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
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-310- 3.47% |
$126K - $141K
|
8.61K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-310- 1.92% |
$126K - $141K
|
15.9K
$6.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-311- 3.6% |
$126K - $141K
|
8.32K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-311- 2.05% |
$126K - $141K
|
14.8K
$6.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-312- 2.28% |
$127K - $142K
|
13.3K
$5.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-313- 1.99% |
$127K - $142K
|
15.4K
$6.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-315- 0.56% |
$128K - $143K
|
56K
$22.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-317- 1.24% |
$129K - $144K
|
25.3K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-318- 10.44% |
$129K - $145K
|
2.73K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-318- 1.58% |
$129K - $145K
|
19.9K
$8.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-319- 1.14% |
$130K - $145K
|
27.6K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-320- 1.61% |
$130K - $145K
|
19.6K
$8.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-320- 1.68% |
$130K - $145K
|
18.7K
$7.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-320- 1.13% |
$130K - $145K
|
28K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-320- 5.84% |
$130K - $145K
|
5.16K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-323- 2.14% |
$131K - $147K
|
14.8K
$6.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-323- 0.63% |
$131K - $147K
|
50.8K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-323- 0.47% |
$131K - $147K
|
68.2K
$27.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-325- 0.17% |
$132K - $148K
|
194K
$79.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-325- 1.2% |
$132K - $148K
|
26.8K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-326- 4.86% |
$132K - $148K
|
6.38K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-326- 0.62% |
$132K - $148K
|
52.3K
$21.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-326- 2.31% |
$132K - $148K
|
13.8K
$5.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-327- 1.46% |
$133K - $149K
|
22.1K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-327- 4.38% |
$133K - $149K
|
7.14K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-329- 0.9% |
$134K - $150K
|
36.2K
$14.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-334- 6.17% |
$136K - $152K
|
5.08K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-334- 2.0% |
$136K - $152K
|
16.4K
$6.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-335- 6.14% |
$136K - $152K
|
5.12K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-335- 3.32% |
$136K - $152K
|
9.75K
$3.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-335- 7.82% |
$136K - $152K
|
3.95K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.3% |
$137K - $153K
|
14.3K
$5.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-337- 0.54% |
$137K - $153K
|
62K
$25.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-338- 2.04% |
$137K - $154K
|
16.3K
$6.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-340- 2.19% |
$138K - $155K
|
15.2K
$6.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-344- 0.35% |
$140K - $156K
|
98.3K
$40.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-345- 10.18% |
$140K - $157K
|
3.04K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-346- 15.15% |
$141K - $157K
|
1.94K
$792K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-348- 1.28% |
$141K - $158K
|
26.8K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-349- 0.67% |
$142K - $159K
|
51.6K
$21.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-353- 0.84% |
$143K - $160K
|
41.4K
$16.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-353- 0.64% |
$143K - $160K
|
54.5K
$22.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-354- 1.57% |
$144K - $161K
|
22.2K
$9.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-356- 0.51% |
$145K - $162K
|
68.8K
$28.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-357- 13.67% |
$145K - $162K
|
2.26K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-357- 0.33% |
$145K - $162K
|
109K
$44.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-357- 0.01% |
$145K - $162K
|
2.77M
$1.13B
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-358- 2.33% |
$145K - $163K
|
15K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-358- 3.16% |
$145K - $163K
|
11K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-358- 0.64% |
$145K - $163K
|
55.3K
$22.6M
|