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 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.78K- 0.73% |
$725K - $810K
|
242K
$99.6M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 9.89% |
$725K - $811K
|
16.3K
$6.7M
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.79K- 2.99% |
$726K - $812K
|
57.9K
$23.9M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.79K- 5.75% |
$728K - $814K
|
29.4K
$12.1M
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.79K- 0.74% |
$729K - $815K
|
242K
$99.8M
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-1.8KClosed |
$731K - $818K
|
0
$0
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.8K- 3.87% |
$733K - $820K
|
44.8K
$18.5M
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.81K- 29.16% |
$734K - $821K
|
4.39K
$1.81M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.81K- 1.35% |
$737K - $824K
|
133K
$54.8M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.83K- 4.27% |
$744K - $832K
|
41.1K
$16.9M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.84K- 1.32% |
$747K - $835K
|
138K
$56.7M
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.84K- 9.27% |
$748K - $837K
|
18K
$7.43M
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.85K- 9.82% |
$750K - $839K
|
17K
$6.99M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.85K- 1.03% |
$751K - $840K
|
178K
$73.4M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.86K- 26.17% |
$755K - $844K
|
5.24K
$2.16M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.88K- 1.48% |
$762K - $852K
|
124K
$51.3M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.88K- 2.84% |
$762K - $853K
|
64.3K
$26.5M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.89K- 0.87% |
$766K - $857K
|
214K
$88.2M
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.9K- 6.6% |
$772K - $863K
|
26.9K
$11.1M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.9K- 47.01% |
$774K - $865K
|
2.15K
$885K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.92K- 0.71% |
$779K - $871K
|
269K
$111M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.92K- 2.54% |
$780K - $873K
|
73.5K
$30.3M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 6.1% |
$786K - $879K
|
29.7K
$12.3M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.94K- 20.3% |
$788K - $881K
|
7.61K
$3.14M
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.96K- 1.05% |
$796K - $890K
|
184K
$75.8M
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.97K- 3.48% |
$801K - $895K
|
54.6K
$22.5M
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2K- 5.43% |
$811K - $908K
|
34.8K
$14.3M
|
|
Feb 06, 2025
Q4 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-2K- 33.33% |
$813K - $909K
|
4K
$1.65M
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-2.01K- 6.69% |
$817K - $913K
|
28K
$11.6M
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.02K- 36.1% |
$819K - $916K
|
3.57K
$1.47M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.02K- 4.13% |
$821K - $918K
|
47K
$19.4M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.03K- 2.36% |
$824K - $921K
|
83.9K
$34.6M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.03K- 4.48% |
$825K - $923K
|
43.3K
$17.8M
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-2.04K- 17.15% |
$827K - $925K
|
9.83K
$4.05M
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-2.04K- 1.27% |
$827K - $925K
|
158K
$65.1M
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-2.04K- 2.93% |
$830K - $928K
|
67.6K
$27.9M
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.07K- 4.76% |
$840K - $939K
|
41.3K
$17M
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.07K- 22.89% |
$841K - $941K
|
6.97K
$2.87M
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.1K- 2.81% |
$854K - $955K
|
72.6K
$29.9M
|
|
Jan 31, 2025
Q4 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-2.11K- 0.76% |
$855K - $957K
|
276K
$114M
|
|
Jan 21, 2025
Q4 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.11K- 1.82% |
$856K - $957K
|
114K
$46.9M
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.11K- 2.22% |
$856K - $958K
|
92.6K
$38.2M
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-2.11K- 22.09% |
$858K - $959K
|
7.45K
$3.07M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.21K- 1.73% |
$896K - $1M
|
125K
$51.7M
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.22K- 81.34% |
$900K - $1.01M
|
508
$209K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-2.22K- 11.32% |
$903K - $1.01M
|
17.4K
$7.17M
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.23K- 28.17% |
$906K - $1.01M
|
5.69K
$2.34M
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-2.25K- 2.86% |
$913K - $1.02M
|
76.4K
$31.5M
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.31K- 2.79% |
$938K - $1.05M
|
80.3K
$33.1M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 3.39% |
$942K - $1.05M
|
66K
$27.2M
|