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 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
277+ 1.37% |
$113K - $126K
|
20.5K
$7.95M
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
276+ 1.8% |
$112K - $125K
|
15.6K
$6.04M
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
275+ 2.09% |
$112K - $125K
|
13.4K
$5.19M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275+ 2.08% |
$112K - $125K
|
13.5K
$5.21M
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
275+ 1.35% |
$112K - $125K
|
20.7K
$7.99M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
273+ 1.8% |
$111K - $124K
|
15.5K
$5.99M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
271+ 1.13% |
$110K - $123K
|
24.2K
$9.37M
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
271+ 3.39% |
$110K - $123K
|
8.28K
$3.2M
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
271+ 4.34% |
$110K - $123K
|
6.52K
$2.52M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
271+ 2.2% |
$110K - $123K
|
12.6K
$4.86M
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
270+ 4.27% |
$110K - $123K
|
6.59K
$2.55M
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
269+ 3.51% |
$109K - $122K
|
7.92K
$3.06M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
266+ 4.73% |
$108K - $121K
|
5.89K
$2.28M
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
266+ 3.72% |
$108K - $121K
|
7.41K
$2.87M
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
266+ 22.5% |
$108K - $121K
|
1.45K
$560K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
264+ 0.81% |
$107K - $120K
|
32.7K
$12.6M
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
263+ 15.95% |
$107K - $120K
|
1.91K
$740K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
263+ 4.04% |
$107K - $120K
|
6.77K
$2.62M
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
263+ 1.06% |
$107K - $120K
|
25K
$9.68M
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
262+ 2.16% |
$106K - $119K
|
12.4K
$4.8M
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
262+ 2.96% |
$106K - $119K
|
9.13K
$3.53M
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
261+ 8.84% |
$106K - $119K
|
3.21K
$1.24M
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
259+ 0.07% |
$105K - $118K
|
355K
$137M
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
259+ 1.07% |
$105K - $118K
|
24.5K
$9.5M
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
258+ 2.61% |
$105K - $117K
|
10.1K
$3.92M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
258+ 1.58% |
$105K - $117K
|
16.5K
$6.4M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
258+ 0.28% |
$105K - $117K
|
92.3K
$35.7M
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
257+ 0.35% |
$104K - $117K
|
73.5K
$28.4M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
255+ 10.22% |
$104K - $116K
|
2.75K
$1.06M
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
254+ 5.75% |
$103K - $115K
|
4.67K
$1.81M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
253+ 1.18% |
$103K - $115K
|
21.6K
$8.37M
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
252+ 0.6% |
$102K - $115K
|
42.2K
$16.3M
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
251+ 2.85% |
$102K - $114K
|
9.07K
$3.51M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 0.69% |
$102K - $114K
|
36.7K
$14.2M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
249+ 1.29% |
$101K - $113K
|
19.5K
$7.56M
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
248+ 7.83% |
$101K - $113K
|
3.42K
$1.32M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
248+ 0.36% |
$101K - $113K
|
69.9K
$27.1M
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
248+ 4.5% |
$101K - $113K
|
5.76K
$2.23M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
247+ 6.66% |
$100K - $112K
|
3.96K
$1.53M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
247+ 1.94% |
$100K - $112K
|
13K
$5.02M
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
247+ 2.37% |
$100K - $112K
|
10.7K
$4.12M
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
246+ 0.88% |
$100K - $112K
|
28.2K
$10.9M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
245+ 0.8% |
$99.6K - $111K
|
30.8K
$11.9M
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
245+ 1.96% |
$99.6K - $111K
|
12.7K
$4.93M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
245+ 0.39% |
$99.6K - $111K
|
62.3K
$24.1M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
245+ 1.93% |
$99.6K - $111K
|
12.9K
$5.01M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
244+ 1.97% |
$99.1K - $111K
|
12.6K
$4.88M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
244+ 6.57% |
$99.1K - $111K
|
3.96K
$1.53M
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
244+ 1.51% |
$99.1K - $111K
|
16.4K
$6.36M
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
242+ 0.99% |
$98.3K - $110K
|
24.8K
$9.58M
|