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 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-6- 0.07% |
$2.44K - $2.73K
|
8.99K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-7- 0.48% |
$2.84K - $3.18K
|
1.45K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-7- 0.05% |
$2.84K - $3.18K
|
15.1K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-7- 0.17% |
$2.84K - $3.18K
|
4.22K
$1.67M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-7- 0.24% |
$2.84K - $3.18K
|
2.88K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$3.25K - $3.64K
|
6.66K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.07% |
$3.25K - $3.64K
|
11.6K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.12% |
$3.25K - $3.64K
|
708
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-8- 0.08% |
$3.25K - $3.64K
|
9.55K
$3.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-9- 0.01% |
$3.66K - $4.09K
|
68.9K
$27.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9- 0.08% |
$3.66K - $4.09K
|
11K
$4.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-9- 0.43% |
$3.66K - $4.09K
|
2.08K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-9- 0.18% |
$3.66K - $4.09K
|
4.98K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-9- 0.29% |
$3.66K - $4.09K
|
3.14K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.28K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-10- 0.09% |
$4.06K - $4.54K
|
11.7K
$4.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.33K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-10- 0.11% |
$4.06K - $4.54K
|
9.3K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-10- 2.05% |
$4.06K - $4.54K
|
477
$189K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-10- 0.66% |
$4.06K - $4.54K
|
1.51K
$595K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.4% |
$4.06K - $4.54K
|
2.52K
$994K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10- 0.02% |
$4.06K - $4.54K
|
41.2K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-10- 1.55% |
$4.06K - $4.54K
|
635
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-10- 0.16% |
$4.06K - $4.54K
|
6.26K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-10- 0.14% |
$4.06K - $4.54K
|
7.15K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 0.53% |
$4.06K - $4.54K
|
1.89K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.37K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-11- 1.41% |
$4.47K - $5K
|
771
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-11- 0.52% |
$4.47K - $5K
|
2.1K
$828K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-11- 0.2% |
$4.47K - $5K
|
5.51K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-11- 0.17% |
$4.47K - $5K
|
6.66K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-11- 0.89% |
$4.47K - $5K
|
1.23K
$487K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.18% |
$4.88K - $5.45K
|
6.76K
$2.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-12- 0.11% |
$4.88K - $5.45K
|
10.5K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 0.16% |
$4.88K - $5.45K
|
7.57K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-12- 0.32% |
$4.88K - $5.45K
|
3.71K
$1.47M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-12- 0.45% |
$4.88K - $5.45K
|
2.63K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-13- 0.09% |
$5.28K - $5.91K
|
14.1K
$5.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-13- 0.15% |
$5.28K - $5.91K
|
8.61K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-13- 1.86% |
$5.28K - $5.91K
|
687
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-13- 0.04% |
$5.28K - $5.91K
|
35.8K
$14.1M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-14- 1.49% |
$5.69K - $6.36K
|
924
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.25% |
$5.69K - $6.36K
|
5.61K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-14- 0.07% |
$5.69K - $6.36K
|
19.7K
$7.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-14- 0.05% |
$5.69K - $6.36K
|
27.5K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-15- 0.01% |
$6.1K - $6.82K
|
103K
$40.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-15- 0.25% |
$6.1K - $6.82K
|
6.06K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15- 0.28% |
$6.1K - $6.82K
|
5.3K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-15- 0.32% |
$6.1K - $6.82K
|
4.62K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-15- 0.16% |
$6.1K - $6.82K
|
9.22K
$3.64M
|