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 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-1- 0.08% |
$406 - $454
|
1.26K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$406 - $454
|
37K
$15.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1- 0.01% |
$406 - $454
|
8.44K
$3.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.2K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-2- 0.1% |
$813 - $909
|
1.9K
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.18K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$813 - $909
|
12.1K
$4.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.36% |
$813 - $909
|
559
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3- 0.04% |
$1.22K - $1.36K
|
8.03K
$3.3M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3- 0.59% |
$1.22K - $1.36K
|
507
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 0.13% |
$1.22K - $1.36K
|
2.34K
$960K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 0.12% |
$1.22K - $1.36K
|
2.57K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-3- 0.2% |
$1.22K - $1.36K
|
1.48K
$610K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-4- 0.01% |
$1.63K - $1.82K
|
32.9K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-4- 0.18% |
$1.63K - $1.82K
|
2.28K
$936K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$1.63K - $1.82K
|
2.99K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.05% |
$1.63K - $1.82K
|
8.64K
$3.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-5- 0.84% |
$2.03K - $2.27K
|
587
$241K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.03% |
$2.03K - $2.27K
|
19K
$7.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-5- 0.73% |
$2.03K - $2.27K
|
676
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.03K - $2.27K
|
10.5K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-6- 0.18% |
$2.44K - $2.73K
|
3.4K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-6- 0.01% |
$2.44K - $2.73K
|
51.8K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-6- 0.59% |
$2.44K - $2.73K
|
1.02K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$3.25K - $3.64K
|
6.66K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-9- 0.01% |
$3.66K - $4.09K
|
68.9K
$28.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9- 0.08% |
$3.66K - $4.09K
|
11K
$4.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.28K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10- 0.09% |
$4.06K - $4.54K
|
11.7K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.33K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-10- 0.11% |
$4.06K - $4.54K
|
9.3K
$3.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-10- 2.05% |
$4.06K - $4.54K
|
477
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-10- 0.66% |
$4.06K - $4.54K
|
1.51K
$619K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.4% |
$4.06K - $4.54K
|
2.52K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10- 0.02% |
$4.06K - $4.54K
|
41.2K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 1.55% |
$4.06K - $4.54K
|
635
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11- 1.41% |
$4.47K - $5K
|
771
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.18% |
$4.88K - $5.45K
|
6.76K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-12- 0.11% |
$4.88K - $5.45K
|
10.5K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 0.16% |
$4.88K - $5.45K
|
7.57K
$3.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-13- 0.09% |
$5.28K - $5.91K
|
14.1K
$5.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-13- 0.15% |
$5.28K - $5.91K
|
8.61K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-14- 1.49% |
$5.69K - $6.36K
|
924
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.25% |
$5.69K - $6.36K
|
5.61K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-14- 0.07% |
$5.69K - $6.36K
|
19.7K
$8.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-14- 0.05% |
$5.69K - $6.36K
|
27.5K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 0.01% |
$6.1K - $6.82K
|
103K
$42.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-15- 0.25% |
$6.1K - $6.82K
|
6.06K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-16- 1.09% |
$6.5K - $7.27K
|
1.45K
$594K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-16- 1.37% |
$6.5K - $7.27K
|
1.15K
$472K
|