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 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-109- 0.47% |
$43.1K - $51K
|
23.1K
$9.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-110- 3.19% |
$43.5K - $51.4K
|
3.34K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-110- 1.72% |
$43.5K - $51.4K
|
6.3K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-111- 1.28% |
$43.9K - $51.9K
|
8.54K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-111- 1.55% |
$43.9K - $51.9K
|
7.04K
$2.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-111- 1.42% |
$43.9K - $51.9K
|
7.69K
$3.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-112- 0.08% |
$44.3K - $52.4K
|
145K
$59.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-112- 0.58% |
$44.3K - $52.4K
|
19.3K
$7.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-112- 5.36% |
$44.3K - $52.4K
|
1.98K
$808K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-113- 1.48% |
$44.7K - $52.8K
|
7.54K
$3.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-113- 5.4% |
$44.7K - $52.8K
|
1.98K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-113- 0.39% |
$44.7K - $52.8K
|
29.2K
$11.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-114- 4.95% |
$45K - $53.3K
|
2.19K
$893K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-114- 1.51% |
$45K - $53.3K
|
7.44K
$3.04M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-114- 6.93% |
$45K - $53.3K
|
1.53K
$625K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-114- 1.24% |
$45K - $53.3K
|
9.04K
$3.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-114- 0.78% |
$45K - $53.3K
|
14.4K
$5.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-115- 0.72% |
$45.4K - $53.8K
|
15.9K
$6.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-115- 0.22% |
$45.4K - $53.8K
|
51.9K
$21.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-116- 2.92% |
$45.8K - $54.2K
|
3.85K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-116- 3.06% |
$45.8K - $54.2K
|
3.68K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-116- 0.41% |
$45.8K - $54.2K
|
28.4K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-118- 1.69% |
$46.6K - $55.2K
|
6.85K
$2.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-118- 1.33% |
$46.6K - $55.2K
|
8.73K
$3.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-118- 12.57% |
$46.6K - $55.2K
|
821
$335K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-119- 0.38% |
$47K - $55.6K
|
31K
$12.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-120- 0.65% |
$47.4K - $56.1K
|
18.4K
$7.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-120- 18.93% |
$47.4K - $56.1K
|
514
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-120- 0.79% |
$47.4K - $56.1K
|
15.1K
$6.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-121- 1.39% |
$47.8K - $56.6K
|
8.58K
$3.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-121- 1.64% |
$47.8K - $56.6K
|
7.26K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-122- 2.54% |
$48.2K - $57K
|
4.69K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-123- 1.81% |
$48.6K - $57.5K
|
6.67K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-123- 4.39% |
$48.6K - $57.5K
|
2.68K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-123- 1.07% |
$48.6K - $57.5K
|
11.4K
$4.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.53% |
$48.6K - $57.5K
|
23.3K
$9.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-123- 0.32% |
$48.6K - $57.5K
|
38.1K
$15.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-124- 0.62% |
$49K - $58K
|
19.8K
$8.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-124- 3.7% |
$49K - $58K
|
3.23K
$1.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-124- 4.81% |
$49K - $58K
|
2.46K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-124- 1.59% |
$49K - $58K
|
7.68K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-124- 0.57% |
$49K - $58K
|
21.5K
$8.79M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-125- 0.94% |
$49.4K - $58.4K
|
13.2K
$5.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-125- 0.71% |
$49.4K - $58.4K
|
17.5K
$7.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-125- 1.85% |
$49.4K - $58.4K
|
6.64K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-125- 1.75% |
$49.4K - $58.4K
|
7K
$2.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-126- 0.53% |
$49.8K - $58.9K
|
23.7K
$9.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-127- 1.06% |
$50.2K - $59.4K
|
11.9K
$4.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-128- 0.78% |
$50.6K - $59.8K
|
16.3K
$6.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-128- 2.74% |
$50.6K - $59.8K
|
4.54K
$1.85M
|