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
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
176+ 1.03% |
$71.5K - $80K
|
17.2K
$7.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 1.1% |
$71.1K - $79.5K
|
16K
$6.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
175+ 1.29% |
$71.1K - $79.5K
|
13.7K
$5.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
174+ 9.79% |
$70.7K - $79.1K
|
1.95K
$805K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
172+ 3.67% |
$69.9K - $78.2K
|
4.86K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
172+ 0.61% |
$69.9K - $78.2K
|
28.5K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.47% |
$69.1K - $77.3K
|
11.8K
$4.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
169+ 1.78% |
$68.7K - $76.8K
|
9.68K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
165+ 1.57% |
$67K - $75K
|
10.7K
$4.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
164+ 4.74% |
$66.6K - $74.5K
|
3.63K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
161+ 5.64% |
$65.4K - $73.2K
|
3.02K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
161+ 1.33% |
$65.4K - $73.2K
|
12.3K
$5.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
161+ 1.09% |
$65.4K - $73.2K
|
14.9K
$6.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
160+ 4.5% |
$65K - $72.7K
|
3.72K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
159+ 1.05% |
$64.6K - $72.3K
|
15.2K
$6.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
159+ 1.99% |
$64.6K - $72.3K
|
8.17K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
159+ 3.39% |
$64.6K - $72.3K
|
4.85K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
159+ 7.68% |
$64.6K - $72.3K
|
2.23K
$919K
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
158+ 3.86% |
$64.2K - $71.8K
|
4.25K
$1.75M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
157+ 1.34% |
$63.8K - $71.4K
|
11.9K
$4.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
157+ 6.52% |
$63.8K - $71.4K
|
2.57K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
157+ 1.21% |
$63.8K - $71.4K
|
13.2K
$5.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
157+ 0.9% |
$63.8K - $71.4K
|
17.7K
$7.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
156+ 7.4% |
$63.4K - $70.9K
|
2.26K
$933K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
155+ 0.42% |
$63K - $70.4K
|
36.9K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
155+ 2.76% |
$63K - $70.4K
|
5.77K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
154+ 1.19% |
$62.6K - $70K
|
13.1K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
154+ 1.86% |
$62.6K - $70K
|
8.44K
$3.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
153+ 1.6% |
$62.2K - $69.5K
|
9.74K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
152+ 0.82% |
$61.8K - $69.1K
|
18.8K
$7.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
152+ 4.23% |
$61.8K - $69.1K
|
3.75K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
151+ 4.07% |
$61.4K - $68.6K
|
3.86K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
151+ 2.02% |
$61.4K - $68.6K
|
7.62K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
150+ 1.52% |
$61K - $68.2K
|
10K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
150+ 1.15% |
$61K - $68.2K
|
13.2K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
149+ 0.73% |
$60.5K - $67.7K
|
20.4K
$8.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
148+ 0.7% |
$60.1K - $67.3K
|
21.4K
$8.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
148+ 0.16% |
$60.1K - $67.3K
|
93.6K
$38.6M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
147+ 0.7% |
$59.7K - $66.8K
|
21.2K
$8.73M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
146+ 4.87% |
$59.3K - $66.4K
|
3.14K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
146+ 1.18% |
$59.3K - $66.4K
|
12.5K
$5.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
146+ 3.34% |
$59.3K - $66.4K
|
4.51K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
146+ 4.13% |
$59.3K - $66.4K
|
3.68K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
143+ 16.84% |
$58.1K - $65K
|
992
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
143+ 0.54% |
$58.1K - $65K
|
26.9K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
143+ 1.72% |
$58.1K - $65K
|
8.47K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
143+ 1.43% |
$58.1K - $65K
|
10.2K
$4.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
143+ 1.96% |
$58.1K - $65K
|
7.44K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
142+ 0.44% |
$57.7K - $64.5K
|
32.8K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
142+ 0.94% |
$57.7K - $64.5K
|
15.2K
$6.26M
|