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 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6+ 0.37% |
$2.44K - $2.73K
|
1.65K
$715K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5+ 0.1% |
$2.03K - $2.27K
|
5.02K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
5+ 0.44% |
$2.03K - $2.27K
|
1.13K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4+ 0.71% |
$1.63K - $1.82K
|
564
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$1.63K - $1.82K
|
3.81K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$1.63K - $1.82K
|
15.8K
$6.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4+ 0.15% |
$1.63K - $1.82K
|
2.61K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$1.63K - $1.82K
|
13.9K
$6.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.49% |
$1.63K - $1.82K
|
815
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
4+ 0.23% |
$1.63K - $1.82K
|
1.72K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3+ 0.01% |
$1.22K - $1.36K
|
20.3K
$8.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.18% |
$1.22K - $1.36K
|
1.7K
$737K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.17% |
$1.22K - $1.36K
|
1.78K
$775K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.06% |
$1.22K - $1.36K
|
4.74K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2+ 1.72% |
$813 - $909
|
118
$51.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.05% |
$813 - $909
|
4.45K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.23% |
$813 - $909
|
873
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.16% |
$813 - $909
|
1.25K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2+ 0.16% |
$813 - $909
|
1.22K
$530K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.48K
$641K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.4K
$607K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.01% |
$406 - $454
|
8.47K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.16K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$406 - $454
|
805
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1+ 0.21% |
$406 - $454
|
480
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.01% |
$406 - $454
|
7.58K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1+ 0.01% |
$406 - $454
|
7.6K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1+ 0.18% |
$406 - $454
|
548
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.04% |
$406 - $454
|
2.68K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$406 - $454
|
917
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.05% |
$406 - $454
|
1.85K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.52K
$660K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$406 - $454
|
1.24K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.05% |
$406 - $454
|
2.02K
$880K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$406 - $454
|
1.98K
$862K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.85K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$406 - $454
|
10.2K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$406 - $454
|
1.29K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-1- 0.08% |
$406 - $454
|
1.26K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$406 - $454
|
37K
$16.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.2K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-2- 0.1% |
$813 - $909
|
1.9K
$827K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.18K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$813 - $909
|
12.1K
$5.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.36% |
$813 - $909
|
559
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3- 0.04% |
$1.22K - $1.36K
|
8.03K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3- 0.59% |
$1.22K - $1.36K
|
507
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 0.13% |
$1.22K - $1.36K
|
2.34K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 0.12% |
$1.22K - $1.36K
|
2.57K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-4- 0.01% |
$1.63K - $1.82K
|
32.9K
$14.3M
|