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 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 0.5% |
$412K - $460K
|
203K
$90M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.01K+ 17.94% |
$410K - $458K
|
6.63K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.01K+ 4.75% |
$409K - $458K
|
22.2K
$9.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.01KNew |
$408K - $457K
|
1.01K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
1K+ 0.62% |
$406K - $454K
|
162K
$72.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
977+ 10.97% |
$397K - $444K
|
9.88K
$4.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
968+ 10.13% |
$393K - $440K
|
10.5K
$4.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
954+ 0.78% |
$388K - $434K
|
123K
$54.6M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
947+ 1.77% |
$385K - $430K
|
54.4K
$24.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
941+ 22.85% |
$382K - $428K
|
5.06K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
939+ 7.18% |
$382K - $427K
|
14K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
923+ 41.21% |
$375K - $419K
|
3.16K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
920+ 0.2% |
$374K - $418K
|
467K
$207M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
920+ 11.0% |
$374K - $418K
|
9.28K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
919+ 7.09% |
$373K - $418K
|
13.9K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
914+ 0.74% |
$371K - $415K
|
124K
$55.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
911+ 0.87% |
$370K - $414K
|
106K
$46.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
905+ 10.25% |
$368K - $411K
|
9.73K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
897+ 1.22% |
$364K - $408K
|
74.6K
$33.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
895New |
$364K - $407K
|
895
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
876+ 0.36% |
$356K - $398K
|
247K
$110M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
875+ 4.5% |
$356K - $398K
|
20.3K
$9.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
868+ 6.26% |
$353K - $394K
|
14.7K
$6.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
865New |
$351K - $393K
|
865
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
861+ 10.88% |
$350K - $391K
|
8.77K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
857+ 19.11% |
$348K - $389K
|
5.34K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
853+ 5.68% |
$347K - $388K
|
15.9K
$7.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
850+ 0.79% |
$345K - $386K
|
108K
$48.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
847+ 3.56% |
$344K - $385K
|
24.6K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
847+ 6.69% |
$344K - $385K
|
13.5K
$6M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
846+ 1.92% |
$344K - $384K
|
44.9K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
843+ 3.07% |
$343K - $383K
|
28.3K
$12.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
840+ 4.39% |
$341K - $382K
|
20K
$8.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
828+ 12.19% |
$336K - $376K
|
7.62K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
826+ 6.33% |
$336K - $375K
|
13.9K
$6.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
816+ 2.95% |
$332K - $371K
|
28.4K
$12.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Spence Asset Management
|
BUY
|
- |
809+ 1.43% |
$329K - $368K
|
57.6K
$25.6M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
809+ 1.0% |
$329K - $368K
|
81.7K
$36.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
801+ 2.79% |
$325K - $364K
|
29.5K
$13.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
800+ 3.65% |
$325K - $364K
|
22.7K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
800+ 11.29% |
$325K - $364K
|
7.89K
$3.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
771+ 11.58% |
$313K - $350K
|
7.43K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
770+ 2.38% |
$313K - $350K
|
33.1K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
767New |
$312K - $349K
|
767
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
754+ 1.65% |
$306K - $343K
|
46.6K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
753+ 47.51% |
$306K - $342K
|
2.34K
$1.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
752+ 6.37% |
$306K - $342K
|
12.6K
$5.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
749New |
$304K - $340K
|
749
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
747+ 0.51% |
$304K - $339K
|
146K
$64.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
732+ 6.57% |
$297K - $333K
|
11.9K
$5.27M
|