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 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-496- 7.88% |
$196K - $232K
|
5.8K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-496- 7.36% |
$196K - $232K
|
6.25K
$2.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-497- 3.51% |
$196K - $232K
|
13.7K
$5.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-498- 3.77% |
$197K - $233K
|
12.7K
$5.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 0.93% |
$198K - $234K
|
53.5K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-500- 5.95% |
$198K - $234K
|
7.9K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-500- 3.88% |
$198K - $234K
|
12.4K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-500- 0.07% |
$198K - $234K
|
743K
$294M
|
|
|
Nov 14, 2024
Q3 2024
|
Maren Capital LLC
Chicago, IL |
SELL
|
- |
-500- 15.95% |
$198K - $234K
|
2.63K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-505- 2.05% |
$200K - $236K
|
24.1K
$9.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-506- 4.0% |
$200K - $237K
|
12.1K
$4.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-506- 1.65% |
$200K - $237K
|
30.2K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-509- 2.82% |
$201K - $238K
|
17.5K
$6.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-509- 0.32% |
$201K - $238K
|
157K
$62M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-513- 1.38% |
$203K - $240K
|
36.6K
$14.5M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-514- 0.58% |
$203K - $240K
|
87.5K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-517- 0.72% |
$204K - $242K
|
71.4K
$28.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-518- 1.61% |
$205K - $242K
|
31.6K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-518- 0.18% |
$205K - $242K
|
283K
$112M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-518- 1.68% |
$205K - $242K
|
30.4K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-519- 6.34% |
$205K - $243K
|
7.67K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-521- 6.86% |
$206K - $244K
|
7.07K
$2.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-522- 0.63% |
$206K - $244K
|
82.6K
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-522- 4.21% |
$206K - $244K
|
11.9K
$4.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-524- 1.84% |
$207K - $245K
|
28K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-525- 16.56% |
$207K - $245K
|
2.65K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-526- 5.28% |
$208K - $246K
|
9.44K
$3.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-527- 3.9% |
$208K - $246K
|
13K
$5.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-529- 4.19% |
$209K - $247K
|
12.1K
$4.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-530- 1.22% |
$209K - $248K
|
42.9K
$16.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-532- 1.31% |
$210K - $249K
|
40.2K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-533- 1.15% |
$211K - $249K
|
45.9K
$18.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-534- 0.27% |
$211K - $250K
|
194K
$76.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-537- 2.31% |
$212K - $251K
|
22.7K
$8.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-546- 2.31% |
$216K - $255K
|
23.1K
$9.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-547- 3.13% |
$216K - $256K
|
17K
$6.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-548- 0.54% |
$217K - $256K
|
101K
$39.9M
|
|
|
Feb 14, 2025
Q3 2024
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-548- 0.28% |
$217K - $256K
|
194K
$76.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-550- 5.27% |
$217K - $257K
|
9.89K
$3.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-550- 4.44% |
$217K - $257K
|
11.8K
$4.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-553- 0.06% |
$219K - $259K
|
966K
$382M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-554- 8.17% |
$219K - $259K
|
6.23K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-554- 0.79% |
$219K - $259K
|
69.3K
$27.4M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-554- 2.3% |
$219K - $259K
|
23.5K
$9.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-558- 2.17% |
$220K - $261K
|
25.1K
$9.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-560- 0.94% |
$221K - $262K
|
58.9K
$23.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-562- 41.91% |
$222K - $263K
|
779
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-562- 17.08% |
$222K - $263K
|
2.73K
$1.08M
|