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
|
Index Fund Advisors, Inc.
|
BUY
|
- |
31+ 0.53% |
$12.6K - $14.1K
|
5.83K
$2.4M
|
|
Feb 04, 2025
Q4 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
31+ 4.98% |
$12.6K - $14.1K
|
653
$269K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
30+ 1.8% |
$12.2K - $13.6K
|
1.7K
$701K
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
29+ 0.4% |
$11.8K - $13.2K
|
7.19K
$2.97M
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
29+ 0.08% |
$11.8K - $13.2K
|
36.6K
$15.1M
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.44% |
$11.8K - $13.2K
|
6.66K
$2.75M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
29+ 0.23% |
$11.8K - $13.2K
|
12.9K
$5.31M
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
29+ 1.81% |
$11.8K - $13.2K
|
1.63K
$672K
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
28+ 1.19% |
$11.4K - $12.7K
|
2.37K
$979K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
28+ 0.26% |
$11.4K - $12.7K
|
10.6K
$4.39M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
28+ 0.43% |
$11.4K - $12.7K
|
6.5K
$2.68M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28+ 1.19% |
$11.4K - $12.7K
|
2.38K
$981K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
27+ 0.65% |
$11K - $12.3K
|
4.19K
$1.73M
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.1% |
$11K - $12.3K
|
27.9K
$11.5M
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
26+ 3.17% |
$10.6K - $11.8K
|
847
$349K
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.27% |
$10.6K - $11.8K
|
9.74K
$4.02M
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
26+ 5.13% |
$10.6K - $11.8K
|
533
$220K
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
25+ 0.45% |
$10.2K - $11.4K
|
5.54K
$2.28M
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
25+ 0.77% |
$10.2K - $11.4K
|
3.29K
$1.36M
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 0.55% |
$9.75K - $10.9K
|
4.43K
$1.83M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24+ 2.34% |
$9.75K - $10.9K
|
1.05K
$433K
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
24+ 0.37% |
$9.75K - $10.9K
|
6.46K
$2.66M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
24+ 0.15% |
$9.75K - $10.9K
|
16K
$6.6M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.16% |
$9.35K - $10.5K
|
14.4K
$5.96M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.15% |
$9.35K - $10.5K
|
15.2K
$6.25M
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22+ 1.77% |
$8.94K - $10K
|
1.26K
$520K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 0.09% |
$8.94K - $10K
|
24.8K
$10.2M
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21+ 0.26% |
$8.53K - $9.54K
|
8.14K
$3.36M
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
21+ 0.13% |
$8.53K - $9.54K
|
16.2K
$6.69M
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
21+ 0.58% |
$8.53K - $9.54K
|
3.62K
$1.49M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.44% |
$8.13K - $9.09K
|
4.56K
$1.88M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
20+ 0.62% |
$8.13K - $9.09K
|
3.27K
$1.35M
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
19+ 0.2% |
$7.72K - $8.63K
|
9.74K
$4.02M
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
19+ 1.77% |
$7.72K - $8.63K
|
1.09K
$450K
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$7.72K - $8.63K
|
4.53K
$1.87M
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
19+ 4.51% |
$7.72K - $8.63K
|
440
$181K
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
19+ 0.07% |
$7.72K - $8.63K
|
28.3K
$11.7M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
17+ 0.53% |
$6.91K - $7.73K
|
3.22K
$1.33M
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
17+ 0.65% |
$6.91K - $7.73K
|
2.63K
$1.09M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 0.28% |
$6.5K - $7.27K
|
5.64K
$2.33M
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
16+ 0.11% |
$6.5K - $7.27K
|
15.1K
$6.22M
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
16+ 0.29% |
$6.5K - $7.27K
|
5.6K
$2.31M
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
15+ 0.62% |
$6.1K - $6.82K
|
2.42K
$999K
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
15+ 0.07% |
$6.1K - $6.82K
|
20.4K
$8.41M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
15+ 0.32% |
$6.1K - $6.82K
|
4.64K
$1.91M
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
14+ 0.09% |
$5.69K - $6.36K
|
16.2K
$6.69M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
14+ 0.05% |
$5.69K - $6.36K
|
26K
$10.7M
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 0.07% |
$5.69K - $6.36K
|
19.5K
$8.03M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
13+ 0.01% |
$5.28K - $5.91K
|
115K
$47.6M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
13+ 0.35% |
$5.28K - $5.91K
|
3.7K
$1.53M
|