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 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
95+ 0.87% |
$38.6K - $43.2K
|
11K
$4.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
94+ 8.69% |
$38.2K - $42.7K
|
1.18K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
93+ 1.51% |
$37.8K - $42.3K
|
6.27K
$2.59M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
93+ 1.28% |
$37.8K - $42.3K
|
7.34K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
93+ 3.66% |
$37.8K - $42.3K
|
2.63K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
93+ 0.27% |
$37.8K - $42.3K
|
34.9K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
93+ 1.05% |
$37.8K - $42.3K
|
8.94K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
92+ 0.23% |
$37.4K - $41.8K
|
40.3K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
92+ 2.18% |
$37.4K - $41.8K
|
4.3K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
92+ 5.15% |
$37.4K - $41.8K
|
1.88K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
91+ 0.97% |
$37K - $41.4K
|
9.49K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
91+ 1.67% |
$37K - $41.4K
|
5.55K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
91+ 0.19% |
$37K - $41.4K
|
47.4K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
90+ 0.86% |
$36.6K - $40.9K
|
10.5K
$4.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
90+ 0.64% |
$36.6K - $40.9K
|
14K
$5.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$36.6K - $40.9K
|
90
$37.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
89+ 2.91% |
$36.2K - $40.4K
|
3.14K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.23% |
$36.2K - $40.4K
|
38.5K
$15.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
88+ 0.22% |
$35.8K - $40K
|
40.6K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
88+ 0.23% |
$35.8K - $40K
|
38.9K
$16M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
87+ 6.92% |
$35.4K - $39.5K
|
1.34K
$554K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
87+ 0.11% |
$35.4K - $39.5K
|
77.5K
$31.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
86+ 0.92% |
$34.9K - $39.1K
|
9.45K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
86+ 0.49% |
$34.9K - $39.1K
|
17.6K
$7.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
86+ 1.82% |
$34.9K - $39.1K
|
4.82K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
83+ 8.68% |
$33.7K - $37.7K
|
1.04K
$428K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
83+ 7.88% |
$33.7K - $37.7K
|
1.14K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
83+ 4.82% |
$33.7K - $37.7K
|
1.8K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
82+ 0.56% |
$33.3K - $37.3K
|
14.6K
$6.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
82+ 3.38% |
$33.3K - $37.3K
|
2.51K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
82+ 0.37% |
$33.3K - $37.3K
|
22.3K
$9.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
81+ 1.03% |
$32.9K - $36.8K
|
7.91K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
81+ 1.21% |
$32.9K - $36.8K
|
6.75K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
81+ 2.78% |
$32.9K - $36.8K
|
3K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
80+ 2.55% |
$32.5K - $36.4K
|
3.22K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
80+ 2.19% |
$32.5K - $36.4K
|
3.74K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
79+ 0.68% |
$32.1K - $35.9K
|
11.6K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
78+ 1.35% |
$31.7K - $35.4K
|
5.85K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
78+ 0.37% |
$31.7K - $35.4K
|
21K
$8.67M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
77+ 0.01% |
$31.3K - $35K
|
658K
$271M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
76+ 5.45% |
$30.9K - $34.5K
|
1.47K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
76+ 1.31% |
$30.9K - $34.5K
|
5.89K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
75+ 1.32% |
$30.5K - $34.1K
|
5.74K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
75+ 2.71% |
$30.5K - $34.1K
|
2.84K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
75+ 0.2% |
$30.5K - $34.1K
|
37.5K
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
74+ 11.65% |
$30.1K - $33.6K
|
709
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
73+ 0.43% |
$29.7K - $33.2K
|
16.9K
$6.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
73+ 0.58% |
$29.7K - $33.2K
|
12.7K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
73+ 10.43% |
$29.7K - $33.2K
|
773
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
72+ 0.93% |
$29.3K - $32.7K
|
7.83K
$3.23M
|