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 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.37K- 1.74% |
$542K - $641K
|
77.4K
$32.2M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.37K- 3.17% |
$543K - $642K
|
41.9K
$17.4M
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.38K- 6.77% |
$545K - $645K
|
19K
$7.91M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-1.38K- 3.15% |
$545K - $645K
|
42.4K
$17.7M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.38K- 4.51% |
$546K - $646K
|
29.3K
$12.2M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 1.99% |
$547K - $648K
|
68.3K
$28.4M
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.39K- 0.99% |
$550K - $650K
|
139K
$57.7M
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.4K- 2.43% |
$551K - $652K
|
55.9K
$23.3M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.4K- 7.91% |
$552K - $653K
|
16.3K
$6.77M
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.4K- 11.53% |
$553K - $655K
|
10.7K
$4.47M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.41K- 7.47% |
$556K - $658K
|
17.5K
$7.26M
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.41K- 54.17% |
$557K - $659K
|
1.19K
$496K
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.41K- 1.39% |
$558K - $660K
|
99.9K
$41.6M
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.42K- 2.7% |
$562K - $665K
|
51.3K
$21.3M
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.42K- 0.91% |
$563K - $666K
|
155K
$64.3M
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-1.43K- 6.41% |
$564K - $667K
|
20.8K
$8.67M
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.43K- 2.98% |
$565K - $668K
|
46.5K
$19.3M
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.43K- 0.7% |
$566K - $670K
|
204K
$85M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.43K- 0.45% |
$567K - $670K
|
316K
$131M
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.44K- 2.86% |
$570K - $675K
|
49K
$20.4M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.45K- 2.14% |
$572K - $677K
|
66.1K
$27.5M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.45K- 7.64% |
$572K - $677K
|
17.5K
$7.28M
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.45K- 5.42% |
$573K - $678K
|
25.3K
$10.5M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.45K- 3.65% |
$574K - $679K
|
38.4K
$16M
|
|
Nov 08, 2024
Q3 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.47K- 2.25% |
$580K - $687K
|
63.7K
$26.5M
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.48K- 72.5% |
$583K - $690K
|
560
$233K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.48K- 1.09% |
$584K - $691K
|
134K
$55.8M
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.49K- 20.99% |
$588K - $696K
|
5.61K
$2.33M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.51K- 4.31% |
$595K - $705K
|
33.5K
$13.9M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.51K- 0.8% |
$598K - $708K
|
188K
$78.3M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.52K- 4.15% |
$600K - $710K
|
35.1K
$14.6M
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 5.17% |
$601K - $711K
|
27.9K
$11.6M
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.52K- 3.06% |
$601K - $711K
|
48.3K
$20.1M
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 10.2% |
$605K - $716K
|
13.5K
$5.61M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.53K- 97.15% |
$606K - $717K
|
45
$18.7K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.53K- 1.75% |
$606K - $717K
|
85.8K
$35.7M
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-1.54K- 0.01% |
$607K - $718K
|
11.7M
$4.85B
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.54K- 0.12% |
$608K - $719K
|
1.23M
$513M
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.55K- 5.26% |
$611K - $722K
|
27.8K
$11.6M
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 1.32% |
$612K - $724K
|
115K
$48M
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.55K- 20.34% |
$612K - $725K
|
6.07K
$2.53M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.56K- 4.79% |
$616K - $728K
|
30.9K
$12.9M
|
|
Oct 31, 2024
Q3 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-1.57K- 10.74% |
$619K - $732K
|
13K
$5.41M
|
|
Nov 13, 2024
Q3 2024
|
Granger Management LLC
|
SELL
|
- |
-1.57K- 17.96% |
$621K - $735K
|
7.17K
$2.99M
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.58K- 10.14% |
$623K - $737K
|
14K
$5.81M
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-1.58K- 28.73% |
$624K - $739K
|
3.92K
$1.63M
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.58K- 0.17% |
$625K - $739K
|
910K
$378M
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.6K- 9.11% |
$633K - $749K
|
16K
$6.66M
|
|
Nov 12, 2024
Q3 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-1.61K- 13.51% |
$635K - $751K
|
10.3K
$4.28M
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.61K- 0.73% |
$636K - $752K
|
218K
$90.6M
|