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 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-718- 11.59% |
$292K - $326K
|
5.48K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-726- 0.95% |
$295K - $330K
|
75.8K
$31M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-734- 33.35% |
$298K - $334K
|
1.47K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-735- 4.4% |
$299K - $334K
|
16K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-740- 2.5% |
$301K - $336K
|
28.8K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-742- 2.85% |
$302K - $337K
|
25.3K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-742- 0.67% |
$302K - $337K
|
110K
$45.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-748- 4.63% |
$304K - $340K
|
15.4K
$6.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-748- 6.64% |
$304K - $340K
|
10.5K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-751- 0.68% |
$305K - $341K
|
110K
$45M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-753- 9.46% |
$306K - $342K
|
7.21K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$307K - $343K
|
14.2K
$5.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-770- 6.99% |
$313K - $350K
|
10.2K
$4.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-773- 4.74% |
$314K - $351K
|
15.5K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-778- 2.38% |
$316K - $354K
|
31.9K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-783- 5.07% |
$318K - $356K
|
14.7K
$6.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-786- 5.91% |
$319K - $357K
|
12.5K
$5.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-790- 3.73% |
$321K - $359K
|
20.4K
$8.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-794- 6.99% |
$323K - $361K
|
10.6K
$4.33M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-795- 31.15% |
$323K - $361K
|
1.76K
$720K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-798- 5.85% |
$324K - $363K
|
12.8K
$5.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-804- 1.76% |
$327K - $365K
|
44.9K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-804- 1.16% |
$327K - $365K
|
68.5K
$28.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-806- 45.2% |
$328K - $366K
|
977
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-806- 1.7% |
$328K - $366K
|
46.7K
$19.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-808- 5.99% |
$328K - $367K
|
12.7K
$5.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-812- 1.92% |
$330K - $369K
|
41.4K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-813- 24.56% |
$330K - $369K
|
2.5K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-813- 3.24% |
$330K - $369K
|
24.3K
$9.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-818- 0.52% |
$332K - $372K
|
156K
$64M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-826- 4.21% |
$336K - $375K
|
18.8K
$7.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-845- 1.43% |
$343K - $384K
|
58.1K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-846- 1.56% |
$344K - $384K
|
53.3K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-848- 0.38% |
$345K - $385K
|
225K
$92.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-850- 0.68% |
$345K - $386K
|
124K
$50.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-859- 3.51% |
$349K - $390K
|
23.6K
$9.67M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-864- 3.83% |
$351K - $393K
|
21.7K
$8.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-867- 6.37% |
$352K - $394K
|
12.7K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-870- 0.71% |
$354K - $395K
|
122K
$49.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-873- 1.69% |
$355K - $397K
|
50.7K
$20.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-878- 15.11% |
$357K - $399K
|
4.93K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-879- 0.23% |
$357K - $399K
|
376K
$154M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-880- 0.64% |
$358K - $400K
|
136K
$55.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-880- 1.06% |
$358K - $400K
|
82.4K
$33.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-888- 8.53% |
$361K - $404K
|
9.52K
$3.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-890- 1.21% |
$362K - $404K
|
72.8K
$29.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-894- 7.95% |
$363K - $406K
|
10.3K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-899- 4.31% |
$365K - $409K
|
20K
$8.18M
|
|
|
Jan 17, 2025
Q4 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-900- 1.73% |
$366K - $409K
|
51.2K
$21M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-900- 3.04% |
$366K - $409K
|
28.7K
$11.7M
|