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
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-53- 1.1% |
$21.5K - $24.1K
|
4.78K
$2.39M
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.6% |
$21.5K - $24.1K
|
8.76K
$4.38M
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-53- 0.1% |
$21.5K - $24.1K
|
53.5K
$26.8M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-54- 0.04% |
$21.9K - $24.5K
|
124K
$62.2M
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-54- 0.67% |
$21.9K - $24.5K
|
8.01K
$4.01M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-54- 0.06% |
$21.9K - $24.5K
|
87.6K
$43.8M
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-54- 0.06% |
$21.9K - $24.5K
|
85.7K
$42.9M
|
|
Jan 15, 2025
Q4 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-55- 2.5% |
$22.3K - $25K
|
2.15K
$1.07M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-55- 0.85% |
$22.3K - $25K
|
6.4K
$3.2M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-55- 0.71% |
$22.3K - $25K
|
7.7K
$3.85M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-56- 1.14% |
$22.8K - $25.4K
|
4.86K
$2.43M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-56- 1.09% |
$22.8K - $25.4K
|
5.08K
$2.54M
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-56- 0.65% |
$22.8K - $25.4K
|
8.54K
$4.27M
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-57- 1.63% |
$23.2K - $25.9K
|
3.44K
$1.72M
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-57- 2.62% |
$23.2K - $25.9K
|
2.12K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-57- 0.88% |
$23.2K - $25.9K
|
6.39K
$3.2M
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-58- 4.27% |
$23.6K - $26.4K
|
1.3K
$650K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-58- 0.14% |
$23.6K - $26.4K
|
41.6K
$20.8M
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-58- 3.63% |
$23.6K - $26.4K
|
1.54K
$771K
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-59- 0.19% |
$24K - $26.8K
|
31K
$15.5M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-59- 0.25% |
$24K - $26.8K
|
23.5K
$11.8M
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-59- 0.38% |
$24K - $26.8K
|
15.7K
$7.83M
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-59- 1.08% |
$24K - $26.8K
|
5.4K
$2.7M
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-60- 3.53% |
$24.4K - $27.3K
|
1.64K
$820K
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-60- 1.78% |
$24.4K - $27.3K
|
3.3K
$1.65M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-60- 0.1% |
$24.4K - $27.3K
|
61.1K
$30.6M
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-61- 0.33% |
$24.8K - $27.7K
|
18.5K
$9.26M
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-61- 0.43% |
$24.8K - $27.7K
|
14K
$6.99M
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-61- 0.79% |
$24.8K - $27.7K
|
7.62K
$3.81M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-62- 1.43% |
$25.2K - $28.2K
|
4.29K
$2.15M
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-62- 0.18% |
$25.2K - $28.2K
|
35.1K
$17.6M
|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-62- 0.41% |
$25.2K - $28.2K
|
15.2K
$7.62M
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-63- 1.03% |
$25.6K - $28.6K
|
6.06K
$3.03M
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-64- 0.12% |
$26K - $29.1K
|
53.7K
$26.9M
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 0.46% |
$26.4K - $29.5K
|
14K
$7.02M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-65- 0.25% |
$26.4K - $29.5K
|
26.2K
$13.1M
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-65- 2.42% |
$26.4K - $29.5K
|
2.62K
$1.31M
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-65- 0.36% |
$26.4K - $29.5K
|
17.8K
$8.92M
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-65- 4.2% |
$26.4K - $29.5K
|
1.48K
$741K
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-65- 3.84% |
$26.4K - $29.5K
|
1.63K
$814K
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-65- 0.41% |
$26.4K - $29.5K
|
15.8K
$7.91M
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-66- 0.61% |
$26.8K - $30K
|
10.7K
$5.35M
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-66- 2.85% |
$26.8K - $30K
|
2.25K
$1.12M
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-66- 0.63% |
$26.8K - $30K
|
10.5K
$5.24M
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-67- 2.56% |
$27.2K - $30.4K
|
2.56K
$1.28M
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-67- 5.31% |
$27.2K - $30.4K
|
1.2K
$598K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-67- 0.52% |
$27.2K - $30.4K
|
12.9K
$6.46M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-68- 0.28% |
$27.6K - $30.9K
|
24.5K
$12.2M
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-68- 7.66% |
$27.6K - $30.9K
|
820
$410K
|
|
Feb 13, 2025
Q4 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-69- 0.29% |
$28K - $31.4K
|
23.4K
$11.7M
|