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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
95+ 0.87% |
$38.6K - $43.2K
|
11K
$5.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
95+ 24.48% |
$38.6K - $43.2K
|
483
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
94+ 8.69% |
$38.2K - $42.7K
|
1.18K
$602K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
93+ 1.51% |
$37.8K - $42.3K
|
6.27K
$3.21M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
93+ 1.28% |
$37.8K - $42.3K
|
7.34K
$3.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
93+ 3.66% |
$37.8K - $42.3K
|
2.63K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
93+ 0.27% |
$37.8K - $42.3K
|
34.9K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
93+ 1.05% |
$37.8K - $42.3K
|
8.94K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
93+ 1.93% |
$37.8K - $42.3K
|
4.9K
$2.51M
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
93+ 3.15% |
$37.8K - $42.3K
|
3.04K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
92+ 0.23% |
$37.4K - $41.8K
|
40.3K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
92+ 2.18% |
$37.4K - $41.8K
|
4.3K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
92+ 5.15% |
$37.4K - $41.8K
|
1.88K
$960K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
92+ 1.17% |
$37.4K - $41.8K
|
7.99K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
91+ 0.97% |
$37K - $41.4K
|
9.49K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
91+ 1.67% |
$37K - $41.4K
|
5.55K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
91+ 0.19% |
$37K - $41.4K
|
47.4K
$24.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
90+ 0.86% |
$36.6K - $40.9K
|
10.5K
$5.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
90+ 0.64% |
$36.6K - $40.9K
|
14K
$7.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$36.6K - $40.9K
|
90
$46.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
89+ 2.91% |
$36.2K - $40.4K
|
3.14K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.23% |
$36.2K - $40.4K
|
38.5K
$19.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
88+ 0.22% |
$35.8K - $40K
|
40.6K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
88+ 0.23% |
$35.8K - $40K
|
38.9K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
88+ 1.19% |
$35.8K - $40K
|
7.48K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
87+ 6.92% |
$35.4K - $39.5K
|
1.34K
$688K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
87+ 0.11% |
$35.4K - $39.5K
|
77.5K
$39.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
86+ 0.92% |
$34.9K - $39.1K
|
9.45K
$4.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
86+ 0.49% |
$34.9K - $39.1K
|
17.6K
$8.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
86+ 1.82% |
$34.9K - $39.1K
|
4.82K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
86+ 2.99% |
$34.9K - $39.1K
|
2.96K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
85+ 0.29% |
$34.5K - $38.6K
|
29.8K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
85+ 1.95% |
$34.5K - $38.6K
|
4.44K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
83+ 8.68% |
$33.7K - $37.7K
|
1.04K
$532K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
83+ 7.88% |
$33.7K - $37.7K
|
1.14K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
83+ 4.82% |
$33.7K - $37.7K
|
1.8K
$923K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
82+ 0.56% |
$33.3K - $37.3K
|
14.6K
$7.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
82+ 3.38% |
$33.3K - $37.3K
|
2.51K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
82+ 0.37% |
$33.3K - $37.3K
|
22.3K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
81+ 1.03% |
$32.9K - $36.8K
|
7.91K
$4.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
81+ 1.21% |
$32.9K - $36.8K
|
6.75K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
81+ 2.78% |
$32.9K - $36.8K
|
3K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
81+ 14.78% |
$32.9K - $36.8K
|
629
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
80+ 2.55% |
$32.5K - $36.4K
|
3.22K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
80+ 2.19% |
$32.5K - $36.4K
|
3.74K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
80+ 0.25% |
$32.5K - $36.4K
|
32K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
80+ 4.93% |
$32.5K - $36.4K
|
1.7K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80+ 0.2% |
$32.5K - $36.4K
|
40.2K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
79+ 0.68% |
$32.1K - $35.9K
|
11.6K
$5.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
79+ 1.06% |
$32.1K - $35.9K
|
7.55K
$3.86M
|