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 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-98- 0.67% |
$39.8K - $44.5K
|
14.6K
$6.07M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-98- 1.76% |
$39.8K - $44.5K
|
5.48K
$2.27M
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-100- 7.3% |
$40.6K - $45.4K
|
1.27K
$527K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-100- 0.22% |
$40.6K - $45.4K
|
45.8K
$19M
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 1.61% |
$40.6K - $45.4K
|
6.1K
$2.53M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.56% |
$40.6K - $45.4K
|
17.9K
$7.4M
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 0.94% |
$40.6K - $45.4K
|
10.5K
$4.37M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-100- 4.42% |
$40.6K - $45.4K
|
2.16K
$897K
|
|
Jan 27, 2025
Q4 2024
|
Independent Investors Inc
|
SELL
|
- |
-100- 0.18% |
$40.6K - $45.4K
|
54.5K
$22.6M
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-100- 7.79% |
$40.6K - $45.4K
|
1.18K
$491K
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-100- 5.1% |
$40.6K - $45.4K
|
1.86K
$772K
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-100- 2.73% |
$40.6K - $45.4K
|
3.56K
$1.48M
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 0.44% |
$40.6K - $45.4K
|
22.4K
$9.29M
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-100- 3.89% |
$40.6K - $45.4K
|
2.47K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-100- 1.02% |
$40.6K - $45.4K
|
9.75K
$4.04M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-101- 1.16% |
$41K - $45.9K
|
8.63K
$3.58M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-101- 4.62% |
$41K - $45.9K
|
2.09K
$865K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-103- 0.53% |
$41.9K - $46.8K
|
19.2K
$7.98M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-103- 1.38% |
$41.9K - $46.8K
|
7.35K
$3.05M
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.0% |
$42.7K - $47.7K
|
10.4K
$4.29M
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-106- 2.74% |
$43.1K - $48.2K
|
3.76K
$1.56M
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-107- 0.93% |
$43.5K - $48.6K
|
11.4K
$4.74M
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-107- 0.89% |
$43.5K - $48.6K
|
11.9K
$4.93M
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-107- 15.88% |
$43.5K - $48.6K
|
567
$235K
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-108- 4.94% |
$43.9K - $49.1K
|
2.08K
$862K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-108- 0.25% |
$43.9K - $49.1K
|
42.3K
$17.5M
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-108- 0.25% |
$43.9K - $49.1K
|
44K
$18.2M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-109- 0.66% |
$44.3K - $49.5K
|
16.4K
$6.79M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-109- 0.72% |
$44.3K - $49.5K
|
15.1K
$6.26M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-109- 1.52% |
$44.3K - $49.5K
|
7.05K
$2.92M
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-110- 0.96% |
$44.7K - $50K
|
11.3K
$4.7M
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-111- 0.05% |
$45.1K - $50.4K
|
226K
$93.7M
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-111- 15.81% |
$45.1K - $50.4K
|
591
$245K
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-111- 1.46% |
$45.1K - $50.4K
|
7.49K
$3.11M
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-112- 0.52% |
$45.5K - $50.9K
|
21.3K
$8.83M
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-113- 0.69% |
$45.9K - $51.4K
|
16.2K
$6.71M
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-113- 0.73% |
$45.9K - $51.4K
|
15.5K
$6.41M
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-114- 2.26% |
$46.3K - $51.8K
|
4.92K
$2.04M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-114- 3.34% |
$46.3K - $51.8K
|
3.3K
$1.37M
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-114- 0.13% |
$46.3K - $51.8K
|
88.2K
$36.6M
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-115- 3.41% |
$46.7K - $52.3K
|
3.26K
$1.35M
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-115- 0.71% |
$46.7K - $52.3K
|
16.2K
$6.71M
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-115- 3.12% |
$46.7K - $52.3K
|
3.57K
$1.48M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-116- 2.62% |
$47.1K - $52.7K
|
4.31K
$1.79M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-116- 12.17% |
$47.1K - $52.7K
|
837
$347K
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-116- 8.77% |
$47.1K - $52.7K
|
1.21K
$500K
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-116- 0.08% |
$47.1K - $52.7K
|
141K
$58.5M
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-116- 0.13% |
$47.1K - $52.7K
|
88.3K
$36.6M
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-116- 0.84% |
$47.1K - $52.7K
|
13.6K
$5.65M
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-116- 1.68% |
$47.1K - $52.7K
|
6.79K
$2.82M
|