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 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-524- 1.84% |
$207K - $245K
|
28K
$11.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-525- 16.56% |
$207K - $245K
|
2.65K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-526- 5.28% |
$208K - $246K
|
9.44K
$3.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-527- 3.9% |
$208K - $246K
|
13K
$5.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-529- 4.19% |
$209K - $247K
|
12.1K
$4.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-530- 1.22% |
$209K - $248K
|
42.9K
$17.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-532- 1.31% |
$210K - $249K
|
40.2K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-533- 1.15% |
$211K - $249K
|
45.9K
$18.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-534- 0.27% |
$211K - $250K
|
194K
$79.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-537- 2.31% |
$212K - $251K
|
22.7K
$9.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-546- 2.31% |
$216K - $255K
|
23.1K
$9.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-547- 3.13% |
$216K - $256K
|
17K
$6.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-548- 0.54% |
$217K - $256K
|
101K
$41.2M
|
|
|
Feb 14, 2025
Q3 2024
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-548- 0.28% |
$217K - $256K
|
194K
$79.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-550- 5.27% |
$217K - $257K
|
9.89K
$4.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-550- 4.44% |
$217K - $257K
|
11.8K
$4.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-553- 0.06% |
$219K - $259K
|
966K
$394M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-554- 8.17% |
$219K - $259K
|
6.23K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-554- 0.79% |
$219K - $259K
|
69.3K
$28.3M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-554- 2.3% |
$219K - $259K
|
23.5K
$9.6M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-558- 2.17% |
$220K - $261K
|
25.1K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-560- 0.94% |
$221K - $262K
|
58.9K
$24.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-562- 41.91% |
$222K - $263K
|
779
$318K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-562- 17.08% |
$222K - $263K
|
2.73K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-564- 1.32% |
$223K - $264K
|
42.1K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-565- 2.8% |
$223K - $264K
|
19.6K
$8.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-566- 1.06% |
$224K - $265K
|
52.9K
$21.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-568- 5.12% |
$224K - $266K
|
10.5K
$4.3M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-568- 8.11% |
$224K - $266K
|
6.44K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-568- 8.17% |
$224K - $266K
|
6.39K
$2.61M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-569- 3.06% |
$225K - $266K
|
18K
$7.35M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-571- 17.87% |
$226K - $267K
|
2.62K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-575- 3.31% |
$227K - $269K
|
16.8K
$6.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-576- 25.93% |
$228K - $269K
|
1.65K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-576- 2.05% |
$228K - $269K
|
27.5K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-577- 1.89% |
$228K - $270K
|
29.9K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-580- 0.39% |
$229K - $271K
|
150K
$61.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-580- 6.83% |
$229K - $271K
|
7.91K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-581- 1.66% |
$230K - $272K
|
34.4K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-581- 9.53% |
$230K - $272K
|
5.51K
$2.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-583- 2.05% |
$230K - $273K
|
27.9K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-585- 1.97% |
$231K - $274K
|
29.1K
$11.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-585- 0.85% |
$231K - $274K
|
68K
$27.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-586- 5.89% |
$232K - $274K
|
9.36K
$3.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-587- 2.57% |
$232K - $274K
|
22.3K
$9.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-587- 2.21% |
$232K - $274K
|
26K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-588- 2.29% |
$232K - $275K
|
25.1K
$10.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-591- 0.49% |
$234K - $276K
|
120K
$49.1M
|