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 14, 2025
Q4 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-334- 2.0% |
$136K - $152K
|
16.4K
$6.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-335- 6.14% |
$136K - $152K
|
5.12K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-335- 3.32% |
$136K - $152K
|
9.75K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-335- 7.82% |
$136K - $152K
|
3.95K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-337- 2.3% |
$137K - $153K
|
14.3K
$5.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-337- 0.54% |
$137K - $153K
|
62K
$24.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-338- 2.04% |
$137K - $154K
|
16.3K
$6.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-340- 2.19% |
$138K - $155K
|
15.2K
$6M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-344- 0.35% |
$140K - $156K
|
98.3K
$38.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-345- 10.18% |
$140K - $157K
|
3.04K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-346- 15.15% |
$141K - $157K
|
1.94K
$766K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-348- 1.28% |
$141K - $158K
|
26.8K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-349- 0.67% |
$142K - $159K
|
51.6K
$20.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-353- 0.84% |
$143K - $160K
|
41.4K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-353- 0.64% |
$143K - $160K
|
54.5K
$21.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-354- 1.57% |
$144K - $161K
|
22.2K
$8.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-356- 0.51% |
$145K - $162K
|
68.8K
$27.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-356- 5.33% |
$145K - $162K
|
6.33K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-357- 13.67% |
$145K - $162K
|
2.26K
$891K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-357- 0.33% |
$145K - $162K
|
109K
$43M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-357- 0.01% |
$145K - $162K
|
2.77M
$1.09B
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-358- 2.33% |
$145K - $163K
|
15K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-358- 3.16% |
$145K - $163K
|
11K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-358- 0.64% |
$145K - $163K
|
55.3K
$21.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-360- 7.58% |
$146K - $164K
|
4.39K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-360- 5.76% |
$146K - $164K
|
5.89K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-364- 8.27% |
$148K - $165K
|
4.04K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-366- 2.81% |
$149K - $166K
|
12.7K
$5M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-367- 5.97% |
$149K - $167K
|
5.78K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-368- 4.68% |
$150K - $167K
|
7.5K
$2.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-368- 4.27% |
$150K - $167K
|
8.25K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-369- 3.81% |
$150K - $168K
|
9.31K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
SELL
|
- |
-370- 8.98% |
$150K - $168K
|
3.75K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-371- 1.27% |
$151K - $169K
|
28.8K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-373- 4.5% |
$152K - $170K
|
7.92K
$3.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
SELL
|
- |
-373- 3.96% |
$152K - $170K
|
9.06K
$3.58M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-378- 13.97% |
$154K - $172K
|
2.33K
$920K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-379- 1.13% |
$154K - $172K
|
33K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-380- 10.83% |
$154K - $173K
|
3.13K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-380- 2.09% |
$154K - $173K
|
17.8K
$7.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-381- 0.82% |
$155K - $173K
|
46K
$18.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-381- 7.83% |
$155K - $173K
|
4.48K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-382- 4.36% |
$155K - $174K
|
8.38K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-382- 0.59% |
$155K - $174K
|
64.6K
$25.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-383- 1.94% |
$156K - $174K
|
19.4K
$7.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-384- 2.04% |
$156K - $175K
|
18.4K
$7.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-386- 43.57% |
$157K - $175K
|
500
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-387- 0.32% |
$157K - $176K
|
120K
$47.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-388- 0.85% |
$158K - $176K
|
45.5K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-389- 1.38% |
$158K - $177K
|
27.9K
$11M
|