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
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.49K- 3.13% |
$604K - $675K
|
46K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.5K- 0.54% |
$610K - $682K
|
277K
$114M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.54K- 11.55% |
$626K - $700K
|
11.8K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.55K- 2.72% |
$629K - $703K
|
55.2K
$22.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.55K- 7.8% |
$629K - $704K
|
18.3K
$7.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.56K- 0.89% |
$632K - $707K
|
173K
$71.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.56K- 3.88% |
$633K - $708K
|
38.6K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.56K- 0.23% |
$634K - $709K
|
683K
$281M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.56K- 6.01% |
$636K - $711K
|
24.4K
$10M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 1.68% |
$637K - $712K
|
91.5K
$37.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-1.57K- 24.89% |
$639K - $714K
|
4.74K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.58K- 2.13% |
$644K - $720K
|
72.9K
$30M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.61K- 0.7% |
$655K - $733K
|
228K
$93.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.63K- 1.88% |
$661K - $739K
|
84.7K
$34.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.66K- 18.09% |
$673K - $752K
|
7.49K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.67K- 51.9% |
$677K - $757K
|
1.54K
$634K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.69K- 1.03% |
$685K - $766K
|
162K
$66.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.69K- 3.44% |
$685K - $766K
|
47.3K
$19.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-1.69K- 0.95% |
$686K - $767K
|
176K
$72.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.69K- 4.45% |
$686K - $768K
|
36.3K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.71K- 3.19% |
$694K - $776K
|
51.9K
$21.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 8.9% |
$697K - $780K
|
17.6K
$7.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.73K- 4.2% |
$701K - $784K
|
39.4K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.73K- 2.1% |
$704K - $788K
|
80.7K
$33.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.75K- 6.8% |
$710K - $794K
|
24K
$9.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.77K- 2.35% |
$718K - $803K
|
73.3K
$30.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.78K- 14.24% |
$721K - $807K
|
10.7K
$4.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.78K- 0.73% |
$725K - $810K
|
242K
$99.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.79K- 5.75% |
$728K - $814K
|
29.4K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.79K- 0.74% |
$729K - $815K
|
242K
$99.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-1.8KClosed |
$731K - $818K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.8K- 3.87% |
$733K - $820K
|
44.8K
$18.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.81K- 1.35% |
$737K - $824K
|
133K
$54.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.83K- 4.27% |
$744K - $832K
|
41.1K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.84K- 1.32% |
$747K - $835K
|
138K
$56.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.84K- 9.27% |
$748K - $837K
|
18K
$7.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.85K- 9.82% |
$750K - $839K
|
17K
$6.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.85K- 1.03% |
$751K - $840K
|
178K
$73.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.88K- 1.48% |
$762K - $852K
|
124K
$51.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.89K- 0.87% |
$766K - $857K
|
214K
$87.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.9K- 6.6% |
$772K - $863K
|
26.9K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.9K- 47.01% |
$774K - $865K
|
2.15K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.92K- 0.71% |
$779K - $871K
|
269K
$110M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.92K- 2.54% |
$780K - $873K
|
73.5K
$30.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 6.1% |
$786K - $879K
|
29.7K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.97K- 3.48% |
$801K - $895K
|
54.6K
$22.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2K- 5.43% |
$811K - $908K
|
34.8K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-2.01K- 6.69% |
$817K - $913K
|
28K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.02K- 36.1% |
$819K - $916K
|
3.57K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.02K- 4.13% |
$821K - $918K
|
47K
$19.3M
|