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
|
Abundance Wealth Counselors
|
BUY
|
- |
521+ 2.53% |
$212K - $237K
|
21.1K
$8.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
517+ 18.07% |
$210K - $235K
|
3.38K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
516+ 3.03% |
$210K - $235K
|
17.5K
$7.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
516+ 9.16% |
$210K - $235K
|
6.15K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
506New |
$206K - $230K
|
506
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
504+ 3.3% |
$205K - $229K
|
15.8K
$6.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
501+ 9.56% |
$204K - $228K
|
5.74K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
499+ 1.35% |
$203K - $227K
|
37.4K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
496+ 0.74% |
$202K - $225K
|
67.7K
$27.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
496New |
$202K - $225K
|
496
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
496+ 4.5% |
$202K - $225K
|
11.5K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
495+ 0.95% |
$201K - $225K
|
52.4K
$21.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
494+ 6.06% |
$201K - $225K
|
8.65K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
492+ 2.17% |
$200K - $224K
|
23.2K
$9.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
491+ 17.57% |
$200K - $223K
|
3.29K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
490New |
$199K - $223K
|
490
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
489+ 18.24% |
$199K - $222K
|
3.17K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
484+ 2.74% |
$197K - $220K
|
18.1K
$7.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
483New |
$196K - $220K
|
483
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
480+ 4.05% |
$195K - $218K
|
12.3K
$5.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
478+ 2.27% |
$194K - $217K
|
21.6K
$8.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
477+ 2.37% |
$194K - $217K
|
20.6K
$8.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
477+ 1.59% |
$194K - $217K
|
30.4K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
474+ 60.85% |
$193K - $215K
|
1.25K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
473+ 7.55% |
$192K - $215K
|
6.74K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
472+ 54.5% |
$192K - $215K
|
1.34K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
471+ 0.6% |
$191K - $214K
|
79.2K
$32.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
470+ 7.84% |
$191K - $214K
|
6.47K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
470+ 5.83% |
$191K - $214K
|
8.53K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
470+ 1.7% |
$191K - $214K
|
28K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
468+ 11.01% |
$190K - $213K
|
4.72K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
468+ 16.03% |
$190K - $213K
|
3.39K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
464+ 18.99% |
$189K - $211K
|
2.91K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
464+ 0.79% |
$189K - $211K
|
59.4K
$24.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
463+ 0.32% |
$188K - $210K
|
145K
$59.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
462+ 1.13% |
$188K - $210K
|
41.2K
$17M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
461+ 1.64% |
$187K - $210K
|
28.5K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
460+ 6.79% |
$187K - $209K
|
7.24K
$2.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
459+ 1.9% |
$187K - $209K
|
24.6K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
456+ 2.75% |
$185K - $207K
|
17.1K
$7.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
456+ 2.09% |
$185K - $207K
|
22.3K
$9.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
456+ 4.84% |
$185K - $207K
|
9.87K
$4.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
455+ 1.84% |
$185K - $207K
|
25.2K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
455+ 7.88% |
$185K - $207K
|
6.23K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
454+ 3.23% |
$184K - $206K
|
14.5K
$5.98M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
453+ 14.54% |
$184K - $206K
|
3.57K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
452+ 2.62% |
$184K - $205K
|
17.7K
$7.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
451+ 13.31% |
$183K - $205K
|
3.84K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
451+ 0.43% |
$183K - $205K
|
106K
$43.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
451+ 1.86% |
$183K - $205K
|
24.7K
$10.2M
|