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 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
539+ 14.87% |
$219K - $245K
|
4.16K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
539+ 1.98% |
$219K - $245K
|
27.8K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
534+ 3.87% |
$217K - $243K
|
14.3K
$5.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
532+ 20.83% |
$216K - $242K
|
3.09K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
531+ 1.29% |
$216K - $241K
|
41.8K
$16.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
531+ 4.48% |
$216K - $241K
|
12.4K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
529+ 15.63% |
$215K - $240K
|
3.91K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
529+ 3.01% |
$215K - $240K
|
18.1K
$7.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
526+ 0.39% |
$214K - $239K
|
135K
$53.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
524+ 5.11% |
$213K - $238K
|
10.8K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
523+ 9.36% |
$213K - $238K
|
6.11K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
522+ 13.27% |
$212K - $237K
|
4.46K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
521+ 2.53% |
$212K - $237K
|
21.1K
$8.35M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
520+ 19.6% |
$211K - $236K
|
3.17K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
520+ 7.8% |
$211K - $236K
|
7.19K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
520New |
$211K - $236K
|
520
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
519+ 3.91% |
$211K - $236K
|
13.8K
$5.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
518New |
$210K - $235K
|
518
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
518+ 2.51% |
$210K - $235K
|
21.2K
$8.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
517+ 18.07% |
$210K - $235K
|
3.38K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
516+ 3.03% |
$210K - $235K
|
17.5K
$6.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
516+ 9.16% |
$210K - $235K
|
6.15K
$2.43M
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
516New |
$210K - $235K
|
516
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
515+ 3.23% |
$209K - $234K
|
16.5K
$6.51M
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
508+ 6.01% |
$206K - $231K
|
8.97K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
506New |
$206K - $230K
|
506
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
506New |
$206K - $230K
|
506
$200K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
504+ 3.3% |
$205K - $229K
|
15.8K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
503+ 1.4% |
$204K - $229K
|
36.4K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
501+ 9.56% |
$204K - $228K
|
5.74K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
501+ 1.65% |
$204K - $228K
|
30.8K
$12.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Harbor Advisors LLC
|
BUY
|
- |
500+ 1.96% |
$203K - $227K
|
26K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
499+ 1.35% |
$203K - $227K
|
37.4K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
499+ 4.39% |
$203K - $227K
|
11.9K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
498+ 3.86% |
$202K - $226K
|
13.4K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
496+ 0.74% |
$202K - $225K
|
67.7K
$26.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
496New |
$202K - $225K
|
496
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
496+ 4.5% |
$202K - $225K
|
11.5K
$4.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
495+ 0.95% |
$201K - $225K
|
52.4K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
495+ 4.96% |
$201K - $225K
|
10.5K
$4.14M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
495+ 4.13% |
$201K - $225K
|
12.5K
$4.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
494+ 6.06% |
$201K - $225K
|
8.65K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
BUY
|
- |
494+ 1.28% |
$201K - $225K
|
39K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
494+ 8.24% |
$201K - $225K
|
6.49K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
492+ 2.17% |
$200K - $224K
|
23.2K
$9.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
491+ 17.57% |
$200K - $223K
|
3.29K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
490New |
$199K - $223K
|
490
$194K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
490+ 51.15% |
$199K - $223K
|
1.45K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
490+ 0.23% |
$199K - $223K
|
215K
$85.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
490+ 1.06% |
$199K - $223K
|
46.6K
$18.4M
|