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 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.35K+ 77.27% |
$953K - $1.07M
|
5.38K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.34K+ 3.07% |
$952K - $1.06M
|
78.6K
$31M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.33K+ 3.07% |
$948K - $1.06M
|
78.2K
$30.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.33KNew |
$945K - $1.06M
|
2.33K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.32K+ 14.07% |
$944K - $1.06M
|
18.8K
$7.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.32KNew |
$942K - $1.05M
|
2.32K
$914K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.32KNew |
$941K - $1.05M
|
2.32K
$912K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31K+ 1.59% |
$940K - $1.05M
|
147K
$58.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.3K+ 3.99% |
$935K - $1.05M
|
59.9K
$23.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.3KNew |
$935K - $1.05M
|
2.3K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.3K+ 4.45% |
$934K - $1.04M
|
54K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.3K+ 2.18% |
$933K - $1.04M
|
108K
$42.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.29K+ 11.42% |
$930K - $1.04M
|
22.3K
$8.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.28KNew |
$927K - $1.04M
|
2.28K
$899K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.28KNew |
$927K - $1.04M
|
2.28K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.28K+ 2.35% |
$925K - $1.03M
|
99.2K
$39.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.26K+ 28.02% |
$919K - $1.03M
|
10.3K
$4.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.26KNew |
$916K - $1.02M
|
2.26K
$889K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.25K+ 2.64% |
$916K - $1.02M
|
87.8K
$34.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.25K+ 8.61% |
$914K - $1.02M
|
28.4K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
2.25K+ 10.68% |
$913K - $1.02M
|
23.3K
$9.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.25K+ 28.56% |
$912K - $1.02M
|
10.1K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.25K+ 51.63% |
$912K - $1.02M
|
6.59K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.24KNew |
$912K - $1.02M
|
2.24K
$884K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.24KNew |
$909K - $1.02M
|
2.24K
$881K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.24K+ 2.45% |
$908K - $1.02M
|
93.5K
$36.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.23K+ 2.88% |
$907K - $1.01M
|
79.6K
$31.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.23KNew |
$907K - $1.01M
|
2.23K
$879K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.23K+ 7.13% |
$905K - $1.01M
|
33.5K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.22K+ 39.64% |
$903K - $1.01M
|
7.83K
$3.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.22K+ 5.72% |
$902K - $1.01M
|
41K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2.22KNew |
$902K - $1.01M
|
2.22K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
2.21KNew |
$898K - $1M
|
2.21K
$871K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
2.21K+ 5.18% |
$897K - $1M
|
44.8K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.21K+ 2.02% |
$896K - $1M
|
111K
$43.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.21K+ 38.53% |
$896K - $1M
|
7.93K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
2.2K+ 4.82% |
$896K - $1M
|
47.9K
$18.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.2KNew |
$894K - $1M
|
2.2K
$867K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.2K+ 18.58% |
$893K - $998K
|
14K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.2K+ 1.14% |
$893K - $998K
|
195K
$77M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.19KNew |
$891K - $996K
|
2.19K
$864K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.19K+ 6.52% |
$891K - $996K
|
35.8K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.19K+ 1.86% |
$889K - $994K
|
120K
$47.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.18K+ 54.44% |
$887K - $993K
|
6.2K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.18KNew |
$887K - $992K
|
2.18K
$860K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.18K+ 6.21% |
$886K - $991K
|
37.3K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.18K+ 0.8% |
$885K - $990K
|
273K
$108M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.17K+ 13.56% |
$883K - $988K
|
18.2K
$7.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.17K+ 8.81% |
$883K - $987K
|
26.8K
$10.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.17KNew |
$881K - $985K
|
2.17K
$854K
|