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 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
584+ 0.78% |
$237K - $265K
|
75.7K
$31.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
583+ 4.71% |
$237K - $265K
|
13K
$5.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
582+ 82.44% |
$236K - $264K
|
1.29K
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
581+ 4.62% |
$236K - $264K
|
13.2K
$5.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
581+ 0.94% |
$236K - $264K
|
62.6K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
581+ 0.37% |
$236K - $264K
|
159K
$65.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
579+ 7.14% |
$235K - $263K
|
8.69K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
578+ 0.95% |
$235K - $263K
|
61.5K
$25.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
577+ 2.19% |
$234K - $262K
|
26.9K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
572+ 4.23% |
$232K - $260K
|
14.1K
$5.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
571+ 14.08% |
$232K - $259K
|
4.63K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
567+ 4.56% |
$230K - $258K
|
13K
$5.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
565+ 1.76% |
$230K - $257K
|
32.7K
$13.4M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
564+ 2.21% |
$229K - $256K
|
26K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
561+ 2.01% |
$228K - $255K
|
28.4K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
561+ 3.58% |
$228K - $255K
|
16.2K
$6.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
560+ 3.56% |
$228K - $254K
|
16.3K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
557+ 2.07% |
$226K - $253K
|
27.5K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
556+ 3.62% |
$226K - $253K
|
15.9K
$6.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
556+ 3.69% |
$226K - $253K
|
15.6K
$6.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
552+ 8.06% |
$224K - $251K
|
7.4K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
551+ 14.14% |
$224K - $250K
|
4.45K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
550+ 1.49% |
$223K - $250K
|
37.5K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
548+ 3.49% |
$223K - $249K
|
16.2K
$6.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
547+ 3.56% |
$222K - $249K
|
15.9K
$6.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
546+ 0.65% |
$222K - $248K
|
85K
$34.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
545New |
$221K - $248K
|
545
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
543+ 59.54% |
$221K - $247K
|
1.46K
$598K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
542New |
$220K - $246K
|
542
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
541+ 1.64% |
$220K - $246K
|
33.5K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
539+ 14.87% |
$219K - $245K
|
4.16K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
534+ 3.87% |
$217K - $243K
|
14.3K
$5.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
532+ 20.83% |
$216K - $242K
|
3.09K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
531+ 1.29% |
$216K - $241K
|
41.8K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
524+ 5.11% |
$213K - $238K
|
10.8K
$4.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
523+ 9.36% |
$213K - $238K
|
6.11K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
522+ 13.27% |
$212K - $237K
|
4.46K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
521+ 2.53% |
$212K - $237K
|
21.1K
$8.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
517+ 18.07% |
$210K - $235K
|
3.38K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
504+ 3.3% |
$205K - $229K
|
15.8K
$6.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
501+ 9.56% |
$204K - $228K
|
5.74K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
499+ 1.35% |
$203K - $227K
|
37.4K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
496+ 0.74% |
$202K - $225K
|
67.7K
$27.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
496New |
$202K - $225K
|
496
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
496+ 4.5% |
$202K - $225K
|
11.5K
$4.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
495+ 0.95% |
$201K - $225K
|
52.4K
$21.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
494+ 6.06% |
$201K - $225K
|
8.65K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
492+ 2.17% |
$200K - $224K
|
23.2K
$9.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
489+ 18.24% |
$199K - $222K
|
3.17K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
484+ 2.74% |
$197K - $220K
|
18.1K
$7.45M
|