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 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
297+ 0.29% |
$121K - $135K
|
102K
$40.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
297+ 0.28% |
$121K - $135K
|
106K
$41.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
296+ 4.13% |
$120K - $135K
|
7.47K
$2.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
296+ 8.66% |
$120K - $135K
|
3.71K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
296+ 13.86% |
$120K - $135K
|
2.43K
$961K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
295+ 0.2% |
$120K - $134K
|
149K
$59.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
295+ 1.58% |
$120K - $134K
|
18.9K
$7.48M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
294+ 2.99% |
$119K - $134K
|
10.1K
$4.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
293+ 3.47% |
$119K - $133K
|
8.73K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
293+ 0.94% |
$119K - $133K
|
31.4K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
293+ 2.42% |
$119K - $133K
|
12.4K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
292+ 8.2% |
$119K - $133K
|
3.86K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
289+ 2.57% |
$117K - $131K
|
11.5K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
288+ 3.17% |
$117K - $131K
|
9.37K
$3.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
288+ 0.25% |
$117K - $131K
|
117K
$46.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
288+ 6.83% |
$117K - $131K
|
4.51K
$1.78M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
287+ 4.24% |
$117K - $130K
|
7.05K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
286+ 6.84% |
$116K - $130K
|
4.47K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
286+ 4.98% |
$116K - $130K
|
6.03K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
286+ 1.02% |
$116K - $130K
|
28.2K
$11.2M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
286+ 17.27% |
$116K - $130K
|
1.94K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
285+ 2.37% |
$116K - $130K
|
12.3K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
285+ 1.8% |
$116K - $130K
|
16.1K
$6.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
285+ 2.19% |
$116K - $130K
|
13.3K
$5.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
285New |
$116K - $130K
|
285
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
284+ 11.47% |
$115K - $129K
|
2.76K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
284+ 0.63% |
$115K - $129K
|
45.5K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
282+ 6.96% |
$115K - $128K
|
4.34K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
281+ 0.18% |
$114K - $128K
|
155K
$61.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
278+ 21.35% |
$113K - $126K
|
1.58K
$625K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
278+ 0.79% |
$113K - $126K
|
35.7K
$14.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
278+ 0.2% |
$113K - $126K
|
139K
$55.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
277+ 1.93% |
$113K - $126K
|
14.7K
$5.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
277+ 4.14% |
$113K - $126K
|
6.96K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
277+ 1.37% |
$113K - $126K
|
20.5K
$8.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
276+ 1.8% |
$112K - $125K
|
15.6K
$6.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
275+ 2.09% |
$112K - $125K
|
13.4K
$5.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275+ 2.08% |
$112K - $125K
|
13.5K
$5.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
275+ 1.35% |
$112K - $125K
|
20.7K
$8.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
273+ 1.8% |
$111K - $124K
|
15.5K
$6.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
271+ 1.13% |
$110K - $123K
|
24.2K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
271+ 3.39% |
$110K - $123K
|
8.28K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
271+ 4.34% |
$110K - $123K
|
6.52K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
271+ 2.2% |
$110K - $123K
|
12.6K
$4.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
270+ 4.27% |
$110K - $123K
|
6.59K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
269+ 3.51% |
$109K - $122K
|
7.92K
$3.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
266+ 4.73% |
$108K - $121K
|
5.89K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
266+ 3.72% |
$108K - $121K
|
7.41K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
266+ 22.5% |
$108K - $121K
|
1.45K
$572K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
264+ 0.81% |
$107K - $120K
|
32.7K
$12.9M
|