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 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-390- 2.56% |
$158K - $177K
|
14.9K
$5.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-390- 1.69% |
$158K - $177K
|
22.7K
$8.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-390- 13.74% |
$158K - $177K
|
2.45K
$968K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-391- 0.37% |
$159K - $178K
|
107K
$42.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-392- 2.09% |
$159K - $178K
|
18.4K
$7.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-394- 39.84% |
$160K - $179K
|
595
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-395- 19.22% |
$161K - $180K
|
1.66K
$656K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-397- 8.47% |
$161K - $180K
|
4.29K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-397- 8.41% |
$161K - $180K
|
4.33K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-398- 1.04% |
$162K - $181K
|
37.7K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-399- 4.2% |
$162K - $181K
|
9.1K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-400- 0.44% |
$163K - $182K
|
90K
$35.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-404- 0.72% |
$164K - $184K
|
55.8K
$22.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-406- 21.48% |
$165K - $185K
|
1.48K
$587K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-410- 0.14% |
$167K - $186K
|
293K
$116M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-410- 2.39% |
$167K - $186K
|
16.8K
$6.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-410- 2.16% |
$167K - $186K
|
18.6K
$7.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-412- 4.49% |
$167K - $187K
|
8.76K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-412- 0.29% |
$167K - $187K
|
142K
$56.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-414- 2.74% |
$168K - $188K
|
14.7K
$5.81M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-415- 4.47% |
$169K - $189K
|
8.87K
$3.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-417- 1.81% |
$169K - $190K
|
22.6K
$8.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Capital Management, Inc
|
SELL
|
- |
-417- 0.26% |
$169K - $190K
|
162K
$64.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-419- 0.75% |
$170K - $190K
|
55.8K
$22M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-422- 0.5% |
$171K - $192K
|
83.7K
$33.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-423- 3.48% |
$172K - $192K
|
11.7K
$4.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-423- 3.15% |
$172K - $192K
|
13K
$5.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-424- 1.59% |
$172K - $193K
|
26.2K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-426- 5.65% |
$173K - $194K
|
7.12K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-427- 1.01% |
$174K - $194K
|
41.9K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-430- 13.34% |
$175K - $195K
|
2.79K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-434- 0.39% |
$176K - $197K
|
112K
$44.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-436- 0.49% |
$177K - $198K
|
87.9K
$34.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-436- 3.49% |
$177K - $198K
|
12.1K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-438- 3.29% |
$178K - $199K
|
12.9K
$5.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-440- 5.91% |
$179K - $200K
|
7K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-440- 0.67% |
$179K - $200K
|
65.1K
$25.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-443- 0.25% |
$180K - $201K
|
175K
$69.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-444- 2.63% |
$180K - $202K
|
16.4K
$6.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-445- 1.72% |
$181K - $202K
|
25.4K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-445- 3.13% |
$181K - $202K
|
13.8K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-446- 4.82% |
$181K - $203K
|
8.81K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-447- 0.92% |
$182K - $203K
|
48K
$19M
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-448- 1.47% |
$182K - $204K
|
30.1K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-448- 3.44% |
$182K - $204K
|
12.6K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-450- 6.6% |
$183K - $205K
|
6.37K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-451- 1.18% |
$183K - $205K
|
37.6K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-453- 0.07% |
$184K - $206K
|
626K
$247M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-455- 2.59% |
$185K - $207K
|
17.1K
$6.77M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-456- 4.56% |
$185K - $207K
|
9.55K
$3.78M
|