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 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.52K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.22% |
$406 - $454
|
454
$179K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.14% |
$406 - $454
|
702
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
1+ 0.05% |
$406 - $454
|
2.21K
$874K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1+ 0.08% |
$406 - $454
|
1.33K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.37K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1+ 0.06% |
$406 - $454
|
1.6K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1+ 0.02% |
$406 - $454
|
4.35K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1New |
$406 - $454
|
1
$395
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1+ 0.01% |
$406 - $454
|
9.28K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$406 - $454
|
1.29K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-1- 0.08% |
$406 - $454
|
1.26K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$406 - $454
|
37K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1- 0.01% |
$406 - $454
|
8.44K
$3.33M
|
|
|
Apr 16, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.06% |
$406 - $454
|
1.79K
$709K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.2K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-2- 0.1% |
$813 - $909
|
1.9K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.18K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$813 - $909
|
12.1K
$4.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.36% |
$813 - $909
|
559
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-2- 0.24% |
$813 - $909
|
836
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-2- 0.03% |
$813 - $909
|
6.38K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2- 0.06% |
$813 - $909
|
3.48K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-2- 0.14% |
$813 - $909
|
1.48K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$813 - $909
|
6.46K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-2- 0.03% |
$813 - $909
|
7.64K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3- 0.04% |
$1.22K - $1.36K
|
8.03K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3- 0.59% |
$1.22K - $1.36K
|
507
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 0.13% |
$1.22K - $1.36K
|
2.34K
$923K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 0.12% |
$1.22K - $1.36K
|
2.57K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-3- 0.2% |
$1.22K - $1.36K
|
1.48K
$587K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-4- 0.01% |
$1.63K - $1.82K
|
32.9K
$13M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-4- 0.18% |
$1.63K - $1.82K
|
2.28K
$900K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$1.63K - $1.82K
|
2.99K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.05% |
$1.63K - $1.82K
|
8.64K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.01% |
$1.63K - $1.82K
|
46.8K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4- 0.32% |
$1.63K - $1.82K
|
1.24K
$489K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-5- 0.84% |
$2.03K - $2.27K
|
587
$232K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.03% |
$2.03K - $2.27K
|
19K
$7.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-5- 0.73% |
$2.03K - $2.27K
|
676
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5- 0.05% |
$2.03K - $2.27K
|
10.5K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-5- 0.02% |
$2.03K - $2.27K
|
22.4K
$8.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-5- 0.17% |
$2.03K - $2.27K
|
2.9K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.07% |
$2.03K - $2.27K
|
7.67K
$3.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.12% |
$2.03K - $2.27K
|
4.06K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.02% |
$2.03K - $2.27K
|
21.6K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-5- 0.08% |
$2.03K - $2.27K
|
6.07K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-6- 0.18% |
$2.44K - $2.73K
|
3.4K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-6- 0.01% |
$2.44K - $2.73K
|
51.8K
$20.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-6- 0.59% |
$2.44K - $2.73K
|
1.02K
$402K
|