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 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.76K+ 11.44% |
$716K - $801K
|
17.2K
$8.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
1.76KNew |
$716K - $800K
|
1.76K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 0.86% |
$712K - $796K
|
204K
$105M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.75K+ 58.92% |
$711K - $795K
|
4.72K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.75K+ 1.31% |
$709K - $793K
|
135K
$69M
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
1.74K+ 6.46% |
$709K - $793K
|
28.7K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.74K+ 4.61% |
$708K - $792K
|
39.6K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.74K+ 11.45% |
$707K - $791K
|
16.9K
$8.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.74K+ 3.63% |
$707K - $790K
|
49.7K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.74K+ 103.95% |
$705K - $788K
|
3.4K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 1.99% |
$705K - $788K
|
88.9K
$45.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.73K+ 4.33% |
$704K - $787K
|
41.7K
$21.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
1.73K+ 3.28% |
$704K - $787K
|
54.6K
$27.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
1.73K+ 7.62% |
$703K - $786K
|
24.4K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.73K+ 297.41% |
$701K - $784K
|
2.31K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.72K+ 2.13% |
$698K - $781K
|
82.6K
$42.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.72K+ 6.29% |
$697K - $780K
|
29K
$14.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 25.18% |
$695K - $777K
|
8.5K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.71K+ 2.2% |
$695K - $777K
|
79.3K
$40.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.71KNew |
$694K - $777K
|
1.71K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.71KNew |
$694K - $776K
|
1.71K
$874K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.69KNew |
$687K - $768K
|
1.69K
$865K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.68K+ 7.47% |
$684K - $765K
|
24.2K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.68K+ 23.06% |
$681K - $762K
|
8.94K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.68K+ 5.58% |
$681K - $762K
|
31.7K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 8.48% |
$680K - $761K
|
21.4K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.67K+ 3.38% |
$680K - $760K
|
51.2K
$26.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.67K+ 8.61% |
$679K - $759K
|
21.1K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.67K+ 1.26% |
$678K - $758K
|
134K
$68.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.66K+ 6.34% |
$676K - $756K
|
27.9K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
1.66KNew |
$675K - $755K
|
1.66K
$850K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.66K+ 1.37% |
$673K - $753K
|
123K
$62.8M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 87.84% |
$672K - $752K
|
3.54K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.65K+ 1.04% |
$672K - $751K
|
160K
$81.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
1.65KNew |
$670K - $750K
|
1.65K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.65K+ 27.88% |
$670K - $749K
|
7.56K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.65K+ 30.95% |
$669K - $748K
|
6.96K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.64K+ 5.68% |
$664K - $743K
|
30.4K
$15.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.63K+ 0.29% |
$664K - $742K
|
566K
$290M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.63K+ 22.21% |
$662K - $741K
|
8.97K
$4.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.63K+ 3.86% |
$662K - $741K
|
43.8K
$22.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.63K+ 9.46% |
$661K - $739K
|
18.8K
$9.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.63K+ 9.99% |
$660K - $738K
|
17.9K
$9.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.63K+ 19.98% |
$660K - $738K
|
9.76K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1.62K+ 6.33% |
$660K - $738K
|
27.3K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
1.62K+ 8.1% |
$658K - $736K
|
21.6K
$11.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.62K+ 2.53% |
$658K - $736K
|
65.7K
$33.6M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.62K+ 55.92% |
$658K - $736K
|
4.51K
$2.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.62K+ 18.96% |
$656K - $734K
|
10.1K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.61KNew |
$655K - $733K
|
1.61K
$825K
|