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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
898+ 8.38% |
$365K - $408K
|
11.6K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
897+ 1.22% |
$364K - $408K
|
74.6K
$38.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
896New |
$364K - $407K
|
896
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
895New |
$364K - $407K
|
895
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
895New |
$364K - $407K
|
895
$458K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
895+ 4.33% |
$364K - $407K
|
21.6K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
895+ 8.01% |
$364K - $407K
|
12.1K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
895+ 14.02% |
$364K - $407K
|
7.28K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
894+ 22.18% |
$363K - $406K
|
4.92K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
890+ 4.26% |
$362K - $404K
|
21.8K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
888New |
$361K - $404K
|
888
$454K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
883New |
$359K - $401K
|
883
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
876+ 0.36% |
$356K - $398K
|
247K
$126M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
875+ 4.5% |
$356K - $398K
|
20.3K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
871+ 41.9% |
$354K - $396K
|
2.95K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
868+ 6.26% |
$353K - $394K
|
14.7K
$7.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
867New |
$352K - $394K
|
867
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
866+ 1.19% |
$352K - $394K
|
73.5K
$37.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
865New |
$351K - $393K
|
865
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
865+ 79.72% |
$351K - $393K
|
1.95K
$998K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
865+ 4.09% |
$351K - $393K
|
22K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
864+ 2.5% |
$351K - $393K
|
35.4K
$18.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
864+ 3.07% |
$351K - $393K
|
29K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
861+ 10.88% |
$350K - $391K
|
8.77K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
860+ 4.1% |
$349K - $391K
|
21.8K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
857+ 19.11% |
$348K - $389K
|
5.34K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
855+ 6.67% |
$347K - $389K
|
13.7K
$7M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
854+ 3.54% |
$347K - $388K
|
25K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
853+ 5.68% |
$347K - $388K
|
15.9K
$8.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
853+ 2.35% |
$347K - $388K
|
37.1K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
BUY
|
- |
853+ 5.93% |
$347K - $388K
|
15.2K
$7.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
850+ 0.79% |
$345K - $386K
|
108K
$55.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
850+ 11.22% |
$345K - $386K
|
8.43K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
847+ 3.56% |
$344K - $385K
|
24.6K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
847+ 6.69% |
$344K - $385K
|
13.5K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
846+ 1.92% |
$344K - $384K
|
44.9K
$23M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
844+ 5.27% |
$343K - $384K
|
16.9K
$8.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
843+ 3.07% |
$343K - $383K
|
28.3K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
842+ 0.55% |
$342K - $383K
|
154K
$78.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
840+ 4.39% |
$341K - $382K
|
20K
$10.2M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
839+ 5.92% |
$341K - $381K
|
15K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
838+ 0.59% |
$341K - $381K
|
143K
$73M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
836+ 13.13% |
$340K - $380K
|
7.2K
$3.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
828+ 12.19% |
$336K - $376K
|
7.62K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
826+ 6.33% |
$336K - $375K
|
13.9K
$7.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
821+ 5.68% |
$334K - $373K
|
15.3K
$7.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
816+ 2.95% |
$332K - $371K
|
28.4K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
815+ 23.13% |
$331K - $370K
|
4.34K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
814+ 689.83% |
$331K - $370K
|
932
$477K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
809+ 1.43% |
$329K - $368K
|
57.6K
$29.4M
|