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 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
1.66KNew |
$675K - $755K
|
1.66K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.66K+ 1.37% |
$673K - $753K
|
123K
$50.6M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 87.84% |
$672K - $752K
|
3.54K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.65K+ 30.95% |
$669K - $748K
|
6.96K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.63K+ 0.29% |
$664K - $742K
|
566K
$233M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.63K+ 22.21% |
$662K - $741K
|
8.97K
$3.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.63K+ 3.86% |
$662K - $741K
|
43.8K
$18.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.63K+ 9.99% |
$660K - $738K
|
17.9K
$7.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1.62K+ 6.33% |
$660K - $738K
|
27.3K
$11.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.62K+ 18.96% |
$656K - $734K
|
10.1K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.61KNew |
$655K - $733K
|
1.61K
$665K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.61K+ 2.07% |
$653K - $730K
|
79.1K
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$648K - $724K
|
1.59K
$657K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.59K+ 1.85% |
$647K - $724K
|
87.6K
$36.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.59K+ 3.57% |
$645K - $721K
|
46K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.57K+ 1.63% |
$639K - $715K
|
98.1K
$40.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.57KNew |
$637K - $712K
|
1.57K
$646K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.57K+ 3.2% |
$636K - $712K
|
50.5K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.56K+ 1.64% |
$635K - $710K
|
96.8K
$39.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.56K+ 6.23% |
$635K - $710K
|
26.6K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.56K+ 4.67% |
$634K - $709K
|
34.9K
$14.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.56K+ 6.99% |
$632K - $707K
|
23.8K
$9.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.54K+ 7.12% |
$626K - $700K
|
23.2K
$9.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.0% |
$623K - $696K
|
78.1K
$32.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.52K+ 4.06% |
$618K - $692K
|
39K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 5.77% |
$613K - $686K
|
27.7K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.51K+ 9.95% |
$613K - $686K
|
16.7K
$6.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.5KNew |
$610K - $682K
|
1.5K
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.5K+ 1.63% |
$609K - $681K
|
93.6K
$38.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.5K+ 3.8% |
$608K - $680K
|
40.8K
$16.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.49K+ 5.07% |
$605K - $677K
|
30.9K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.49K+ 4.97% |
$605K - $676K
|
31.4K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.48K+ 58.54% |
$603K - $674K
|
4.02K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.48K+ 6.22% |
$603K - $674K
|
25.3K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.48K+ 2.49% |
$600K - $671K
|
60.7K
$25M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.47K+ 7.29% |
$597K - $668K
|
21.6K
$8.92M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 1.28% |
$596K - $666K
|
116K
$48M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.45K+ 3.59% |
$590K - $660K
|
41.9K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.45KNew |
$589K - $659K
|
1.45K
$598K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.45K+ 11.61% |
$588K - $658K
|
13.9K
$5.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.44K+ 2.5% |
$586K - $655K
|
59.1K
$24.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.44K+ 3.05% |
$584K - $653K
|
48.5K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.43K+ 1.68% |
$582K - $651K
|
86.6K
$35.7M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.41KNew |
$573K - $641K
|
1.41K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 160.3% |
$573K - $640K
|
2.29K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.41K+ 40.18% |
$572K - $639K
|
4.91K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 7.5% |
$569K - $637K
|
20.1K
$8.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.4KNew |
$569K - $636K
|
1.4K
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.39KNew |
$564K - $630K
|
1.39K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.39K+ 25.77% |
$564K - $630K
|
6.77K
$2.79M
|