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 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-25- -0.0% |
$10.2K - $11.4K
|
1.11M
$439M
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-25- 0.32% |
$10.2K - $11.4K
|
7.85K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.14% |
$10.2K - $11.4K
|
18K
$7.12M
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-26- 0.46% |
$10.6K - $11.8K
|
5.62K
$2.22M
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-26- 13.68% |
$10.6K - $11.8K
|
164
$64.8K
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-27- 0.41% |
$11K - $12.3K
|
6.61K
$2.61M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-27- 0.38% |
$11K - $12.3K
|
7.01K
$2.77M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27- 1.07% |
$11K - $12.3K
|
2.49K
$983K
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-27- 0.25% |
$11K - $12.3K
|
10.8K
$4.27M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-27- 1.05% |
$11K - $12.3K
|
2.55K
$1.01M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-27- 0.14% |
$11K - $12.3K
|
19.8K
$7.85M
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-27- 1.25% |
$11K - $12.3K
|
2.13K
$843K
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-28- 0.06% |
$11.4K - $12.7K
|
49.5K
$19.5M
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-28- 0.79% |
$11.4K - $12.7K
|
3.53K
$1.39M
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-28- 1.93% |
$11.4K - $12.7K
|
1.43K
$563K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-28- 0.69% |
$11.4K - $12.7K
|
4.02K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-28- 0.51% |
$11.4K - $12.7K
|
5.46K
$2.16M
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-28- 0.09% |
$11.4K - $12.7K
|
29.7K
$11.7M
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-28- 0.68% |
$11.4K - $12.7K
|
4.06K
$1.61M
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-29- 0.43% |
$11.8K - $13.2K
|
6.77K
$2.67M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-29- 0.66% |
$11.8K - $13.2K
|
4.37K
$1.73M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-29- 1.79% |
$11.8K - $13.2K
|
1.59K
$629K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-29- 0.17% |
$11.8K - $13.2K
|
17.1K
$6.74M
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-29- 0.55% |
$11.8K - $13.2K
|
5.28K
$2.09M
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-29- 0.27% |
$11.8K - $13.2K
|
10.7K
$4.24M
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-29- 0.12% |
$11.8K - $13.2K
|
23.2K
$9.19M
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-29- 0.37% |
$11.8K - $13.2K
|
7.72K
$3.05M
|
|
Jan 03, 2025
Q4 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-30- 0.26% |
$12.2K - $13.6K
|
11.6K
$4.57M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-30- 0.22% |
$12.2K - $13.6K
|
13.8K
$5.47M
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 0.11% |
$12.2K - $13.6K
|
28K
$11.1M
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-30- 0.29% |
$12.2K - $13.6K
|
10.4K
$4.13M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-30- 1.63% |
$12.2K - $13.6K
|
1.82K
$717K
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-30- 0.98% |
$12.2K - $13.6K
|
3.05K
$1.2M
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-30- 0.62% |
$12.2K - $13.6K
|
4.78K
$1.89M
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-30- 0.22% |
$12.2K - $13.6K
|
13.9K
$5.5M
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-30- 0.07% |
$12.2K - $13.6K
|
42.8K
$16.9M
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-30- 4.54% |
$12.2K - $13.6K
|
631
$249K
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 0.31% |
$12.6K - $14.1K
|
9.98K
$3.94M
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-31- 0.06% |
$12.6K - $14.1K
|
50.4K
$19.9M
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-31- 0.27% |
$12.6K - $14.1K
|
11.4K
$4.5M
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-31- 0.77% |
$12.6K - $14.1K
|
3.98K
$1.57M
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-31- 0.39% |
$12.6K - $14.1K
|
7.88K
$3.11M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 0.23% |
$12.6K - $14.1K
|
13.4K
$5.29M
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-31- 0.13% |
$12.6K - $14.1K
|
23.1K
$9.13M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.31% |
$12.6K - $14.1K
|
10K
$3.96M
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-31- 0.22% |
$12.6K - $14.1K
|
14.1K
$5.58M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-31- 0.66% |
$12.6K - $14.1K
|
4.7K
$1.86M
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-31- 0.07% |
$12.6K - $14.1K
|
42.4K
$16.7M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-32- 0.06% |
$13K - $14.5K
|
51.2K
$20.2M
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.85% |
$13K - $14.5K
|
3.72K
$1.47M
|