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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-326- 2.31% |
$132K - $148K
|
13.8K
$5.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-327- 1.46% |
$133K - $149K
|
22.1K
$9.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-329- 0.9% |
$134K - $150K
|
36.2K
$14.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-334- 6.17% |
$136K - $152K
|
5.08K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.3% |
$137K - $153K
|
14.3K
$5.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-337- 0.54% |
$137K - $153K
|
62K
$25.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-338- 2.04% |
$137K - $154K
|
16.3K
$6.72M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-344- 0.35% |
$140K - $156K
|
98.3K
$40.6M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-348- 1.28% |
$141K - $158K
|
26.8K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-349- 0.67% |
$142K - $159K
|
51.6K
$21.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-353- 0.84% |
$143K - $160K
|
41.4K
$17.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-354- 1.57% |
$144K - $161K
|
22.2K
$9.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-356- 0.51% |
$145K - $162K
|
68.8K
$28.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-357- 13.67% |
$145K - $162K
|
2.26K
$932K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-357- 0.33% |
$145K - $162K
|
109K
$44.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-358- 2.33% |
$145K - $163K
|
15K
$6.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-360- 7.58% |
$146K - $164K
|
4.39K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-364- 8.27% |
$148K - $165K
|
4.04K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-366- 2.81% |
$149K - $166K
|
12.7K
$5.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-368- 4.68% |
$150K - $167K
|
7.5K
$3.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-369- 3.81% |
$150K - $168K
|
9.31K
$3.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-371- 1.27% |
$151K - $169K
|
28.8K
$11.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-373- 4.5% |
$152K - $170K
|
7.92K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-378- 13.97% |
$154K - $172K
|
2.33K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-381- 0.82% |
$155K - $173K
|
46K
$19M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-381- 7.83% |
$155K - $173K
|
4.48K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-382- 4.36% |
$155K - $174K
|
8.38K
$3.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-382- 0.59% |
$155K - $174K
|
64.6K
$26.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-383- 1.94% |
$156K - $174K
|
19.4K
$8.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-384- 2.04% |
$156K - $175K
|
18.4K
$7.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-387- 0.32% |
$157K - $176K
|
120K
$49.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-389- 1.38% |
$158K - $177K
|
27.9K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-390- 2.56% |
$158K - $177K
|
14.9K
$6.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-390- 1.69% |
$158K - $177K
|
22.7K
$9.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-390- 13.74% |
$158K - $177K
|
2.45K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-394- 39.84% |
$160K - $179K
|
595
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-395- 19.22% |
$161K - $180K
|
1.66K
$686K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-397- 8.47% |
$161K - $180K
|
4.29K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-398- 1.04% |
$162K - $181K
|
37.7K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-399- 4.2% |
$162K - $181K
|
9.1K
$3.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-404- 0.72% |
$164K - $184K
|
55.8K
$23.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-406- 21.48% |
$165K - $185K
|
1.48K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-410- 0.14% |
$167K - $186K
|
293K
$121M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-410- 2.39% |
$167K - $186K
|
16.8K
$6.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-412- 4.49% |
$167K - $187K
|
8.76K
$3.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-414- 2.74% |
$168K - $188K
|
14.7K
$6.08M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-415- 4.47% |
$169K - $189K
|
8.87K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-417- 1.81% |
$169K - $190K
|
22.6K
$9.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-417- 0.26% |
$169K - $190K
|
162K
$67.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-419- 0.75% |
$170K - $190K
|
55.8K
$23M
|