4K
$27.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-212- 4.09% |
$83.8K - $99.1K
|
4.98K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-212- 3.69% |
$83.8K - $99.1K
|
5.53K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-212- 0.49% |
$83.8K - $99.1K
|
43.1K
$22M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-213- 2.53% |
$84.2K - $99.6K
|
8.2K
$4.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-213- 1.61% |
$84.2K - $99.6K
|
13K
$6.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-215- 0.58% |
$85K - $101K
|
37K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-218- 0.68% |
$86.1K - $102K
|
31.8K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-218- 1.34% |
$86.1K - $102K
|
16K
$8.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-219- 1.22% |
$86.5K - $102K
|
17.8K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-219- 11.24% |
$86.5K - $102K
|
1.73K
$885K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-220- 3.44% |
$86.9K - $103K
|
6.18K
$3.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-220- 6.37% |
$86.9K - $103K
|
3.23K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-220- 0.68% |
$86.9K - $103K
|
32.3K
$16.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-220- 3.73% |
$86.9K - $103K
|
5.68K
$2.9M
|