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
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
843+ 3.07% |
$343K - $383K
|
28.3K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
842+ 0.55% |
$342K - $383K
|
154K
$60.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
840+ 4.39% |
$341K - $382K
|
20K
$7.9M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
839+ 5.92% |
$341K - $381K
|
15K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
838+ 0.59% |
$341K - $381K
|
143K
$56.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
836+ 13.13% |
$340K - $380K
|
7.2K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
828+ 12.19% |
$336K - $376K
|
7.62K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
826+ 6.33% |
$336K - $375K
|
13.9K
$5.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
821+ 5.68% |
$334K - $373K
|
15.3K
$6.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
816+ 2.95% |
$332K - $371K
|
28.4K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
815+ 23.13% |
$331K - $370K
|
4.34K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
814+ 689.83% |
$331K - $370K
|
932
$368K
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
809+ 1.43% |
$329K - $368K
|
57.6K
$22.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
809+ 1.0% |
$329K - $368K
|
81.7K
$32.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
805+ 14.21% |
$327K - $366K
|
6.47K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
804+ 13.47% |
$327K - $365K
|
6.77K
$2.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
803+ 2.61% |
$326K - $365K
|
31.6K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
802+ 38.03% |
$326K - $364K
|
2.91K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
801+ 2.79% |
$325K - $364K
|
29.5K
$11.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
800+ 3.65% |
$325K - $364K
|
22.7K
$8.97M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
800+ 11.29% |
$325K - $364K
|
7.89K
$3.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
797New |
$324K - $362K
|
797
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
797+ 0.9% |
$324K - $362K
|
89.3K
$35.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
792+ 21.33% |
$322K - $360K
|
4.51K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
789+ 14.64% |
$321K - $359K
|
6.18K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
BUY
|
- |
788New |
$320K - $358K
|
788
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
781+ 4.37% |
$317K - $355K
|
18.6K
$7.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
781+ 13.08% |
$317K - $355K
|
6.75K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
780New |
$317K - $354K
|
780
$308K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
779+ 3.45% |
$317K - $354K
|
23.4K
$9.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
778+ 3.62% |
$316K - $354K
|
22.3K
$8.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
775New |
$315K - $352K
|
775
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
774+ 0.26% |
$315K - $352K
|
303K
$120M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
771+ 11.58% |
$313K - $350K
|
7.43K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
770+ 2.38% |
$313K - $350K
|
33.1K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
767New |
$312K - $349K
|
767
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
763+ 2.85% |
$310K - $347K
|
27.5K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
760+ 0.29% |
$309K - $345K
|
261K
$103M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
757New |
$308K - $344K
|
757
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
754+ 1.65% |
$306K - $343K
|
46.6K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
753+ 47.51% |
$306K - $342K
|
2.34K
$924K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
752+ 6.37% |
$306K - $342K
|
12.6K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
750+ 142.86% |
$305K - $341K
|
1.28K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
749New |
$304K - $340K
|
749
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
747+ 0.51% |
$304K - $339K
|
146K
$57.7M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
747New |
$304K - $339K
|
747
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
745+ 1.7% |
$303K - $339K
|
44.7K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
744New |
$302K - $338K
|
744
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
741+ 19.94% |
$301K - $337K
|
4.46K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
740New |
$301K - $336K
|
740
$292K
|