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
|
Rdst Capital LLC
Seattle, WA |
BUY
|
- |
9.83K+ 10.81% |
$3.88M - $4.6M
|
101K
$41.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
9.83K+ 33.11% |
$3.88M - $4.59M
|
39.5K
$16.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.82K+ 8.72% |
$3.88M - $4.59M
|
122K
$50.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.8K+ 21.77% |
$3.87M - $4.58M
|
54.8K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
9.76K+ 34.14% |
$3.86M - $4.56M
|
38.3K
$15.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
9.71K+ 5.42% |
$3.84M - $4.54M
|
189K
$77.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.71K+ 12.56% |
$3.84M - $4.54M
|
87K
$35.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.69K+ 0.81% |
$3.83M - $4.53M
|
1.2M
$493M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
9.68K+ 130.24% |
$3.83M - $4.53M
|
17.1K
$7.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
9.66KNew |
$3.82M - $4.52M
|
9.66K
$3.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
9.59K+ 1516.93% |
$3.79M - $4.48M
|
10.2K
$4.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
9.49K+ 8.92% |
$3.75M - $4.44M
|
116K
$47.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
9.47K+ 0.86% |
$3.74M - $4.43M
|
1.11M
$457M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
9.42K+ 8.77% |
$3.72M - $4.4M
|
117K
$47.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.4KNew |
$3.71M - $4.4M
|
9.4K
$3.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.31K+ 12.26% |
$3.68M - $4.35M
|
85.2K
$34.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
9.25K+ 11.29% |
$3.66M - $4.33M
|
91.2K
$37.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
9.22K+ 7.06% |
$3.64M - $4.31M
|
140K
$57.3M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.12K+ 13.37% |
$3.6M - $4.26M
|
77.3K
$31.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.11K+ 1172.33% |
$3.6M - $4.26M
|
9.89K
$4.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.04K+ 2.07% |
$3.57M - $4.22M
|
445K
$182M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.83K+ 4.24% |
$3.49M - $4.13M
|
217K
$88.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.83KNew |
$3.49M - $4.13M
|
8.83K
$3.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
8.83K+ 27.12% |
$3.49M - $4.13M
|
41.4K
$17M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
8.82K+ 608.21% |
$3.48M - $4.12M
|
10.3K
$4.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
8.76KNew |
$3.46M - $4.1M
|
8.76K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.76KNew |
$3.46M - $4.09M
|
8.76K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8.69K+ 9.32% |
$3.43M - $4.06M
|
102K
$41.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
8.69K+ 1.66% |
$3.43M - $4.06M
|
531K
$218M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.65K+ 636.42% |
$3.42M - $4.04M
|
10K
$4.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
8.6K+ 481.63% |
$3.4M - $4.02M
|
10.4K
$4.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
8.52KNew |
$3.37M - $3.98M
|
8.52K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
8.52K+ 102.36% |
$3.36M - $3.98M
|
16.8K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.48K+ 51.14% |
$3.35M - $3.97M
|
25.1K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.4K+ 5.7% |
$3.32M - $3.93M
|
156K
$63.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
8.36K+ 41.44% |
$3.3M - $3.91M
|
28.5K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8.34K+ 38.23% |
$3.3M - $3.9M
|
30.2K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.32K+ 3.6% |
$3.29M - $3.89M
|
239K
$98M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.3K+ 3.19% |
$3.28M - $3.88M
|
268K
$110M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
8.26K+ 8.4% |
$3.26M - $3.86M
|
107K
$43.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8.21K+ 2.59% |
$3.24M - $3.84M
|
325K
$133M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.14K+ 18.13% |
$3.22M - $3.81M
|
53K
$21.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.1K+ 3.0% |
$3.2M - $3.79M
|
278K
$114M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8.06K+ 50.73% |
$3.18M - $3.77M
|
23.9K
$9.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
8.05K+ 7.82% |
$3.18M - $3.76M
|
111K
$45.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.99K+ 4.92% |
$3.16M - $3.74M
|
171K
$69.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
7.97K+ 30.92% |
$3.15M - $3.73M
|
33.8K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
7.88K+ 1.57% |
$3.11M - $3.69M
|
509K
$209M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.88K+ 31.34% |
$3.11M - $3.69M
|
33K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.88KNew |
$3.11M - $3.68M
|
7.88K
$3.23M
|