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 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
210+ 1.35% |
$83K - $98.2K
|
15.7K
$6.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
210+ 2.55% |
$83K - $98.2K
|
8.46K
$3.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
209+ 1.27% |
$82.6K - $97.7K
|
16.7K
$6.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
209+ 2.81% |
$82.6K - $97.7K
|
7.65K
$3.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
209+ 15.4% |
$82.6K - $97.7K
|
1.57K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
209+ 3.1% |
$82.6K - $97.7K
|
6.96K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
208+ 4.86% |
$82.2K - $97.3K
|
4.48K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
208+ 0.45% |
$82.2K - $97.3K
|
46.3K
$18.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
208+ 0.78% |
$82.2K - $97.3K
|
26.8K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
207+ 8.49% |
$81.8K - $96.8K
|
2.65K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
207+ 3.63% |
$81.8K - $96.8K
|
5.91K
$2.42M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
206+ 39.02% |
$81.4K - $96.3K
|
734
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
205+ 0.07% |
$81K - $95.8K
|
293K
$120M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
205+ 6.24% |
$81K - $95.8K
|
3.49K
$1.43M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
202+ 0.56% |
$79.8K - $94.4K
|
36.4K
$14.9M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
200+ 2.9% |
$79K - $93.5K
|
7.09K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
200+ 5.81% |
$79K - $93.5K
|
3.65K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
199+ 0.37% |
$78.6K - $93K
|
54.1K
$22.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
198+ 0.42% |
$78.2K - $92.6K
|
47.8K
$19.6M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
197+ 1.63% |
$77.8K - $92.1K
|
12.3K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
197+ 0.15% |
$77.8K - $92.1K
|
135K
$55.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
197+ 8.21% |
$77.8K - $92.1K
|
2.6K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
BUY
|
- |
196+ 0.12% |
$77.4K - $91.6K
|
163K
$66.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
196+ 0.98% |
$77.4K - $91.6K
|
20.2K
$8.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
193+ 5.14% |
$76.3K - $90.2K
|
3.95K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
193+ 1.25% |
$76.3K - $90.2K
|
15.7K
$6.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
192+ 0.08% |
$75.9K - $89.8K
|
233K
$95.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
192+ 10.32% |
$75.9K - $89.8K
|
2.05K
$841K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
192+ 2.13% |
$75.9K - $89.8K
|
9.2K
$3.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
191+ 0.31% |
$75.5K - $89.3K
|
62.3K
$25.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
190+ 0.09% |
$75.1K - $88.8K
|
202K
$82.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
190+ 2.4% |
$75.1K - $88.8K
|
8.12K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
190+ 2.44% |
$75.1K - $88.8K
|
7.97K
$3.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
190+ 2.4% |
$75.1K - $88.8K
|
8.09K
$3.32M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
190+ 1.01% |
$75.1K - $88.8K
|
19K
$7.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
189+ 1.55% |
$74.7K - $88.4K
|
12.4K
$5.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
189+ 94.97% |
$74.7K - $88.4K
|
388
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
189+ 0.4% |
$74.7K - $88.4K
|
47.8K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
188+ 2.55% |
$74.3K - $87.9K
|
7.57K
$3.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
187+ 0.94% |
$73.9K - $87.4K
|
20.2K
$8.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
186+ 1.13% |
$73.5K - $87K
|
16.6K
$6.8M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
186+ 8.27% |
$73.5K - $87K
|
2.44K
$998K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
186+ 4.86% |
$73.5K - $87K
|
4.01K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
185+ 0.96% |
$73.1K - $86.5K
|
19.5K
$7.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
185+ 0.45% |
$73.1K - $86.5K
|
41.1K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
184+ 1.47% |
$72.7K - $86K
|
12.7K
$5.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
184+ 9.57% |
$72.7K - $86K
|
2.11K
$863K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
184+ 0.43% |
$72.7K - $86K
|
42.5K
$17.4M
|