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
|
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
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
233+ 9.27% |
$94.7K - $106K
|
2.75K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
232+ 34.22% |
$94.3K - $105K
|
910
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
232+ 3.61% |
$94.3K - $105K
|
6.66K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
232+ 18.17% |
$94.3K - $105K
|
1.51K
$622K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
231+ 0.75% |
$93.9K - $105K
|
31.2K
$12.9M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
231+ 9.48% |
$93.9K - $105K
|
2.67K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
230+ 43.4% |
$93.5K - $105K
|
760
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
230+ 1.18% |
$93.5K - $105K
|
19.7K
$8.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
230+ 13.09% |
$93.5K - $105K
|
1.99K
$819K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
229+ 1.93% |
$93.1K - $104K
|
12.1K
$4.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
229+ 4.7% |
$93.1K - $104K
|
5.1K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
229+ 0.34% |
$93.1K - $104K
|
66.6K
$27.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
228+ 10.58% |
$92.6K - $104K
|
2.38K
$982K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
228+ 1.28% |
$92.6K - $104K
|
18K
$7.42M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
228+ 2.9% |
$92.6K - $104K
|
8.1K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
228+ 0.6% |
$92.6K - $104K
|
38K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
227+ 3.05% |
$92.2K - $103K
|
7.67K
$3.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
227+ 0.76% |
$92.2K - $103K
|
29.9K
$12.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
226+ 2.64% |
$91.8K - $103K
|
8.8K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
226+ 1.69% |
$91.8K - $103K
|
13.6K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
225+ 3.55% |
$91.4K - $102K
|
6.56K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
225+ 4.39% |
$91.4K - $102K
|
5.35K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
224+ 0.48% |
$91K - $102K
|
47K
$19.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
223+ 3.47% |
$90.6K - $101K
|
6.64K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
222+ 6.48% |
$90.2K - $101K
|
3.65K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
221+ 0.81% |
$89.8K - $100K
|
27.5K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
219+ 3.46% |
$89K - $99.5K
|
6.55K
$2.7M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
217+ 1.77% |
$88.2K - $98.6K
|
12.5K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
216+ 2.47% |
$87.8K - $98.2K
|
8.95K
$3.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
213+ 1.56% |
$86.6K - $96.8K
|
13.8K
$5.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
212+ 1.84% |
$86.1K - $96.3K
|
11.7K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
212+ 2.74% |
$86.1K - $96.3K
|
7.96K
$3.28M
|