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 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-95- 4.8% |
$38.6K - $43.2K
|
1.89K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-97- 0.59% |
$39.4K - $44.1K
|
16.3K
$7.23M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-97- 2.92% |
$39.4K - $44.1K
|
3.23K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-97- 0.79% |
$39.4K - $44.1K
|
12.1K
$5.39M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-97- 1.01% |
$39.4K - $44.1K
|
9.55K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-98- 2.19% |
$39.8K - $44.5K
|
4.39K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-98- 5.79% |
$39.8K - $44.5K
|
1.6K
$708K
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-100- 7.3% |
$40.6K - $45.4K
|
1.27K
$564K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-100- 0.22% |
$40.6K - $45.4K
|
45.8K
$20.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 1.61% |
$40.6K - $45.4K
|
6.1K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.56% |
$40.6K - $45.4K
|
17.9K
$7.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 0.94% |
$40.6K - $45.4K
|
10.5K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-100- 4.42% |
$40.6K - $45.4K
|
2.16K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-101- 1.16% |
$41K - $45.9K
|
8.63K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-103- 0.53% |
$41.9K - $46.8K
|
19.2K
$8.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-103- 1.38% |
$41.9K - $46.8K
|
7.35K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.0% |
$42.7K - $47.7K
|
10.4K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-106- 2.74% |
$43.1K - $48.2K
|
3.76K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-107- 0.93% |
$43.5K - $48.6K
|
11.4K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-108- 4.94% |
$43.9K - $49.1K
|
2.08K
$923K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-108- 0.25% |
$43.9K - $49.1K
|
42.3K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-109- 0.66% |
$44.3K - $49.5K
|
16.4K
$7.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-111- 0.05% |
$45.1K - $50.4K
|
226K
$100M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-113- 0.69% |
$45.9K - $51.4K
|
16.2K
$7.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-114- 2.26% |
$46.3K - $51.8K
|
4.92K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-115- 3.41% |
$46.7K - $52.3K
|
3.26K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-116- 2.62% |
$47.1K - $52.7K
|
4.31K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-116- 12.17% |
$47.1K - $52.7K
|
837
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-116- 8.77% |
$47.1K - $52.7K
|
1.21K
$536K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-116- 0.08% |
$47.1K - $52.7K
|
141K
$62.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-116- 0.13% |
$47.1K - $52.7K
|
88.3K
$39.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-118- 0.74% |
$47.9K - $53.6K
|
15.8K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-118- 0.83% |
$47.9K - $53.6K
|
14.1K
$6.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-119- 1.27% |
$48.4K - $54.1K
|
9.24K
$4.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-122- 2.65% |
$49.6K - $55.4K
|
4.48K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-122- 0.7% |
$49.6K - $55.4K
|
17.3K
$7.69M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-124- 0.54% |
$50.4K - $56.4K
|
22.9K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-124- 0.52% |
$50.4K - $56.4K
|
23.8K
$10.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-125- 0.75% |
$50.8K - $56.8K
|
16.6K
$7.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-125- 0.91% |
$50.8K - $56.8K
|
13.6K
$6.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-128- 0.68% |
$52K - $58.2K
|
18.7K
$8.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-130- 0.91% |
$52.8K - $59.1K
|
14.2K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-133- 1.69% |
$54K - $60.4K
|
7.72K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-134- 13.99% |
$54.5K - $60.9K
|
824
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-135- 2.92% |
$54.9K - $61.4K
|
4.48K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-136- 0.56% |
$55.3K - $61.8K
|
24.3K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-139- 41.12% |
$56.5K - $63.2K
|
199
$88.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-139- 7.17% |
$56.5K - $63.2K
|
1.8K
$799K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-143- 4.69% |
$58.1K - $65K
|
2.91K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-144- 3.11% |
$58.5K - $65.4K
|
4.48K
$1.99M
|