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 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-5- 0.84% |
$2.03K - $2.27K
|
587
$243K
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.03% |
$2.03K - $2.27K
|
19K
$7.84M
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-5- 0.73% |
$2.03K - $2.27K
|
676
$279K
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.03K - $2.27K
|
10.5K
$4.33M
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-5- 0.02% |
$2.03K - $2.27K
|
22.4K
$9.24M
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-6- 0.18% |
$2.44K - $2.73K
|
3.4K
$1.4M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-6- 0.01% |
$2.44K - $2.73K
|
51.8K
$21.4M
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-6- 0.59% |
$2.44K - $2.73K
|
1.02K
$420K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$3.25K - $3.64K
|
6.66K
$2.75M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-9- 0.01% |
$3.66K - $4.09K
|
68.9K
$28.5M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9- 0.08% |
$3.66K - $4.09K
|
11K
$4.53M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.28K
$1.35M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10- 0.09% |
$4.06K - $4.54K
|
11.7K
$4.84M
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.33K
$1.38M
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-10- 0.11% |
$4.06K - $4.54K
|
9.3K
$3.84M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-10- 2.05% |
$4.06K - $4.54K
|
477
$197K
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-10- 0.66% |
$4.06K - $4.54K
|
1.51K
$622K
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.4% |
$4.06K - $4.54K
|
2.52K
$1.04M
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10- 0.02% |
$4.06K - $4.54K
|
41.2K
$17M
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 1.55% |
$4.06K - $4.54K
|
635
$262K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10- 0.16% |
$4.06K - $4.54K
|
6.26K
$2.59M
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11- 1.41% |
$4.47K - $5K
|
771
$319K
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-11- 0.52% |
$4.47K - $5K
|
2.1K
$866K
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.18% |
$4.88K - $5.45K
|
6.76K
$2.79M
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-12- 0.11% |
$4.88K - $5.45K
|
10.5K
$4.32M
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 0.16% |
$4.88K - $5.45K
|
7.57K
$3.13M
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-13- 0.09% |
$5.28K - $5.91K
|
14.1K
$5.84M
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-13- 0.15% |
$5.28K - $5.91K
|
8.61K
$3.56M
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-14- 1.49% |
$5.69K - $6.36K
|
924
$382K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.25% |
$5.69K - $6.36K
|
5.61K
$2.32M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-14- 0.07% |
$5.69K - $6.36K
|
19.7K
$8.12M
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-14- 0.05% |
$5.69K - $6.36K
|
27.5K
$11.4M
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 0.01% |
$6.1K - $6.82K
|
103K
$42.7M
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-15- 0.25% |
$6.1K - $6.82K
|
6.06K
$2.5M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 0.28% |
$6.1K - $6.82K
|
5.3K
$2.19M
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-15- 0.32% |
$6.1K - $6.82K
|
4.62K
$1.91M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-16- 1.09% |
$6.5K - $7.27K
|
1.45K
$598K
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-16- 1.37% |
$6.5K - $7.27K
|
1.15K
$474K
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-17- 2.72% |
$6.91K - $7.73K
|
608
$251K
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-19- 0.86% |
$7.72K - $8.63K
|
2.18K
$901K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-20- 0.23% |
$8.13K - $9.09K
|
8.8K
$3.64M
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-20- 0.16% |
$8.13K - $9.09K
|
12.3K
$5.07M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-20- 0.41% |
$8.13K - $9.09K
|
4.82K
$1.99M
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-20- 0.64% |
$8.13K - $9.09K
|
3.12K
$1.29M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-21- 0.01% |
$8.53K - $9.54K
|
151K
$62.5M
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-21- 0.55% |
$8.53K - $9.54K
|
3.81K
$1.57M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.15% |
$8.53K - $9.54K
|
14.4K
$5.96M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-21- 0.96% |
$8.53K - $9.54K
|
2.16K
$891K
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-21- 0.96% |
$8.53K - $9.54K
|
2.16K
$891K
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-21- 0.32% |
$8.53K - $9.54K
|
6.53K
$2.7M
|