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 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
51+ 0.38% |
$20.7K - $23.2K
|
13.3K
$5.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
50+ 0.47% |
$20.3K - $22.7K
|
10.6K
$4.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
49+ 1.2% |
$19.9K - $22.3K
|
4.14K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
49+ 1.81% |
$19.9K - $22.3K
|
2.76K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
48+ 0.68% |
$19.5K - $21.8K
|
7.1K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
48+ 1.05% |
$19.5K - $21.8K
|
4.6K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
47+ 0.4% |
$19.1K - $21.4K
|
11.7K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
47+ 0.95% |
$19.1K - $21.4K
|
5.01K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
47+ 0.29% |
$19.1K - $21.4K
|
16.1K
$6.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
47+ 1.45% |
$19.1K - $21.4K
|
3.29K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
46+ 0.14% |
$18.7K - $20.9K
|
33.3K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
46+ 0.08% |
$18.7K - $20.9K
|
56.5K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.26% |
$18.7K - $20.9K
|
17.8K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
45+ 6.72% |
$18.3K - $20.5K
|
715
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
45+ 0.95% |
$18.3K - $20.5K
|
4.77K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
45+ 5.06% |
$18.3K - $20.5K
|
935
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 1.7% |
$18.3K - $20.5K
|
2.7K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
45New |
$18.3K - $20.5K
|
45
$18.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
44+ 0.22% |
$17.9K - $20K
|
19.8K
$8.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
44+ 0.04% |
$17.9K - $20K
|
114K
$47.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44+ 0.43% |
$17.9K - $20K
|
10.3K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.77% |
$17.5K - $19.5K
|
5.62K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
43+ 0.18% |
$17.5K - $19.5K
|
24.6K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 0.09% |
$17.5K - $19.5K
|
48.2K
$19.9M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
41+ 1.85% |
$16.7K - $18.6K
|
2.26K
$931K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41+ 0.49% |
$16.7K - $18.6K
|
8.39K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
41+ 1.13% |
$16.7K - $18.6K
|
3.66K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
41+ 0.66% |
$16.7K - $18.6K
|
6.23K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
40+ 0.33% |
$16.3K - $18.2K
|
12.2K
$5.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
40+ 2.36% |
$16.3K - $18.2K
|
1.74K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
40+ 0.4% |
$16.3K - $18.2K
|
10.1K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 3.32% |
$15.8K - $17.7K
|
1.21K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
39+ 5.16% |
$15.8K - $17.7K
|
795
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
39+ 7.4% |
$15.8K - $17.7K
|
566
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
37+ 0.26% |
$15K - $16.8K
|
14.4K
$5.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
37+ 0.24% |
$15K - $16.8K
|
15.2K
$6.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
36+ 2.67% |
$14.6K - $16.4K
|
1.38K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
35+ 53.85% |
$14.2K - $15.9K
|
100
$41.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.24% |
$14.2K - $15.9K
|
14.4K
$5.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
34+ 0.79% |
$13.8K - $15.5K
|
4.33K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
33+ 0.5% |
$13.4K - $15K
|
6.64K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
33+ 0.84% |
$13.4K - $15K
|
3.98K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
33+ 0.25% |
$13.4K - $15K
|
13.3K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
32+ 3.33% |
$13K - $14.5K
|
994
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
32+ 0.91% |
$13K - $14.5K
|
3.56K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
31+ 0.6% |
$12.6K - $14.1K
|
5.21K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
31+ 0.45% |
$12.6K - $14.1K
|
6.97K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 0.46% |
$12.6K - $14.1K
|
6.75K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
31+ 0.55% |
$12.6K - $14.1K
|
5.7K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31+ 0.37% |
$12.6K - $14.1K
|
8.51K
$3.51M
|