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 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
1.01K+ 2.94% |
$409K - $458K
|
35.3K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.01K+ 31.16% |
$409K - $457K
|
4.24K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.01KNew |
$408K - $457K
|
1.01K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
1K+ 0.62% |
$406K - $454K
|
162K
$66.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
989+ 1.39% |
$402K - $449K
|
71.9K
$29.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
982+ 15.78% |
$399K - $446K
|
7.21K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
977+ 10.97% |
$397K - $444K
|
9.88K
$4.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
976+ 2.55% |
$397K - $444K
|
39.3K
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
972+ 6.42% |
$395K - $442K
|
16.1K
$6.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
968+ 10.13% |
$393K - $440K
|
10.5K
$4.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
957+ 1.38% |
$389K - $435K
|
70.4K
$28.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
954+ 0.78% |
$388K - $434K
|
123K
$50.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
949+ 9.21% |
$386K - $431K
|
11.3K
$4.62M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
947+ 1.77% |
$385K - $430K
|
54.4K
$22.3M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
943+ 64.59% |
$383K - $429K
|
2.4K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
941+ 22.85% |
$382K - $428K
|
5.06K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
939+ 7.18% |
$382K - $427K
|
14K
$5.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
935New |
$380K - $425K
|
935
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
929+ 32.64% |
$377K - $422K
|
3.78K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
927+ 18.4% |
$377K - $421K
|
5.96K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
927New |
$377K - $421K
|
927
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
923+ 41.21% |
$375K - $419K
|
3.16K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
920+ 0.2% |
$374K - $418K
|
467K
$192M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
920+ 11.0% |
$374K - $418K
|
9.28K
$3.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
919+ 7.09% |
$373K - $418K
|
13.9K
$5.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
914+ 0.74% |
$371K - $415K
|
124K
$51.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
911+ 0.87% |
$370K - $414K
|
106K
$43.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
906+ 6.16% |
$368K - $412K
|
15.6K
$6.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
905+ 10.25% |
$368K - $411K
|
9.73K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
901+ 5.54% |
$366K - $409K
|
17.2K
$7.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
900+ 27.24% |
$366K - $409K
|
4.2K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
897+ 1.22% |
$364K - $408K
|
74.6K
$30.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
895New |
$364K - $407K
|
895
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
895New |
$364K - $407K
|
895
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
895+ 4.33% |
$364K - $407K
|
21.6K
$8.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
895+ 8.01% |
$364K - $407K
|
12.1K
$4.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
890+ 4.26% |
$362K - $404K
|
21.8K
$8.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
876+ 0.36% |
$356K - $398K
|
247K
$101M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
875+ 4.5% |
$356K - $398K
|
20.3K
$8.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
868+ 6.26% |
$353K - $394K
|
14.7K
$6.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
866+ 1.19% |
$352K - $394K
|
73.5K
$30.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
865New |
$351K - $393K
|
865
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
861+ 10.88% |
$350K - $391K
|
8.77K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
857+ 19.11% |
$348K - $389K
|
5.34K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
855+ 6.67% |
$347K - $389K
|
13.7K
$5.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
853+ 5.68% |
$347K - $388K
|
15.9K
$6.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
853+ 2.35% |
$347K - $388K
|
37.1K
$15.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
850+ 0.79% |
$345K - $386K
|
108K
$44.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
847+ 3.56% |
$344K - $385K
|
24.6K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
847+ 6.69% |
$344K - $385K
|
13.5K
$5.55M
|