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 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4.44K- 19.07% |
$1.8M - $2.02M
|
18.8K
$7.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.46K- 29.47% |
$1.81M - $2.03M
|
10.7K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4.47K- 10.51% |
$1.81M - $2.03M
|
38K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-4.48K- 1.78% |
$1.82M - $2.04M
|
247K
$102M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.53K- 50.23% |
$1.84M - $2.06M
|
4.49K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-4.55K- 1.55% |
$1.85M - $2.07M
|
288K
$119M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-4.58K- 15.29% |
$1.86M - $2.08M
|
25.4K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.6K- 5.44% |
$1.87M - $2.09M
|
79.9K
$33M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.66K- 0.69% |
$1.89M - $2.12M
|
674K
$279M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.68K- 4.66% |
$1.9M - $2.13M
|
95.6K
$39.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.74K- 1.55% |
$1.92M - $2.15M
|
301K
$125M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4.76K- 8.4% |
$1.93M - $2.16M
|
51.9K
$21.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-4.79K- 0.73% |
$1.95M - $2.18M
|
652K
$270M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-4.8K- 67.85% |
$1.95M - $2.18M
|
2.27K
$940K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-4.81K- 13.43% |
$1.95M - $2.18M
|
31K
$12.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.83K- 1.51% |
$1.96M - $2.19M
|
315K
$130M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.85K- 1.47% |
$1.97M - $2.2M
|
326K
$135M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.88K- 2.44% |
$1.98M - $2.22M
|
195K
$80.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.99K- 0.19% |
$2.03M - $2.27M
|
2.69M
$1.11B
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-4.99K- 22.62% |
$2.03M - $2.27M
|
17.1K
$7.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-5.01K- 18.17% |
$2.03M - $2.28M
|
22.6K
$9.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.02K- 17.52% |
$2.04M - $2.28M
|
23.6K
$9.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-5.08K- 3.48% |
$2.06M - $2.31M
|
141K
$58.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.17K- 0.77% |
$2.1M - $2.35M
|
669K
$277M
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-5.19K- 80.27% |
$2.11M - $2.36M
|
1.28K
$527K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.23K- 1.7% |
$2.12M - $2.37M
|
302K
$125M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.27K- 58.07% |
$2.14M - $2.4M
|
3.81K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-5.29K- 17.5% |
$2.15M - $2.4M
|
24.9K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.33K- 51.52% |
$2.17M - $2.42M
|
5.02K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.35K- 4.59% |
$2.18M - $2.43M
|
111K
$46M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5.36K- 1.41% |
$2.18M - $2.44M
|
375K
$155M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-5.4K- 42.35% |
$2.19M - $2.45M
|
7.35K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.7K- 0.45% |
$2.32M - $2.59M
|
1.26M
$522M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.91K- 1.06% |
$2.4M - $2.68M
|
552K
$228M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.93K- 9.05% |
$2.41M - $2.69M
|
59.6K
$24.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-6.04K- 44.3% |
$2.45M - $2.74M
|
7.59K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.12K- 3.05% |
$2.49M - $2.78M
|
195K
$80.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-6.15K- 4.06% |
$2.5M - $2.8M
|
145K
$60M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.22K- 1.42% |
$2.53M - $2.83M
|
432K
$179M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-6.25K- 9.08% |
$2.54M - $2.84M
|
62.6K
$25.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-6.35K- 29.15% |
$2.58M - $2.88M
|
15.4K
$6.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-6.38K- 2.36% |
$2.59M - $2.9M
|
263K
$109M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.41K- 0.25% |
$2.61M - $2.91M
|
2.59M
$1.07B
|
|
|
Jan 27, 2025
Q4 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-6.49K- 12.21% |
$2.64M - $2.95M
|
46.7K
$19.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-6.51K- 2.38% |
$2.64M - $2.96M
|
267K
$110M
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-6.6K- 22.77% |
$2.68M - $3M
|
22.4K
$9.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-6.78K- 54.25% |
$2.76M - $3.08M
|
5.72K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.8K- 6.69% |
$2.76M - $3.09M
|
94.8K
$39.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-6.99K- 90.1% |
$2.84M - $3.18M
|
768
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-7.04K- 1.36% |
$2.86M - $3.2M
|
511K
$211M
|