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 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-228- 2.25% |
$92.6K - $104K
|
9.91K
$4.06M
|
|
|
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
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-234- 0.45% |
$95.1K - $106K
|
52.1K
$21.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-234- 1.3% |
$95.1K - $106K
|
17.7K
$7.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-235- 10.18% |
$95.5K - $107K
|
2.07K
$849K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-235- 1.57% |
$95.5K - $107K
|
14.8K
$6.05M
|
|
|
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
$5.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-238- 1.36% |
$96.7K - $108K
|
17.2K
$7.05M
|
|
|
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
$7.2M
|
|
|
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
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-240- 1.51% |
$97.5K - $109K
|
15.6K
$6.39M
|
|
|
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
$9.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-243- 8.55% |
$98.7K - $110K
|
2.6K
$1.06M
|
|
|
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
$9.03M
|
|
|
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 14, 2025
Q4 2024
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-246- 0.15% |
$100K - $112K
|
163K
$66.7M
|
|
|
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
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-250- 11.78% |
$102K - $114K
|
1.87K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-250- 12.5% |
$102K - $114K
|
1.75K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-251- 0.55% |
$102K - $114K
|
45.6K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-251- 4.67% |
$102K - $114K
|
5.13K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-252- 5.12% |
$102K - $115K
|
4.67K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-253- 3.06% |
$103K - $115K
|
8.01K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-253- 2.87% |
$103K - $115K
|
8.57K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-254- 1.61% |
$103K - $115K
|
15.5K
$6.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-256- 3.05% |
$104K - $116K
|
8.14K
$3.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-257- 0.6% |
$104K - $117K
|
42.8K
$17.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-257- 1.69% |
$104K - $117K
|
14.9K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-257- 0.72% |
$104K - $117K
|
35.5K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-258- 0.41% |
$105K - $117K
|
63.1K
$25.8M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-258- 3.33% |
$105K - $117K
|
7.5K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-258- 0.76% |
$105K - $117K
|
33.7K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-262- 14.06% |
$106K - $119K
|
1.6K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-262- 1.0% |
$106K - $119K
|
26K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-263- 1.08% |
$107K - $120K
|
24.1K
$9.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-265- 1.05% |
$108K - $120K
|
24.9K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-265- 1.16% |
$108K - $120K
|
22.6K
$9.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-266- 1.36% |
$108K - $121K
|
19.2K
$7.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-267- 0.54% |
$108K - $121K
|
49.3K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-267- 1.86% |
$108K - $121K
|
14.1K
$5.77M
|