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 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
233+ 9.27% |
$94.7K - $106K
|
2.75K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
233+ 0.05% |
$94.7K - $106K
|
437K
$173M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
232+ 34.22% |
$94.3K - $105K
|
910
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
232+ 3.61% |
$94.3K - $105K
|
6.66K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
232+ 18.17% |
$94.3K - $105K
|
1.51K
$596K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
231+ 0.75% |
$93.9K - $105K
|
31.2K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
231+ 9.48% |
$93.9K - $105K
|
2.67K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
230+ 43.4% |
$93.5K - $105K
|
760
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
230+ 1.18% |
$93.5K - $105K
|
19.7K
$7.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
230+ 13.09% |
$93.5K - $105K
|
1.99K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
230+ 1.91% |
$93.5K - $105K
|
12.2K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
229+ 1.93% |
$93.1K - $104K
|
12.1K
$4.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
229+ 4.7% |
$93.1K - $104K
|
5.1K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
229+ 0.34% |
$93.1K - $104K
|
66.6K
$26.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
228+ 10.58% |
$92.6K - $104K
|
2.38K
$942K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
228+ 1.28% |
$92.6K - $104K
|
18K
$7.11M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
228+ 2.9% |
$92.6K - $104K
|
8.1K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
228+ 0.6% |
$92.6K - $104K
|
38K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
227+ 3.05% |
$92.2K - $103K
|
7.67K
$3.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
227+ 0.76% |
$92.2K - $103K
|
29.9K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
227+ 0.95% |
$92.2K - $103K
|
24.2K
$9.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
226+ 2.64% |
$91.8K - $103K
|
8.8K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
226+ 1.69% |
$91.8K - $103K
|
13.6K
$5.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
225+ 3.55% |
$91.4K - $102K
|
6.56K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
225+ 4.39% |
$91.4K - $102K
|
5.35K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
225+ 8.46% |
$91.4K - $102K
|
2.88K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
224+ 0.48% |
$91K - $102K
|
47K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
223+ 3.47% |
$90.6K - $101K
|
6.64K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
222+ 6.48% |
$90.2K - $101K
|
3.65K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
221+ 0.81% |
$89.8K - $100K
|
27.5K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
220+ 2.52% |
$89.4K - $100K
|
8.97K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
219+ 3.46% |
$89K - $99.5K
|
6.55K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
218+ 3.79% |
$88.6K - $99.1K
|
5.98K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
218+ 9.48% |
$88.6K - $99.1K
|
2.52K
$995K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
217+ 1.77% |
$88.2K - $98.6K
|
12.5K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
217+ 0.59% |
$88.2K - $98.6K
|
36.7K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
216+ 2.47% |
$87.8K - $98.2K
|
8.95K
$3.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
216+ 4.42% |
$87.8K - $98.2K
|
5.11K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
213+ 1.56% |
$86.6K - $96.8K
|
13.8K
$5.47M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
213+ 1.16% |
$86.6K - $96.8K
|
18.5K
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
213+ 20.06% |
$86.6K - $96.8K
|
1.28K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
212+ 1.84% |
$86.1K - $96.3K
|
11.7K
$4.64M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
212+ 2.74% |
$86.1K - $96.3K
|
7.96K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
212+ 45.01% |
$86.1K - $96.3K
|
683
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
211+ 0.06% |
$85.7K - $95.9K
|
343K
$136M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
210+ 0.6% |
$85.3K - $95.4K
|
35.3K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
210+ 1.98% |
$85.3K - $95.4K
|
10.8K
$4.27M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
209+ 0.4% |
$84.9K - $95K
|
52.5K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
209+ 21.86% |
$84.9K - $95K
|
1.17K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
209+ 10.78% |
$84.9K - $95K
|
2.15K
$849K
|