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 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-579- 4.56% |
$235K - $263K
|
12.1K
$5.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-582- 2.14% |
$236K - $264K
|
26.6K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-585- 5.71% |
$238K - $266K
|
9.67K
$4.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-587- 0.37% |
$239K - $267K
|
158K
$69.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-590- 0.56% |
$240K - $268K
|
106K
$46.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-591- 3.16% |
$240K - $269K
|
18.1K
$8.01M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-593- 4.48% |
$241K - $269K
|
12.6K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-600- 4.85% |
$244K - $273K
|
11.8K
$5.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-604- 1.38% |
$245K - $274K
|
43.3K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-607- 4.25% |
$247K - $276K
|
13.7K
$6.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-609- 3.57% |
$247K - $277K
|
16.5K
$7.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-610- 4.0% |
$248K - $277K
|
14.7K
$6.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-612- 2.13% |
$249K - $278K
|
28.1K
$12.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-617- 0.48% |
$251K - $280K
|
129K
$56.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-620- 5.0% |
$252K - $282K
|
11.8K
$5.21M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-625- 4.64% |
$254K - $284K
|
12.8K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-633- 1.99% |
$257K - $288K
|
31.2K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-637- 4.91% |
$259K - $289K
|
12.3K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-643- 1.59% |
$261K - $292K
|
39.7K
$17.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-646- 5.14% |
$263K - $294K
|
11.9K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-667- 2.21% |
$271K - $303K
|
29.5K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-667- 12.23% |
$271K - $303K
|
4.79K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-671- 2.78% |
$273K - $305K
|
23.4K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-673- 3.8% |
$273K - $306K
|
17K
$7.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-680- 4.38% |
$276K - $309K
|
14.8K
$6.56M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-684- 10.78% |
$278K - $311K
|
5.66K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-685- 20.76% |
$278K - $311K
|
2.61K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-686- 2.75% |
$279K - $312K
|
24.3K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-692- 0.58% |
$281K - $314K
|
120K
$52.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-695- 0.76% |
$282K - $316K
|
90.2K
$39.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-698- 3.56% |
$284K - $317K
|
18.9K
$8.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-700- 8.81% |
$284K - $318K
|
7.24K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-705- 0.44% |
$286K - $320K
|
158K
$69.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-706- 10.11% |
$287K - $321K
|
6.27K
$2.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-711- 3.0% |
$289K - $323K
|
23K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-716- 0.48% |
$291K - $325K
|
148K
$65.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-718- 11.59% |
$292K - $326K
|
5.48K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-740- 2.5% |
$301K - $336K
|
28.8K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-742- 2.85% |
$302K - $337K
|
25.3K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-748- 4.63% |
$304K - $340K
|
15.4K
$6.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-753- 9.46% |
$306K - $342K
|
7.21K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$307K - $343K
|
14.2K
$6.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-770- 6.99% |
$313K - $350K
|
10.2K
$4.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-773- 4.74% |
$314K - $351K
|
15.5K
$6.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-786- 5.91% |
$319K - $357K
|
12.5K
$5.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-790- 3.73% |
$321K - $359K
|
20.4K
$9.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-794- 6.99% |
$323K - $361K
|
10.6K
$4.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-795- 31.15% |
$323K - $361K
|
1.76K
$777K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-798- 5.85% |
$324K - $363K
|
12.8K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-804- 1.76% |
$327K - $365K
|
44.9K
$19.9M
|