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 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-430- 35.1% |
$170K - $201K
|
795
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-431- 1.3% |
$170K - $202K
|
32.6K
$12.9M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-431- 4.5% |
$170K - $202K
|
9.15K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-432- 3.24% |
$171K - $202K
|
12.9K
$5.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-434- 36.62% |
$171K - $203K
|
751
$297K
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-435- 4.26% |
$172K - $203K
|
9.78K
$3.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-436- 2.53% |
$172K - $204K
|
16.8K
$6.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-437- 6.0% |
$173K - $204K
|
6.85K
$2.71M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-437- 21.42% |
$173K - $204K
|
1.6K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-437- 2.89% |
$173K - $204K
|
14.7K
$5.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-438- 5.64% |
$173K - $205K
|
7.32K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-438- 2.44% |
$173K - $205K
|
17.5K
$6.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-439- 11.09% |
$173K - $205K
|
3.52K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-439- 17.62% |
$173K - $205K
|
2.05K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-440- 3.21% |
$174K - $206K
|
13.3K
$5.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-441- 0.2% |
$174K - $206K
|
217K
$85.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Exane Asset Management
|
SELL
|
- |
-441- 30.0% |
$174K - $206K
|
1.03K
$407K
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-441- 1.42% |
$174K - $206K
|
30.5K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-443- 3.68% |
$175K - $207K
|
11.6K
$4.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-444- 2.63% |
$175K - $208K
|
16.5K
$6.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-446- 1.54% |
$176K - $209K
|
28.5K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-449- 1.32% |
$177K - $210K
|
33.6K
$13.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-450- 0.88% |
$178K - $210K
|
50.4K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-450- 2.12% |
$178K - $210K
|
20.8K
$8.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-450- 0.49% |
$178K - $210K
|
91.2K
$36M
|
|
|
Mar 12, 2025
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-450- 2.62% |
$178K - $210K
|
16.7K
$6.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-461- 0.46% |
$182K - $216K
|
99.2K
$39.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-463- 0.49% |
$183K - $216K
|
93.5K
$36.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-463- 0.53% |
$183K - $216K
|
87.6K
$34.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-466- 3.14% |
$184K - $218K
|
14.4K
$5.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-470- 2.26% |
$186K - $220K
|
20.3K
$8.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-470- 0.48% |
$186K - $220K
|
96.9K
$38.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-472- 4.73% |
$187K - $221K
|
9.5K
$3.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-473- 0.79% |
$187K - $221K
|
59.6K
$23.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-473- 0.5% |
$187K - $221K
|
94.6K
$37.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-475- 3.26% |
$188K - $222K
|
14.1K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-479- 8.97% |
$189K - $224K
|
4.86K
$1.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-482- 0.16% |
$190K - $225K
|
295K
$117M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-484- 7.5% |
$191K - $226K
|
5.97K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-487- 2.36% |
$192K - $228K
|
20.2K
$7.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-488- 7.85% |
$193K - $228K
|
5.73K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-488- 3.04% |
$193K - $228K
|
15.6K
$6.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-489- 1.51% |
$193K - $229K
|
31.8K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-492- 6.19% |
$194K - $230K
|
7.46K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-492- 1.07% |
$194K - $230K
|
45.4K
$18M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-493- 10.8% |
$195K - $231K
|
4.07K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-493- 0.49% |
$195K - $231K
|
99.8K
$39.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-493- 0.3% |
$195K - $231K
|
166K
$65.6M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-493- 6.51% |
$195K - $231K
|
7.09K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-495- 20.57% |
$196K - $231K
|
1.91K
$756K
|