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 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
81+ 14.78% |
$32.9K - $36.8K
|
629
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
80+ 2.55% |
$32.5K - $36.4K
|
3.22K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
80+ 2.19% |
$32.5K - $36.4K
|
3.74K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
80+ 0.25% |
$32.5K - $36.4K
|
32K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
80+ 4.93% |
$32.5K - $36.4K
|
1.7K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
80+ 0.2% |
$32.5K - $36.4K
|
40.2K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
79+ 0.68% |
$32.1K - $35.9K
|
11.6K
$4.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
79+ 1.06% |
$32.1K - $35.9K
|
7.55K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
78+ 1.35% |
$31.7K - $35.4K
|
5.85K
$2.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
78+ 0.37% |
$31.7K - $35.4K
|
21K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
78+ 2.99% |
$31.7K - $35.4K
|
2.69K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
77+ 0.01% |
$31.3K - $35K
|
658K
$260M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
77+ 0.35% |
$31.3K - $35K
|
22.1K
$8.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
76+ 5.45% |
$30.9K - $34.5K
|
1.47K
$581K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
76+ 1.31% |
$30.9K - $34.5K
|
5.89K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
75+ 1.32% |
$30.5K - $34.1K
|
5.74K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
75+ 2.71% |
$30.5K - $34.1K
|
2.84K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
75+ 0.2% |
$30.5K - $34.1K
|
37.5K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
74+ 11.65% |
$30.1K - $33.6K
|
709
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
74+ 6.66% |
$30.1K - $33.6K
|
1.19K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
74+ 2.92% |
$30.1K - $33.6K
|
2.61K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
73+ 0.43% |
$29.7K - $33.2K
|
16.9K
$6.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
73+ 0.58% |
$29.7K - $33.2K
|
12.7K
$5.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
73+ 10.43% |
$29.7K - $33.2K
|
773
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
72+ 0.93% |
$29.3K - $32.7K
|
7.83K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
72+ 11.25% |
$29.3K - $32.7K
|
712
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
72+ 0.69% |
$29.3K - $32.7K
|
10.5K
$4.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
71+ 2.65% |
$28.9K - $32.3K
|
2.75K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
71+ 0.42% |
$28.9K - $32.3K
|
17.1K
$6.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
71+ 5.45% |
$28.9K - $32.3K
|
1.37K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
71+ 2.76% |
$28.9K - $32.3K
|
2.65K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
70+ 0.13% |
$28.4K - $31.8K
|
54.4K
$21.5M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
68+ 5.97% |
$27.6K - $30.9K
|
1.21K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
67+ 0.23% |
$27.2K - $30.4K
|
28.6K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
67+ 0.43% |
$27.2K - $30.4K
|
15.5K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
67+ 0.87% |
$27.2K - $30.4K
|
7.75K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
66+ 2.09% |
$26.8K - $30K
|
3.22K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
65+ 144.44% |
$26.4K - $29.5K
|
110
$43.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
65+ 1.38% |
$26.4K - $29.5K
|
4.76K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
BUY
|
- |
65+ 10.57% |
$26.4K - $29.5K
|
680
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
65+ 6.39% |
$26.4K - $29.5K
|
1.08K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
65+ 2.1% |
$26.4K - $29.5K
|
3.15K
$1.25M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
62+ 0.85% |
$25.2K - $28.2K
|
7.33K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
62+ 0.66% |
$25.2K - $28.2K
|
9.44K
$3.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
62+ 0.98% |
$25.2K - $28.2K
|
6.37K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
62+ 6.14% |
$25.2K - $28.2K
|
1.07K
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
61+ 0.65% |
$24.8K - $27.7K
|
9.47K
$3.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.62% |
$24.8K - $27.7K
|
2.39K
$946K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
61+ 1.09% |
$24.8K - $27.7K
|
5.66K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
61+ 2.51% |
$24.8K - $27.7K
|
2.5K
$986K
|