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 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.91K+ 4.05% |
$776K - $868K
|
49.1K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.91K+ 12.06% |
$775K - $867K
|
17.7K
$9.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
1.91K+ 5.63% |
$775K - $866K
|
35.8K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.91K+ 1.8% |
$774K - $866K
|
108K
$55.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.9KNew |
$773K - $865K
|
1.9K
$974K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.9KNew |
$773K - $865K
|
1.9K
$974K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.9K+ 2.08% |
$772K - $863K
|
93.1K
$47.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
1.9KNew |
$771K - $862K
|
1.9K
$971K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.9KNew |
$770K - $861K
|
1.9K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.89K+ 3.39% |
$769K - $860K
|
57.7K
$29.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.89K+ 0.37% |
$767K - $858K
|
515K
$264M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.88K+ 0.8% |
$766K - $856K
|
237K
$121M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.88KNew |
$765K - $856K
|
1.88K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
1.87KNew |
$761K - $851K
|
1.87K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.87K+ 47.58% |
$760K - $850K
|
5.8K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.87KNew |
$759K - $849K
|
1.87K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.87K+ 6.6% |
$758K - $848K
|
30.1K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.86K+ 31.57% |
$757K - $847K
|
7.77K
$3.98M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.86K+ 2.28% |
$757K - $847K
|
83.5K
$42.7M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.85K+ 2.24% |
$753K - $842K
|
84.4K
$43.2M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.85K+ 1.86% |
$751K - $839K
|
101K
$51.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
1.85KNew |
$750K - $839K
|
1.85K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1.85KNew |
$750K - $839K
|
1.85K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.84K+ 33.49% |
$749K - $838K
|
7.35K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.84KNew |
$748K - $837K
|
1.84K
$942K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.84K+ 20.38% |
$747K - $835K
|
10.9K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.83K+ 0.27% |
$745K - $833K
|
671K
$344M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.83K+ 14.07% |
$744K - $832K
|
14.8K
$7.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.83K+ 2.12% |
$743K - $831K
|
88.1K
$45.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.83K+ 2.38% |
$742K - $830K
|
78.7K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.82KNew |
$740K - $827K
|
1.82K
$931K
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.82KNew |
$739K - $827K
|
1.82K
$931K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.82KNew |
$738K - $825K
|
1.82K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.81K+ 5.4% |
$737K - $824K
|
35.4K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.81KNew |
$736K - $823K
|
1.81K
$927K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
1.81K+ 40.06% |
$735K - $823K
|
6.33K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.81K+ 1.84% |
$733K - $820K
|
99.7K
$51M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.8KNew |
$733K - $819K
|
1.8K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.8K+ 5.37% |
$733K - $819K
|
35.4K
$18.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.8K+ 11.33% |
$732K - $819K
|
17.7K
$9.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 3.77% |
$732K - $818K
|
49.5K
$25.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.8KNew |
$730K - $816K
|
1.8K
$919K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.8KNew |
$729K - $816K
|
1.8K
$919K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.79K+ 5.24% |
$727K - $813K
|
35.9K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.79KNew |
$726K - $812K
|
1.79K
$914K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.79K+ 26.65% |
$725K - $811K
|
8.48K
$4.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
1.79KNew |
$725K - $811K
|
1.79K
$913K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.78K+ 0.25% |
$724K - $810K
|
709K
$363M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.77KNew |
$720K - $805K
|
1.77K
$907K
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.77K+ 15.75% |
$718K - $803K
|
13K
$6.65M
|