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 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
438+ 3.81% |
$178K - $199K
|
11.9K
$6.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
437+ 0.29% |
$178K - $199K
|
150K
$76.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
436+ 1.41% |
$177K - $198K
|
31.4K
$16.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
436+ 3.17% |
$177K - $198K
|
14.2K
$7.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
435+ 12.52% |
$177K - $198K
|
3.91K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
434+ 21.69% |
$176K - $197K
|
2.44K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
433+ 0.91% |
$176K - $197K
|
48.3K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
432+ 2.86% |
$176K - $196K
|
15.5K
$7.94M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
432New |
$176K - $196K
|
432
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
431+ 38.72% |
$175K - $196K
|
1.54K
$790K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
428+ 5.16% |
$174K - $195K
|
8.72K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
428+ 5.46% |
$174K - $195K
|
8.27K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
427+ 5.8% |
$174K - $194K
|
7.79K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
427+ 4.57% |
$174K - $194K
|
9.76K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
426+ 6.23% |
$173K - $194K
|
7.26K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
424+ 12.22% |
$172K - $193K
|
3.89K
$1.99M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
423New |
$172K - $192K
|
423
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
422+ 0.21% |
$171K - $192K
|
201K
$103M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
420+ 2.05% |
$171K - $191K
|
20.9K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
420+ 1.07% |
$171K - $191K
|
39.5K
$20.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
416+ 1.23% |
$169K - $189K
|
34.2K
$17.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
416+ 2.41% |
$169K - $189K
|
17.7K
$9.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
414+ 2.41% |
$168K - $188K
|
17.6K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
413+ 15.85% |
$168K - $188K
|
3.02K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
412+ 1.61% |
$167K - $187K
|
26.1K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
411+ 1.3% |
$167K - $187K
|
32.1K
$16.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
410+ 6.4% |
$167K - $186K
|
6.82K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
410+ 0.51% |
$167K - $186K
|
80.6K
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
410+ 3.51% |
$167K - $186K
|
12.1K
$6.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
409+ 6.36% |
$166K - $186K
|
6.84K
$3.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
409+ 7.73% |
$166K - $186K
|
5.7K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
408+ 0.24% |
$166K - $185K
|
169K
$86.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
407+ 29.56% |
$165K - $185K
|
1.78K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
407+ 16.61% |
$165K - $185K
|
2.86K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
406+ 1.87% |
$165K - $185K
|
22.1K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
404+ 5.05% |
$164K - $184K
|
8.4K
$4.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
403+ 0.25% |
$164K - $183K
|
162K
$82.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
403+ 2.76% |
$164K - $183K
|
15K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
402+ 2.6% |
$163K - $183K
|
15.8K
$8.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
402+ 1.48% |
$163K - $183K
|
27.5K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
402+ 0.86% |
$163K - $183K
|
46.9K
$24M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
402New |
$163K - $183K
|
402
$206K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
401+ 0.56% |
$163K - $182K
|
71.7K
$36.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
401+ 28.1% |
$163K - $182K
|
1.83K
$935K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
400+ 6.15% |
$163K - $182K
|
6.91K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
400+ 0.99% |
$163K - $182K
|
40.7K
$20.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
399New |
$162K - $181K
|
399
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
399+ 2.05% |
$162K - $181K
|
19.9K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
399+ 4.94% |
$162K - $181K
|
8.47K
$4.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
398+ 81.56% |
$162K - $181K
|
886
$453K
|