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 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-48- 3.85% |
$19.5K - $21.8K
|
1.2K
$496K
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-48- 0.15% |
$19.5K - $21.8K
|
31.4K
$13M
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-48- 0.03% |
$19.5K - $21.8K
|
157K
$64.9M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-49- 5.26% |
$19.9K - $22.3K
|
882
$365K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-49- 1.41% |
$19.9K - $22.3K
|
3.43K
$1.42M
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-50- 1.18% |
$20.3K - $22.7K
|
4.21K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-50- 0.32% |
$20.3K - $22.7K
|
15.8K
$6.53M
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 2.67% |
$20.3K - $22.7K
|
1.82K
$752K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-50- 1.12% |
$20.3K - $22.7K
|
4.43K
$1.83M
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 6.71% |
$20.3K - $22.7K
|
695
$287K
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-52- 2.2% |
$21.1K - $23.6K
|
2.32K
$958K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-52- 1.14% |
$21.1K - $23.6K
|
4.53K
$1.87M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-52- 0.66% |
$21.1K - $23.6K
|
7.85K
$3.24M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53- 0.27% |
$21.5K - $24.1K
|
19.7K
$8.14M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-54- 0.04% |
$21.9K - $24.5K
|
124K
$51.4M
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-55- 2.5% |
$22.3K - $25K
|
2.15K
$888K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-55- 0.85% |
$22.3K - $25K
|
6.4K
$2.64M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-56- 1.14% |
$22.8K - $25.4K
|
4.86K
$2.01M
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-57- 1.63% |
$23.2K - $25.9K
|
3.44K
$1.42M
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-58- 4.27% |
$23.6K - $26.4K
|
1.3K
$537K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-58- 0.14% |
$23.6K - $26.4K
|
41.6K
$17.2M
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-59- 0.19% |
$24K - $26.8K
|
31K
$12.8M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-59- 0.25% |
$24K - $26.8K
|
23.5K
$9.73M
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-59- 0.38% |
$24K - $26.8K
|
15.7K
$6.47M
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-60- 3.53% |
$24.4K - $27.3K
|
1.64K
$677K
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-60- 1.78% |
$24.4K - $27.3K
|
3.3K
$1.37M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-61- 0.33% |
$24.8K - $27.7K
|
18.5K
$7.65M
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-61- 0.43% |
$24.8K - $27.7K
|
14K
$5.78M
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-61- 0.79% |
$24.8K - $27.7K
|
7.62K
$3.15M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-62- 1.43% |
$25.2K - $28.2K
|
4.29K
$1.77M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-63- 1.03% |
$25.6K - $28.6K
|
6.06K
$2.5M
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-64- 0.12% |
$26K - $29.1K
|
53.7K
$22.2M
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 0.46% |
$26.4K - $29.5K
|
14K
$5.8M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-65- 0.25% |
$26.4K - $29.5K
|
26.2K
$10.8M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-65- 2.42% |
$26.4K - $29.5K
|
2.62K
$1.08M
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-65- 0.36% |
$26.4K - $29.5K
|
17.8K
$7.37M
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-65- 4.2% |
$26.4K - $29.5K
|
1.48K
$612K
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-66- 0.61% |
$26.8K - $30K
|
10.7K
$4.42M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-66- 2.85% |
$26.8K - $30K
|
2.25K
$928K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-67- 2.56% |
$27.2K - $30.4K
|
2.56K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-67- 5.31% |
$27.2K - $30.4K
|
1.2K
$494K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-67- 0.52% |
$27.2K - $30.4K
|
12.9K
$5.33M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-68- 0.28% |
$27.6K - $30.9K
|
24.5K
$10.1M
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-68- 7.66% |
$27.6K - $30.9K
|
820
$339K
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.55% |
$28.4K - $31.8K
|
12.6K
$5.19M
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-70- 0.29% |
$28.4K - $31.8K
|
24.4K
$10.1M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-71- 1.42% |
$28.9K - $32.3K
|
4.93K
$2.04M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-71- 1.11% |
$28.9K - $32.3K
|
6.32K
$2.61M
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-71- 3.61% |
$28.9K - $32.3K
|
1.9K
$783K
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-72- 0.48% |
$29.3K - $32.7K
|
15K
$6.18M
|