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 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-255- 0.14% |
$101K - $119K
|
177K
$69.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-257- 2.28% |
$102K - $120K
|
11K
$4.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-258- 1.76% |
$102K - $121K
|
14.4K
$5.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-259- 12.2% |
$102K - $121K
|
1.86K
$737K
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-259- 2.52% |
$102K - $121K
|
10K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-259- 1.07% |
$102K - $121K
|
23.9K
$9.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-261- 0.48% |
$103K - $122K
|
54.5K
$21.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-263- 0.77% |
$104K - $123K
|
33.9K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-263- 2.96% |
$104K - $123K
|
8.61K
$3.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-264- 0.22% |
$104K - $123K
|
120K
$47.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-264- 1.0% |
$104K - $123K
|
26.1K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-264- 27.39% |
$104K - $123K
|
700
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-264- 2.21% |
$104K - $123K
|
11.7K
$4.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-265- 5.16% |
$105K - $124K
|
4.87K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-266- 0.58% |
$105K - $124K
|
45.7K
$18.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-266- 0.22% |
$105K - $124K
|
123K
$48.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-267- 1.53% |
$106K - $125K
|
17.2K
$6.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-267- 0.36% |
$106K - $125K
|
73.4K
$29M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-267- 6.66% |
$106K - $125K
|
3.74K
$1.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-268- 6.36% |
$106K - $125K
|
3.95K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-268- 23.06% |
$106K - $125K
|
894
$353K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-269- 2.03% |
$106K - $126K
|
13K
$5.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-269- 2.75% |
$106K - $126K
|
9.51K
$3.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-269- 1.92% |
$106K - $126K
|
13.7K
$5.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-270- 4.01% |
$107K - $126K
|
6.46K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-270- 0.2% |
$107K - $126K
|
137K
$54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-271- 0.3% |
$107K - $127K
|
90.5K
$35.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-272- 17.26% |
$107K - $127K
|
1.3K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-272- 6.24% |
$107K - $127K
|
4.09K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-272- 3.2% |
$107K - $127K
|
8.23K
$3.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-273- 1.87% |
$108K - $128K
|
14.4K
$5.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-273- 0.32% |
$108K - $128K
|
86.3K
$34.1M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-273- 0.55% |
$108K - $128K
|
49.8K
$19.7M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-273- 1.72% |
$108K - $128K
|
15.6K
$6.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-274- 5.48% |
$108K - $128K
|
4.73K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-275- 0.33% |
$109K - $129K
|
82.3K
$32.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-277- 6.38% |
$109K - $130K
|
4.07K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-278- 1.34% |
$110K - $130K
|
20.5K
$8.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-278- 0.32% |
$110K - $130K
|
85.5K
$33.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-279- 2.36% |
$110K - $130K
|
11.5K
$4.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-279- 3.6% |
$110K - $130K
|
7.47K
$2.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-281- 1.03% |
$111K - $131K
|
27K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-281- 0.96% |
$111K - $131K
|
29K
$11.5M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-281- 2.23% |
$111K - $131K
|
12.3K
$4.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-282- 0.61% |
$111K - $132K
|
45.9K
$18.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-282- 3.61% |
$111K - $132K
|
7.53K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-283- 2.59% |
$112K - $132K
|
10.7K
$4.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-284- 2.08% |
$112K - $133K
|
13.4K
$5.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-285- 0.42% |
$113K - $133K
|
68K
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-285- 0.29% |
$113K - $133K
|
97.9K
$38.7M
|