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 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-381- 2.74% |
$151K - $178K
|
13.5K
$5.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-384- 0.27% |
$152K - $180K
|
142K
$56.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-384- 6.62% |
$152K - $180K
|
5.42K
$2.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-385- 0.8% |
$152K - $180K
|
47.7K
$18.9M
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-385- 1.35% |
$152K - $180K
|
28.1K
$11.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
SELL
|
- |
-388- 12.73% |
$153K - $181K
|
2.66K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-388- 4.3% |
$153K - $181K
|
8.63K
$3.41M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-391- 0.28% |
$155K - $183K
|
141K
$55.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-391- 2.59% |
$155K - $183K
|
14.7K
$5.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-397- 2.04% |
$157K - $186K
|
19K
$7.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-397- 8.74% |
$157K - $186K
|
4.15K
$1.64M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-398- 0.57% |
$157K - $186K
|
69.6K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-398- 1.64% |
$157K - $186K
|
23.8K
$9.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-398- 12.28% |
$157K - $186K
|
2.84K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-399- 1.12% |
$158K - $187K
|
35.2K
$13.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-400- 26.97% |
$158K - $187K
|
1.08K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-400- 8.01% |
$158K - $187K
|
4.6K
$1.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-400- 24.36% |
$158K - $187K
|
1.24K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-401- 1.07% |
$158K - $187K
|
37K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-402- 1.88% |
$159K - $188K
|
21K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-403- 2.43% |
$159K - $188K
|
16.2K
$6.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-404- 11.07% |
$160K - $189K
|
3.25K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-404- 12.13% |
$160K - $189K
|
2.93K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
J. Stern & Co. LLP
London, X0 |
SELL
|
- |
-404- 66.89% |
$160K - $189K
|
200
$79.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-406- 1.69% |
$160K - $190K
|
23.6K
$9.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-406- 1.1% |
$160K - $190K
|
36.5K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-407- 1.32% |
$161K - $190K
|
30.4K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-408- 1.88% |
$161K - $191K
|
21.3K
$8.41M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-409- 4.46% |
$162K - $191K
|
8.76K
$3.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-410- 1.31% |
$162K - $192K
|
31K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-410- 3.11% |
$162K - $192K
|
12.8K
$5.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-412- 0.96% |
$163K - $193K
|
42.5K
$16.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-412- 3.51% |
$163K - $193K
|
11.3K
$4.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-414- 2.6% |
$164K - $194K
|
15.5K
$6.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-416- 11.2% |
$164K - $195K
|
3.3K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-417- 0.6% |
$165K - $195K
|
69.5K
$27.5M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-417- 10.73% |
$165K - $195K
|
3.47K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-418- 4.25% |
$165K - $195K
|
9.41K
$3.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-422- 0.57% |
$167K - $197K
|
73.3K
$29M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-422- 0.99% |
$167K - $197K
|
42.3K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-422- 5.42% |
$167K - $197K
|
7.37K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-424- 7.03% |
$168K - $198K
|
5.61K
$2.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-424- 4.18% |
$168K - $198K
|
9.72K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-425- 0.94% |
$168K - $199K
|
44.7K
$17.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-426- 2.76% |
$168K - $199K
|
15K
$5.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-427- 1.19% |
$169K - $200K
|
35.4K
$14M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-428- 1.82% |
$169K - $200K
|
23.1K
$9.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-429- 0.51% |
$170K - $201K
|
84K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-429- 6.24% |
$170K - $201K
|
6.45K
$2.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-430- 1.05% |
$170K - $201K
|
40.7K
$16.1M
|