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
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.65K- 0.95% |
$668K - $748K
|
172K
$70.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 3.63% |
$670K - $750K
|
43.8K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.66K- 18.09% |
$673K - $752K
|
7.49K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.66K- 2.84% |
$675K - $755K
|
56.8K
$23.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.67K- 51.9% |
$677K - $757K
|
1.54K
$630K
|
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-1.67K- 10.6% |
$677K - $758K
|
14.1K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.67K- 1.66% |
$679K - $759K
|
99.2K
$40.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.67K- 1.71% |
$680K - $760K
|
96.2K
$39.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.69K- 1.03% |
$685K - $766K
|
162K
$66M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.69K- 3.44% |
$685K - $766K
|
47.3K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-1.69K- 0.95% |
$686K - $767K
|
176K
$71.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.69K- 4.45% |
$686K - $768K
|
36.3K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.7K- 17.25% |
$689K - $770K
|
8.13K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.71K- 3.19% |
$694K - $776K
|
51.9K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 8.9% |
$697K - $780K
|
17.6K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.72K- 6.73% |
$699K - $781K
|
23.8K
$9.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.72K- 1.44% |
$700K - $783K
|
118K
$48.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.73K- 4.2% |
$701K - $784K
|
39.4K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.73K- 2.27% |
$704K - $787K
|
74.6K
$30.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.73K- 2.1% |
$704K - $788K
|
80.7K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.73K- 19.52% |
$704K - $788K
|
7.15K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.74K- 0.83% |
$706K - $789K
|
208K
$85M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.75K- 6.8% |
$710K - $794K
|
24K
$9.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.76K- 3.24% |
$714K - $799K
|
52.6K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.77K- 2.35% |
$718K - $803K
|
73.3K
$29.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.77K- 1.77% |
$718K - $803K
|
97.8K
$40M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.78K- 14.24% |
$721K - $807K
|
10.7K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.78K- 1.12% |
$724K - $810K
|
157K
$64.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.78K- 0.73% |
$725K - $810K
|
242K
$98.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 9.89% |
$725K - $811K
|
16.3K
$6.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.79K- 2.99% |
$726K - $812K
|
57.9K
$23.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.79K- 5.75% |
$728K - $814K
|
29.4K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.79K- 0.74% |
$729K - $815K
|
242K
$98.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-1.8KClosed |
$731K - $818K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.8K- 6.16% |
$733K - $819K
|
27.5K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.8K- 3.87% |
$733K - $820K
|
44.8K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.81K- 29.16% |
$734K - $821K
|
4.39K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.81K- 1.35% |
$737K - $824K
|
133K
$54.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.83K- 2.5% |
$742K - $830K
|
71.2K
$29.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.83K- 1.8% |
$743K - $831K
|
99.9K
$40.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.83K- 4.27% |
$744K - $832K
|
41.1K
$16.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.84K- 1.32% |
$747K - $835K
|
138K
$56.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.84K- 9.27% |
$748K - $837K
|
18K
$7.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.85K- 9.82% |
$750K - $839K
|
17K
$6.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.85K- 1.03% |
$751K - $840K
|
178K
$72.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.86K- 26.17% |
$755K - $844K
|
5.24K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 10.36% |
$758K - $848K
|
16.1K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.87K- 39.74% |
$760K - $850K
|
2.84K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.88K- 1.48% |
$762K - $852K
|
124K
$50.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.88K- 2.84% |
$762K - $853K
|
64.3K
$26.2M
|