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 13, 2024
Q3 2024
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-450- 2.12% |
$178K - $210K
|
20.8K
$8.48M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-450- 0.49% |
$178K - $210K
|
91.2K
$37.2M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-461- 0.46% |
$182K - $216K
|
99.2K
$40.5M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-463- 0.49% |
$183K - $216K
|
93.5K
$38.2M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-463- 0.53% |
$183K - $216K
|
87.6K
$35.8M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-466- 3.14% |
$184K - $218K
|
14.4K
$5.87M
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-470- 2.26% |
$186K - $220K
|
20.3K
$8.29M
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-470- 0.48% |
$186K - $220K
|
96.9K
$39.5M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-472- 4.73% |
$187K - $221K
|
9.5K
$3.88M
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-473- 0.79% |
$187K - $221K
|
59.6K
$24.3M
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-473- 0.5% |
$187K - $221K
|
94.6K
$38.6M
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-475- 3.26% |
$188K - $222K
|
14.1K
$5.75M
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-479- 8.97% |
$189K - $224K
|
4.86K
$1.99M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-482- 0.16% |
$190K - $225K
|
295K
$120M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-484- 7.5% |
$191K - $226K
|
5.97K
$2.44M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-487- 2.36% |
$192K - $228K
|
20.2K
$8.23M
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-488- 7.85% |
$193K - $228K
|
5.73K
$2.34M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-488- 3.04% |
$193K - $228K
|
15.6K
$6.35M
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-489- 1.51% |
$193K - $229K
|
31.8K
$13M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-492- 6.19% |
$194K - $230K
|
7.46K
$3.04M
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-492- 1.07% |
$194K - $230K
|
45.4K
$18.6M
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-493- 10.8% |
$195K - $231K
|
4.07K
$1.66M
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-493- 0.49% |
$195K - $231K
|
99.8K
$40.7M
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-493- 0.3% |
$195K - $231K
|
166K
$67.7M
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-493- 6.51% |
$195K - $231K
|
7.09K
$2.89M
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-495- 20.57% |
$196K - $231K
|
1.91K
$780K
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-496- 7.88% |
$196K - $232K
|
5.8K
$2.37M
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-496- 7.36% |
$196K - $232K
|
6.25K
$2.55M
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-497- 3.51% |
$196K - $232K
|
13.7K
$5.58M
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-498- 3.77% |
$197K - $233K
|
12.7K
$5.19M
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 0.93% |
$198K - $234K
|
53.5K
$21.9M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-500- 5.95% |
$198K - $234K
|
7.9K
$3.23M
|
|
Nov 13, 2024
Q3 2024
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-500- 3.88% |
$198K - $234K
|
12.4K
$5.06M
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-500- 0.07% |
$198K - $234K
|
743K
$303M
|
|
Nov 14, 2024
Q3 2024
|
Maren Capital LLC
Chicago, IL |
SELL
|
- |
-500- 15.95% |
$198K - $234K
|
2.63K
$1.08M
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-505- 2.05% |
$200K - $236K
|
24.1K
$9.84M
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-506- 4.0% |
$200K - $237K
|
12.1K
$4.96M
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-506- 1.65% |
$200K - $237K
|
30.2K
$12.3M
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-509- 2.82% |
$201K - $238K
|
17.5K
$7.16M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-509- 0.32% |
$201K - $238K
|
157K
$64.1M
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-513- 1.38% |
$203K - $240K
|
36.6K
$15M
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-514- 0.58% |
$203K - $240K
|
87.5K
$35.7M
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-517- 0.72% |
$204K - $242K
|
71.4K
$29.1M
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-518- 1.61% |
$205K - $242K
|
31.6K
$12.9M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-518- 0.18% |
$205K - $242K
|
283K
$116M
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-518- 1.68% |
$205K - $242K
|
30.4K
$12.4M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-519- 6.34% |
$205K - $243K
|
7.67K
$3.13M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-521- 6.86% |
$206K - $244K
|
7.07K
$2.89M
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-522- 0.63% |
$206K - $244K
|
82.6K
$33.7M
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-522- 4.21% |
$206K - $244K
|
11.9K
$4.84M
|