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 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-640- 10.06% |
$253K - $299K
|
5.72K
$2.26M
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-641- 0.57% |
$253K - $300K
|
111K
$43.8M
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-642- 6.34% |
$254K - $300K
|
9.48K
$3.74M
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-645- 0.51% |
$255K - $302K
|
125K
$49.3M
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-646- 0.23% |
$255K - $302K
|
278K
$110M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-647- 10.4% |
$256K - $303K
|
5.58K
$2.2M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-647- 0.48% |
$256K - $303K
|
135K
$53.1M
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-647- 9.43% |
$256K - $303K
|
6.22K
$2.45M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-649- 1.84% |
$256K - $303K
|
34.7K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-650- 26.0% |
$257K - $304K
|
1.85K
$729K
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-651- 7.6% |
$257K - $304K
|
7.92K
$3.12M
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-653- 0.55% |
$258K - $305K
|
118K
$46.7M
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-654- 20.86% |
$258K - $306K
|
2.48K
$978K
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-656- 2.41% |
$259K - $307K
|
26.6K
$10.5M
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-663- 11.66% |
$262K - $310K
|
5.02K
$1.98M
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-664- 17.17% |
$262K - $310K
|
3.2K
$1.26M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-666- 3.73% |
$263K - $311K
|
17.2K
$6.77M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-671- 1.19% |
$265K - $314K
|
55.9K
$22M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-671- 5.46% |
$265K - $314K
|
11.6K
$4.58M
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-681- 1.43% |
$269K - $318K
|
46.8K
$18.4M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-681- 1.16% |
$269K - $318K
|
58.3K
$23M
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-681- 7.89% |
$269K - $318K
|
7.95K
$3.13M
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-685- 1.37% |
$271K - $320K
|
49.5K
$19.5M
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-685- 0.83% |
$271K - $320K
|
82.2K
$32.4M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-689- 9.65% |
$272K - $322K
|
6.45K
$2.54M
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-689- 7.98% |
$272K - $322K
|
7.94K
$3.13M
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-697- 29.63% |
$275K - $326K
|
1.66K
$652K
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-698- 3.57% |
$276K - $326K
|
18.8K
$7.42M
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-699- 16.29% |
$276K - $327K
|
3.59K
$1.42M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-700- 43.75% |
$277K - $327K
|
900
$355K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-709- 3.03% |
$280K - $332K
|
22.7K
$8.94M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-709- 2.18% |
$280K - $332K
|
31.8K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-712- 2.76% |
$281K - $333K
|
25.1K
$9.88M
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-713- 6.45% |
$282K - $333K
|
10.3K
$4.07M
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-714- 0.84% |
$282K - $334K
|
84.5K
$33.3M
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-715- 14.43% |
$283K - $334K
|
4.24K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-717- 8.58% |
$283K - $335K
|
7.64K
$3.01M
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-718- 16.86% |
$284K - $336K
|
3.54K
$1.4M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-720- 4.94% |
$285K - $337K
|
13.9K
$5.46M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-720- 6.32% |
$285K - $337K
|
10.7K
$4.2M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-723- 1.54% |
$286K - $338K
|
46.4K
$18.3M
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-724- 13.09% |
$286K - $339K
|
4.81K
$1.89M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-727- 1.34% |
$287K - $340K
|
53.5K
$21.1M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
SELL
|
- |
-727- 4.42% |
$287K - $340K
|
15.7K
$6.2M
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-730- 1.02% |
$288K - $341K
|
70.9K
$27.9M
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-730- 13.23% |
$288K - $341K
|
4.79K
$1.89M
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-731- 1.69% |
$289K - $342K
|
42.6K
$16.8M
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-732- 3.27% |
$289K - $342K
|
21.7K
$8.53M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-735- 2.02% |
$290K - $344K
|
35.7K
$14.1M
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-742- 0.79% |
$293K - $347K
|
93.6K
$36.9M
|