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 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-39- 0.77% |
$15.8K - $17.7K
|
5.03K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-39- 1.11% |
$15.8K - $17.7K
|
3.48K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-39- 0.27% |
$15.8K - $17.7K
|
14.4K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-39- 0.17% |
$15.8K - $17.7K
|
23.4K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-40- 0.2% |
$16.3K - $18.2K
|
20.3K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-40- 0.51% |
$16.3K - $18.2K
|
7.8K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-40- 0.13% |
$16.3K - $18.2K
|
29.8K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-40- 1.35% |
$16.3K - $18.2K
|
2.92K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-40- 1.6% |
$16.3K - $18.2K
|
2.46K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-40- 0.12% |
$16.3K - $18.2K
|
34.6K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-40- 6.69% |
$16.3K - $18.2K
|
558
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-41- 0.33% |
$16.7K - $18.6K
|
12.4K
$6.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-41- 0.94% |
$16.7K - $18.6K
|
4.31K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-41- 0.82% |
$16.7K - $18.6K
|
4.94K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-42- 0.63% |
$17.1K - $19.1K
|
6.66K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-42- 1.71% |
$17.1K - $19.1K
|
2.42K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.74% |
$17.5K - $19.5K
|
5.73K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-43- 0.11% |
$17.5K - $19.5K
|
38.9K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-43- 1.65% |
$17.5K - $19.5K
|
2.56K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-44- 3.99% |
$17.9K - $20K
|
1.06K
$529K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-44- 1.47% |
$17.9K - $20K
|
2.95K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-45- 0.01% |
$18.3K - $20.5K
|
498K
$249M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-45- 0.71% |
$18.3K - $20.5K
|
6.3K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-46- 2.06% |
$18.7K - $20.9K
|
2.19K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-46- 0.4% |
$18.7K - $20.9K
|
11.5K
$5.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-46- 0.87% |
$18.7K - $20.9K
|
5.26K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-46- 0.49% |
$18.7K - $20.9K
|
9.4K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-46- 1.37% |
$18.7K - $20.9K
|
3.32K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-48- 0.38% |
$19.5K - $21.8K
|
12.6K
$6.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-48- 3.85% |
$19.5K - $21.8K
|
1.2K
$600K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-48- 0.15% |
$19.5K - $21.8K
|
31.4K
$15.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-48- 0.03% |
$19.5K - $21.8K
|
157K
$78.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-49- 5.26% |
$19.9K - $22.3K
|
882
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-49- 1.41% |
$19.9K - $22.3K
|
3.43K
$1.72M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-50- 1.18% |
$20.3K - $22.7K
|
4.21K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-50- 0.32% |
$20.3K - $22.7K
|
15.8K
$7.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 2.67% |
$20.3K - $22.7K
|
1.82K
$911K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-50- 1.12% |
$20.3K - $22.7K
|
4.43K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-50- 6.71% |
$20.3K - $22.7K
|
695
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
SELL
|
- |
-50- 2.3% |
$20.3K - $22.7K
|
2.12K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-50- 0.03% |
$20.3K - $22.7K
|
172K
$86.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-50- 0.55% |
$20.3K - $22.7K
|
9.1K
$4.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-50- 1.0% |
$20.3K - $22.7K
|
4.96K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-50- 1.51% |
$20.3K - $22.7K
|
3.26K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-52- 2.2% |
$21.1K - $23.6K
|
2.32K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-52- 1.14% |
$21.1K - $23.6K
|
4.53K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-52- 0.66% |
$21.1K - $23.6K
|
7.85K
$3.93M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-52- 7.38% |
$21.1K - $23.6K
|
653
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-53- 0.27% |
$21.5K - $24.1K
|
19.7K
$9.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-53- 0.83% |
$21.5K - $24.1K
|
6.32K
$3.16M
|