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 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
263+ 15.95% |
$107K - $120K
|
1.91K
$756K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
263+ 4.04% |
$107K - $120K
|
6.77K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
263+ 1.06% |
$107K - $120K
|
25K
$9.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
262+ 2.16% |
$106K - $119K
|
12.4K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
262+ 2.96% |
$106K - $119K
|
9.13K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
261+ 8.84% |
$106K - $119K
|
3.21K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
259+ 0.07% |
$105K - $118K
|
355K
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
259+ 1.07% |
$105K - $118K
|
24.5K
$9.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
258+ 2.61% |
$105K - $117K
|
10.1K
$4.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
258+ 1.58% |
$105K - $117K
|
16.5K
$6.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
258+ 0.28% |
$105K - $117K
|
92.3K
$36.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
257+ 0.35% |
$104K - $117K
|
73.5K
$29.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
255+ 10.22% |
$104K - $116K
|
2.75K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
254+ 5.75% |
$103K - $115K
|
4.67K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
253+ 1.18% |
$103K - $115K
|
21.6K
$8.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
252+ 0.6% |
$102K - $115K
|
42.2K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
251+ 2.85% |
$102K - $114K
|
9.07K
$3.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 0.69% |
$102K - $114K
|
36.7K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
249+ 1.29% |
$101K - $113K
|
19.5K
$7.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
248+ 7.83% |
$101K - $113K
|
3.42K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
248+ 0.36% |
$101K - $113K
|
69.9K
$27.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
248+ 4.5% |
$101K - $113K
|
5.76K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
247+ 6.66% |
$100K - $112K
|
3.96K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
247+ 1.94% |
$100K - $112K
|
13K
$5.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
247+ 2.37% |
$100K - $112K
|
10.7K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
246+ 0.88% |
$100K - $112K
|
28.2K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
245+ 0.8% |
$99.6K - $111K
|
30.8K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
245+ 1.96% |
$99.6K - $111K
|
12.7K
$5.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
245+ 0.39% |
$99.6K - $111K
|
62.3K
$24.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
245+ 1.93% |
$99.6K - $111K
|
12.9K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
244+ 1.97% |
$99.1K - $111K
|
12.6K
$4.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
244+ 6.57% |
$99.1K - $111K
|
3.96K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
244+ 1.51% |
$99.1K - $111K
|
16.4K
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
242+ 0.99% |
$98.3K - $110K
|
24.8K
$9.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
241+ 3.43% |
$97.9K - $110K
|
7.28K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
241+ 2.29% |
$97.9K - $110K
|
10.8K
$4.26M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
241+ 2.13% |
$97.9K - $110K
|
11.6K
$4.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
239+ 2.24% |
$97.1K - $109K
|
10.9K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
239+ 0.65% |
$97.1K - $109K
|
37K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
239+ 1.36% |
$97.1K - $109K
|
17.8K
$7.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
238+ 0.37% |
$96.7K - $108K
|
64.9K
$25.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
238+ 0.2% |
$96.7K - $108K
|
120K
$47.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
238+ 2.74% |
$96.7K - $108K
|
8.93K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
237+ 0.28% |
$96.3K - $108K
|
83.7K
$33.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
236+ 1.83% |
$95.9K - $107K
|
13.1K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
236+ 1.51% |
$95.9K - $107K
|
15.9K
$6.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
235+ 3.62% |
$95.5K - $107K
|
6.73K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
BUY
|
- |
235+ 9.38% |
$95.5K - $107K
|
2.74K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
234+ 3.35% |
$95.1K - $106K
|
7.22K
$2.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
234+ 0.43% |
$95.1K - $106K
|
55.2K
$21.8M
|