Purchases and Sales Made in Q4 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.49K+ 4.97% |
$605K - $676K
|
31.4K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.48K+ 58.54% |
$603K - $674K
|
4.02K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.48K+ 6.22% |
$603K - $674K
|
25.3K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.48K+ 2.49% |
$600K - $671K
|
60.7K
$25M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.47K+ 7.29% |
$597K - $668K
|
21.6K
$8.92M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 1.28% |
$596K - $666K
|
116K
$48M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.45K+ 3.59% |
$590K - $660K
|
41.9K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.45KNew |
$589K - $659K
|
1.45K
$598K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.45K+ 11.61% |
$588K - $658K
|
13.9K
$5.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.44K+ 2.5% |
$586K - $655K
|
59.1K
$24.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.44K+ 3.05% |
$584K - $653K
|
48.5K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.43K+ 1.68% |
$582K - $651K
|
86.6K
$35.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$575K - $643K
|
1.42K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.41KNew |
$573K - $641K
|
1.41K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 160.3% |
$573K - $640K
|
2.29K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.41K+ 40.18% |
$572K - $639K
|
4.91K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 7.5% |
$569K - $637K
|
20.1K
$8.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.4KNew |
$569K - $636K
|
1.4K
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.39KNew |
$564K - $630K
|
1.39K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.39K+ 25.77% |
$564K - $630K
|
6.77K
$2.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.38K+ 8.16% |
$561K - $628K
|
18.3K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.38K+ 10.49% |
$561K - $628K
|
14.5K
$6M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.36KNew |
$551K - $617K
|
1.36K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 3.69% |
$550K - $615K
|
38K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.96% |
$549K - $614K
|
47K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.35K+ 27.23% |
$549K - $614K
|
6.32K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.35K+ 10.88% |
$548K - $613K
|
13.7K
$5.67M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.35K+ 5.29% |
$547K - $612K
|
26.8K
$11.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.34K+ 10.85% |
$542K - $607K
|
13.6K
$5.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.33K+ 1.53% |
$542K - $606K
|
88.3K
$36.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.33KNew |
$540K - $604K
|
1.33K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.33KNew |
$539K - $603K
|
1.33K
$547K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 2.22% |
$537K - $600K
|
60.7K
$25M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.32K+ 9.67% |
$537K - $600K
|
15K
$6.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.81% |
$526K - $589K
|
72.9K
$30M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.29K+ 1.41% |
$525K - $588K
|
92.8K
$38.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.29K+ 15.34% |
$523K - $585K
|
9.68K
$3.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.29K+ 1.88% |
$523K - $584K
|
69.6K
$28.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.28K+ 8.51% |
$519K - $580K
|
16.3K
$6.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.28KNew |
$519K - $580K
|
1.28K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.28K+ 1.46% |
$518K - $579K
|
88.8K
$36.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27K+ 1.9% |
$517K - $579K
|
68.4K
$28.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.27K+ 5.47% |
$516K - $577K
|
24.5K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.26K+ 9.1% |
$513K - $574K
|
15.1K
$6.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 4.04% |
$509K - $569K
|
32.3K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.25K+ 2.1% |
$509K - $569K
|
60.9K
$25.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.25K+ 7.58% |
$508K - $568K
|
17.8K
$7.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.24K+ 50.37% |
$504K - $564K
|
3.71K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.24K+ 11.24% |
$503K - $563K
|
12.3K
$5.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.43% |
$500K - $559K
|
37.1K
$15.3M
|