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 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
46+ 0.14% |
$18.7K - $20.9K
|
33.3K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
46+ 0.08% |
$18.7K - $20.9K
|
56.5K
$22.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.26% |
$18.7K - $20.9K
|
17.8K
$7.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
46+ 0.65% |
$18.7K - $20.9K
|
7.1K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
46+ 0.12% |
$18.7K - $20.9K
|
38.1K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
45+ 6.72% |
$18.3K - $20.5K
|
715
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
45+ 0.95% |
$18.3K - $20.5K
|
4.77K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
45+ 5.06% |
$18.3K - $20.5K
|
935
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 1.7% |
$18.3K - $20.5K
|
2.7K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
45New |
$18.3K - $20.5K
|
45
$17.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
45New |
$18.3K - $20.5K
|
45
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
44+ 0.22% |
$17.9K - $20K
|
19.8K
$7.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
44+ 0.04% |
$17.9K - $20K
|
114K
$45.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
44+ 0.43% |
$17.9K - $20K
|
10.3K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
44+ 0.71% |
$17.9K - $20K
|
6.2K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.77% |
$17.5K - $19.5K
|
5.62K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
43+ 0.18% |
$17.5K - $19.5K
|
24.6K
$9.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 0.09% |
$17.5K - $19.5K
|
48.2K
$19.1M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
43+ 3.5% |
$17.5K - $19.5K
|
1.27K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
42+ 3.84% |
$17.1K - $19.1K
|
1.14K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
42+ 3.84% |
$17.1K - $19.1K
|
1.14K
$449K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
42+ 1.58% |
$17.1K - $19.1K
|
2.7K
$1.07M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
41+ 1.85% |
$16.7K - $18.6K
|
2.26K
$892K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41+ 0.49% |
$16.7K - $18.6K
|
8.39K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
41+ 1.13% |
$16.7K - $18.6K
|
3.66K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
41+ 0.66% |
$16.7K - $18.6K
|
6.23K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
41+ 0.99% |
$16.7K - $18.6K
|
4.18K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.08% |
$16.7K - $18.6K
|
3.84K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
40+ 0.33% |
$16.3K - $18.2K
|
12.2K
$4.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
40+ 2.36% |
$16.3K - $18.2K
|
1.74K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
40+ 0.4% |
$16.3K - $18.2K
|
10.1K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 3.32% |
$15.8K - $17.7K
|
1.21K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
39+ 5.16% |
$15.8K - $17.7K
|
795
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
39+ 7.4% |
$15.8K - $17.7K
|
566
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
38+ 1.41% |
$15.4K - $17.3K
|
2.74K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
38New |
$15.4K - $17.3K
|
38
$15K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
37+ 0.26% |
$15K - $16.8K
|
14.4K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
37+ 0.24% |
$15K - $16.8K
|
15.2K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
37+ 2.49% |
$15K - $16.8K
|
1.52K
$601K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
37+ 1.96% |
$15K - $16.8K
|
1.93K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
36+ 2.67% |
$14.6K - $16.4K
|
1.38K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
36+ 0.39% |
$14.6K - $16.4K
|
9.34K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
36+ 0.27% |
$14.6K - $16.4K
|
13.2K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
36+ 3.26% |
$14.6K - $16.4K
|
1.14K
$450K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
35+ 53.85% |
$14.2K - $15.9K
|
100
$39.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.24% |
$14.2K - $15.9K
|
14.4K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
35+ 0.47% |
$14.2K - $15.9K
|
7.45K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
34+ 0.79% |
$13.8K - $15.5K
|
4.33K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
34+ 0.89% |
$13.8K - $15.5K
|
3.86K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
34+ 1.06% |
$13.8K - $15.5K
|
3.25K
$1.29M
|