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 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
840+ 4.39% |
$341K - $382K
|
20K
$8.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
828+ 12.19% |
$336K - $376K
|
7.62K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
826+ 6.33% |
$336K - $375K
|
13.9K
$5.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
816+ 2.95% |
$332K - $371K
|
28.4K
$11.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
809+ 1.43% |
$329K - $368K
|
57.6K
$23.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
809+ 1.0% |
$329K - $368K
|
81.7K
$33.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
805+ 14.21% |
$327K - $366K
|
6.47K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
804+ 13.47% |
$327K - $365K
|
6.77K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
801+ 2.79% |
$325K - $364K
|
29.5K
$12.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
800+ 3.65% |
$325K - $364K
|
22.7K
$9.36M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
800+ 11.29% |
$325K - $364K
|
7.89K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
779+ 3.45% |
$317K - $354K
|
23.4K
$9.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
775New |
$315K - $352K
|
775
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
774+ 0.26% |
$315K - $352K
|
303K
$125M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
771+ 11.58% |
$313K - $350K
|
7.43K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
770+ 2.38% |
$313K - $350K
|
33.1K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
767New |
$312K - $349K
|
767
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
763+ 2.85% |
$310K - $347K
|
27.5K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
760+ 0.29% |
$309K - $345K
|
261K
$108M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
754+ 1.65% |
$306K - $343K
|
46.6K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
753+ 47.51% |
$306K - $342K
|
2.34K
$964K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
752+ 6.37% |
$306K - $342K
|
12.6K
$5.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
749New |
$304K - $340K
|
749
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
747+ 0.51% |
$304K - $339K
|
146K
$60.2M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
747New |
$304K - $339K
|
747
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
732+ 6.57% |
$297K - $333K
|
11.9K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
732New |
$297K - $333K
|
732
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
730+ 3.68% |
$297K - $332K
|
20.6K
$8.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
728New |
$296K - $331K
|
728
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
713+ 6.89% |
$290K - $324K
|
11.1K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
712+ 3.73% |
$289K - $324K
|
19.8K
$8.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
709+ 2.57% |
$288K - $322K
|
28.3K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
707+ 0.92% |
$287K - $321K
|
77.2K
$31.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
703+ 7.63% |
$286K - $319K
|
9.92K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
702+ 1.96% |
$285K - $319K
|
36.5K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
701+ 4.99% |
$285K - $319K
|
14.7K
$6.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
698+ 26.6% |
$284K - $317K
|
3.32K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
691+ 8.83% |
$281K - $314K
|
8.52K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
690+ 2.89% |
$280K - $314K
|
24.6K
$10.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
690New |
$280K - $314K
|
690
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
685+ 2.42% |
$278K - $311K
|
29K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
683+ 3.33% |
$278K - $310K
|
21.2K
$8.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
681+ 2.72% |
$277K - $309K
|
25.7K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
679+ 1.8% |
$276K - $309K
|
38.4K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
678+ 2.16% |
$276K - $308K
|
32.1K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
675+ 1.16% |
$274K - $307K
|
59.1K
$24.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
675+ 0.93% |
$274K - $307K
|
73.6K
$30.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
673+ 19.88% |
$273K - $306K
|
4.06K
$1.67M
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
669+ 1.48% |
$272K - $304K
|
45.9K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
669+ 0.9% |
$272K - $304K
|
75.3K
$31.1M
|