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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
395+ 3.06% |
$161K - $180K
|
13.3K
$5.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
394+ 1.06% |
$160K - $179K
|
37.6K
$15.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
391+ 0.69% |
$159K - $178K
|
57K
$23.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
390+ 18.72% |
$158K - $177K
|
2.47K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
390+ 17.85% |
$158K - $177K
|
2.58K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
390+ 14.67% |
$158K - $177K
|
3.05K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
386+ 2.07% |
$157K - $175K
|
19.1K
$7.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
384+ 10.39% |
$156K - $175K
|
4.08K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
382+ 2.61% |
$155K - $174K
|
15K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
382+ 2.05% |
$155K - $174K
|
19K
$7.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
380+ 1.58% |
$154K - $173K
|
24.4K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
379+ 4.07% |
$154K - $172K
|
9.7K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
379+ 2.05% |
$154K - $172K
|
18.8K
$7.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
377+ 2.9% |
$153K - $171K
|
13.4K
$5.52M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 2.0% |
$153K - $171K
|
19.2K
$7.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
375+ 3.59% |
$152K - $170K
|
10.8K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
374+ 2.41% |
$152K - $170K
|
15.9K
$6.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
373+ 4.17% |
$152K - $170K
|
9.31K
$3.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
372+ 7.22% |
$151K - $169K
|
5.52K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
372+ 4.87% |
$151K - $169K
|
8.01K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
369+ 54.26% |
$150K - $168K
|
1.05K
$433K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
368+ 0.69% |
$150K - $167K
|
53.5K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
368+ 0.67% |
$150K - $167K
|
55.4K
$22.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
368+ 4.94% |
$150K - $167K
|
7.82K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
361+ 17.46% |
$147K - $164K
|
2.43K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
360+ 3.74% |
$146K - $164K
|
10K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
358+ 0.6% |
$145K - $163K
|
60.4K
$24.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
357+ 0.28% |
$145K - $162K
|
128K
$52.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
355+ 3.15% |
$144K - $161K
|
11.6K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
355+ 3.46% |
$144K - $161K
|
10.6K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
354+ 4.09% |
$144K - $161K
|
9.01K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
352+ 1.16% |
$143K - $160K
|
30.8K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
351+ 3.28% |
$143K - $160K
|
11.1K
$4.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
349+ 5.27% |
$142K - $159K
|
6.97K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
347+ 5.63% |
$141K - $158K
|
6.51K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
347+ 2.46% |
$141K - $158K
|
14.4K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
344+ 10.27% |
$140K - $156K
|
3.7K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
344New |
$140K - $156K
|
344
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
344+ 6.04% |
$140K - $156K
|
6.04K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
343+ 6.91% |
$139K - $156K
|
5.31K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
343+ 3.99% |
$139K - $156K
|
8.93K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
343+ 7.02% |
$139K - $156K
|
5.23K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
342+ 0.91% |
$139K - $155K
|
38K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
341+ 4.21% |
$139K - $155K
|
8.43K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
341+ 3.89% |
$139K - $155K
|
9.1K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
340+ 20.61% |
$138K - $155K
|
1.99K
$821K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
339+ 4.13% |
$138K - $154K
|
8.54K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
339+ 1.5% |
$138K - $154K
|
22.9K
$9.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
339+ 0.26% |
$138K - $154K
|
132K
$54.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
338+ 2.13% |
$137K - $154K
|
16.2K
$6.69M
|