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 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-210- 1.25% |
$85.3K - $95.4K
|
16.6K
$6.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-210- 1.03% |
$85.3K - $95.4K
|
20.3K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-211- 14.13% |
$85.7K - $95.9K
|
1.28K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-212- 4.27% |
$86.1K - $96.3K
|
4.76K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-214- 1.38% |
$87K - $97.3K
|
15.2K
$6.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-214- 1.13% |
$87K - $97.3K
|
18.6K
$7.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-215- 2.54% |
$87.4K - $97.7K
|
8.23K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-216- 4.25% |
$87.8K - $98.2K
|
4.86K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-216- 0.51% |
$87.8K - $98.2K
|
41.9K
$17.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-217- 0.87% |
$88.2K - $98.6K
|
24.7K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-219- 0.93% |
$89K - $99.5K
|
23.4K
$9.61M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-220- 3.43% |
$89.4K - $100K
|
6.19K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-220- 6.46% |
$89.4K - $100K
|
3.18K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-220- 1.53% |
$89.4K - $100K
|
14.1K
$5.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-220- 1.24% |
$89.4K - $100K
|
17.6K
$7.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-222- 0.62% |
$90.2K - $101K
|
35.8K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-222- 0.47% |
$90.2K - $101K
|
47K
$19.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-223- 0.58% |
$90.6K - $101K
|
38.1K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-224- 4.22% |
$91K - $102K
|
5.09K
$2.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-225- 5.33% |
$91.4K - $102K
|
3.99K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-226- 1.49% |
$91.8K - $103K
|
15K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-226- 1.78% |
$91.8K - $103K
|
12.5K
$5.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-227- 0.45% |
$92.2K - $103K
|
50.4K
$20.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-227- 6.5% |
$92.2K - $103K
|
3.27K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-227- 0.97% |
$92.2K - $103K
|
23.1K
$9.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-228- 2.25% |
$92.6K - $104K
|
9.91K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-231- 30.68% |
$93.9K - $105K
|
522
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-233- 2.72% |
$94.7K - $106K
|
8.33K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-234- 0.45% |
$95.1K - $106K
|
52.1K
$21.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-235- 10.18% |
$95.5K - $107K
|
2.07K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-235- 1.57% |
$95.5K - $107K
|
14.8K
$6.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-236- 0.59% |
$95.9K - $107K
|
39.7K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-237- 1.82% |
$96.3K - $108K
|
12.8K
$5.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-238- 1.36% |
$96.7K - $108K
|
17.2K
$7.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-238- 0.79% |
$96.7K - $108K
|
30K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-238- 1.34% |
$96.7K - $108K
|
17.6K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-238- 0.69% |
$96.7K - $108K
|
34.2K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-239- 0.56% |
$97.1K - $109K
|
42.1K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-240- 2.07% |
$97.5K - $109K
|
11.3K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-240- 1.51% |
$97.5K - $109K
|
15.6K
$6.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-241- 0.82% |
$97.9K - $110K
|
29K
$11.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-243- 1.02% |
$98.7K - $110K
|
23.5K
$9.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-243- 8.55% |
$98.7K - $110K
|
2.6K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-245- 0.91% |
$99.6K - $111K
|
26.7K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-245- 1.1% |
$99.6K - $111K
|
22K
$9.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-245- 0.52% |
$99.6K - $111K
|
46.5K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-246- 3.4% |
$100K - $112K
|
7K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-247- 5.89% |
$100K - $112K
|
3.95K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-248- 3.33% |
$101K - $113K
|
7.19K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Chico Wealth Ria
|
SELL
|
- |
-250- 10.74% |
$102K - $114K
|
2.08K
$853K
|