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 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
286+ 6.84% |
$116K - $130K
|
4.47K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
285+ 2.37% |
$116K - $130K
|
12.3K
$5.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
285+ 1.8% |
$116K - $130K
|
16.1K
$6.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
284+ 11.47% |
$115K - $129K
|
2.76K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
282+ 6.96% |
$115K - $128K
|
4.34K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
281+ 0.18% |
$114K - $128K
|
155K
$63.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
278+ 21.35% |
$113K - $126K
|
1.58K
$652K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
278+ 0.79% |
$113K - $126K
|
35.7K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
277+ 1.93% |
$113K - $126K
|
14.7K
$6.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
277+ 4.14% |
$113K - $126K
|
6.96K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
276+ 1.8% |
$112K - $125K
|
15.6K
$6.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
275+ 2.09% |
$112K - $125K
|
13.4K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275+ 2.08% |
$112K - $125K
|
13.5K
$5.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
273+ 1.8% |
$111K - $124K
|
15.5K
$6.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
271+ 1.13% |
$110K - $123K
|
24.2K
$9.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
271+ 3.39% |
$110K - $123K
|
8.28K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
270+ 4.27% |
$110K - $123K
|
6.59K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
269+ 3.51% |
$109K - $122K
|
7.92K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
266+ 4.73% |
$108K - $121K
|
5.89K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
266+ 3.72% |
$108K - $121K
|
7.41K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
263+ 15.95% |
$107K - $120K
|
1.91K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
262+ 2.16% |
$106K - $119K
|
12.4K
$5.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
258+ 2.61% |
$105K - $117K
|
10.1K
$4.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
258+ 1.58% |
$105K - $117K
|
16.5K
$6.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
258+ 0.28% |
$105K - $117K
|
92.3K
$38.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
257+ 0.35% |
$104K - $117K
|
73.5K
$30.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
255+ 10.22% |
$104K - $116K
|
2.75K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
254+ 5.75% |
$103K - $115K
|
4.67K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
253+ 1.18% |
$103K - $115K
|
21.6K
$8.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 0.69% |
$102K - $114K
|
36.7K
$15.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
248+ 7.83% |
$101K - $113K
|
3.42K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
248+ 0.36% |
$101K - $113K
|
69.9K
$28.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
248+ 4.5% |
$101K - $113K
|
5.76K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
247+ 6.66% |
$100K - $112K
|
3.96K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
247+ 1.94% |
$100K - $112K
|
13K
$5.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
245+ 0.8% |
$99.6K - $111K
|
30.8K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
245+ 1.96% |
$99.6K - $111K
|
12.7K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
245+ 0.39% |
$99.6K - $111K
|
62.3K
$25.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
245+ 1.93% |
$99.6K - $111K
|
12.9K
$5.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
244+ 1.97% |
$99.1K - $111K
|
12.6K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
244+ 6.57% |
$99.1K - $111K
|
3.96K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
242+ 0.99% |
$98.3K - $110K
|
24.8K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
239+ 2.24% |
$97.1K - $109K
|
10.9K
$4.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
238+ 0.37% |
$96.7K - $108K
|
64.9K
$26.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
238+ 0.2% |
$96.7K - $108K
|
120K
$49.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
238+ 2.74% |
$96.7K - $108K
|
8.93K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
237+ 0.28% |
$96.3K - $108K
|
83.7K
$34.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
236+ 1.83% |
$95.9K - $107K
|
13.1K
$5.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
235+ 3.62% |
$95.5K - $107K
|
6.73K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
234+ 3.35% |
$95.1K - $106K
|
7.22K
$2.98M
|