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 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.81K+ 1.84% |
$733K - $820K
|
99.7K
$39.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.8KNew |
$733K - $819K
|
1.8K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.8K+ 5.37% |
$733K - $819K
|
35.4K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.8K+ 11.33% |
$732K - $819K
|
17.7K
$6.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 3.77% |
$732K - $818K
|
49.5K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.8KNew |
$730K - $816K
|
1.8K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.8KNew |
$729K - $816K
|
1.8K
$707K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.79K+ 5.24% |
$727K - $813K
|
35.9K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.79KNew |
$726K - $812K
|
1.79K
$704K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.79K+ 26.65% |
$725K - $811K
|
8.48K
$3.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
1.79KNew |
$725K - $811K
|
1.79K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.78K+ 0.25% |
$724K - $810K
|
709K
$279M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.77KNew |
$720K - $805K
|
1.77K
$698K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.77K+ 15.75% |
$718K - $803K
|
13K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.76K+ 11.44% |
$716K - $801K
|
17.2K
$6.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.76KNew |
$716K - $800K
|
1.76K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 0.86% |
$712K - $796K
|
204K
$80.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.75K+ 58.92% |
$711K - $795K
|
4.72K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.75K+ 1.31% |
$709K - $793K
|
135K
$53.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
1.74K+ 6.46% |
$709K - $793K
|
28.7K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.74K+ 4.61% |
$708K - $792K
|
39.6K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.74K+ 11.45% |
$707K - $791K
|
16.9K
$6.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.74K+ 3.63% |
$707K - $790K
|
49.7K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.74K+ 103.95% |
$705K - $788K
|
3.4K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 1.99% |
$705K - $788K
|
88.9K
$35M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.73K+ 4.33% |
$704K - $787K
|
41.7K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
1.73K+ 3.28% |
$704K - $787K
|
54.6K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
1.73K+ 7.62% |
$703K - $786K
|
24.4K
$9.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.73K+ 297.41% |
$701K - $784K
|
2.31K
$908K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.72K+ 2.13% |
$698K - $781K
|
82.6K
$32.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.72K+ 6.29% |
$697K - $780K
|
29K
$11.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 25.18% |
$695K - $777K
|
8.5K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.71K+ 2.2% |
$695K - $777K
|
79.3K
$31.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.71KNew |
$694K - $777K
|
1.71K
$673K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.71KNew |
$694K - $776K
|
1.71K
$673K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.69KNew |
$687K - $768K
|
1.69K
$666K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.68K+ 7.47% |
$684K - $765K
|
24.2K
$9.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.68K+ 23.06% |
$681K - $762K
|
8.94K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.68K+ 5.58% |
$681K - $762K
|
31.7K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 8.48% |
$680K - $761K
|
21.4K
$8.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.67K+ 3.38% |
$680K - $760K
|
51.2K
$20.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.67K+ 8.61% |
$679K - $759K
|
21.1K
$8.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.67K+ 1.26% |
$678K - $758K
|
134K
$52.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.66K+ 6.34% |
$676K - $756K
|
27.9K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
1.66KNew |
$675K - $755K
|
1.66K
$655K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.66K+ 1.37% |
$673K - $753K
|
123K
$48.4M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 87.84% |
$672K - $752K
|
3.54K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.65K+ 1.04% |
$672K - $751K
|
160K
$63M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
1.65KNew |
$670K - $750K
|
1.65K
$650K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.65K+ 27.88% |
$670K - $749K
|
7.56K
$2.98M
|