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
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 4.04% |
$509K - $569K
|
32.3K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.25K+ 2.1% |
$509K - $569K
|
60.9K
$24.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.25K+ 7.58% |
$508K - $568K
|
17.8K
$7.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.24K+ 14.64% |
$505K - $564K
|
9.73K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.24K+ 50.37% |
$504K - $564K
|
3.71K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.24K+ 11.24% |
$503K - $563K
|
12.3K
$4.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.23K+ 4.93% |
$501K - $561K
|
26.3K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.43% |
$500K - $559K
|
37.1K
$14.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
1.23K+ 5.27% |
$499K - $558K
|
24.6K
$9.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
1.22K+ 14.24% |
$496K - $555K
|
9.8K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 3.48% |
$495K - $554K
|
36.2K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.22K+ 231.62% |
$494K - $553K
|
1.74K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.22K+ 0.59% |
$494K - $552K
|
206K
$81.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 0.59% |
$493K - $552K
|
208K
$82.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.21KNew |
$493K - $552K
|
1.21K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.21K+ 2.26% |
$492K - $550K
|
54.8K
$21.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
1.21KNew |
$491K - $549K
|
1.21K
$478K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.21K+ 33.36% |
$491K - $549K
|
4.83K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.21K+ 1.85% |
$490K - $549K
|
66.4K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.2K+ 24.71% |
$489K - $547K
|
6.08K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
1.2K+ 18.93% |
$488K - $545K
|
7.54K
$2.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.2K+ 32.11% |
$488K - $545K
|
4.94K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.2KNew |
$488K - $545K
|
1.2K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.2K+ 9.56% |
$486K - $544K
|
13.7K
$5.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1.2K+ 4.1% |
$486K - $544K
|
30.4K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.2K+ 1.82% |
$486K - $543K
|
66.8K
$26.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 1.6% |
$485K - $542K
|
75.6K
$29.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.19K+ 3.93% |
$482K - $539K
|
31.3K
$12.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.18K+ 14.09% |
$481K - $538K
|
9.59K
$3.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.18K+ 12.61% |
$480K - $537K
|
10.6K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1.18K+ 5.48% |
$479K - $536K
|
22.7K
$8.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.19% |
$479K - $536K
|
55K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.18K+ 10.28% |
$479K - $536K
|
12.6K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.17K+ 2.76% |
$476K - $533K
|
43.6K
$17.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.17K+ 8.25% |
$476K - $533K
|
15.4K
$6.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.17K+ 8.07% |
$476K - $532K
|
15.7K
$6.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.17K+ 98.07% |
$475K - $532K
|
2.36K
$934K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.17K+ 4.02% |
$475K - $531K
|
30.2K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 4.34% |
$475K - $531K
|
28.1K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.16K+ 4.42% |
$473K - $529K
|
27.5K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.16K+ 51.69% |
$473K - $529K
|
3.41K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.16KNew |
$470K - $526K
|
1.16K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.16KNew |
$469K - $525K
|
1.16K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Jordan Park Trust CO LLC
Portsmouth, NH |
BUY
|
- |
1.14KNew |
$464K - $519K
|
1.14K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
1.13K+ 10.34% |
$461K - $515K
|
12.1K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.13K+ 1.95% |
$460K - $514K
|
59K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.13KNew |
$457K - $511K
|
1.13K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.12KNew |
$454K - $508K
|
1.12K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.11K+ 9.39% |
$453K - $506K
|
13K
$5.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.11K+ 15.3% |
$451K - $505K
|
8.37K
$3.31M
|