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 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-137- 1.19% |
$55.7K - $62.3K
|
11.3K
$4.64M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-137- 0.82% |
$55.7K - $62.3K
|
16.6K
$6.82M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-139- 41.12% |
$56.5K - $63.2K
|
199
$81.5K
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-139- 7.17% |
$56.5K - $63.2K
|
1.8K
$738K
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-139- 0.76% |
$56.5K - $63.2K
|
18.2K
$7.45M
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-143- 4.69% |
$58.1K - $65K
|
2.91K
$1.19M
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-143- 17.13% |
$58.1K - $65K
|
692
$284K
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-144- 3.11% |
$58.5K - $65.4K
|
4.48K
$1.84M
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-144- 1.07% |
$58.5K - $65.4K
|
13.3K
$5.44M
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-145- 0.5% |
$58.9K - $65.9K
|
28.9K
$11.8M
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-145- 7.3% |
$58.9K - $65.9K
|
1.84K
$754K
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-145- 4.72% |
$58.9K - $65.9K
|
2.93K
$1.2M
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-147- 2.92% |
$59.7K - $66.8K
|
4.88K
$2M
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-147- 1.41% |
$59.7K - $66.8K
|
10.3K
$4.2M
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-149- 0.33% |
$60.5K - $67.7K
|
45.4K
$18.6M
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-150- 1.19% |
$61K - $68.2K
|
12.5K
$5.11M
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-150- 0.3% |
$61K - $68.2K
|
49.2K
$20.1M
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-150- 0.36% |
$61K - $68.2K
|
41.8K
$17.1M
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-150- 1.31% |
$61K - $68.2K
|
11.3K
$4.62M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-150- 3.42% |
$61K - $68.2K
|
4.24K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-155- 0.98% |
$63K - $70.4K
|
15.6K
$6.41M
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-155- 0.3% |
$63K - $70.4K
|
50.9K
$20.9M
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-156- 3.45% |
$63.4K - $70.9K
|
4.37K
$1.79M
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-157- 3.27% |
$63.8K - $71.4K
|
4.64K
$1.9M
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-157- 5.08% |
$63.8K - $71.4K
|
2.93K
$1.2M
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-158- 0.6% |
$64.2K - $71.8K
|
26K
$10.7M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-158- 0.19% |
$64.2K - $71.8K
|
83.6K
$34.2M
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-160- 1.27% |
$65K - $72.7K
|
12.5K
$5.1M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-161- 5.5% |
$65.4K - $73.2K
|
2.77K
$1.13M
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-162- 3.12% |
$65.8K - $73.6K
|
5.02K
$2.06M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-163- 6.03% |
$66.2K - $74.1K
|
2.54K
$1.04M
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-164- 0.5% |
$66.6K - $74.5K
|
32.3K
$13.3M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-164- 0.77% |
$66.6K - $74.5K
|
21.1K
$8.64M
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-164- 14.66% |
$66.6K - $74.5K
|
955
$391K
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
SELL
|
- |
-165- 1.62% |
$67K - $75K
|
9.99K
$4.09M
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-165- 1.05% |
$67K - $75K
|
15.6K
$6.38M
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-166- 0.57% |
$67.5K - $75.4K
|
29.1K
$11.9M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-166- 0.67% |
$67.5K - $75.4K
|
24.5K
$10M
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-166- 1.83% |
$67.5K - $75.4K
|
8.92K
$3.65M
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-168- 8.98% |
$68.3K - $76.3K
|
1.7K
$698K
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-169- 0.73% |
$68.7K - $76.8K
|
22.9K
$9.39M
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-173- 0.74% |
$70.3K - $78.6K
|
23.2K
$9.5M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-174- 0.35% |
$70.7K - $79.1K
|
49.4K
$20.2M
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-174- 0.42% |
$70.7K - $79.1K
|
41.7K
$17.1M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-175- 0.94% |
$71.1K - $79.5K
|
18.4K
$7.55M
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-178- 1.33% |
$72.3K - $80.9K
|
13.2K
$5.41M
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-178- 2.69% |
$72.3K - $80.9K
|
6.44K
$2.64M
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-178- 1.93% |
$72.3K - $80.9K
|
9.06K
$3.71M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-180- 3.4% |
$73.1K - $81.8K
|
5.12K
$2.1M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-180- 0.34% |
$73.1K - $81.8K
|
53.3K
$21.9M
|