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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-913- 3.21% |
$361K - $427K
|
27.6K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-919- 4.5% |
$363K - $430K
|
19.5K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-920- 1.79% |
$364K - $430K
|
50.5K
$20.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-923- 5.72% |
$365K - $432K
|
15.2K
$6.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-929- 0.87% |
$367K - $434K
|
106K
$43.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-936- 13.15% |
$370K - $438K
|
6.18K
$2.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-939- 1.63% |
$371K - $439K
|
56.8K
$23.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-940- 1.28% |
$371K - $440K
|
72.7K
$29.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-941- 1.22% |
$372K - $440K
|
76.1K
$31.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-941- 0.41% |
$372K - $440K
|
227K
$92.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-942- 2.08% |
$372K - $440K
|
44.4K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-942- 1.37% |
$372K - $440K
|
68.1K
$27.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-943- 1.61% |
$373K - $441K
|
57.6K
$23.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-944- 0.4% |
$373K - $441K
|
236K
$96.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-945- 0.62% |
$373K - $442K
|
151K
$61.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-947- 6.19% |
$374K - $443K
|
14.3K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-951- 0.99% |
$376K - $445K
|
95.2K
$38.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-954- 2.04% |
$377K - $446K
|
45.9K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-958- 3.41% |
$379K - $448K
|
27.2K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-959- 8.28% |
$379K - $448K
|
10.6K
$4.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-960- 0.76% |
$379K - $449K
|
126K
$51.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-960- 6.32% |
$379K - $449K
|
14.2K
$5.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-960- 12.04% |
$379K - $449K
|
7.01K
$2.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-964- 5.11% |
$381K - $451K
|
17.9K
$7.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-966- 1.26% |
$382K - $452K
|
75.5K
$30.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-968- 3.16% |
$383K - $453K
|
29.7K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-972- 0.82% |
$384K - $454K
|
117K
$47.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-975- 1.65% |
$385K - $456K
|
58K
$23.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-980- 0.61% |
$387K - $458K
|
160K
$65.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-984- 2.47% |
$389K - $460K
|
38.9K
$15.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-985- 6.8% |
$389K - $461K
|
13.5K
$5.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-987- 7.54% |
$390K - $461K
|
12.1K
$4.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-987- 6.78% |
$390K - $461K
|
13.6K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-991- 1.56% |
$392K - $463K
|
62.4K
$25.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-993- 2.52% |
$392K - $464K
|
38.5K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-993- 3.16% |
$392K - $464K
|
30.4K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-997- 2.88% |
$394K - $466K
|
33.6K
$13.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-999- 13.12% |
$395K - $467K
|
6.62K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 25.0% |
$395K - $468K
|
3K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1K- 6.47% |
$395K - $468K
|
14.5K
$5.9M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-1K- 3.65% |
$395K - $468K
|
26.4K
$10.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1K- 3.48% |
$396K - $469K
|
27.8K
$11.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.01K- 0.94% |
$399K - $472K
|
106K
$43.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.02K- 0.2% |
$403K - $476K
|
515K
$210M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 11.3% |
$404K - $478K
|
8.03K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.03K- 1.04% |
$407K - $482K
|
98.5K
$40.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.03K- 2.5% |
$408K - $483K
|
40.3K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.04K- 6.23% |
$411K - $487K
|
15.7K
$6.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.04K- 3.09% |
$412K - $487K
|
32.7K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.04K- 13.81% |
$412K - $488K
|
6.51K
$2.66M
|