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 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
444+ 3.71% |
$180K - $202K
|
12.4K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
443+ 7.14% |
$180K - $201K
|
6.64K
$2.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
440+ 1.37% |
$179K - $200K
|
32.6K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
436+ 1.41% |
$177K - $198K
|
31.4K
$13M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
436+ 3.17% |
$177K - $198K
|
14.2K
$5.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
434+ 21.69% |
$176K - $197K
|
2.44K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
433+ 0.91% |
$176K - $197K
|
48.3K
$19.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
431+ 38.72% |
$175K - $196K
|
1.54K
$637K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
427+ 5.8% |
$174K - $194K
|
7.79K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
424+ 12.22% |
$172K - $193K
|
3.89K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
422+ 0.21% |
$171K - $192K
|
201K
$83M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
420+ 2.05% |
$171K - $191K
|
20.9K
$8.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
420+ 1.07% |
$171K - $191K
|
39.5K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
416+ 1.23% |
$169K - $189K
|
34.2K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
416+ 2.41% |
$169K - $189K
|
17.7K
$7.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
412+ 1.61% |
$167K - $187K
|
26.1K
$10.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
410+ 6.4% |
$167K - $186K
|
6.82K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
409+ 6.36% |
$166K - $186K
|
6.84K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
408+ 0.24% |
$166K - $185K
|
169K
$69.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
404+ 5.05% |
$164K - $184K
|
8.4K
$3.47M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
403+ 0.25% |
$164K - $183K
|
162K
$66.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
402+ 2.6% |
$163K - $183K
|
15.8K
$6.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
402+ 1.48% |
$163K - $183K
|
27.5K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
402+ 0.86% |
$163K - $183K
|
46.9K
$19.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
401+ 0.56% |
$163K - $182K
|
71.7K
$29.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
400+ 6.15% |
$163K - $182K
|
6.91K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
399New |
$162K - $181K
|
399
$165K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
395+ 6.96% |
$161K - $180K
|
6.07K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
395+ 5.19% |
$161K - $180K
|
8.01K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
395+ 3.06% |
$161K - $180K
|
13.3K
$5.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
394+ 1.06% |
$160K - $179K
|
37.6K
$15.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
391+ 0.69% |
$159K - $178K
|
57K
$23.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
390+ 18.72% |
$158K - $177K
|
2.47K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
390+ 17.85% |
$158K - $177K
|
2.58K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
390+ 14.67% |
$158K - $177K
|
3.05K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
386+ 2.07% |
$157K - $175K
|
19.1K
$7.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
384+ 10.39% |
$156K - $175K
|
4.08K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
382+ 2.61% |
$155K - $174K
|
15K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
382+ 2.05% |
$155K - $174K
|
19K
$7.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
380+ 1.58% |
$154K - $173K
|
24.4K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
379+ 4.07% |
$154K - $172K
|
9.7K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
379+ 2.05% |
$154K - $172K
|
18.8K
$7.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
377+ 2.9% |
$153K - $171K
|
13.4K
$5.52M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 2.0% |
$153K - $171K
|
19.2K
$7.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
375+ 3.59% |
$152K - $170K
|
10.8K
$4.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
374+ 2.41% |
$152K - $170K
|
15.9K
$6.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
373+ 4.17% |
$152K - $170K
|
9.31K
$3.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
372+ 7.22% |
$151K - $169K
|
5.52K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
372+ 4.87% |
$151K - $169K
|
8.01K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
369+ 54.26% |
$150K - $168K
|
1.05K
$433K
|