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
|
Selective Wealth Management, Inc.
|
BUY
|
- |
177+ 4.05% |
$71.9K - $80.4K
|
4.55K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
177+ 2.16% |
$71.9K - $80.4K
|
8.37K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
176+ 17.94% |
$71.5K - $80K
|
1.16K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
176+ 1.03% |
$71.5K - $80K
|
17.2K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
176+ 6.74% |
$71.5K - $80K
|
2.79K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 1.1% |
$71.1K - $79.5K
|
16K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
175+ 1.29% |
$71.1K - $79.5K
|
13.7K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
175+ 0.85% |
$71.1K - $79.5K
|
20.7K
$8.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
174+ 9.79% |
$70.7K - $79.1K
|
1.95K
$771K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
172+ 3.67% |
$69.9K - $78.2K
|
4.86K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
172+ 0.61% |
$69.9K - $78.2K
|
28.5K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.47% |
$69.1K - $77.3K
|
11.8K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
169+ 1.78% |
$68.7K - $76.8K
|
9.68K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
168+ 0.7% |
$68.3K - $76.3K
|
24.2K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
166+ 0.49% |
$67.5K - $75.4K
|
33.9K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
165+ 1.57% |
$67K - $75K
|
10.7K
$4.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
164+ 4.74% |
$66.6K - $74.5K
|
3.63K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
164+ 1.39% |
$66.6K - $74.5K
|
12K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
163+ 2.58% |
$66.2K - $74.1K
|
6.49K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
162+ 10.34% |
$65.8K - $73.6K
|
1.73K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
162+ 2.21% |
$65.8K - $73.6K
|
7.5K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
162+ 34.91% |
$65.8K - $73.6K
|
626
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
161+ 5.64% |
$65.4K - $73.2K
|
3.02K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
161+ 1.33% |
$65.4K - $73.2K
|
12.3K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
161+ 1.09% |
$65.4K - $73.2K
|
14.9K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
161+ 12.96% |
$65.4K - $73.2K
|
1.4K
$555K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
161+ 6.82% |
$65.4K - $73.2K
|
2.52K
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
160+ 4.5% |
$65K - $72.7K
|
3.72K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
159+ 1.05% |
$64.6K - $72.3K
|
15.2K
$6.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
159+ 1.99% |
$64.6K - $72.3K
|
8.17K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
159+ 3.39% |
$64.6K - $72.3K
|
4.85K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
159+ 7.68% |
$64.6K - $72.3K
|
2.23K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
159+ 0.52% |
$64.6K - $72.3K
|
30.9K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
158+ 3.86% |
$64.2K - $71.8K
|
4.25K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
157+ 1.34% |
$63.8K - $71.4K
|
11.9K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
157+ 6.52% |
$63.8K - $71.4K
|
2.57K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
157+ 1.21% |
$63.8K - $71.4K
|
13.2K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
157+ 0.9% |
$63.8K - $71.4K
|
17.7K
$6.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
157+ 2.44% |
$63.8K - $71.4K
|
6.59K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
156+ 7.4% |
$63.4K - $70.9K
|
2.26K
$894K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
156+ 1.82% |
$63.4K - $70.9K
|
8.74K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
155+ 0.42% |
$63K - $70.4K
|
36.9K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
155+ 2.76% |
$63K - $70.4K
|
5.77K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
154+ 1.19% |
$62.6K - $70K
|
13.1K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
154+ 1.86% |
$62.6K - $70K
|
8.44K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
154+ 3.07% |
$62.6K - $70K
|
5.18K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
153+ 1.6% |
$62.2K - $69.5K
|
9.74K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
153+ 3.68% |
$62.2K - $69.5K
|
4.31K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
153+ 0.2% |
$62.2K - $69.5K
|
76.1K
$30.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
152+ 0.82% |
$61.8K - $69.1K
|
18.8K
$7.42M
|