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 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.02K+ 18.94% |
$821K - $918K
|
12.7K
$5.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01K+ 9.16% |
$817K - $913K
|
24K
$9.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.01K+ 0.53% |
$817K - $913K
|
384K
$159M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.01K+ 152.05% |
$816K - $912K
|
3.33K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2K+ 3.15% |
$811K - $908K
|
65.4K
$27M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 7.44% |
$809K - $904K
|
28.8K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.99K+ 14.35% |
$808K - $904K
|
15.8K
$6.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.98K+ 1.57% |
$803K - $898K
|
128K
$52.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1.97KNew |
$798K - $893K
|
1.97K
$810K
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.96KNew |
$796K - $890K
|
1.96K
$807K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.93K+ 8.32% |
$783K - $875K
|
25.1K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.92KNew |
$780K - $872K
|
1.92K
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.92K+ 20.91% |
$779K - $871K
|
11.1K
$4.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.91K+ 4.6% |
$776K - $868K
|
43.5K
$17.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.91K+ 4.29% |
$776K - $868K
|
46.4K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.9KNew |
$773K - $865K
|
1.9K
$785K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.9K+ 2.08% |
$772K - $863K
|
93.1K
$38.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.89K+ 0.37% |
$767K - $858K
|
515K
$212M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.88KNew |
$765K - $856K
|
1.88K
$776K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.86K+ 2.28% |
$757K - $847K
|
83.5K
$34.4M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.85K+ 1.86% |
$751K - $839K
|
101K
$41.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.83K+ 2.38% |
$742K - $830K
|
78.7K
$32.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.82KNew |
$739K - $827K
|
1.82K
$750K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.81K+ 5.4% |
$737K - $824K
|
35.4K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.81K+ 40.06% |
$735K - $823K
|
6.33K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.81K+ 1.84% |
$733K - $820K
|
99.7K
$41.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.8KNew |
$733K - $819K
|
1.8K
$744K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 3.77% |
$732K - $818K
|
49.5K
$20.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.79K+ 5.24% |
$727K - $813K
|
35.9K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.79KNew |
$726K - $812K
|
1.79K
$736K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.77K+ 15.75% |
$718K - $803K
|
13K
$5.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.76K+ 11.44% |
$716K - $801K
|
17.2K
$7.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.75K+ 58.92% |
$711K - $795K
|
4.72K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.75K+ 1.31% |
$709K - $793K
|
135K
$55.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.74K+ 4.61% |
$708K - $792K
|
39.6K
$16.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.74K+ 3.63% |
$707K - $790K
|
49.7K
$20.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 1.99% |
$705K - $788K
|
88.9K
$36.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
1.73K+ 7.62% |
$703K - $786K
|
24.4K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.73K+ 297.41% |
$701K - $784K
|
2.31K
$951K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.72K+ 2.13% |
$698K - $781K
|
82.6K
$34M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 25.18% |
$695K - $777K
|
8.5K
$3.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.71K+ 2.2% |
$695K - $777K
|
79.3K
$32.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.71KNew |
$694K - $777K
|
1.71K
$705K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.71KNew |
$694K - $776K
|
1.71K
$704K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.68K+ 7.47% |
$684K - $765K
|
24.2K
$9.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 8.48% |
$680K - $761K
|
21.4K
$8.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.67K+ 3.38% |
$680K - $760K
|
51.2K
$21.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.67K+ 8.61% |
$679K - $759K
|
21.1K
$8.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.67K+ 1.26% |
$678K - $758K
|
134K
$55.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.66K+ 6.34% |
$676K - $756K
|
27.9K
$11.5M
|