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 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-117- 0.48% |
$47.5K - $53.2K
|
24.4K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-117- 0.77% |
$47.5K - $53.2K
|
15.1K
$6.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-118- 0.74% |
$47.9K - $53.6K
|
15.8K
$6.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-118- 0.83% |
$47.9K - $53.6K
|
14.1K
$5.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-118- 2.99% |
$47.9K - $53.6K
|
3.83K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-118- 10.58% |
$47.9K - $53.6K
|
997
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-119- 1.27% |
$48.4K - $54.1K
|
9.24K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-120- 3.92% |
$48.8K - $54.5K
|
2.94K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-120- 0.27% |
$48.8K - $54.5K
|
44.9K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-121- 4.02% |
$49.2K - $55K
|
2.89K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-122- 2.65% |
$49.6K - $55.4K
|
4.48K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-122- 0.7% |
$49.6K - $55.4K
|
17.3K
$7.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
SELL
|
- |
-123- 0.25% |
$50K - $55.9K
|
49K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-124- 0.54% |
$50.4K - $56.4K
|
22.9K
$9.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-124- 0.52% |
$50.4K - $56.4K
|
23.8K
$9.86M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-125- 0.75% |
$50.8K - $56.8K
|
16.6K
$6.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-125- 0.91% |
$50.8K - $56.8K
|
13.6K
$5.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-125- 0.83% |
$50.8K - $56.8K
|
15K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-126- 1.22% |
$51.2K - $57.3K
|
10.2K
$4.23M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-127- 3.85% |
$51.6K - $57.7K
|
3.17K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-128- 0.68% |
$52K - $58.2K
|
18.7K
$7.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-130- 0.91% |
$52.8K - $59.1K
|
14.2K
$5.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-130- 0.66% |
$52.8K - $59.1K
|
19.5K
$8.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-133- 1.69% |
$54K - $60.4K
|
7.72K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-133- 0.7% |
$54K - $60.4K
|
18.8K
$7.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-134- 13.99% |
$54.5K - $60.9K
|
824
$341K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-135- 2.92% |
$54.9K - $61.4K
|
4.48K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-136- 0.56% |
$55.3K - $61.8K
|
24.3K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-137- 1.19% |
$55.7K - $62.3K
|
11.3K
$4.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-137- 0.82% |
$55.7K - $62.3K
|
16.6K
$6.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-139- 41.12% |
$56.5K - $63.2K
|
199
$82.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-139- 7.17% |
$56.5K - $63.2K
|
1.8K
$744K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-139- 0.76% |
$56.5K - $63.2K
|
18.2K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-143- 4.69% |
$58.1K - $65K
|
2.91K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-143- 17.13% |
$58.1K - $65K
|
692
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-144- 3.11% |
$58.5K - $65.4K
|
4.48K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-144- 1.07% |
$58.5K - $65.4K
|
13.3K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-145- 0.5% |
$58.9K - $65.9K
|
28.9K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-145- 7.3% |
$58.9K - $65.9K
|
1.84K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-145- 4.72% |
$58.9K - $65.9K
|
2.93K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-147- 2.92% |
$59.7K - $66.8K
|
4.88K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-147- 1.41% |
$59.7K - $66.8K
|
10.3K
$4.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-149- 0.33% |
$60.5K - $67.7K
|
45.4K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-150- 1.19% |
$61K - $68.2K
|
12.5K
$5.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-150- 0.3% |
$61K - $68.2K
|
49.2K
$20.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-150- 0.36% |
$61K - $68.2K
|
41.8K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-150- 1.31% |
$61K - $68.2K
|
11.3K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-155- 0.98% |
$63K - $70.4K
|
15.6K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-155- 0.3% |
$63K - $70.4K
|
50.9K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-156- 3.45% |
$63.4K - $70.9K
|
4.37K
$1.8M
|