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 13, 2025
Q4 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-715- 3.92% |
$291K - $325K
|
17.5K
$7.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-716- 0.48% |
$291K - $325K
|
148K
$60.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-718- 11.59% |
$292K - $326K
|
5.48K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-721- 2.03% |
$293K - $328K
|
34.7K
$14.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-726- 0.95% |
$295K - $330K
|
75.8K
$30.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-727- 3.04% |
$295K - $330K
|
23.2K
$9.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-734- 33.35% |
$298K - $334K
|
1.47K
$599K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-735- 4.4% |
$299K - $334K
|
16K
$6.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-737- 5.54% |
$299K - $335K
|
12.6K
$5.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-740- 2.5% |
$301K - $336K
|
28.8K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-742- 2.85% |
$302K - $337K
|
25.3K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-742- 0.67% |
$302K - $337K
|
110K
$45.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-742- 0.37% |
$302K - $337K
|
200K
$81.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-748- 4.63% |
$304K - $340K
|
15.4K
$6.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-748- 6.64% |
$304K - $340K
|
10.5K
$4.29M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-751- 0.68% |
$305K - $341K
|
110K
$44.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-753- 9.46% |
$306K - $342K
|
7.21K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$307K - $343K
|
14.2K
$5.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-755- 3.37% |
$307K - $343K
|
21.6K
$8.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-755- 28.96% |
$307K - $343K
|
1.85K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
Herald Investment Management LTD
|
SELL
|
- |
-755- 2.9% |
$307K - $343K
|
25.2K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-758- 3.47% |
$308K - $344K
|
21.1K
$8.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-765- 8.14% |
$311K - $348K
|
8.64K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-768- 1.92% |
$312K - $349K
|
39.2K
$16M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-770- 6.99% |
$313K - $350K
|
10.2K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-773- 4.74% |
$314K - $351K
|
15.5K
$6.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-778- 2.38% |
$316K - $354K
|
31.9K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-783- 5.07% |
$318K - $356K
|
14.7K
$5.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-786- 5.91% |
$319K - $357K
|
12.5K
$5.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-790- 3.73% |
$321K - $359K
|
20.4K
$8.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-794- 6.99% |
$323K - $361K
|
10.6K
$4.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-795- 31.15% |
$323K - $361K
|
1.76K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-798- 5.85% |
$324K - $363K
|
12.8K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-799- 7.25% |
$325K - $363K
|
10.2K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-804- 1.76% |
$327K - $365K
|
44.9K
$18.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-804- 1.16% |
$327K - $365K
|
68.5K
$28M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-806- 45.2% |
$328K - $366K
|
977
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-806- 1.7% |
$328K - $366K
|
46.7K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-808- 5.99% |
$328K - $367K
|
12.7K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-811- 6.02% |
$330K - $369K
|
12.7K
$5.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-812- 1.92% |
$330K - $369K
|
41.4K
$16.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-813- 24.56% |
$330K - $369K
|
2.5K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-813- 3.24% |
$330K - $369K
|
24.3K
$9.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-818- 0.52% |
$332K - $372K
|
156K
$63.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-821- 1.32% |
$334K - $373K
|
61.6K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-823- 0.46% |
$334K - $374K
|
178K
$72.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-825- 0.38% |
$335K - $375K
|
217K
$88.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-826- 4.21% |
$336K - $375K
|
18.8K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-830- 1.3% |
$337K - $377K
|
63.1K
$25.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-837- 0.39% |
$340K - $380K
|
216K
$88.2M
|