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 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
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
669+ 6.43% |
$272K - $304K
|
11.1K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
668+ 25.78% |
$271K - $304K
|
3.26K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
662+ 2.13% |
$269K - $301K
|
31.7K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
660+ 1.12% |
$268K - $300K
|
59.4K
$24.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
658+ 8.55% |
$267K - $299K
|
8.35K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
655+ 8.29% |
$266K - $298K
|
8.55K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
654+ 7.01% |
$266K - $297K
|
9.99K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
652New |
$265K - $296K
|
652
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
650+ 1.78% |
$264K - $295K
|
37.2K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
648New |
$263K - $294K
|
648
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
645+ 0.46% |
$262K - $293K
|
141K
$58.1M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
640+ 1.09% |
$260K - $291K
|
59.1K
$24.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
640+ 3.05% |
$260K - $291K
|
21.6K
$8.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
639+ 7.27% |
$260K - $290K
|
9.42K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
639+ 1.64% |
$260K - $290K
|
39.5K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
638+ 2.37% |
$259K - $290K
|
27.5K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
636+ 3.4% |
$258K - $289K
|
19.4K
$7.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
630+ 1.57% |
$256K - $286K
|
40.9K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
626+ 31.24% |
$254K - $284K
|
2.63K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
625+ 7.04% |
$254K - $284K
|
9.5K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
622+ 4.61% |
$253K - $283K
|
14.1K
$5.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
616+ 0.67% |
$250K - $280K
|
92.5K
$38.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
614+ 6.42% |
$249K - $279K
|
10.2K
$4.19M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
614+ 1.7% |
$249K - $279K
|
36.8K
$15.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
611+ 5.97% |
$248K - $278K
|
10.8K
$4.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
609New |
$247K - $277K
|
609
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
609+ 0.97% |
$247K - $277K
|
63.1K
$26M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
608+ 7.9% |
$247K - $276K
|
8.31K
$3.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
605+ 4.0% |
$246K - $275K
|
15.7K
$6.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
604+ 8.81% |
$245K - $274K
|
7.46K
$3.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
604New |
$245K - $274K
|
604
$249K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
603New |
$245K - $274K
|
603
$249K
|