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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
115+ 1.37% |
$46.7K - $52.3K
|
8.53K
$3.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
114+ 0.59% |
$46.3K - $51.8K
|
19.3K
$7.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
113+ 2.51% |
$45.9K - $51.4K
|
4.61K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
113+ 3.72% |
$45.9K - $51.4K
|
3.15K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
113+ 2.94% |
$45.9K - $51.4K
|
3.95K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
112+ 0.32% |
$45.5K - $50.9K
|
34.8K
$13.8M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
112+ 1.9% |
$45.5K - $50.9K
|
6.01K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
111+ 4.8% |
$45.1K - $50.4K
|
2.42K
$957K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
111+ 0.71% |
$45.1K - $50.4K
|
15.6K
$6.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
111+ 0.31% |
$45.1K - $50.4K
|
36.3K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
111+ 3.59% |
$45.1K - $50.4K
|
3.2K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
109+ 6.43% |
$44.3K - $49.5K
|
1.8K
$713K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
109+ 0.05% |
$44.3K - $49.5K
|
217K
$85.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
109+ 6.1% |
$44.3K - $49.5K
|
1.9K
$749K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
108+ 2.69% |
$43.9K - $49.1K
|
4.13K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
108+ 6.63% |
$43.9K - $49.1K
|
1.74K
$686K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
108+ 3.63% |
$43.9K - $49.1K
|
3.08K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.9% |
$43.5K - $48.6K
|
12K
$4.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
107+ 4.96% |
$43.5K - $48.6K
|
2.27K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
106+ 1.98% |
$43.1K - $48.2K
|
5.47K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
106+ 3.89% |
$43.1K - $48.2K
|
2.83K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
105+ 3.71% |
$42.7K - $47.7K
|
2.94K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
105+ 1.22% |
$42.7K - $47.7K
|
8.73K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
104+ 0.84% |
$42.3K - $47.3K
|
12.4K
$4.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
104+ 0.55% |
$42.3K - $47.3K
|
18.9K
$7.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
104+ 3.65% |
$42.3K - $47.3K
|
2.96K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
104+ 4.9% |
$42.3K - $47.3K
|
2.23K
$881K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
104+ 9.9% |
$42.3K - $47.3K
|
1.15K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
104New |
$42.3K - $47.3K
|
104
$41.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
103+ 5.99% |
$41.9K - $46.8K
|
1.82K
$720K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
103+ 5.34% |
$41.9K - $46.8K
|
2.03K
$803K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
103+ 1.56% |
$41.9K - $46.8K
|
6.71K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
102+ 3.28% |
$41.4K - $46.4K
|
3.21K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
101+ 0.23% |
$41K - $45.9K
|
44.8K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
101+ 0.25% |
$41K - $45.9K
|
41.2K
$16.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
101+ 3.83% |
$41K - $45.9K
|
2.74K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
101+ 0.67% |
$41K - $45.9K
|
15.2K
$6.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
101+ 5.91% |
$41K - $45.9K
|
1.81K
$715K
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
101+ 0.29% |
$41K - $45.9K
|
35.3K
$13.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
100+ 1.56% |
$40.6K - $45.4K
|
6.51K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
100+ 13.32% |
$40.6K - $45.4K
|
851
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 0.32% |
$40.6K - $45.4K
|
31.8K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
100+ 0.56% |
$40.6K - $45.4K
|
18K
$7.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
100+ 1.4% |
$40.6K - $45.4K
|
7.23K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
100+ 2.62% |
$40.6K - $45.4K
|
3.92K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
100+ 0.58% |
$40.6K - $45.4K
|
17.3K
$6.82M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 1.49% |
$40.6K - $45.4K
|
6.8K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
99+ 0.59% |
$40.2K - $45K
|
16.9K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
99+ 1.21% |
$40.2K - $45K
|
8.26K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
98+ 2.17% |
$39.8K - $44.5K
|
4.61K
$1.82M
|