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 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-31- 0.77% |
$12.6K - $14.1K
|
3.98K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-31- 0.39% |
$12.6K - $14.1K
|
7.88K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 0.23% |
$12.6K - $14.1K
|
13.4K
$5.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-31- 0.13% |
$12.6K - $14.1K
|
23.1K
$9.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.31% |
$12.6K - $14.1K
|
10K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 0.22% |
$12.6K - $14.1K
|
14.1K
$5.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-32- 0.06% |
$13K - $14.5K
|
51.2K
$21.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.85% |
$13K - $14.5K
|
3.72K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-33- 0.26% |
$13.4K - $15K
|
12.6K
$5.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 0.25% |
$13.4K - $15K
|
13.2K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-34- 0.27% |
$13.8K - $15.5K
|
12.7K
$5.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-34- 1.04% |
$13.8K - $15.5K
|
3.24K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-34- 0.06% |
$13.8K - $15.5K
|
55.4K
$22.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-34- 0.33% |
$13.8K - $15.5K
|
10.2K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-34- 1.28% |
$13.8K - $15.5K
|
2.62K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-34- 0.07% |
$13.8K - $15.5K
|
51.8K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-35- 0.38% |
$14.2K - $15.9K
|
9.12K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-36- 0.55% |
$14.6K - $16.4K
|
6.48K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-36- 0.39% |
$14.6K - $16.4K
|
9.15K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-36- 0.37% |
$14.6K - $16.4K
|
9.75K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-37- 0.19% |
$15K - $16.8K
|
19.7K
$8.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-37- 1.05% |
$15K - $16.8K
|
3.47K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-37- 0.79% |
$15K - $16.8K
|
4.64K
$1.92M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-38- 0.01% |
$15.4K - $17.3K
|
264K
$109M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-38- 1.31% |
$15.4K - $17.3K
|
2.86K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-38- 1.07% |
$15.4K - $17.3K
|
3.51K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.41% |
$15.4K - $17.3K
|
9.33K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-39- 0.68% |
$15.8K - $17.7K
|
5.69K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-39- 0.77% |
$15.8K - $17.7K
|
5.03K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-39- 1.11% |
$15.8K - $17.7K
|
3.48K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-39- 0.27% |
$15.8K - $17.7K
|
14.4K
$5.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-40- 0.2% |
$16.3K - $18.2K
|
20.3K
$8.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-40- 0.51% |
$16.3K - $18.2K
|
7.8K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-40- 0.13% |
$16.3K - $18.2K
|
29.8K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-40- 1.35% |
$16.3K - $18.2K
|
2.92K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-40- 1.6% |
$16.3K - $18.2K
|
2.46K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-40- 0.12% |
$16.3K - $18.2K
|
34.6K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-41- 0.33% |
$16.7K - $18.6K
|
12.4K
$5.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-41- 0.94% |
$16.7K - $18.6K
|
4.31K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-41- 0.82% |
$16.7K - $18.6K
|
4.94K
$2.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-42- 0.63% |
$17.1K - $19.1K
|
6.66K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.74% |
$17.5K - $19.5K
|
5.73K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-43- 0.11% |
$17.5K - $19.5K
|
38.9K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-44- 3.99% |
$17.9K - $20K
|
1.06K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-44- 1.47% |
$17.9K - $20K
|
2.95K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-46- 2.06% |
$18.7K - $20.9K
|
2.19K
$904K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-46- 0.4% |
$18.7K - $20.9K
|
11.5K
$4.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-46- 0.87% |
$18.7K - $20.9K
|
5.26K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-46- 0.49% |
$18.7K - $20.9K
|
9.4K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-48- 0.38% |
$19.5K - $21.8K
|
12.6K
$5.21M
|