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 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$406 - $454
|
805
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1+ 0.21% |
$406 - $454
|
480
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.01% |
$406 - $454
|
7.58K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1+ 0.01% |
$406 - $454
|
7.6K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1+ 0.18% |
$406 - $454
|
548
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.04% |
$406 - $454
|
2.68K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$406 - $454
|
917
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.05% |
$406 - $454
|
1.85K
$926K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.52K
$760K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$406 - $454
|
1.24K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.05% |
$406 - $454
|
2.02K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$406 - $454
|
1.98K
$993K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.85K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$406 - $454
|
10.2K
$5.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.52K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.22% |
$406 - $454
|
454
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.14% |
$406 - $454
|
702
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
1+ 0.05% |
$406 - $454
|
2.21K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1+ 0.08% |
$406 - $454
|
1.33K
$665K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1+ 0.07% |
$406 - $454
|
1.37K
$683K
|
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1+ 0.06% |
$406 - $454
|
1.6K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1+ 0.02% |
$406 - $454
|
4.35K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1New |
$406 - $454
|
1
$500
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1+ 0.01% |
$406 - $454
|
9.28K
$4.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$406 - $454
|
1.29K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-1- 0.08% |
$406 - $454
|
1.26K
$629K
|
|
|
Jan 23, 2025
Q4 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$406 - $454
|
37K
$18.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1- 0.01% |
$406 - $454
|
8.44K
$4.22M
|
|
|
Apr 16, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-1- 0.06% |
$406 - $454
|
1.79K
$898K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.2K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-2- 0.1% |
$813 - $909
|
1.9K
$953K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-2- 0.04% |
$813 - $909
|
5.18K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$813 - $909
|
12.1K
$6.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.36% |
$813 - $909
|
559
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-2- 0.24% |
$813 - $909
|
836
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-2- 0.03% |
$813 - $909
|
6.38K
$3.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2- 0.06% |
$813 - $909
|
3.48K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-2- 0.14% |
$813 - $909
|
1.48K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$813 - $909
|
6.46K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-2- 0.03% |
$813 - $909
|
7.64K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3- 0.04% |
$1.22K - $1.36K
|
8.03K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3- 0.59% |
$1.22K - $1.36K
|
507
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3- 0.13% |
$1.22K - $1.36K
|
2.34K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 0.12% |
$1.22K - $1.36K
|
2.57K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-3- 0.2% |
$1.22K - $1.36K
|
1.48K
$743K
|
|
|
May 15, 2025
Q4 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3- 0.15% |
$1.22K - $1.36K
|
2.03K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-4- 0.01% |
$1.63K - $1.82K
|
32.9K
$16.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-4- 0.18% |
$1.63K - $1.82K
|
2.28K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-4- 0.13% |
$1.63K - $1.82K
|
2.99K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.05% |
$1.63K - $1.82K
|
8.64K
$4.32M
|