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 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-343- 11.35% |
$136K - $160K
|
2.68K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-343- 0.33% |
$136K - $160K
|
105K
$41.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-343- 1.1% |
$136K - $160K
|
30.9K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-344- 1.17% |
$136K - $161K
|
29.2K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-344- 7.53% |
$136K - $161K
|
4.23K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-344- 0.54% |
$136K - $161K
|
63.1K
$25M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-345- 1.53% |
$136K - $161K
|
22.3K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-345- 2.02% |
$136K - $161K
|
16.7K
$6.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-347- 0.88% |
$137K - $162K
|
38.9K
$15.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-350- 3.5% |
$138K - $164K
|
9.66K
$3.82M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-351- 7.26% |
$139K - $164K
|
4.48K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-351- 10.44% |
$139K - $164K
|
3.01K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-354- 0.67% |
$140K - $166K
|
52.4K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-354- 0.51% |
$140K - $166K
|
69.4K
$27.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-355- 13.11% |
$140K - $166K
|
2.35K
$930K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-355- 0.65% |
$140K - $166K
|
54.2K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-355- 0.88% |
$140K - $166K
|
40K
$15.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-356- 2.6% |
$141K - $166K
|
13.3K
$5.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-357- 2.3% |
$141K - $167K
|
15.2K
$6M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-357- 0.48% |
$141K - $167K
|
73.7K
$29.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-358- 2.5% |
$141K - $167K
|
13.9K
$5.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-359- 4.89% |
$142K - $168K
|
6.98K
$2.76M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-359- 15.44% |
$142K - $168K
|
1.97K
$777K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-360- 0.74% |
$142K - $168K
|
48.6K
$19.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-360- 4.99% |
$142K - $168K
|
6.85K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-361- 1.84% |
$143K - $169K
|
19.3K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-361- 1.56% |
$143K - $169K
|
22.8K
$9.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-362- 1.58% |
$143K - $169K
|
22.6K
$8.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-365- 0.15% |
$144K - $171K
|
251K
$99.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-366- 0.75% |
$145K - $171K
|
48.4K
$19.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-366- 15.12% |
$145K - $171K
|
2.06K
$812K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-367- 0.95% |
$145K - $172K
|
38.1K
$15.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-368- 7.22% |
$145K - $172K
|
4.73K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-371- 15.12% |
$147K - $173K
|
2.08K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-372- 1.44% |
$147K - $174K
|
25.5K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-373- 41.72% |
$147K - $174K
|
521
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-374- 5.59% |
$148K - $175K
|
6.32K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-374- 0.61% |
$148K - $175K
|
60.6K
$23.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-374- 3.83% |
$148K - $175K
|
9.38K
$3.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-374- 13.99% |
$148K - $175K
|
2.3K
$909K
|
|
|
Oct 16, 2024
Q3 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-375- 0.99% |
$148K - $175K
|
37.6K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-375- 1.12% |
$148K - $175K
|
33K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-375- 1.72% |
$148K - $175K
|
21.4K
$8.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-375- 3.67% |
$148K - $175K
|
9.85K
$3.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-378- 5.35% |
$149K - $177K
|
6.68K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-378- 0.42% |
$149K - $177K
|
90K
$35.6M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-378- 1.81% |
$149K - $177K
|
20.5K
$8.1M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-380- 1.58% |
$150K - $178K
|
23.6K
$9.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-381- 0.23% |
$151K - $178K
|
163K
$64.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-381- 43.25% |
$151K - $178K
|
500
$198K
|