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 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
589+ 1.82% |
$239K - $268K
|
32.9K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Mqs Management LLC
|
BUY
|
- |
588New |
$239K - $267K
|
588
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
588New |
$239K - $267K
|
588
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
587+ 11.52% |
$239K - $267K
|
5.68K
$2.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
586+ 0.77% |
$238K - $266K
|
77.1K
$30.5M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
585+ 18.03% |
$238K - $266K
|
3.83K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
585+ 4.7% |
$238K - $266K
|
13K
$5.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
584+ 0.78% |
$237K - $265K
|
75.7K
$29.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
583+ 4.71% |
$237K - $265K
|
13K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
582+ 82.44% |
$236K - $264K
|
1.29K
$509K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
582+ 2.18% |
$236K - $264K
|
27.3K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
582+ 4.17% |
$236K - $264K
|
14.5K
$5.75M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
581+ 4.62% |
$236K - $264K
|
13.2K
$5.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
581+ 0.94% |
$236K - $264K
|
62.6K
$24.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
581+ 0.37% |
$236K - $264K
|
159K
$62.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
580+ 1.2% |
$236K - $264K
|
48.7K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
579+ 7.14% |
$235K - $263K
|
8.69K
$3.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
578+ 0.95% |
$235K - $263K
|
61.5K
$24.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
578+ 15.6% |
$235K - $263K
|
4.28K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
578+ 1.41% |
$235K - $263K
|
41.6K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
577+ 2.19% |
$234K - $262K
|
26.9K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
576+ 2.96% |
$234K - $262K
|
20.1K
$7.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
572+ 4.23% |
$232K - $260K
|
14.1K
$5.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
571+ 14.08% |
$232K - $259K
|
4.63K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
569+ 9.92% |
$231K - $259K
|
6.31K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
567+ 4.56% |
$230K - $258K
|
13K
$5.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
565+ 1.76% |
$230K - $257K
|
32.7K
$12.9M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
564+ 2.21% |
$229K - $256K
|
26K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
561+ 2.01% |
$228K - $255K
|
28.4K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
561+ 3.58% |
$228K - $255K
|
16.2K
$6.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
560+ 3.56% |
$228K - $254K
|
16.3K
$6.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
559+ 14.18% |
$227K - $254K
|
4.5K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
557+ 2.07% |
$226K - $253K
|
27.5K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
556+ 3.62% |
$226K - $253K
|
15.9K
$6.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
556+ 3.69% |
$226K - $253K
|
15.6K
$6.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
552+ 8.06% |
$224K - $251K
|
7.4K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
551+ 14.14% |
$224K - $250K
|
4.45K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
551+ 4.13% |
$224K - $250K
|
13.9K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
551+ 2.71% |
$224K - $250K
|
20.9K
$8.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
550+ 1.49% |
$223K - $250K
|
37.5K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
548+ 3.49% |
$223K - $249K
|
16.2K
$6.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
547+ 3.56% |
$222K - $249K
|
15.9K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
547+ 5.73% |
$222K - $249K
|
10.1K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
546+ 0.65% |
$222K - $248K
|
85K
$33.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
546+ 1.36% |
$222K - $248K
|
40.6K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
545New |
$221K - $248K
|
545
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
544+ 6.75% |
$221K - $247K
|
8.6K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
543+ 59.54% |
$221K - $247K
|
1.46K
$575K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
542New |
$220K - $246K
|
542
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
541+ 1.64% |
$220K - $246K
|
33.5K
$13.3M
|