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 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-129- 1.21% |
$51K - $60.3K
|
10.6K
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-129- 0.92% |
$51K - $60.3K
|
13.9K
$5.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-129- 2.37% |
$51K - $60.3K
|
5.32K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-129- 0.42% |
$51K - $60.3K
|
30.4K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-130- 0.71% |
$51.4K - $60.8K
|
18.3K
$7.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-130- 0.41% |
$51.4K - $60.8K
|
31.5K
$12.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-131- 0.06% |
$51.8K - $61.3K
|
226K
$92.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-131- 0.89% |
$51.8K - $61.3K
|
14.6K
$5.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-132- 0.67% |
$52.2K - $61.7K
|
19.6K
$8.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-132- 1.03% |
$52.2K - $61.7K
|
12.7K
$5.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-133- 1.76% |
$52.6K - $62.2K
|
7.44K
$3.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-133- 5.37% |
$52.6K - $62.2K
|
2.35K
$958K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-133- 1.05% |
$52.6K - $62.2K
|
12.5K
$5.1M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-133- 0.13% |
$52.6K - $62.2K
|
98.7K
$40.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-133- 3.56% |
$52.6K - $62.2K
|
3.6K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-133- 3.79% |
$52.6K - $62.2K
|
3.38K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-133- 4.22% |
$52.6K - $62.2K
|
3.02K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-134- 0.44% |
$53K - $62.7K
|
30.3K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-135- 0.7% |
$53.3K - $63.1K
|
19.1K
$7.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-135- 7.61% |
$53.3K - $63.1K
|
1.64K
$669K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-136- 2.19% |
$53.7K - $63.6K
|
6.07K
$2.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-137- 2.1% |
$54.1K - $64.1K
|
6.39K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-137- 3.97% |
$54.1K - $64.1K
|
3.31K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-137- 1.44% |
$54.1K - $64.1K
|
9.38K
$3.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-137- 1.47% |
$54.1K - $64.1K
|
9.18K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-137- 2.41% |
$54.1K - $64.1K
|
5.54K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-138- 0.24% |
$54.5K - $64.5K
|
58.5K
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-138- 16.43% |
$54.5K - $64.5K
|
702
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-140- 4.25% |
$55.3K - $65.5K
|
3.16K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-141- 0.51% |
$55.7K - $65.9K
|
27.6K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-142- 2.61% |
$56.1K - $66.4K
|
5.3K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-142- 1.83% |
$56.1K - $66.4K
|
7.61K
$3.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-142- 6.09% |
$56.1K - $66.4K
|
2.19K
$894K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-142- 0.82% |
$56.1K - $66.4K
|
17.3K
$7.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-143- 1.79% |
$56.5K - $66.9K
|
7.83K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-143- 2.15% |
$56.5K - $66.9K
|
6.5K
$2.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-144- 0.58% |
$56.9K - $67.3K
|
24.9K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-144- 3.97% |
$56.9K - $67.3K
|
3.49K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-145- 1.45% |
$57.3K - $67.8K
|
9.86K
$4.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-146- 2.98% |
$57.7K - $68.3K
|
4.75K
$1.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-146- 2.71% |
$57.7K - $68.3K
|
5.24K
$2.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-146- 1.88% |
$57.7K - $68.3K
|
7.6K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-146- 0.53% |
$57.7K - $68.3K
|
27.5K
$11.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-148- 0.67% |
$58.5K - $69.2K
|
21.8K
$8.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-149- 0.49% |
$58.9K - $69.7K
|
30K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-149- 0.9% |
$58.9K - $69.7K
|
16.5K
$6.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-150- 0.73% |
$59.3K - $70.1K
|
20.3K
$8.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-150- 0.28% |
$59.3K - $70.1K
|
54.3K
$22.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-152- 1.5% |
$60.1K - $71.1K
|
9.97K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-153- 1.86% |
$60.5K - $71.5K
|
8.06K
$3.29M
|