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 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
61+ 1.72% |
$24.8K - $27.7K
|
3.61K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
61+ 0.19% |
$24.8K - $27.7K
|
31.5K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
61New |
$24.8K - $27.7K
|
61
$24.1K
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
60+ 7.54% |
$24.4K - $27.3K
|
856
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
59+ 1.37% |
$24K - $26.8K
|
4.37K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
58+ 5.03% |
$23.6K - $26.4K
|
1.21K
$479K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
58+ 0.64% |
$23.6K - $26.4K
|
9.17K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
57+ 0.44% |
$23.2K - $25.9K
|
13.1K
$5.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
57+ 2.57% |
$23.2K - $25.9K
|
2.27K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
57+ 0.2% |
$23.2K - $25.9K
|
29K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
56+ 0.35% |
$22.8K - $25.4K
|
16.1K
$6.37M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
56+ 0.23% |
$22.8K - $25.4K
|
24.2K
$9.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
56+ 0.93% |
$22.8K - $25.4K
|
6.09K
$2.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
56+ 1.38% |
$22.8K - $25.4K
|
4.13K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
55+ 1.31% |
$22.3K - $25K
|
4.27K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
55+ 3.31% |
$22.3K - $25K
|
1.72K
$678K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
55+ 3.15% |
$22.3K - $25K
|
1.8K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
55+ 0.38% |
$22.3K - $25K
|
14.6K
$5.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
55+ 5.74% |
$22.3K - $25K
|
1.01K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
54+ 0.85% |
$21.9K - $24.5K
|
6.38K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
54+ 0.05% |
$21.9K - $24.5K
|
111K
$44M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
54+ 8.21% |
$21.9K - $24.5K
|
712
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
54+ 0.27% |
$21.9K - $24.5K
|
19.9K
$7.87M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
54+ 2.4% |
$21.9K - $24.5K
|
2.3K
$910K
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
53+ 0.12% |
$21.5K - $24.1K
|
44K
$17.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
53+ 2.1% |
$21.5K - $24.1K
|
2.58K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
53+ 1.9% |
$21.5K - $24.1K
|
2.85K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
52+ 1.47% |
$21.1K - $23.6K
|
3.59K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
52+ 2.22% |
$21.1K - $23.6K
|
2.4K
$947K
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
51+ 1.45% |
$20.7K - $23.2K
|
3.57K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
51+ 0.93% |
$20.7K - $23.2K
|
5.54K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
51+ 0.38% |
$20.7K - $23.2K
|
13.3K
$5.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
51+ 2.64% |
$20.7K - $23.2K
|
1.98K
$783K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
51+ 0.24% |
$20.7K - $23.2K
|
21.7K
$8.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
51+ 0.6% |
$20.7K - $23.2K
|
8.62K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
51+ 0.08% |
$20.7K - $23.2K
|
61.1K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
51+ 7.77% |
$20.7K - $23.2K
|
707
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
50+ 0.47% |
$20.3K - $22.7K
|
10.6K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
50+ 0.82% |
$20.3K - $22.7K
|
6.16K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
50+ 6.84% |
$20.3K - $22.7K
|
781
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
49+ 1.2% |
$19.9K - $22.3K
|
4.14K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
49+ 1.81% |
$19.9K - $22.3K
|
2.76K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
49+ 0.12% |
$19.9K - $22.3K
|
39.8K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
48+ 0.68% |
$19.5K - $21.8K
|
7.1K
$2.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
48+ 1.05% |
$19.5K - $21.8K
|
4.6K
$1.82M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
48+ 0.47% |
$19.5K - $21.8K
|
10.2K
$4.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
47+ 0.4% |
$19.1K - $21.4K
|
11.7K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
47+ 0.95% |
$19.1K - $21.4K
|
5.01K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
47+ 0.29% |
$19.1K - $21.4K
|
16.1K
$6.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
47+ 1.45% |
$19.1K - $21.4K
|
3.29K
$1.3M
|