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 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-492- 1.88% |
$200K - $224K
|
25.6K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-494- 3.03% |
$201K - $225K
|
15.8K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-495- 0.75% |
$201K - $225K
|
65.5K
$26.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-498- 2.1% |
$202K - $226K
|
23.2K
$9.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-498- 1.41% |
$202K - $226K
|
34.7K
$14.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 4.3% |
$203K - $227K
|
11.1K
$4.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 1.4% |
$203K - $227K
|
35.2K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-500- 0.9% |
$203K - $227K
|
55K
$22.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-500- 50.4% |
$203K - $227K
|
492
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-500- 2.37% |
$203K - $227K
|
20.6K
$8.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-500- 0.86% |
$203K - $227K
|
57.5K
$23.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-501- 5.88% |
$204K - $228K
|
8.02K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-503- 15.54% |
$204K - $229K
|
2.73K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-504- 7.29% |
$205K - $229K
|
6.41K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-506- 1.6% |
$206K - $230K
|
31K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-507- 0.56% |
$206K - $230K
|
89.4K
$36.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-507- 19.86% |
$206K - $230K
|
2.05K
$836K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-508- 0.67% |
$206K - $231K
|
75.6K
$30.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-508- 5.39% |
$206K - $231K
|
8.92K
$3.64M
|
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-510- 4.36% |
$207K - $232K
|
11.2K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-512- 4.25% |
$208K - $233K
|
11.5K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-514- 0.66% |
$209K - $234K
|
77.2K
$31.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-514- 0.19% |
$209K - $234K
|
272K
$111M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-514- 0.7% |
$209K - $234K
|
73K
$29.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-517- 3.34% |
$210K - $235K
|
15K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-519- 7.89% |
$211K - $236K
|
6.06K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-519- 1.82% |
$211K - $236K
|
28K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-520- 0.84% |
$211K - $236K
|
61.1K
$25M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-521- 0.37% |
$212K - $237K
|
139K
$56.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-521- 2.5% |
$212K - $237K
|
20.3K
$8.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-522- 2.22% |
$212K - $237K
|
23K
$9.4M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-523- 0.48% |
$213K - $238K
|
109K
$44.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-524- 7.09% |
$213K - $238K
|
6.86K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-525- 10.44% |
$213K - $239K
|
4.5K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-526- 1.87% |
$214K - $239K
|
27.6K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-529- 1.79% |
$215K - $240K
|
29K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-529- 3.23% |
$215K - $240K
|
15.9K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-530- 3.88% |
$215K - $241K
|
13.1K
$5.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-530- 7.44% |
$215K - $241K
|
6.6K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-530- 6.67% |
$215K - $241K
|
7.41K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-531- 1.15% |
$216K - $241K
|
45.7K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-531- 1.37% |
$216K - $241K
|
38.2K
$15.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-532- 3.1% |
$216K - $242K
|
16.6K
$6.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-533- 0.25% |
$217K - $242K
|
215K
$87.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-534- 4.42% |
$217K - $243K
|
11.5K
$4.71M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-535- 2.08% |
$217K - $243K
|
25.2K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-536- 1.26% |
$218K - $244K
|
42K
$17.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-537- 1.14% |
$218K - $244K
|
46.5K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-539- 8.71% |
$219K - $245K
|
5.65K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-540- 8.15% |
$219K - $245K
|
6.09K
$2.49M
|