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
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-15- 0.59% |
$6.1K - $6.82K
|
2.54K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-16- 1.09% |
$6.5K - $7.27K
|
1.45K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-16- 1.37% |
$6.5K - $7.27K
|
1.15K
$454K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-16- 0.5% |
$6.5K - $7.27K
|
3.16K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-16- 1.18% |
$6.5K - $7.27K
|
1.34K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-16- 0.43% |
$6.5K - $7.27K
|
3.73K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-16- 0.06% |
$6.5K - $7.27K
|
25.3K
$10M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-16- 0.41% |
$6.5K - $7.27K
|
3.85K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-17- 2.72% |
$6.91K - $7.73K
|
608
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-17- 0.36% |
$6.91K - $7.73K
|
4.67K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-17- 2.44% |
$6.91K - $7.73K
|
679
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.04% |
$7.31K - $8.18K
|
42.8K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-19- 0.86% |
$7.72K - $8.63K
|
2.18K
$862K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-20- 0.23% |
$8.13K - $9.09K
|
8.8K
$3.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-20- 0.16% |
$8.13K - $9.09K
|
12.3K
$4.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-20- 0.41% |
$8.13K - $9.09K
|
4.82K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-20- 0.64% |
$8.13K - $9.09K
|
3.12K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-20- 0.13% |
$8.13K - $9.09K
|
14.9K
$5.89M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-20- 0.18% |
$8.13K - $9.09K
|
11.3K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-21- 0.01% |
$8.53K - $9.54K
|
151K
$59.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-21- 0.55% |
$8.53K - $9.54K
|
3.81K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.15% |
$8.53K - $9.54K
|
14.4K
$5.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-21- 0.96% |
$8.53K - $9.54K
|
2.16K
$853K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-21- 0.96% |
$8.53K - $9.54K
|
2.16K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-21- 0.32% |
$8.53K - $9.54K
|
6.53K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.01% |
$8.53K - $9.54K
|
142K
$56M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-22- 4.46% |
$8.94K - $10K
|
471
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-22- 1.84% |
$8.94K - $10K
|
1.17K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-22- 0.74% |
$8.94K - $10K
|
2.94K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-22- 0.78% |
$8.94K - $10K
|
2.8K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-22- 0.16% |
$8.94K - $10K
|
13.9K
$5.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-22- 0.38% |
$8.94K - $10K
|
5.71K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-22- 0.36% |
$8.94K - $10K
|
6.17K
$2.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 0.44% |
$9.35K - $10.5K
|
5.19K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-23- 0.09% |
$9.35K - $10.5K
|
26.4K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-24- 0.38% |
$9.75K - $10.9K
|
6.28K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-24- 0.53% |
$9.75K - $10.9K
|
4.49K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-24- 2.66% |
$9.75K - $10.9K
|
877
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-24- 1.41% |
$9.75K - $10.9K
|
1.68K
$665K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-24- 12.24% |
$9.75K - $10.9K
|
172
$68K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-24- 1.07% |
$9.75K - $10.9K
|
2.22K
$879K
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-24- 0.05% |
$9.75K - $10.9K
|
44.9K
$17.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-25- 2.44% |
$10.2K - $11.4K
|
999
$395K
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-25- 0.09% |
$10.2K - $11.4K
|
27.9K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-25- 0.23% |
$10.2K - $11.4K
|
10.8K
$4.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-25- 1.13% |
$10.2K - $11.4K
|
2.19K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-25- 0.1% |
$10.2K - $11.4K
|
26.3K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-25- 0.8% |
$10.2K - $11.4K
|
3.09K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-25- 0.15% |
$10.2K - $11.4K
|
16.6K
$6.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-25- 1.34% |
$10.2K - $11.4K
|
1.84K
$729K
|