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 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-320- 1.61% |
$130K - $145K
|
19.6K
$8.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-320- 1.68% |
$130K - $145K
|
18.7K
$7.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-320- 1.13% |
$130K - $145K
|
28K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-323- 2.14% |
$131K - $147K
|
14.8K
$6.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-323- 0.63% |
$131K - $147K
|
50.8K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-325- 0.17% |
$132K - $148K
|
194K
$79.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-325- 1.2% |
$132K - $148K
|
26.8K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-326- 4.86% |
$132K - $148K
|
6.38K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-326- 0.62% |
$132K - $148K
|
52.3K
$21.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-326- 2.31% |
$132K - $148K
|
13.8K
$5.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-327- 1.46% |
$133K - $149K
|
22.1K
$9.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-329- 0.9% |
$134K - $150K
|
36.2K
$14.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-334- 6.17% |
$136K - $152K
|
5.08K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-335- 6.14% |
$136K - $152K
|
5.12K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-335- 3.32% |
$136K - $152K
|
9.75K
$4M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.3% |
$137K - $153K
|
14.3K
$5.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-337- 0.54% |
$137K - $153K
|
62K
$25.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-338- 2.04% |
$137K - $154K
|
16.3K
$6.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-344- 0.35% |
$140K - $156K
|
98.3K
$40.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-345- 10.18% |
$140K - $157K
|
3.04K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-348- 1.28% |
$141K - $158K
|
26.8K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-349- 0.67% |
$142K - $159K
|
51.6K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-353- 0.84% |
$143K - $160K
|
41.4K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-354- 1.57% |
$144K - $161K
|
22.2K
$9.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-356- 0.51% |
$145K - $162K
|
68.8K
$28.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-357- 13.67% |
$145K - $162K
|
2.26K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-357- 0.33% |
$145K - $162K
|
109K
$44.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-357- 0.01% |
$145K - $162K
|
2.77M
$1.13B
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-358- 2.33% |
$145K - $163K
|
15K
$6.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-360- 7.58% |
$146K - $164K
|
4.39K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-364- 8.27% |
$148K - $165K
|
4.04K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-366- 2.81% |
$149K - $166K
|
12.7K
$5.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-367- 5.97% |
$149K - $167K
|
5.78K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-368- 4.68% |
$150K - $167K
|
7.5K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-369- 3.81% |
$150K - $168K
|
9.31K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
SELL
|
- |
-370- 8.98% |
$150K - $168K
|
3.75K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-371- 1.27% |
$151K - $169K
|
28.8K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-373- 4.5% |
$152K - $170K
|
7.92K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-373- 3.96% |
$152K - $170K
|
9.06K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-378- 13.97% |
$154K - $172K
|
2.33K
$954K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-380- 10.83% |
$154K - $173K
|
3.13K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-381- 0.82% |
$155K - $173K
|
46K
$18.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-381- 7.83% |
$155K - $173K
|
4.48K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-382- 4.36% |
$155K - $174K
|
8.38K
$3.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-382- 0.59% |
$155K - $174K
|
64.6K
$26.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-383- 1.94% |
$156K - $174K
|
19.4K
$7.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-384- 2.04% |
$156K - $175K
|
18.4K
$7.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-387- 0.32% |
$157K - $176K
|
120K
$49.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-388- 0.85% |
$158K - $176K
|
45.5K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-389- 1.38% |
$158K - $177K
|
27.9K
$11.4M
|