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 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
162+ 9.69% |
$64K - $75.7K
|
1.83K
$720K
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
161+ 0.31% |
$63.6K - $75.3K
|
52.3K
$20.5M
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
161+ 1.7% |
$63.6K - $75.3K
|
9.66K
$3.79M
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
160+ 27.78% |
$63.2K - $74.8K
|
736
$289K
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
160+ 1.88% |
$63.2K - $74.8K
|
8.68K
$3.41M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
159+ 4.33% |
$62.8K - $74.3K
|
3.83K
$1.5M
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
BUY
|
- |
159+ 3.0% |
$62.8K - $74.3K
|
5.45K
$2.14M
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
157+ 20.79% |
$62K - $73.4K
|
912
$358K
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
156+ 2.15% |
$61.6K - $72.9K
|
7.4K
$2.9M
|
|
Nov 13, 2024
Q3 2024
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
156+ 1.61% |
$61.6K - $72.9K
|
9.83K
$3.86M
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
155+ 11.74% |
$61.2K - $72.5K
|
1.48K
$579K
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
155+ 26.82% |
$61.2K - $72.5K
|
733
$288K
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
155+ 3.29% |
$61.2K - $72.5K
|
4.86K
$1.91M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
155+ 1.18% |
$61.2K - $72.5K
|
13.3K
$5.21M
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
155+ 1.27% |
$61.2K - $72.5K
|
12.3K
$4.85M
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
154+ 2.27% |
$60.9K - $72K
|
6.94K
$2.72M
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
154+ 6.58% |
$60.9K - $72K
|
2.5K
$980K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
154+ 4.76% |
$60.9K - $72K
|
3.39K
$1.33M
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
154+ 0.78% |
$60.9K - $72K
|
19.9K
$7.79M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
153+ 5.87% |
$60.5K - $71.5K
|
2.76K
$1.08M
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
153+ 2.93% |
$60.5K - $71.5K
|
5.37K
$2.11M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
152+ 7.77% |
$60.1K - $71.1K
|
2.11K
$828K
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
152+ 2.03% |
$60.1K - $71.1K
|
7.64K
$3M
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
BUY
|
- |
152+ 2.6% |
$60.1K - $71.1K
|
6K
$2.35M
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
152+ 0.96% |
$60.1K - $71.1K
|
16K
$6.3M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
151+ 0.57% |
$59.7K - $70.6K
|
26.9K
$10.5M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
150+ 0.37% |
$59.3K - $70.1K
|
41.1K
$16.1M
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
150+ 4.97% |
$59.3K - $70.1K
|
3.17K
$1.24M
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
150+ 0.12% |
$59.3K - $70.1K
|
127K
$49.9M
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
150+ 1.71% |
$59.3K - $70.1K
|
8.92K
$3.5M
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
150+ 0.48% |
$59.3K - $70.1K
|
31.3K
$12.3M
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
150+ 4.4% |
$59.3K - $70.1K
|
3.56K
$1.4M
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
149+ 1.19% |
$58.9K - $69.7K
|
12.7K
$4.99M
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
149+ 2.1% |
$58.9K - $69.7K
|
7.24K
$2.84M
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
148+ 1.15% |
$58.5K - $69.2K
|
13.1K
$5.12M
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
148+ 12.11% |
$58.5K - $69.2K
|
1.37K
$538K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
148+ 2.53% |
$58.5K - $69.2K
|
6K
$2.35M
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
148+ 1.7% |
$58.5K - $69.2K
|
8.83K
$3.47M
|
|
Nov 13, 2024
Q3 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
148+ 0.68% |
$58.5K - $69.2K
|
22.1K
$8.66M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
147+ 2.38% |
$58.1K - $68.7K
|
6.31K
$2.48M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
146+ 2.06% |
$57.7K - $68.3K
|
7.24K
$2.84M
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
146+ 3.18% |
$57.7K - $68.3K
|
4.73K
$1.86M
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
146+ 3.7% |
$57.7K - $68.3K
|
4.09K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
145+ 12.4% |
$57.3K - $67.8K
|
1.31K
$516K
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
145+ 23.93% |
$57.3K - $67.8K
|
751
$295K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
145+ 0.3% |
$57.3K - $67.8K
|
48.2K
$18.9M
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
145+ 0.58% |
$57.3K - $67.8K
|
25.3K
$9.95M
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
144+ 10.5% |
$56.9K - $67.3K
|
1.52K
$595K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
144New |
$56.9K - $67.3K
|
144
$56.5K
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
144+ 1.74% |
$56.9K - $67.3K
|
8.42K
$3.31M
|