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
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-975- 1.65% |
$385K - $456K
|
58K
$22.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-980- 0.61% |
$387K - $458K
|
160K
$63M
|
|
|
Oct 10, 2024
Q3 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-984- 2.47% |
$389K - $460K
|
38.9K
$15.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-985- 6.8% |
$389K - $461K
|
13.5K
$5.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-987- 7.54% |
$390K - $461K
|
12.1K
$4.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-987- 6.78% |
$390K - $461K
|
13.6K
$5.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-991- 1.56% |
$392K - $463K
|
62.4K
$24.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-993- 2.52% |
$392K - $464K
|
38.5K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-993- 3.16% |
$392K - $464K
|
30.4K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-997- 2.88% |
$394K - $466K
|
33.6K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-999- 13.12% |
$395K - $467K
|
6.62K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 25.0% |
$395K - $468K
|
3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1K- 6.47% |
$395K - $468K
|
14.5K
$5.7M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-1K- 3.65% |
$395K - $468K
|
26.4K
$10.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1K- 3.48% |
$396K - $469K
|
27.8K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.01K- 0.94% |
$399K - $472K
|
106K
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.02K- 0.2% |
$403K - $476K
|
515K
$203M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 11.3% |
$404K - $478K
|
8.03K
$3.16M
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-1.03K- 1.78% |
$406K - $481K
|
56.7K
$22.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.03K- 1.04% |
$407K - $482K
|
98.5K
$38.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.03K- 2.5% |
$408K - $483K
|
40.3K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.04K- 6.23% |
$411K - $487K
|
15.7K
$6.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.04K- 3.09% |
$412K - $487K
|
32.7K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.04K- 13.81% |
$412K - $488K
|
6.51K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.05K- 1.69% |
$415K - $491K
|
61K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.05K- 2.49% |
$415K - $491K
|
41.1K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.05K- 4.88% |
$415K - $491K
|
20.5K
$8.07M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.05K- 1.25% |
$416K - $492K
|
83.5K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.06K- 1.43% |
$417K - $494K
|
73K
$28.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 6.04% |
$418K - $495K
|
16.5K
$6.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.07K- 0.72% |
$422K - $499K
|
147K
$57.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.07K- 1.13% |
$422K - $499K
|
93.8K
$36.9M
|
|
|
Jan 27, 2025
Q3 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.07K- 1.77% |
$422K - $500K
|
59.5K
$23.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.07K- 2.98% |
$424K - $502K
|
35K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.08K- 4.4% |
$425K - $503K
|
23.4K
$9.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.08K- 26.15% |
$425K - $503K
|
3.04K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-1.09K- 11.52% |
$429K - $508K
|
8.34K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.09K- 1.57% |
$429K - $508K
|
67.9K
$26.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.09K- 2.64% |
$430K - $508K
|
40K
$15.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.09K- 14.68% |
$430K - $509K
|
6.33K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.09K- 1.23% |
$431K - $510K
|
87.2K
$34.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 2.25% |
$431K - $510K
|
47.3K
$18.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-1.09K- 0.54% |
$432K - $511K
|
203K
$79.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.09K- 2.93% |
$432K - $511K
|
36.2K
$14.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.09K- 2.71% |
$432K - $511K
|
39.3K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
SELL
|
- |
-1.1K- 12.12% |
$435K - $514K
|
7.98K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.1K- 7.19% |
$435K - $514K
|
14.2K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.1K- 1.38% |
$435K - $515K
|
78.8K
$31M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.11K- 12.55% |
$437K - $517K
|
7.7K
$3.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.11K- 0.7% |
$438K - $519K
|
158K
$62.4M
|