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 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-422- 0.5% |
$171K - $192K
|
83.7K
$34.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-423- 3.48% |
$172K - $192K
|
11.7K
$4.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-423- 3.15% |
$172K - $192K
|
13K
$5.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-424- 1.59% |
$172K - $193K
|
26.2K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-426- 5.65% |
$173K - $194K
|
7.12K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-427- 1.01% |
$174K - $194K
|
41.9K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-430- 13.34% |
$175K - $195K
|
2.79K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-434- 0.39% |
$176K - $197K
|
112K
$45.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-436- 0.49% |
$177K - $198K
|
87.9K
$35.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-436- 3.49% |
$177K - $198K
|
12.1K
$4.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-438- 3.29% |
$178K - $199K
|
12.9K
$5.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-440- 5.91% |
$179K - $200K
|
7K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-440- 0.67% |
$179K - $200K
|
65.1K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-443- 0.25% |
$180K - $201K
|
175K
$71.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-444- 2.63% |
$180K - $202K
|
16.4K
$6.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-445- 1.72% |
$181K - $202K
|
25.4K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-445- 3.13% |
$181K - $202K
|
13.8K
$5.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-446- 4.82% |
$181K - $203K
|
8.81K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-447- 0.92% |
$182K - $203K
|
48K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-448- 1.47% |
$182K - $204K
|
30.1K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-448- 3.44% |
$182K - $204K
|
12.6K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-450- 6.6% |
$183K - $205K
|
6.37K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-451- 1.18% |
$183K - $205K
|
37.6K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-453- 0.07% |
$184K - $206K
|
626K
$256M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-455- 2.59% |
$185K - $207K
|
17.1K
$6.99M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-456- 4.56% |
$185K - $207K
|
9.55K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-457- 0.64% |
$186K - $208K
|
70.5K
$28.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-460- 6.63% |
$187K - $209K
|
6.47K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-462- 6.83% |
$188K - $210K
|
6.31K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-463- 2.02% |
$188K - $210K
|
22.5K
$9.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-465- 1.6% |
$189K - $211K
|
28.6K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-465- 2.17% |
$189K - $211K
|
21K
$8.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-466- 0.88% |
$189K - $212K
|
52.6K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-471- 1.88% |
$191K - $214K
|
24.6K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-473- 1.17% |
$192K - $215K
|
40K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-475- 1.26% |
$193K - $216K
|
37.2K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-478- 6.93% |
$194K - $217K
|
6.42K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-479- 2.42% |
$195K - $218K
|
19.3K
$7.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-479- 0.97% |
$195K - $218K
|
48.8K
$19.9M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-480- 4.44% |
$195K - $218K
|
10.3K
$4.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-481- 1.53% |
$195K - $219K
|
30.9K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-481- 2.3% |
$195K - $219K
|
20.4K
$8.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-482- 16.03% |
$196K - $219K
|
2.52K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-482- 0.39% |
$196K - $219K
|
122K
$49.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-486- 5.33% |
$197K - $221K
|
8.63K
$3.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-487- 32.29% |
$198K - $221K
|
1.02K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-488- 0.58% |
$198K - $222K
|
83.4K
$34M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-488- 8.95% |
$198K - $222K
|
4.96K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-488- 2.53% |
$198K - $222K
|
18.8K
$7.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-488- 6.69% |
$198K - $222K
|
6.81K
$2.78M
|