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 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-269- 2.75% |
$106K - $126K
|
9.51K
$3.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-269- 1.92% |
$106K - $126K
|
13.7K
$5.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-270- 4.01% |
$107K - $126K
|
6.46K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-270- 0.2% |
$107K - $126K
|
137K
$55.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-271- 0.3% |
$107K - $127K
|
90.5K
$37M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-272- 17.26% |
$107K - $127K
|
1.3K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-272- 6.24% |
$107K - $127K
|
4.09K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-272- 3.2% |
$107K - $127K
|
8.23K
$3.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-273- 1.87% |
$108K - $128K
|
14.4K
$5.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-273- 0.32% |
$108K - $128K
|
86.3K
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-273- 0.55% |
$108K - $128K
|
49.8K
$20.3M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-273- 1.72% |
$108K - $128K
|
15.6K
$6.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-274- 5.48% |
$108K - $128K
|
4.73K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-275- 0.33% |
$109K - $129K
|
82.3K
$33.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-277- 6.38% |
$109K - $130K
|
4.07K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-278- 1.34% |
$110K - $130K
|
20.5K
$8.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-278- 0.32% |
$110K - $130K
|
85.5K
$34.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-279- 2.36% |
$110K - $130K
|
11.5K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-279- 3.6% |
$110K - $130K
|
7.47K
$3.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-281- 1.03% |
$111K - $131K
|
27K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-281- 0.96% |
$111K - $131K
|
29K
$11.9M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-281- 2.23% |
$111K - $131K
|
12.3K
$5.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-282- 0.61% |
$111K - $132K
|
45.9K
$18.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-282- 3.61% |
$111K - $132K
|
7.53K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-283- 2.59% |
$112K - $132K
|
10.7K
$4.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-284- 2.08% |
$112K - $133K
|
13.4K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-285- 0.42% |
$113K - $133K
|
68K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-285- 0.29% |
$113K - $133K
|
97.9K
$40M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-286- 1.41% |
$113K - $134K
|
20K
$8.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-287- 18.78% |
$113K - $134K
|
1.24K
$507K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-288- 0.38% |
$114K - $135K
|
76.5K
$31.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-289- 1.73% |
$114K - $135K
|
16.4K
$6.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-290- 0.52% |
$115K - $136K
|
55K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-292- 0.43% |
$115K - $137K
|
68.4K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Armistice Capital, LLC
New York, NY |
SELL
|
- |
-293- 0.61% |
$116K - $137K
|
48K
$19.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-298- 3.9% |
$118K - $139K
|
7.34K
$3M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-298- 34.41% |
$118K - $139K
|
568
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-298- 0.59% |
$118K - $139K
|
50.6K
$20.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-300- 3.49% |
$119K - $140K
|
8.3K
$3.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-303- 2.34% |
$120K - $142K
|
12.7K
$5.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-303- 1.92% |
$120K - $142K
|
15.5K
$6.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-305- 2.58% |
$121K - $143K
|
11.5K
$4.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-305- 0.36% |
$121K - $143K
|
83.3K
$34M
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-307- 32.25% |
$121K - $144K
|
645
$263K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-308- 1.54% |
$122K - $144K
|
19.6K
$8.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-310- 9.32% |
$122K - $145K
|
3.02K
$1.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-310- 0.48% |
$122K - $145K
|
64.1K
$26.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-312- 0.42% |
$123K - $146K
|
73.6K
$30M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
SELL
|
- |
-312- 2.12% |
$123K - $146K
|
14.4K
$5.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-313- 1.16% |
$124K - $146K
|
26.6K
$10.9M
|