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 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-157- 3.27% |
$63.8K - $71.4K
|
4.64K
$1.92M
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-157- 5.08% |
$63.8K - $71.4K
|
2.93K
$1.21M
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-158- 0.6% |
$64.2K - $71.8K
|
26K
$10.8M
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-160- 1.27% |
$65K - $72.7K
|
12.5K
$5.15M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-161- 5.5% |
$65.4K - $73.2K
|
2.77K
$1.14M
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-162- 3.12% |
$65.8K - $73.6K
|
5.02K
$2.08M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-163- 6.03% |
$66.2K - $74.1K
|
2.54K
$1.05M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-164- 0.5% |
$66.6K - $74.5K
|
32.3K
$13.4M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-164- 0.77% |
$66.6K - $74.5K
|
21.1K
$8.71M
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-164- 14.66% |
$66.6K - $74.5K
|
955
$395K
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-165- 1.62% |
$67K - $75K
|
9.99K
$4.13M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-165- 1.05% |
$67K - $75K
|
15.6K
$6.44M
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-166- 0.57% |
$67.5K - $75.4K
|
29.1K
$12M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-166- 0.67% |
$67.5K - $75.4K
|
24.5K
$10.1M
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-166- 1.83% |
$67.5K - $75.4K
|
8.92K
$3.69M
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-168- 8.98% |
$68.3K - $76.3K
|
1.7K
$704K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-173- 0.74% |
$70.3K - $78.6K
|
23.2K
$9.58M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-174- 0.35% |
$70.7K - $79.1K
|
49.4K
$20.4M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-175- 0.94% |
$71.1K - $79.5K
|
18.4K
$7.62M
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-178- 1.33% |
$72.3K - $80.9K
|
13.2K
$5.46M
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-178- 2.69% |
$72.3K - $80.9K
|
6.44K
$2.66M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-178- 1.93% |
$72.3K - $80.9K
|
9.06K
$3.74M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-180- 3.4% |
$73.1K - $81.8K
|
5.12K
$2.11M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-180- 0.34% |
$73.1K - $81.8K
|
53.3K
$22M
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-182- 0.43% |
$74K - $82.7K
|
42K
$17.4M
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-183- 19.59% |
$74.4K - $83.2K
|
751
$310K
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-187- 0.16% |
$76K - $85K
|
115K
$47.4M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-187- 5.89% |
$76K - $85K
|
2.99K
$1.23M
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-188- 6.0% |
$76.4K - $85.4K
|
2.95K
$1.22M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-190- 0.16% |
$77.2K - $86.3K
|
118K
$48.9M
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-190- 0.59% |
$77.2K - $86.3K
|
32.1K
$13.3M
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-190- 1.65% |
$77.2K - $86.3K
|
11.3K
$4.67M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-191- 1.66% |
$77.6K - $86.8K
|
11.3K
$4.67M
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-193- 0.21% |
$78.4K - $87.7K
|
91.7K
$37.9M
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-195- 7.06% |
$79.2K - $88.6K
|
2.57K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-195- 1.15% |
$79.2K - $88.6K
|
16.8K
$6.93M
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-198- 3.47% |
$80.5K - $90K
|
5.5K
$2.27M
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-199- 1.07% |
$80.9K - $90.4K
|
18.3K
$7.58M
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-200- 0.65% |
$81.3K - $90.9K
|
30.7K
$12.7M
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 2.35% |
$81.3K - $90.9K
|
8.31K
$3.43M
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-201- 1.4% |
$81.7K - $91.3K
|
14.2K
$5.87M
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-202- 1.26% |
$82.1K - $91.8K
|
15.8K
$6.53M
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-202- 0.49% |
$82.1K - $91.8K
|
40.9K
$16.9M
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-202- 2.92% |
$82.1K - $91.8K
|
6.72K
$2.78M
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-204- 0.72% |
$82.9K - $92.7K
|
28.3K
$11.7M
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-209- 1.91% |
$84.9K - $95K
|
10.7K
$4.44M
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-209- 2.64% |
$84.9K - $95K
|
7.7K
$3.18M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-210- 0.32% |
$85.3K - $95.4K
|
66.1K
$27.3M
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-215- 2.54% |
$87.4K - $97.7K
|
8.23K
$3.4M
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-216- 4.25% |
$87.8K - $98.2K
|
4.86K
$2.01M
|