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 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
739+ 3.53% |
$300K - $336K
|
21.7K
$8.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
735+ 6.07% |
$299K - $334K
|
12.8K
$5.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
732+ 6.57% |
$297K - $333K
|
11.9K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
732New |
$297K - $333K
|
732
$289K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
730+ 3.68% |
$297K - $332K
|
20.6K
$8.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
728New |
$296K - $331K
|
728
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
723+ 0.46% |
$294K - $329K
|
159K
$62.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
723+ 5.04% |
$294K - $329K
|
15.1K
$5.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
716+ 1.01% |
$291K - $325K
|
71.4K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
715+ 6.58% |
$291K - $325K
|
11.6K
$4.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
713+ 6.89% |
$290K - $324K
|
11.1K
$4.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
712+ 3.73% |
$289K - $324K
|
19.8K
$7.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
709+ 2.57% |
$288K - $322K
|
28.3K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
707+ 0.92% |
$287K - $321K
|
77.2K
$30.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
703+ 7.63% |
$286K - $319K
|
9.92K
$3.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
703+ 87.22% |
$286K - $319K
|
1.51K
$596K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
702+ 1.96% |
$285K - $319K
|
36.5K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
701+ 4.99% |
$285K - $319K
|
14.7K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
701+ 13.78% |
$285K - $319K
|
5.79K
$2.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
698+ 26.6% |
$284K - $317K
|
3.32K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
691+ 8.83% |
$281K - $314K
|
8.52K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
690+ 2.89% |
$280K - $314K
|
24.6K
$9.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
690New |
$280K - $314K
|
690
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
690+ 0.76% |
$280K - $314K
|
91.1K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
689+ 2.29% |
$280K - $313K
|
30.8K
$12.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
685+ 2.42% |
$278K - $311K
|
29K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
685+ 1.94% |
$278K - $311K
|
36K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
683+ 3.33% |
$278K - $310K
|
21.2K
$8.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
681+ 2.72% |
$277K - $309K
|
25.7K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
679+ 1.8% |
$276K - $309K
|
38.4K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
679New |
$276K - $309K
|
679
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
678+ 2.16% |
$276K - $308K
|
32.1K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
676+ 0.65% |
$275K - $307K
|
105K
$41.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
675+ 1.16% |
$274K - $307K
|
59.1K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
675+ 0.93% |
$274K - $307K
|
73.6K
$29.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
BUY
|
- |
675New |
$274K - $307K
|
675
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
674+ 4.0% |
$274K - $306K
|
17.5K
$6.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
673+ 19.88% |
$273K - $306K
|
4.06K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
670+ 1.24% |
$272K - $304K
|
54.8K
$21.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
669+ 1.48% |
$272K - $304K
|
45.9K
$18.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
669+ 0.9% |
$272K - $304K
|
75.3K
$29.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
669+ 6.43% |
$272K - $304K
|
11.1K
$4.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
668+ 25.78% |
$271K - $304K
|
3.26K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
662+ 2.13% |
$269K - $301K
|
31.7K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
662+ 2.3% |
$269K - $301K
|
29.5K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
661+ 19.62% |
$269K - $300K
|
4.03K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
660+ 1.12% |
$268K - $300K
|
59.4K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
660+ 3.5% |
$268K - $300K
|
19.5K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
660New |
$268K - $300K
|
660
$261K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
659+ 1.34% |
$268K - $299K
|
49.9K
$19.7M
|