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 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-612- 2.13% |
$249K - $278K
|
28.1K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-613- 4.05% |
$249K - $279K
|
14.5K
$5.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-614- 8.19% |
$249K - $279K
|
6.88K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-614- 0.77% |
$249K - $279K
|
79.6K
$32.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-615- 3.68% |
$250K - $279K
|
16.1K
$6.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-616- 1.57% |
$250K - $280K
|
38.7K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-616- 5.2% |
$250K - $280K
|
11.2K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-617- 0.48% |
$251K - $280K
|
129K
$52.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-618- 4.07% |
$251K - $281K
|
14.6K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-618- 2.75% |
$251K - $281K
|
21.8K
$8.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-620- 5.0% |
$252K - $282K
|
11.8K
$4.81M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-620- 1.4% |
$252K - $282K
|
43.6K
$17.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-624- 5.16% |
$254K - $284K
|
11.5K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-625- 4.64% |
$254K - $284K
|
12.8K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-633- 4.32% |
$257K - $288K
|
14K
$5.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-633- 1.99% |
$257K - $288K
|
31.2K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-637- 4.91% |
$259K - $289K
|
12.3K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-643- 1.59% |
$261K - $292K
|
39.7K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-646- 5.14% |
$263K - $294K
|
11.9K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-647- 4.91% |
$263K - $294K
|
12.5K
$5.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-648- 1.07% |
$263K - $294K
|
59.9K
$24.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-649- 2.09% |
$264K - $295K
|
30.4K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-650- 0.96% |
$264K - $295K
|
67.3K
$27.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-652- 0.89% |
$265K - $296K
|
72.7K
$29.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-660- 0.74% |
$268K - $300K
|
88.1K
$36M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-666- 7.71% |
$271K - $303K
|
7.98K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-667- 2.21% |
$271K - $303K
|
29.5K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-667- 12.23% |
$271K - $303K
|
4.79K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-667- 1.23% |
$271K - $303K
|
53.7K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-671- 2.78% |
$273K - $305K
|
23.4K
$9.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-673- 3.8% |
$273K - $306K
|
17K
$6.96M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-679- 49.85% |
$276K - $309K
|
683
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-680- 4.38% |
$276K - $309K
|
14.8K
$6.06M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-684- 10.78% |
$278K - $311K
|
5.66K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-685- 20.76% |
$278K - $311K
|
2.61K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-686- 2.75% |
$279K - $312K
|
24.3K
$9.92M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-687- 10.94% |
$279K - $312K
|
5.6K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-689- 0.29% |
$280K - $313K
|
240K
$98.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-691- 0.43% |
$281K - $314K
|
159K
$65M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-692- 0.58% |
$281K - $314K
|
120K
$48.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-695- 0.76% |
$282K - $316K
|
90.2K
$36.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-698- 3.56% |
$284K - $317K
|
18.9K
$7.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-700- 8.81% |
$284K - $318K
|
7.24K
$2.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-702- 8.83% |
$285K - $319K
|
7.25K
$2.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-705- 0.44% |
$286K - $320K
|
158K
$64.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-706- 10.11% |
$287K - $321K
|
6.27K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-710- 3.0% |
$289K - $323K
|
23K
$9.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-711- 3.0% |
$289K - $323K
|
23K
$9.4M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-712- 3.01% |
$289K - $324K
|
22.9K
$9.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-714- 1.22% |
$290K - $324K
|
57.8K
$23.6M
|