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 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
23+ 0.57% |
$9.35K - $10.5K
|
4.08K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
23+ 0.08% |
$9.35K - $10.5K
|
27.8K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22+ 1.77% |
$8.94K - $10K
|
1.26K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 0.09% |
$8.94K - $10K
|
24.8K
$9.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
22+ 0.53% |
$8.94K - $10K
|
4.2K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21+ 0.26% |
$8.53K - $9.54K
|
8.14K
$3.22M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
21+ 0.13% |
$8.53K - $9.54K
|
16.2K
$6.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
21+ 0.58% |
$8.53K - $9.54K
|
3.62K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21+ 0.18% |
$8.53K - $9.54K
|
11.9K
$4.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
21+ 0.14% |
$8.53K - $9.54K
|
14.6K
$5.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
21+ 0.39% |
$8.53K - $9.54K
|
5.41K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.44% |
$8.13K - $9.09K
|
4.56K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
20+ 0.62% |
$8.13K - $9.09K
|
3.27K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
20+ 1.06% |
$8.13K - $9.09K
|
1.91K
$756K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
19+ 0.2% |
$7.72K - $8.63K
|
9.74K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
19+ 1.77% |
$7.72K - $8.63K
|
1.09K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
19+ 0.42% |
$7.72K - $8.63K
|
4.53K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
19+ 4.51% |
$7.72K - $8.63K
|
440
$174K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
19+ 0.07% |
$7.72K - $8.63K
|
28.3K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
19+ 0.08% |
$7.72K - $8.63K
|
23.8K
$9.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
19+ 0.02% |
$7.72K - $8.63K
|
80.5K
$31.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
19+ 0.64% |
$7.72K - $8.63K
|
3K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
18New |
$7.31K - $8.18K
|
18
$7.11K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
17+ 0.53% |
$6.91K - $7.73K
|
3.22K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
17+ 0.65% |
$6.91K - $7.73K
|
2.63K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Glynn Capital Management LLC
|
BUY
|
- |
17+ 0.18% |
$6.91K - $7.73K
|
9.27K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16+ 0.28% |
$6.5K - $7.27K
|
5.64K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
16+ 0.11% |
$6.5K - $7.27K
|
15.1K
$5.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
16+ 0.29% |
$6.5K - $7.27K
|
5.6K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
16+ 0.41% |
$6.5K - $7.27K
|
3.92K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
15+ 0.62% |
$6.1K - $6.82K
|
2.42K
$958K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
15+ 0.07% |
$6.1K - $6.82K
|
20.4K
$8.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
15+ 0.32% |
$6.1K - $6.82K
|
4.64K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$6.1K - $6.82K
|
15
$5.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
14+ 0.09% |
$5.69K - $6.36K
|
16.2K
$6.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
14+ 0.05% |
$5.69K - $6.36K
|
26K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
14+ 0.07% |
$5.69K - $6.36K
|
19.5K
$7.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
14+ 0.05% |
$5.69K - $6.36K
|
29K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
13+ 0.01% |
$5.28K - $5.91K
|
115K
$45.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
13+ 0.35% |
$5.28K - $5.91K
|
3.7K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
13+ 0.1% |
$5.28K - $5.91K
|
13.5K
$5.33M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
12+ 0.31% |
$4.88K - $5.45K
|
3.85K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12+ 1.2% |
$4.88K - $5.45K
|
1.02K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
12+ 0.05% |
$4.88K - $5.45K
|
24.6K
$9.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
12+ 0.17% |
$4.88K - $5.45K
|
7.02K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12+ 0.64% |
$4.88K - $5.45K
|
1.88K
$741K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
12+ 0.06% |
$4.88K - $5.45K
|
18.9K
$7.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
12+ 0.23% |
$4.88K - $5.45K
|
5.16K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 0.07% |
$4.88K - $5.45K
|
17.7K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
12+ 0.9% |
$4.88K - $5.45K
|
1.35K
$532K
|