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
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-281- 0.77% |
$114K - $128K
|
36.1K
$14.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-284- 2.94% |
$115K - $129K
|
9.38K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-287- 2.69% |
$117K - $130K
|
10.4K
$4.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-287- 1.15% |
$117K - $130K
|
24.7K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-288- 1.65% |
$117K - $131K
|
17.2K
$7.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-289- 0.47% |
$117K - $131K
|
61.8K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-290- 1.04% |
$118K - $132K
|
27.5K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-291- 1.59% |
$118K - $132K
|
18K
$7.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-292- 1.44% |
$119K - $133K
|
20K
$8.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-293- 0.48% |
$119K - $133K
|
60.2K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-293- 1.43% |
$119K - $133K
|
20.1K
$8.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-293- 0.43% |
$119K - $133K
|
67.8K
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-294- 2.41% |
$119K - $134K
|
11.9K
$4.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-295- 0.88% |
$120K - $134K
|
33.2K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-296- 0.82% |
$120K - $135K
|
35.8K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-296- 4.25% |
$120K - $135K
|
6.67K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-297- 19.91% |
$121K - $135K
|
1.2K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-297- 2.62% |
$121K - $135K
|
11.1K
$4.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-297- 4.77% |
$121K - $135K
|
5.93K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-297- 1.99% |
$121K - $135K
|
14.6K
$6.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-298- 22.68% |
$121K - $135K
|
1.02K
$420K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-298- 3.28% |
$121K - $135K
|
8.79K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-304- 1.11% |
$124K - $138K
|
27.1K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-304- 1.77% |
$124K - $138K
|
16.9K
$6.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-305- 2.79% |
$124K - $139K
|
10.6K
$4.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-305- 2.84% |
$124K - $139K
|
10.4K
$4.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-306- 0.96% |
$124K - $139K
|
31.5K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-306- 1.46% |
$124K - $139K
|
20.7K
$8.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-307- 14.72% |
$125K - $140K
|
1.78K
$735K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-309- 0.66% |
$126K - $140K
|
46.2K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-310- 3.36% |
$126K - $141K
|
8.93K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-310- 1.58% |
$126K - $141K
|
19.4K
$8.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-310- 0.99% |
$126K - $141K
|
31K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-310- 3.47% |
$126K - $141K
|
8.61K
$3.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-311- 3.6% |
$126K - $141K
|
8.32K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-313- 1.99% |
$127K - $142K
|
15.4K
$6.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-315- 0.56% |
$128K - $143K
|
56K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-317- 1.24% |
$129K - $144K
|
25.3K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-318- 10.44% |
$129K - $145K
|
2.73K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-318- 1.58% |
$129K - $145K
|
19.9K
$8.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-319- 1.14% |
$130K - $145K
|
27.6K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-320- 1.61% |
$130K - $145K
|
19.6K
$8.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-320- 1.68% |
$130K - $145K
|
18.7K
$7.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-320- 1.13% |
$130K - $145K
|
28K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-323- 2.14% |
$131K - $147K
|
14.8K
$6.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-323- 0.63% |
$131K - $147K
|
50.8K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-325- 0.17% |
$132K - $148K
|
194K
$80.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-325- 1.2% |
$132K - $148K
|
26.8K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-326- 4.86% |
$132K - $148K
|
6.38K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-326- 0.62% |
$132K - $148K
|
52.3K
$21.6M
|