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 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-773- 4.74% |
$314K - $351K
|
15.5K
$6.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-786- 5.91% |
$319K - $357K
|
12.5K
$5.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-794- 6.99% |
$323K - $361K
|
10.6K
$4.59M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-795- 31.15% |
$323K - $361K
|
1.76K
$764K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-798- 5.85% |
$324K - $363K
|
12.8K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-804- 1.76% |
$327K - $365K
|
44.9K
$19.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-804- 1.16% |
$327K - $365K
|
68.5K
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-806- 45.2% |
$328K - $366K
|
977
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-806- 1.7% |
$328K - $366K
|
46.7K
$20.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-812- 1.92% |
$330K - $369K
|
41.4K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-813- 24.56% |
$330K - $369K
|
2.5K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-813- 3.24% |
$330K - $369K
|
24.3K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-826- 4.21% |
$336K - $375K
|
18.8K
$8.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-859- 3.51% |
$349K - $390K
|
23.6K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-867- 6.37% |
$352K - $394K
|
12.7K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-873- 1.69% |
$355K - $397K
|
50.7K
$22M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-878- 15.11% |
$357K - $399K
|
4.93K
$2.14M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-880- 0.64% |
$358K - $400K
|
136K
$59.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-880- 1.06% |
$358K - $400K
|
82.4K
$35.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-890- 1.21% |
$362K - $404K
|
72.8K
$31.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-899- 4.31% |
$365K - $409K
|
20K
$8.68M
|
|
|
Jan 17, 2025
Q4 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-900- 1.73% |
$366K - $409K
|
51.2K
$22.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-909- 8.02% |
$369K - $413K
|
10.4K
$4.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-910- 1.17% |
$370K - $414K
|
76.7K
$33.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-920- 2.05% |
$374K - $418K
|
44K
$19.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-925- 14.39% |
$376K - $420K
|
5.5K
$2.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-931- 3.1% |
$378K - $423K
|
29.1K
$12.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-960- 3.98% |
$390K - $436K
|
23.1K
$10.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-966- 1.88% |
$393K - $439K
|
50.3K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-971- 4.12% |
$395K - $441K
|
22.6K
$9.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-977- 5.71% |
$397K - $444K
|
16.1K
$7.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-985- 1.16% |
$400K - $448K
|
83.6K
$36.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-986- 1.98% |
$401K - $448K
|
48.9K
$21.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-995- 2.46% |
$404K - $452K
|
39.5K
$17.1M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 3.95% |
$406K - $454K
|
24.3K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1K- 22.56% |
$406K - $454K
|
3.43K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 6.31% |
$408K - $456K
|
14.9K
$6.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1K- 3.05% |
$408K - $456K
|
31.9K
$13.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.01K- 5.58% |
$408K - $457K
|
17K
$7.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.01K- 6.53% |
$409K - $458K
|
14.4K
$6.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 28.35% |
$416K - $465K
|
2.59K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.03K- 1.43% |
$419K - $469K
|
70.8K
$30.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.03K- 3.26% |
$419K - $469K
|
30.6K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.03K- 14.99% |
$419K - $469K
|
5.85K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.04K- 1.78% |
$421K - $470K
|
57.2K
$24.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.04K- 2.83% |
$421K - $471K
|
35.6K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.04K- 4.41% |
$422K - $472K
|
22.5K
$9.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.08K- 7.41% |
$439K - $491K
|
13.5K
$5.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.1K- 0.95% |
$445K - $498K
|
115K
$49.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.1K- 4.17% |
$447K - $499K
|
25.3K
$11M
|