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
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
658+ 8.55% |
$267K - $299K
|
8.35K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
658New |
$267K - $299K
|
658
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
655+ 8.29% |
$266K - $298K
|
8.55K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
655+ 21.27% |
$266K - $298K
|
3.74K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
654+ 7.01% |
$266K - $297K
|
9.99K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
652New |
$265K - $296K
|
652
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
650+ 1.78% |
$264K - $295K
|
37.2K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
BUY
|
- |
648New |
$263K - $294K
|
648
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
647+ 1.68% |
$263K - $294K
|
39.2K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
645+ 0.46% |
$262K - $293K
|
141K
$55.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
641New |
$260K - $291K
|
641
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
640+ 1.09% |
$260K - $291K
|
59.1K
$23.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
640+ 3.05% |
$260K - $291K
|
21.6K
$8.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
639+ 7.27% |
$260K - $290K
|
9.42K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
639+ 1.64% |
$260K - $290K
|
39.5K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
639New |
$260K - $290K
|
639
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
638+ 2.37% |
$259K - $290K
|
27.5K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
636+ 3.4% |
$258K - $289K
|
19.4K
$7.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
630+ 1.57% |
$256K - $286K
|
40.9K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
630New |
$256K - $286K
|
630
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
626+ 31.24% |
$254K - $284K
|
2.63K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
626+ 1.42% |
$254K - $284K
|
44.7K
$17.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
625+ 7.04% |
$254K - $284K
|
9.5K
$3.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
623+ 17.12% |
$253K - $283K
|
4.26K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
622+ 4.61% |
$253K - $283K
|
14.1K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
621New |
$252K - $282K
|
621
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
616+ 0.67% |
$250K - $280K
|
92.5K
$36.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
616+ 3.93% |
$250K - $280K
|
16.3K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
614+ 6.42% |
$249K - $279K
|
10.2K
$4.02M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
614+ 1.7% |
$249K - $279K
|
36.8K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
614New |
$249K - $279K
|
614
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
611+ 5.97% |
$248K - $278K
|
10.8K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
611+ 29.35% |
$248K - $278K
|
2.69K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
609New |
$247K - $277K
|
609
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
609+ 0.97% |
$247K - $277K
|
63.1K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
608+ 7.9% |
$247K - $276K
|
8.31K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
605+ 4.0% |
$246K - $275K
|
15.7K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
604+ 8.81% |
$245K - $274K
|
7.46K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
604New |
$245K - $274K
|
604
$239K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
603New |
$245K - $274K
|
603
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
601+ 3.58% |
$244K - $273K
|
17.4K
$6.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
600+ 75.66% |
$244K - $273K
|
1.39K
$551K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
599+ 7.02% |
$243K - $272K
|
9.13K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
599+ 1.2% |
$243K - $272K
|
50.6K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
599+ 2.29% |
$243K - $272K
|
26.7K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
597+ 2.24% |
$243K - $271K
|
27.2K
$10.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
596+ 0.51% |
$242K - $271K
|
117K
$46.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
596+ 2.44% |
$242K - $271K
|
25K
$9.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
596+ 1.51% |
$242K - $271K
|
40K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
594+ 0.87% |
$241K - $270K
|
68.9K
$27.2M
|