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 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-436- 0.49% |
$177K - $198K
|
87.9K
$38.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-438- 3.29% |
$178K - $199K
|
12.9K
$5.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-440- 5.91% |
$179K - $200K
|
7K
$3.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-440- 0.67% |
$179K - $200K
|
65.1K
$28.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-445- 1.72% |
$181K - $202K
|
25.4K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-447- 0.92% |
$182K - $203K
|
48K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-456- 4.56% |
$185K - $207K
|
9.55K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-473- 1.17% |
$192K - $215K
|
40K
$17.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-479- 2.42% |
$195K - $218K
|
19.3K
$8.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-481- 1.53% |
$195K - $219K
|
30.9K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-482- 16.03% |
$196K - $219K
|
2.52K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-482- 0.39% |
$196K - $219K
|
122K
$53.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-486- 5.33% |
$197K - $221K
|
8.63K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-488- 0.58% |
$198K - $222K
|
83.4K
$36.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-488- 8.95% |
$198K - $222K
|
4.96K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-488- 2.53% |
$198K - $222K
|
18.8K
$8.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-488- 6.69% |
$198K - $222K
|
6.81K
$3.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-492- 1.88% |
$200K - $224K
|
25.6K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-498- 2.1% |
$202K - $226K
|
23.2K
$10.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 4.3% |
$203K - $227K
|
11.1K
$4.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 1.4% |
$203K - $227K
|
35.2K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-500- 0.9% |
$203K - $227K
|
55K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-501- 5.88% |
$204K - $228K
|
8.02K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-503- 15.54% |
$204K - $229K
|
2.73K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-506- 1.6% |
$206K - $230K
|
31K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-507- 0.56% |
$206K - $230K
|
89.4K
$39.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-508- 0.67% |
$206K - $231K
|
75.6K
$33.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-510- 4.36% |
$207K - $232K
|
11.2K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-514- 0.66% |
$209K - $234K
|
77.2K
$34.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-521- 0.37% |
$212K - $237K
|
139K
$61.4M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-523- 0.48% |
$213K - $238K
|
109K
$48.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-525- 10.44% |
$213K - $239K
|
4.5K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-530- 3.88% |
$215K - $241K
|
13.1K
$5.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-530- 7.44% |
$215K - $241K
|
6.6K
$2.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-532- 3.1% |
$216K - $242K
|
16.6K
$7.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-534- 4.42% |
$217K - $243K
|
11.5K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-536- 1.26% |
$218K - $244K
|
42K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-537- 1.14% |
$218K - $244K
|
46.5K
$20.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-542- 1.78% |
$220K - $246K
|
29.9K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-554- 10.34% |
$225K - $252K
|
4.8K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-556- 15.35% |
$226K - $253K
|
3.07K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-558- 4.19% |
$227K - $254K
|
12.7K
$5.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-561- 0.87% |
$228K - $255K
|
64.1K
$28.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-561- 7.59% |
$228K - $255K
|
6.83K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-564- 3.02% |
$229K - $256K
|
18.1K
$8.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-567- 1.26% |
$230K - $258K
|
44.4K
$19.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-569- 3.5% |
$231K - $259K
|
15.7K
$6.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-572- 1.06% |
$232K - $260K
|
53.6K
$23.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-574- 2.2% |
$233K - $261K
|
25.5K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-579- 0.79% |
$235K - $263K
|
72.4K
$32M
|