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 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
332+ 3.4% |
$135K - $151K
|
10.1K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
332+ 0.77% |
$135K - $151K
|
43.2K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
332+ 1.52% |
$135K - $151K
|
22.1K
$8.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
332+ 5.99% |
$135K - $151K
|
5.87K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
331+ 4.09% |
$135K - $150K
|
8.43K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
331+ 0.52% |
$135K - $150K
|
64.6K
$25.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
330+ 3.34% |
$134K - $150K
|
10.2K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
329+ 0.46% |
$134K - $150K
|
71.1K
$28.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
328+ 12.4% |
$133K - $149K
|
2.97K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
327+ 1.97% |
$133K - $149K
|
17K
$6.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
327+ 0.94% |
$133K - $149K
|
35.1K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
327+ 9.09% |
$133K - $149K
|
3.93K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
326+ 1.2% |
$132K - $148K
|
27.4K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
325+ 1.64% |
$132K - $148K
|
20.2K
$7.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
325+ 0.8% |
$132K - $148K
|
41.1K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
323+ 3.25% |
$131K - $147K
|
10.3K
$4.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
322+ 1.65% |
$131K - $146K
|
19.9K
$7.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
321+ 0.53% |
$130K - $146K
|
60.8K
$24M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
321+ 1.08% |
$130K - $146K
|
30K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
320+ 1.08% |
$130K - $145K
|
30K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
320+ 4.31% |
$130K - $145K
|
7.74K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
318+ 2.21% |
$129K - $145K
|
14.7K
$5.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
318+ 5.64% |
$129K - $145K
|
5.96K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
318+ 3.19% |
$129K - $145K
|
10.3K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
318+ 1.67% |
$129K - $145K
|
19.3K
$7.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
315+ 2.96% |
$128K - $143K
|
11K
$4.33M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
314+ 4.15% |
$128K - $143K
|
7.88K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
313+ 3.65% |
$127K - $142K
|
8.88K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
312+ 3.92% |
$127K - $142K
|
8.28K
$3.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
311+ 15.72% |
$126K - $141K
|
2.29K
$905K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
311+ 21.76% |
$126K - $141K
|
1.74K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
311+ 12.8% |
$126K - $141K
|
2.74K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
310+ 7.14% |
$126K - $141K
|
4.65K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
309+ 6.48% |
$126K - $140K
|
5.08K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
309+ 0.89% |
$126K - $140K
|
34.9K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
309+ 1.99% |
$126K - $140K
|
15.9K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
309+ 11.92% |
$126K - $140K
|
2.9K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
309+ 2.42% |
$126K - $140K
|
13.1K
$5.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
306+ 1.5% |
$124K - $139K
|
20.7K
$8.16M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
306+ 1.44% |
$124K - $139K
|
21.6K
$8.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
305+ 1.76% |
$124K - $139K
|
17.6K
$6.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
304+ 0.11% |
$124K - $138K
|
278K
$110M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
303+ 18.31% |
$123K - $138K
|
1.96K
$774K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
302+ 2.76% |
$123K - $137K
|
11.2K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
301+ 0.7% |
$122K - $137K
|
43.1K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
301+ 0.94% |
$122K - $137K
|
32.3K
$12.8M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
301+ 0.72% |
$122K - $137K
|
41.9K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
300+ 18.98% |
$122K - $136K
|
1.88K
$743K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
300New |
$122K - $136K
|
300
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
297+ 3.77% |
$121K - $135K
|
8.18K
$3.23M
|