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 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-13- 0.8% |
$5.14K - $6.08K
|
1.62K
$662K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-13- 3.23% |
$5.14K - $6.08K
|
390
$159K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-13- 1.31% |
$5.14K - $6.08K
|
980
$400K
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13- 0.51% |
$5.14K - $6.08K
|
2.56K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-13- 0.08% |
$5.14K - $6.08K
|
15.5K
$6.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-13- 2.59% |
$5.14K - $6.08K
|
488
$199K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-14- 0.42% |
$5.53K - $6.55K
|
3.29K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-14- 0.38% |
$5.53K - $6.55K
|
3.66K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-14- 0.13% |
$5.53K - $6.55K
|
10.9K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-14- 0.2% |
$5.53K - $6.55K
|
6.83K
$2.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-15- 0.19% |
$5.93K - $7.01K
|
7.84K
$3.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-15- 0.88% |
$5.93K - $7.01K
|
1.69K
$691K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-15- 2.02% |
$5.93K - $7.01K
|
728
$297K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-15- 0.68% |
$5.93K - $7.01K
|
2.19K
$893K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-15- 1.02% |
$5.93K - $7.01K
|
1.46K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15- 0.18% |
$5.93K - $7.01K
|
8.32K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-15- 0.11% |
$5.93K - $7.01K
|
13.2K
$5.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.02% |
$6.32K - $7.48K
|
85.7K
$35M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.39% |
$6.32K - $7.48K
|
4.04K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-16- 0.76% |
$6.32K - $7.48K
|
2.08K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-16- 0.28% |
$6.32K - $7.48K
|
5.67K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-16- 0.45% |
$6.32K - $7.48K
|
3.57K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17- 0.04% |
$6.72K - $7.95K
|
45.7K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-17- 0.4% |
$6.72K - $7.95K
|
4.27K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-17- 0.56% |
$6.72K - $7.95K
|
3K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.3% |
$7.51K - $8.88K
|
6.33K
$2.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-19- 0.06% |
$7.51K - $8.88K
|
30K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-19- 1.03% |
$7.51K - $8.88K
|
1.83K
$747K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-20- 1.65% |
$7.9K - $9.35K
|
1.19K
$487K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-20- 0.14% |
$7.9K - $9.35K
|
13.9K
$5.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-20- 0.94% |
$7.9K - $9.35K
|
2.11K
$860K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 0.35% |
$7.9K - $9.35K
|
5.63K
$2.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-20- 0.06% |
$7.9K - $9.35K
|
36K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-20- 1.89% |
$7.9K - $9.35K
|
1.04K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-20- 0.83% |
$7.9K - $9.35K
|
2.39K
$976K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-21- 0.46% |
$8.3K - $9.82K
|
4.55K
$1.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-21- 3.04% |
$8.3K - $9.82K
|
670
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-21- 0.5% |
$8.3K - $9.82K
|
4.21K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.3% |
$8.3K - $9.82K
|
6.92K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-21- 0.31% |
$8.3K - $9.82K
|
6.76K
$2.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-22- 0.07% |
$8.69K - $10.3K
|
33K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-22- 0.43% |
$8.69K - $10.3K
|
5.15K
$2.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-22- 0.88% |
$8.69K - $10.3K
|
2.48K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-22- 2.44% |
$8.69K - $10.3K
|
880
$359K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-22- 0.26% |
$8.69K - $10.3K
|
8.46K
$3.46M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-23- 0.32% |
$9.09K - $10.8K
|
7.25K
$2.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-23- 33.82% |
$9.09K - $10.8K
|
45
$18.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-23- 0.34% |
$9.09K - $10.8K
|
6.75K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-23- 0.16% |
$9.09K - $10.8K
|
14.1K
$5.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-23- 0.11% |
$9.09K - $10.8K
|
21.6K
$8.82M
|