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
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-94- 1.31% |
$38.2K - $42.7K
|
7.07K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-94- 3.52% |
$38.2K - $42.7K
|
2.57K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-95- 4.6% |
$38.6K - $43.2K
|
1.97K
$814K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-95- 4.8% |
$38.6K - $43.2K
|
1.89K
$779K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-95- 1.38% |
$38.6K - $43.2K
|
6.8K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-95- 3.15% |
$38.6K - $43.2K
|
2.92K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-97- 0.59% |
$39.4K - $44.1K
|
16.3K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-97- 2.92% |
$39.4K - $44.1K
|
3.23K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-97- 0.79% |
$39.4K - $44.1K
|
12.1K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-97- 1.01% |
$39.4K - $44.1K
|
9.55K
$3.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-98- 2.19% |
$39.8K - $44.5K
|
4.39K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-98- 5.79% |
$39.8K - $44.5K
|
1.6K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-98- 0.67% |
$39.8K - $44.5K
|
14.6K
$6.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-100- 7.3% |
$40.6K - $45.4K
|
1.27K
$525K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-100- 0.22% |
$40.6K - $45.4K
|
45.8K
$18.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 1.61% |
$40.6K - $45.4K
|
6.1K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.56% |
$40.6K - $45.4K
|
17.9K
$7.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 0.94% |
$40.6K - $45.4K
|
10.5K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-100- 4.42% |
$40.6K - $45.4K
|
2.16K
$894K
|
|
|
Jan 27, 2025
Q4 2024
|
Independent Investors Inc
|
SELL
|
- |
-100- 0.18% |
$40.6K - $45.4K
|
54.5K
$22.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-100- 7.79% |
$40.6K - $45.4K
|
1.18K
$489K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-101- 1.16% |
$41K - $45.9K
|
8.63K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-103- 0.53% |
$41.9K - $46.8K
|
19.2K
$7.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-103- 1.38% |
$41.9K - $46.8K
|
7.35K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.0% |
$42.7K - $47.7K
|
10.4K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-106- 2.74% |
$43.1K - $48.2K
|
3.76K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-107- 0.93% |
$43.5K - $48.6K
|
11.4K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-107- 0.89% |
$43.5K - $48.6K
|
11.9K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-107- 15.88% |
$43.5K - $48.6K
|
567
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-108- 4.94% |
$43.9K - $49.1K
|
2.08K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-108- 0.25% |
$43.9K - $49.1K
|
42.3K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-109- 0.66% |
$44.3K - $49.5K
|
16.4K
$6.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-109- 0.72% |
$44.3K - $49.5K
|
15.1K
$6.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-110- 0.96% |
$44.7K - $50K
|
11.3K
$4.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-111- 0.05% |
$45.1K - $50.4K
|
226K
$93.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-111- 15.81% |
$45.1K - $50.4K
|
591
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-112- 0.52% |
$45.5K - $50.9K
|
21.3K
$8.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-113- 0.69% |
$45.9K - $51.4K
|
16.2K
$6.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-113- 0.73% |
$45.9K - $51.4K
|
15.5K
$6.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-114- 2.26% |
$46.3K - $51.8K
|
4.92K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-114- 3.34% |
$46.3K - $51.8K
|
3.3K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-115- 3.41% |
$46.7K - $52.3K
|
3.26K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-115- 0.71% |
$46.7K - $52.3K
|
16.2K
$6.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-115- 3.12% |
$46.7K - $52.3K
|
3.57K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-116- 2.62% |
$47.1K - $52.7K
|
4.31K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-116- 12.17% |
$47.1K - $52.7K
|
837
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-116- 8.77% |
$47.1K - $52.7K
|
1.21K
$498K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-116- 0.08% |
$47.1K - $52.7K
|
141K
$58.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-116- 0.13% |
$47.1K - $52.7K
|
88.3K
$36.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-116- 0.84% |
$47.1K - $52.7K
|
13.6K
$5.63M
|