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 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
7+ 0.1% |
$2.84K - $3.18K
|
6.86K
$3.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
6+ 0.09% |
$2.44K - $2.73K
|
6.97K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
6+ 0.04% |
$2.44K - $2.73K
|
16K
$8.03M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6+ 0.37% |
$2.44K - $2.73K
|
1.65K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6+ 0.27% |
$2.44K - $2.73K
|
2.19K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6+ 0.0% |
$2.44K - $2.73K
|
330K
$165M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 0.08% |
$2.44K - $2.73K
|
7.7K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5+ 0.1% |
$2.03K - $2.27K
|
5.02K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
5+ 0.44% |
$2.03K - $2.27K
|
1.13K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$2.03K - $2.27K
|
14.3K
$7.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4+ 0.71% |
$1.63K - $1.82K
|
564
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$1.63K - $1.82K
|
3.81K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$1.63K - $1.82K
|
15.8K
$7.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4+ 0.15% |
$1.63K - $1.82K
|
2.61K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$1.63K - $1.82K
|
13.9K
$6.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.49% |
$1.63K - $1.82K
|
815
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
4+ 0.23% |
$1.63K - $1.82K
|
1.72K
$858K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
4+ 0.01% |
$1.63K - $1.82K
|
30.3K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3+ 0.01% |
$1.22K - $1.36K
|
20.3K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.18% |
$1.22K - $1.36K
|
1.7K
$848K
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.17% |
$1.22K - $1.36K
|
1.78K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3+ 0.06% |
$1.22K - $1.36K
|
4.74K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3+ 0.08% |
$1.22K - $1.36K
|
3.92K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.03% |
$1.22K - $1.36K
|
9.66K
$4.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3+ 0.1% |
$1.22K - $1.36K
|
2.96K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$1.22K - $1.36K
|
4.52K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
3+ 0.19% |
$1.22K - $1.36K
|
1.62K
$812K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.04% |
$1.22K - $1.36K
|
7.09K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3+ 0.1% |
$1.22K - $1.36K
|
3.06K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
3+ 0.53% |
$1.22K - $1.36K
|
565
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
3+ 0.11% |
$1.22K - $1.36K
|
2.79K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2+ 1.72% |
$813 - $909
|
118
$59K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.05% |
$813 - $909
|
4.45K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.23% |
$813 - $909
|
873
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.16% |
$813 - $909
|
1.25K
$626K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2+ 0.16% |
$813 - $909
|
1.22K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.21% |
$813 - $909
|
955
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2+ 0.06% |
$813 - $909
|
3.61K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2+ 0.02% |
$813 - $909
|
8.23K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.09% |
$813 - $909
|
2.14K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2+ 0.1% |
$813 - $909
|
2.04K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.01% |
$813 - $909
|
17.4K
$8.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2+ 0.08% |
$813 - $909
|
2.6K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2+ 0.04% |
$813 - $909
|
4.58K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$813 - $909
|
14.1K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2+ 0.05% |
$813 - $909
|
3.93K
$1.97M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.48K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.4K
$699K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.01% |
$406 - $454
|
8.47K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.16K
$1.58M
|