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 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-743- 3.11% |
$294K - $347K
|
23.1K
$9.11M
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-743- 1.17% |
$294K - $347K
|
62.5K
$24.6M
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-743- 3.13% |
$294K - $347K
|
23K
$9.06M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-744- 57.59% |
$294K - $348K
|
548
$216K
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-747- 8.76% |
$295K - $349K
|
7.78K
$3.07M
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-750- 1.08% |
$296K - $351K
|
68.8K
$27.1M
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-751- 5.22% |
$297K - $351K
|
13.6K
$5.37M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-752- 0.92% |
$297K - $352K
|
80.8K
$31.9M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-753- 2.9% |
$298K - $352K
|
25.2K
$9.93M
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-754- 22.33% |
$298K - $353K
|
2.62K
$1.03M
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-755- 27.36% |
$298K - $353K
|
2K
$790K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-760- 2.72% |
$300K - $355K
|
27.2K
$10.7M
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-762- 9.65% |
$301K - $356K
|
7.13K
$2.81M
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-766- 1.84% |
$303K - $358K
|
41K
$16.1M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-767- 1.31% |
$303K - $359K
|
57.9K
$22.8M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-770- 0.66% |
$304K - $360K
|
117K
$46M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-773- 5.7% |
$305K - $361K
|
12.8K
$5.04M
|
|
Nov 08, 2024
Q3 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-773- 0.88% |
$305K - $361K
|
87.4K
$34.4M
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-773- 6.44% |
$305K - $361K
|
11.2K
$4.42M
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-774- 23.26% |
$306K - $362K
|
2.55K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-774- 3.03% |
$306K - $362K
|
24.8K
$9.76M
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-776- 1.27% |
$307K - $363K
|
60.5K
$23.8M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-776- 31.91% |
$307K - $363K
|
1.66K
$653K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-778- 5.06% |
$307K - $364K
|
14.6K
$5.75M
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-781- 0.76% |
$309K - $365K
|
102K
$40.3M
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-789- 1.02% |
$312K - $369K
|
76.3K
$30.1M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-794- 5.03% |
$314K - $371K
|
15K
$5.9M
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-794- 3.71% |
$314K - $371K
|
20.6K
$8.11M
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-796- 2.0% |
$315K - $372K
|
39.1K
$15.4M
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-796- 25.69% |
$315K - $372K
|
2.3K
$907K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-798- 2.12% |
$315K - $373K
|
36.8K
$14.5M
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-798- 0.51% |
$315K - $373K
|
155K
$61M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-800- 3.88% |
$316K - $374K
|
19.8K
$7.81M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-800- 1.61% |
$316K - $374K
|
49K
$19.3M
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-801- 1.55% |
$317K - $375K
|
50.9K
$20.1M
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-802- 1.22% |
$317K - $375K
|
65K
$25.6M
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-806- 6.3% |
$318K - $377K
|
12K
$4.72M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-809- 1.05% |
$320K - $378K
|
76.2K
$30M
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-814- 0.91% |
$322K - $381K
|
88.5K
$34.9M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-817- 6.83% |
$323K - $382K
|
11.1K
$4.39M
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-819- 0.93% |
$324K - $383K
|
87K
$34.3M
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-820- 5.5% |
$324K - $383K
|
14.1K
$5.55M
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-821- 1.14% |
$324K - $384K
|
71.3K
$28.1M
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-823- 2.82% |
$325K - $385K
|
28.3K
$11.2M
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-826- 0.93% |
$326K - $386K
|
87.9K
$34.6M
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-830- 6.06% |
$328K - $388K
|
12.9K
$5.07M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-841- 8.39% |
$332K - $393K
|
9.19K
$3.62M
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-841- 19.67% |
$332K - $393K
|
3.43K
$1.35M
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-843- 3.25% |
$333K - $394K
|
25.1K
$9.88M
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-843- 14.19% |
$333K - $394K
|
5.1K
$2.01M
|