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 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-74- 3.42% |
$30.1K - $33.6K
|
2.09K
$1.07M
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-74- 0.14% |
$30.1K - $33.6K
|
51K
$26.1M
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-75- 0.67% |
$30.5K - $34.1K
|
11.2K
$5.73M
|
|
Jan 14, 2025
Q4 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-75- 0.14% |
$30.5K - $34.1K
|
52.4K
$26.8M
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-75- 1.55% |
$30.5K - $34.1K
|
4.78K
$2.45M
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-75- 0.51% |
$30.5K - $34.1K
|
14.5K
$7.44M
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-75- 2.4% |
$30.5K - $34.1K
|
3.04K
$1.56M
|
|
Feb 11, 2025
Q4 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-75- 3.02% |
$30.5K - $34.1K
|
2.41K
$1.23M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-75- 1.49% |
$30.5K - $34.1K
|
4.97K
$2.54M
|
|
Jun 10, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-75- 0.04% |
$30.5K - $34.1K
|
187K
$95.9M
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-76- 0.88% |
$30.9K - $34.5K
|
8.54K
$4.37M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-77- 0.8% |
$31.3K - $35K
|
9.59K
$4.91M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-77- 0.37% |
$31.3K - $35K
|
20.5K
$10.5M
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-77- 0.78% |
$31.3K - $35K
|
9.81K
$5.02M
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-77- 0.53% |
$31.3K - $35K
|
14.3K
$7.34M
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-77- 0.37% |
$31.3K - $35K
|
20.9K
$10.7M
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-78- 5.6% |
$31.7K - $35.4K
|
1.32K
$673K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-78- 1.22% |
$31.7K - $35.4K
|
6.3K
$3.22M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-78- 1.0% |
$31.7K - $35.4K
|
7.71K
$3.95M
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-78- 1.04% |
$31.7K - $35.4K
|
7.45K
$3.81M
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-78- 0.83% |
$31.7K - $35.4K
|
9.3K
$4.76M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-79- 3.46% |
$32.1K - $35.9K
|
2.2K
$1.13M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-80- 1.24% |
$32.5K - $36.4K
|
6.35K
$3.25M
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-80- 7.91% |
$32.5K - $36.4K
|
931
$476K
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-80- 0.49% |
$32.5K - $36.4K
|
16.4K
$8.39M
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-80- 4.63% |
$32.5K - $36.4K
|
1.65K
$844K
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-80- 0.25% |
$32.5K - $36.4K
|
31.4K
$16.1M
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-80- 1.27% |
$32.5K - $36.4K
|
6.22K
$3.18M
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-80- 9.84% |
$32.5K - $36.4K
|
733
$375K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-81- 0.06% |
$32.9K - $36.8K
|
132K
$67.5M
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-81- 0.24% |
$32.9K - $36.8K
|
34K
$17.4M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-81- 1.51% |
$32.9K - $36.8K
|
5.29K
$2.71M
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-82- 1.18% |
$33.3K - $37.3K
|
6.84K
$3.5M
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-82- 0.27% |
$33.3K - $37.3K
|
30K
$15.4M
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-82- 0.55% |
$33.3K - $37.3K
|
14.7K
$7.53M
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-83- 5.89% |
$33.7K - $37.7K
|
1.33K
$679K
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-83- 4.83% |
$33.7K - $37.7K
|
1.64K
$837K
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-83- 0.59% |
$33.7K - $37.7K
|
13.9K
$7.1M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-84- 3.47% |
$34.1K - $38.2K
|
2.33K
$1.19M
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-84- 0.73% |
$34.1K - $38.2K
|
11.4K
$5.81M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-84- 0.28% |
$34.1K - $38.2K
|
30.3K
$15.5M
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-85- 0.41% |
$34.5K - $38.6K
|
20.4K
$10.4M
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-85- 4.29% |
$34.5K - $38.6K
|
1.9K
$970K
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-85- 0.13% |
$34.5K - $38.6K
|
64.7K
$33.1M
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-85- 0.76% |
$34.5K - $38.6K
|
11.2K
$5.71M
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-85- 10.84% |
$34.5K - $38.6K
|
699
$358K
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-86- 1.64% |
$34.9K - $39.1K
|
5.17K
$2.64M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-86- 0.64% |
$34.9K - $39.1K
|
13.4K
$6.88M
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-88- 0.36% |
$35.8K - $40K
|
24.5K
$12.5M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-88- 0.14% |
$35.8K - $40K
|
61.9K
$31.7M
|