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
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
14+ 0.05% |
$5.69K - $6.36K
|
29K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
13+ 0.01% |
$5.28K - $5.91K
|
115K
$57.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
13+ 0.35% |
$5.28K - $5.91K
|
3.7K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
13+ 0.1% |
$5.28K - $5.91K
|
13.5K
$6.75M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
12+ 0.31% |
$4.88K - $5.45K
|
3.85K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12+ 1.2% |
$4.88K - $5.45K
|
1.02K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
12+ 0.05% |
$4.88K - $5.45K
|
24.6K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
12+ 0.17% |
$4.88K - $5.45K
|
7.02K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12+ 0.64% |
$4.88K - $5.45K
|
1.88K
$938K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
12+ 0.06% |
$4.88K - $5.45K
|
18.9K
$9.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
12+ 0.23% |
$4.88K - $5.45K
|
5.16K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 0.07% |
$4.88K - $5.45K
|
17.7K
$8.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
12+ 0.9% |
$4.88K - $5.45K
|
1.35K
$673K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
12+ 0.14% |
$4.88K - $5.45K
|
8.48K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
11+ 0.03% |
$4.47K - $5K
|
34.1K
$17.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11+ 0.59% |
$4.47K - $5K
|
1.89K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11+ 1.34% |
$4.47K - $5K
|
832
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
11+ 0.08% |
$4.47K - $5K
|
13.6K
$6.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$4.06K - $4.54K
|
5.69K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.12% |
$4.06K - $4.54K
|
8.69K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10+ 0.24% |
$4.06K - $4.54K
|
4.1K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
10+ 0.31% |
$4.06K - $4.54K
|
3.27K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10+ 0.71% |
$4.06K - $4.54K
|
1.41K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$4.06K - $4.54K
|
5.5K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.2% |
$4.06K - $4.54K
|
5.03K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
10+ 0.28% |
$4.06K - $4.54K
|
3.56K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
10+ 0.08% |
$4.06K - $4.54K
|
13.3K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10+ 0.5% |
$4.06K - $4.54K
|
2.02K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
9+ 0.59% |
$3.66K - $4.09K
|
1.55K
$774K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
9+ 0.06% |
$3.66K - $4.09K
|
16K
$8.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
52.4K
$26.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
9+ 0.11% |
$3.66K - $4.09K
|
8.36K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
48.2K
$24.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
9+ 0.05% |
$3.66K - $4.09K
|
19K
$9.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.93% |
$3.66K - $4.09K
|
976
$488K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.7% |
$3.66K - $4.09K
|
1.3K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
44.2K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
9+ 0.04% |
$3.66K - $4.09K
|
21K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
9+ 0.87% |
$3.66K - $4.09K
|
1.05K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9+ 0.15% |
$3.66K - $4.09K
|
6.19K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
9+ 4.64% |
$3.66K - $4.09K
|
203
$102K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8+ 0.01% |
$3.25K - $3.64K
|
88.2K
$44.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
8+ 0.44% |
$3.25K - $3.64K
|
1.82K
$909K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
8+ 0.04% |
$3.25K - $3.64K
|
20.8K
$10.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 0.11% |
$2.84K - $3.18K
|
6.59K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
7+ 0.04% |
$2.84K - $3.18K
|
18.1K
$9.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7+ 0.04% |
$2.84K - $3.18K
|
19K
$9.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$2.84K - $3.18K
|
9.5K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.01% |
$2.84K - $3.18K
|
90.5K
$45.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.84K - $3.18K
|
4.05K
$2.02M
|