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 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
363+ 0.65% |
$148K - $165K
|
56.2K
$22.2M
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
361+ 17.46% |
$147K - $164K
|
2.43K
$960K
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
361+ 3.93% |
$147K - $164K
|
9.56K
$3.78M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
360+ 3.74% |
$146K - $164K
|
10K
$3.95M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
360+ 0.17% |
$146K - $164K
|
216K
$85.5M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
358+ 0.6% |
$145K - $163K
|
60.4K
$23.9M
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
357+ 0.28% |
$145K - $162K
|
128K
$50.7M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
355+ 3.15% |
$144K - $161K
|
11.6K
$4.59M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
355+ 3.46% |
$144K - $161K
|
10.6K
$4.19M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
355+ 1.14% |
$144K - $161K
|
31.4K
$12.4M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
354+ 4.09% |
$144K - $161K
|
9.01K
$3.56M
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
354+ 4.62% |
$144K - $161K
|
8.02K
$3.17M
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
352+ 1.16% |
$143K - $160K
|
30.8K
$12.2M
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
351+ 3.28% |
$143K - $160K
|
11.1K
$4.37M
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
350+ 4.32% |
$142K - $159K
|
8.46K
$3.34M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
349+ 5.27% |
$142K - $159K
|
6.97K
$2.75M
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
348+ 1.75% |
$141K - $158K
|
20.2K
$7.98M
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
348+ 1.3% |
$141K - $158K
|
27.1K
$10.7M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
347+ 5.63% |
$141K - $158K
|
6.51K
$2.57M
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
347+ 2.46% |
$141K - $158K
|
14.4K
$5.71M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
346+ 0.13% |
$141K - $157K
|
274K
$108M
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
344+ 10.27% |
$140K - $156K
|
3.7K
$1.46M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
344New |
$140K - $156K
|
344
$136K
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
344+ 6.04% |
$140K - $156K
|
6.04K
$2.39M
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
344New |
$140K - $156K
|
344
$136K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
343+ 6.91% |
$139K - $156K
|
5.31K
$2.1M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
343+ 3.99% |
$139K - $156K
|
8.93K
$3.53M
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
343+ 7.02% |
$139K - $156K
|
5.23K
$2.07M
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
343+ 2.9% |
$139K - $156K
|
12.2K
$4.81M
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
342+ 0.91% |
$139K - $155K
|
38K
$15M
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
342+ 3.6% |
$139K - $155K
|
9.83K
$3.89M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
341+ 4.21% |
$139K - $155K
|
8.43K
$3.33M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
341+ 3.89% |
$139K - $155K
|
9.1K
$3.6M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
340+ 20.61% |
$138K - $155K
|
1.99K
$787K
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
339+ 4.13% |
$138K - $154K
|
8.54K
$3.38M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
339+ 1.5% |
$138K - $154K
|
22.9K
$9.07M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
339+ 0.26% |
$138K - $154K
|
132K
$52.3M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
338+ 2.13% |
$137K - $154K
|
16.2K
$6.42M
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
338+ 1.21% |
$137K - $154K
|
28.2K
$11.2M
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
338New |
$137K - $154K
|
338
$134K
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
337+ 0.87% |
$137K - $153K
|
38.9K
$15.4M
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
337+ 8.46% |
$137K - $153K
|
4.32K
$1.71M
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
336+ 1.73% |
$137K - $153K
|
19.8K
$7.83M
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
336+ 45.84% |
$137K - $153K
|
1.07K
$423K
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
336+ 6.91% |
$137K - $153K
|
5.2K
$2.05M
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
335New |
$136K - $152K
|
335
$132K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
335+ 3.25% |
$136K - $152K
|
10.6K
$4.21M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
334+ 0.49% |
$136K - $152K
|
68.8K
$27.2M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
334+ 15.48% |
$136K - $152K
|
2.49K
$985K
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
332+ 9.52% |
$135K - $151K
|
3.82K
$1.51M
|