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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-540- 1.94% |
$219K - $245K
|
27.3K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-541- 0.65% |
$220K - $246K
|
82.4K
$33.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-542- 1.78% |
$220K - $246K
|
29.9K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-542- 4.17% |
$220K - $246K
|
12.5K
$5.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-542- 2.98% |
$220K - $246K
|
17.6K
$7.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-542- 0.96% |
$220K - $246K
|
56.2K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-542- 0.51% |
$220K - $246K
|
106K
$43.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-543- 0.33% |
$221K - $247K
|
165K
$67.3M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-544- 0.32% |
$221K - $247K
|
172K
$70.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-544- 14.61% |
$221K - $247K
|
3.18K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-548- 0.56% |
$223K - $249K
|
97.6K
$39.9M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-548- 0.59% |
$223K - $249K
|
92.6K
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-549- 2.51% |
$223K - $249K
|
21.3K
$8.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-550- 11.14% |
$223K - $250K
|
4.39K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-553- 4.07% |
$225K - $251K
|
13K
$5.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-554- 10.34% |
$225K - $252K
|
4.8K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-556- 15.35% |
$226K - $253K
|
3.07K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-557- 1.07% |
$226K - $253K
|
51.3K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-558- 4.19% |
$227K - $254K
|
12.7K
$5.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-560- 5.93% |
$228K - $254K
|
8.88K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-561- 0.87% |
$228K - $255K
|
64.1K
$26.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-561- 7.59% |
$228K - $255K
|
6.83K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-564- 3.02% |
$229K - $256K
|
18.1K
$7.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-567- 1.26% |
$230K - $258K
|
44.4K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-567- 2.49% |
$230K - $258K
|
22.2K
$9.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-569- 3.5% |
$231K - $259K
|
15.7K
$6.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-569- 8.64% |
$231K - $259K
|
6.02K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-572- 1.06% |
$232K - $260K
|
53.6K
$21.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-574- 2.2% |
$233K - $261K
|
25.5K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-575- 1.55% |
$234K - $261K
|
36.5K
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-579- 0.79% |
$235K - $263K
|
72.4K
$29.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-579- 4.56% |
$235K - $263K
|
12.1K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-582- 2.14% |
$236K - $264K
|
26.6K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-585- 5.71% |
$238K - $266K
|
9.67K
$3.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-587- 0.37% |
$239K - $267K
|
158K
$64.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-590- 0.56% |
$240K - $268K
|
106K
$43.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-590- 0.92% |
$240K - $268K
|
63.5K
$25.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-591- 3.16% |
$240K - $269K
|
18.1K
$7.4M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-593- 4.48% |
$241K - $269K
|
12.6K
$5.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-597- 3.33% |
$243K - $271K
|
17.3K
$7.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-600- 4.85% |
$244K - $273K
|
11.8K
$4.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-600- 4.61% |
$244K - $273K
|
12.4K
$5.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-603- 2.22% |
$245K - $274K
|
26.6K
$10.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-604- 1.38% |
$245K - $274K
|
43.3K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-607- 4.25% |
$247K - $276K
|
13.7K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-609- 3.57% |
$247K - $277K
|
16.5K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-610- 4.0% |
$248K - $277K
|
14.7K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-611- 16.67% |
$248K - $278K
|
3.06K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-611- 1.2% |
$248K - $278K
|
50.1K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-611- 5.06% |
$248K - $278K
|
11.5K
$4.68M
|