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 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
33+ 0.09% |
$13.4K - $15K
|
36.7K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
32+ 3.33% |
$13K - $14.5K
|
994
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
32+ 0.91% |
$13K - $14.5K
|
3.56K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
32+ 0.21% |
$13K - $14.5K
|
15.1K
$7.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
31+ 0.6% |
$12.6K - $14.1K
|
5.21K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
31+ 0.45% |
$12.6K - $14.1K
|
6.97K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 0.46% |
$12.6K - $14.1K
|
6.75K
$3.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
31+ 0.55% |
$12.6K - $14.1K
|
5.7K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31+ 0.37% |
$12.6K - $14.1K
|
8.51K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
31+ 0.53% |
$12.6K - $14.1K
|
5.83K
$2.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
31+ 4.98% |
$12.6K - $14.1K
|
653
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
31New |
$12.6K - $14.1K
|
31
$15.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
30+ 1.8% |
$12.2K - $13.6K
|
1.7K
$870K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
30+ 0.77% |
$12.2K - $13.6K
|
3.95K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.59% |
$12.2K - $13.6K
|
5.14K
$2.63M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
29+ 0.4% |
$11.8K - $13.2K
|
7.19K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
29+ 0.08% |
$11.8K - $13.2K
|
36.6K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.44% |
$11.8K - $13.2K
|
6.66K
$3.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
29+ 0.23% |
$11.8K - $13.2K
|
12.9K
$6.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
29+ 1.81% |
$11.8K - $13.2K
|
1.63K
$834K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 0.24% |
$11.8K - $13.2K
|
11.9K
$6.11M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
29+ 0.13% |
$11.8K - $13.2K
|
21.8K
$11.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
28+ 1.19% |
$11.4K - $12.7K
|
2.37K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
28+ 0.26% |
$11.4K - $12.7K
|
10.6K
$5.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
28+ 0.43% |
$11.4K - $12.7K
|
6.5K
$3.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28+ 1.19% |
$11.4K - $12.7K
|
2.38K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
27+ 0.65% |
$11K - $12.3K
|
4.19K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.1% |
$11K - $12.3K
|
27.9K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
27+ 1.48% |
$11K - $12.3K
|
1.86K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
26+ 3.17% |
$10.6K - $11.8K
|
847
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.27% |
$10.6K - $11.8K
|
9.74K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
26+ 5.13% |
$10.6K - $11.8K
|
533
$273K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.12% |
$10.6K - $11.8K
|
21.4K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
25+ 0.45% |
$10.2K - $11.4K
|
5.54K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
25+ 0.77% |
$10.2K - $11.4K
|
3.29K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
25+ 0.23% |
$10.2K - $11.4K
|
10.9K
$5.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
25+ 0.45% |
$10.2K - $11.4K
|
5.62K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25+ 0.59% |
$10.2K - $11.4K
|
4.29K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24+ 0.55% |
$9.75K - $10.9K
|
4.43K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24+ 2.34% |
$9.75K - $10.9K
|
1.05K
$537K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
24+ 0.37% |
$9.75K - $10.9K
|
6.46K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
24+ 0.15% |
$9.75K - $10.9K
|
16K
$8.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
23+ 0.16% |
$9.35K - $10.5K
|
14.4K
$7.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
23+ 0.15% |
$9.35K - $10.5K
|
15.2K
$7.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
23+ 0.57% |
$9.35K - $10.5K
|
4.08K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
23+ 0.08% |
$9.35K - $10.5K
|
27.8K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
22+ 1.77% |
$8.94K - $10K
|
1.26K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 0.09% |
$8.94K - $10K
|
24.8K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
22+ 0.53% |
$8.94K - $10K
|
4.2K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
21+ 0.26% |
$8.53K - $9.54K
|
8.14K
$4.16M
|