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 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-88- 11.3% |
$35.8K - $40K
|
691
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-88- 1.94% |
$35.8K - $40K
|
4.45K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-89- 1.25% |
$36.2K - $40.4K
|
7.05K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-89- 1.22% |
$36.2K - $40.4K
|
7.23K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-89- 0.43% |
$36.2K - $40.4K
|
20.8K
$8.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-90- 3.53% |
$36.6K - $40.9K
|
2.46K
$972K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-90- 0.42% |
$36.6K - $40.9K
|
21.5K
$8.51M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-90- 0.09% |
$36.6K - $40.9K
|
98.4K
$38.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-91- 1.09% |
$37K - $41.4K
|
8.26K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-91- 0.18% |
$37K - $41.4K
|
49.7K
$19.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-91- 33.58% |
$37K - $41.4K
|
180
$71.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-92- 0.24% |
$37.4K - $41.8K
|
38.8K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-92- 6.8% |
$37.4K - $41.8K
|
1.26K
$498K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-93- 0.31% |
$37.8K - $42.3K
|
29.9K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-94- 0.34% |
$38.2K - $42.7K
|
27.8K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-94- 1.31% |
$38.2K - $42.7K
|
7.07K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-94- 3.52% |
$38.2K - $42.7K
|
2.57K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-94- 3.12% |
$38.2K - $42.7K
|
2.92K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-94- 0.4% |
$38.2K - $42.7K
|
23.4K
$9.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-95- 4.6% |
$38.6K - $43.2K
|
1.97K
$778K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-95- 4.8% |
$38.6K - $43.2K
|
1.89K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-95- 1.38% |
$38.6K - $43.2K
|
6.8K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-95- 3.15% |
$38.6K - $43.2K
|
2.92K
$1.15M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.2% |
$39K - $43.6K
|
47.2K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-97- 0.59% |
$39.4K - $44.1K
|
16.3K
$6.44M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-97- 2.92% |
$39.4K - $44.1K
|
3.23K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-97- 0.79% |
$39.4K - $44.1K
|
12.1K
$4.8M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-97- 1.01% |
$39.4K - $44.1K
|
9.55K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-98- 2.19% |
$39.8K - $44.5K
|
4.39K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-98- 5.79% |
$39.8K - $44.5K
|
1.6K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-98- 0.67% |
$39.8K - $44.5K
|
14.6K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-98- 1.76% |
$39.8K - $44.5K
|
5.48K
$2.17M
|
|
|
Jan 03, 2025
Q4 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-100- 7.3% |
$40.6K - $45.4K
|
1.27K
$502K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-100- 0.22% |
$40.6K - $45.4K
|
45.8K
$18.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-100- 1.61% |
$40.6K - $45.4K
|
6.1K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.56% |
$40.6K - $45.4K
|
17.9K
$7.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 0.94% |
$40.6K - $45.4K
|
10.5K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-100- 4.42% |
$40.6K - $45.4K
|
2.16K
$855K
|
|
|
Jan 27, 2025
Q4 2024
|
Independent Investors Inc
|
SELL
|
- |
-100- 0.18% |
$40.6K - $45.4K
|
54.5K
$21.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-100- 7.79% |
$40.6K - $45.4K
|
1.18K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-100- 5.1% |
$40.6K - $45.4K
|
1.86K
$736K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-100- 2.73% |
$40.6K - $45.4K
|
3.56K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 0.44% |
$40.6K - $45.4K
|
22.4K
$8.85M
|
|
|
Feb 11, 2025
Q4 2024
|
America First Investment Advisors, LLC
|
SELL
|
- |
-100- 3.89% |
$40.6K - $45.4K
|
2.47K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-100- 1.02% |
$40.6K - $45.4K
|
9.75K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-101- 1.16% |
$41K - $45.9K
|
8.63K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-101- 4.62% |
$41K - $45.9K
|
2.09K
$824K
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-102- 1.06% |
$41.4K - $46.4K
|
9.5K
$3.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-103- 0.53% |
$41.9K - $46.8K
|
19.2K
$7.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-103- 1.38% |
$41.9K - $46.8K
|
7.35K
$2.91M
|