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
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-436- 0.49% |
$177K - $198K
|
87.9K
$36M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-438- 3.29% |
$178K - $199K
|
12.9K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-440- 5.91% |
$179K - $200K
|
7K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-440- 0.67% |
$179K - $200K
|
65.1K
$26.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-443- 0.25% |
$180K - $201K
|
175K
$71.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-445- 1.72% |
$181K - $202K
|
25.4K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-446- 4.82% |
$181K - $203K
|
8.81K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-447- 0.92% |
$182K - $203K
|
48K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-448- 1.47% |
$182K - $204K
|
30.1K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-450- 6.6% |
$183K - $205K
|
6.37K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-456- 4.56% |
$185K - $207K
|
9.55K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-460- 6.63% |
$187K - $209K
|
6.47K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-465- 1.6% |
$189K - $211K
|
28.6K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-466- 0.88% |
$189K - $212K
|
52.6K
$21.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-473- 1.17% |
$192K - $215K
|
40K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-475- 1.26% |
$193K - $216K
|
37.2K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-478- 6.93% |
$194K - $217K
|
6.42K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-479- 2.42% |
$195K - $218K
|
19.3K
$7.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-479- 0.97% |
$195K - $218K
|
48.8K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-480- 4.44% |
$195K - $218K
|
10.3K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-481- 1.53% |
$195K - $219K
|
30.9K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-482- 16.03% |
$196K - $219K
|
2.52K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-482- 0.39% |
$196K - $219K
|
122K
$49.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-486- 5.33% |
$197K - $221K
|
8.63K
$3.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-488- 0.58% |
$198K - $222K
|
83.4K
$34.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-488- 8.95% |
$198K - $222K
|
4.96K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-488- 2.53% |
$198K - $222K
|
18.8K
$7.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-488- 6.69% |
$198K - $222K
|
6.81K
$2.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-492- 1.88% |
$200K - $224K
|
25.6K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-498- 2.1% |
$202K - $226K
|
23.2K
$9.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-498- 1.41% |
$202K - $226K
|
34.7K
$14.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 4.3% |
$203K - $227K
|
11.1K
$4.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 1.4% |
$203K - $227K
|
35.2K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-500- 0.9% |
$203K - $227K
|
55K
$22.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-500- 50.4% |
$203K - $227K
|
492
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-500- 2.37% |
$203K - $227K
|
20.6K
$8.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-501- 5.88% |
$204K - $228K
|
8.02K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-503- 15.54% |
$204K - $229K
|
2.73K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-506- 1.6% |
$206K - $230K
|
31K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-507- 0.56% |
$206K - $230K
|
89.4K
$36.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-508- 0.67% |
$206K - $231K
|
75.6K
$31M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-508- 5.39% |
$206K - $231K
|
8.92K
$3.66M
|
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-510- 4.36% |
$207K - $232K
|
11.2K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-514- 0.66% |
$209K - $234K
|
77.2K
$31.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-514- 0.19% |
$209K - $234K
|
272K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-517- 3.34% |
$210K - $235K
|
15K
$6.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-520- 0.84% |
$211K - $236K
|
61.1K
$25M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-521- 0.37% |
$212K - $237K
|
139K
$56.9M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-523- 0.48% |
$213K - $238K
|
109K
$44.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-525- 10.44% |
$213K - $239K
|
4.5K
$1.85M
|