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 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
368+ 0.69% |
$150K - $167K
|
53.5K
$22.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
368+ 0.67% |
$150K - $167K
|
55.4K
$22.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
368+ 4.94% |
$150K - $167K
|
7.82K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
361+ 17.46% |
$147K - $164K
|
2.43K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
360+ 3.74% |
$146K - $164K
|
10K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
358+ 0.6% |
$145K - $163K
|
60.4K
$24.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
355+ 3.15% |
$144K - $161K
|
11.6K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
355+ 3.46% |
$144K - $161K
|
10.6K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
354+ 4.09% |
$144K - $161K
|
9.01K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
352+ 1.16% |
$143K - $160K
|
30.8K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
351+ 3.28% |
$143K - $160K
|
11.1K
$4.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
349+ 5.27% |
$142K - $159K
|
6.97K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
347+ 5.63% |
$141K - $158K
|
6.51K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
347+ 2.46% |
$141K - $158K
|
14.4K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
344+ 10.27% |
$140K - $156K
|
3.7K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
344New |
$140K - $156K
|
344
$142K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
343+ 6.91% |
$139K - $156K
|
5.31K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
343+ 3.99% |
$139K - $156K
|
8.93K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
343+ 7.02% |
$139K - $156K
|
5.23K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
342+ 0.91% |
$139K - $155K
|
38K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
341+ 4.21% |
$139K - $155K
|
8.43K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
341+ 3.89% |
$139K - $155K
|
9.1K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
340+ 20.61% |
$138K - $155K
|
1.99K
$821K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
339+ 4.13% |
$138K - $154K
|
8.54K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
339+ 1.5% |
$138K - $154K
|
22.9K
$9.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
339+ 0.26% |
$138K - $154K
|
132K
$54.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
338+ 2.13% |
$137K - $154K
|
16.2K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
337+ 0.87% |
$137K - $153K
|
38.9K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
336+ 1.73% |
$137K - $153K
|
19.8K
$8.17M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
336+ 45.84% |
$137K - $153K
|
1.07K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
336+ 6.91% |
$137K - $153K
|
5.2K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
335New |
$136K - $152K
|
335
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
335+ 3.25% |
$136K - $152K
|
10.6K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
334+ 0.49% |
$136K - $152K
|
68.8K
$28.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
334+ 15.48% |
$136K - $152K
|
2.49K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
332+ 9.52% |
$135K - $151K
|
3.82K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
332+ 3.4% |
$135K - $151K
|
10.1K
$4.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
332+ 0.77% |
$135K - $151K
|
43.2K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
331+ 4.09% |
$135K - $150K
|
8.43K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
331+ 0.52% |
$135K - $150K
|
64.6K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
330+ 3.34% |
$134K - $150K
|
10.2K
$4.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
329+ 0.46% |
$134K - $150K
|
71.1K
$29.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
328+ 12.4% |
$133K - $149K
|
2.97K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
327+ 1.97% |
$133K - $149K
|
17K
$6.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
327+ 0.94% |
$133K - $149K
|
35.1K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
325+ 1.64% |
$132K - $148K
|
20.2K
$8.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
325+ 0.8% |
$132K - $148K
|
41.1K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
322+ 1.65% |
$131K - $146K
|
19.9K
$8.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
321+ 0.53% |
$130K - $146K
|
60.8K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
321+ 1.08% |
$130K - $146K
|
30K
$12.4M
|