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 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 160.3% |
$573K - $640K
|
2.29K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.41K+ 40.18% |
$572K - $639K
|
4.91K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 7.5% |
$569K - $637K
|
20.1K
$8.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.38K+ 8.16% |
$561K - $628K
|
18.3K
$8.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 3.69% |
$550K - $615K
|
38K
$16.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.96% |
$549K - $614K
|
47K
$20.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.35K+ 27.23% |
$549K - $614K
|
6.32K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.35K+ 5.29% |
$547K - $612K
|
26.8K
$11.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.34K+ 10.85% |
$542K - $607K
|
13.6K
$6.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.33K+ 1.53% |
$542K - $606K
|
88.3K
$39.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 2.22% |
$537K - $600K
|
60.7K
$27M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.32K+ 9.67% |
$537K - $600K
|
15K
$6.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.81% |
$526K - $589K
|
72.9K
$32.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.29K+ 1.41% |
$525K - $588K
|
92.8K
$41.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.29K+ 1.88% |
$523K - $584K
|
69.6K
$30.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.28K+ 8.51% |
$519K - $580K
|
16.3K
$7.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27K+ 1.9% |
$517K - $579K
|
68.4K
$30.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.27K+ 5.47% |
$516K - $577K
|
24.5K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 4.04% |
$509K - $569K
|
32.3K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.25K+ 2.1% |
$509K - $569K
|
60.9K
$27.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.25K+ 7.58% |
$508K - $568K
|
17.8K
$7.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.24K+ 50.37% |
$504K - $564K
|
3.71K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.43% |
$500K - $559K
|
37.1K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 3.48% |
$495K - $554K
|
36.2K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.22K+ 0.59% |
$494K - $552K
|
206K
$91.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 0.59% |
$493K - $552K
|
208K
$92.3M
|
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
1.2K+ 18.93% |
$488K - $545K
|
7.54K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.2K+ 32.11% |
$488K - $545K
|
4.94K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.2K+ 9.56% |
$486K - $544K
|
13.7K
$6.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
1.2K+ 4.1% |
$486K - $544K
|
30.4K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.19K+ 1.6% |
$485K - $542K
|
75.6K
$33.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.18K+ 14.09% |
$481K - $538K
|
9.59K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.17K+ 2.76% |
$476K - $533K
|
43.6K
$19.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.17K+ 8.07% |
$476K - $532K
|
15.7K
$6.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.17K+ 4.02% |
$475K - $531K
|
30.2K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.17K+ 4.34% |
$475K - $531K
|
28.1K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.16KNew |
$469K - $525K
|
1.16K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.11K+ 15.3% |
$451K - $505K
|
8.37K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 3.55% |
$447K - $500K
|
32K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 0.28% |
$442K - $494K
|
393K
$175M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.09K+ 2.37% |
$441K - $494K
|
46.8K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.08K+ 3.88% |
$440K - $492K
|
29K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
1.08K+ 4.82% |
$439K - $491K
|
23.5K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.07K+ 0.57% |
$435K - $486K
|
190K
$84.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.06K+ 33.85% |
$432K - $483K
|
4.2K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.06K+ 5.71% |
$431K - $482K
|
19.6K
$8.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.06K+ 9.83% |
$430K - $481K
|
11.8K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.05K+ 10.12% |
$425K - $475K
|
11.4K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 8.65% |
$417K - $466K
|
12.9K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.02K+ 6.5% |
$414K - $463K
|
16.7K
$7.41M
|