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 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1.11K- 3.14% |
$452K - $505K
|
34.3K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.12K- 1.26% |
$455K - $509K
|
87.7K
$36.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.15K- 19.67% |
$467K - $522K
|
4.69K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.15K- 0.24% |
$469K - $524K
|
479K
$198M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.16K- 1.33% |
$470K - $525K
|
85.5K
$35.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.16K- 2.17% |
$471K - $527K
|
52.4K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.17K- 5.7% |
$474K - $530K
|
19.3K
$7.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.17K- 1.33% |
$475K - $532K
|
86.7K
$35.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.17K- 2.3% |
$476K - $532K
|
49.7K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.17K- 1.89% |
$477K - $533K
|
61K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.18K- 12.35% |
$481K - $538K
|
8.4K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.2K- 8.3% |
$486K - $543K
|
13.2K
$5.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 2.33% |
$487K - $544K
|
50.2K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.2K- 2.89% |
$488K - $545K
|
40.3K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.21KClosed |
$492K - $550K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.21K- 3.6% |
$492K - $550K
|
32.4K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.21K- 1.14% |
$492K - $551K
|
105K
$43.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.51% |
$493K - $551K
|
238K
$98M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.21K- 8.69% |
$493K - $552K
|
12.8K
$5.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.23K- 12.91% |
$499K - $559K
|
8.29K
$3.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.23K- 1.39% |
$501K - $561K
|
87.6K
$36.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.24K- 4.1% |
$502K - $562K
|
28.9K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.24K- 2.62% |
$503K - $562K
|
45.9K
$18.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.25K- 0.54% |
$506K - $566K
|
231K
$95.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-1.25K- 1.62% |
$509K - $569K
|
76K
$31.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.26K- 1.71% |
$510K - $570K
|
71.9K
$29.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.26K- 3.26% |
$512K - $573K
|
37.4K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 2.18% |
$514K - $574K
|
56.6K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.28K- 3.21% |
$518K - $579K
|
38.5K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.28K- 6.2% |
$518K - $579K
|
19.3K
$7.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.28K- 7.63% |
$521K - $583K
|
15.5K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 1.35% |
$523K - $584K
|
93.7K
$38.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.29K- 2.53% |
$524K - $586K
|
49.6K
$20.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.3K- 3.86% |
$529K - $591K
|
32.4K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-1.3K- 1.36% |
$529K - $592K
|
94.7K
$39M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.31K- 14.75% |
$530K - $593K
|
7.55K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.31K- 0.35% |
$532K - $594K
|
377K
$156M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.32K- 1.36% |
$536K - $599K
|
95.7K
$39.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.32K- 6.21% |
$536K - $600K
|
20K
$8.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.33K- 13.24% |
$539K - $603K
|
8.69K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.34K- 2.74% |
$543K - $608K
|
47.4K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.34K- 14.71% |
$546K - $610K
|
7.79K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.36K- 5.28% |
$551K - $617K
|
24.3K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 0.7% |
$552K - $617K
|
194K
$79.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.36K- 2.11% |
$552K - $618K
|
63.1K
$26M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.36K- 1.59% |
$553K - $619K
|
84.5K
$34.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.38K- 3.86% |
$559K - $625K
|
34.3K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-1.39K- 1.49% |
$563K - $629K
|
91.3K
$37.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.39K- 11.19% |
$563K - $629K
|
11K
$4.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.39K- 11.39% |
$564K - $630K
|
10.8K
$4.45M
|