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 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
299+ 0.68% |
$118K - $140K
|
44.2K
$18.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
298+ 0.89% |
$118K - $139K
|
33.7K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
298+ 10.29% |
$118K - $139K
|
3.19K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
297+ 5.5% |
$117K - $139K
|
5.7K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
297+ 0.49% |
$117K - $139K
|
61.1K
$25M
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
295+ 1.8% |
$117K - $138K
|
16.7K
$6.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
293+ 1.11% |
$116K - $137K
|
26.7K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
292+ 1.44% |
$115K - $137K
|
20.5K
$8.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
291+ 30.66% |
$115K - $136K
|
1.24K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
291+ 9.45% |
$115K - $136K
|
3.37K
$1.38M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
290+ 1.78% |
$115K - $136K
|
16.6K
$6.78M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
BUY
|
- |
290+ 1.67% |
$115K - $136K
|
17.6K
$7.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
290+ 4.05% |
$115K - $136K
|
7.45K
$3.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
290+ 10.37% |
$115K - $136K
|
3.09K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
290+ 0.5% |
$115K - $136K
|
58.4K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
290+ 0.8% |
$115K - $136K
|
36.5K
$14.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
289+ 5.45% |
$114K - $135K
|
5.59K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
288+ 5.22% |
$114K - $135K
|
5.81K
$2.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
286+ 1.95% |
$113K - $134K
|
14.9K
$6.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
285+ 0.4% |
$113K - $133K
|
71.3K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
284+ 1.64% |
$112K - $133K
|
17.6K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
284+ 2.76% |
$112K - $133K
|
10.6K
$4.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
283+ 0.89% |
$112K - $132K
|
32.1K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
283+ 0.22% |
$112K - $132K
|
128K
$52.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
283+ 1.51% |
$112K - $132K
|
19.1K
$7.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
282+ 8.44% |
$111K - $132K
|
3.63K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
282+ 3.24% |
$111K - $132K
|
8.99K
$3.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
278+ 11.41% |
$110K - $130K
|
2.71K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
277+ 1.88% |
$109K - $130K
|
15K
$6.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
276+ 2.28% |
$109K - $129K
|
12.4K
$5.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
276+ 4.35% |
$109K - $129K
|
6.63K
$2.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
275+ 2.14% |
$109K - $129K
|
13.1K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
275+ 1.18% |
$109K - $129K
|
23.6K
$9.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
274+ 0.37% |
$108K - $128K
|
74.7K
$30.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
274+ 1.09% |
$108K - $128K
|
25.5K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
273+ 2.61% |
$108K - $128K
|
10.7K
$4.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
273+ 0.52% |
$108K - $128K
|
52.8K
$21.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
273+ 1.3% |
$108K - $128K
|
21.2K
$8.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
272+ 1.94% |
$107K - $127K
|
14.3K
$5.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
270+ 2.28% |
$107K - $126K
|
12.1K
$4.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
270+ 11.3% |
$107K - $126K
|
2.66K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
270+ 13.75% |
$107K - $126K
|
2.23K
$912K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
269+ 7.42% |
$106K - $126K
|
3.9K
$1.59M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
268+ 9.41% |
$106K - $125K
|
3.12K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
267+ 0.44% |
$106K - $125K
|
60.5K
$24.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
267+ 0.5% |
$106K - $125K
|
53.2K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
267+ 6.18% |
$106K - $125K
|
4.59K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
266+ 19.22% |
$105K - $124K
|
1.65K
$674K
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
266+ 1.47% |
$105K - $124K
|
18.3K
$7.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
266+ 1.15% |
$105K - $124K
|
23.4K
$9.57M
|