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 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-519- 7.89% |
$211K - $236K
|
6.06K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-519- 1.82% |
$211K - $236K
|
28K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-520- 0.84% |
$211K - $236K
|
61.1K
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-521- 0.37% |
$212K - $237K
|
139K
$54.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
SELL
|
- |
-521- 2.5% |
$212K - $237K
|
20.3K
$8.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-522- 2.22% |
$212K - $237K
|
23K
$9.09M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-523- 0.48% |
$213K - $238K
|
109K
$43.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-524- 7.09% |
$213K - $238K
|
6.86K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-525- 10.44% |
$213K - $239K
|
4.5K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-526- 1.87% |
$214K - $239K
|
27.6K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-529- 1.79% |
$215K - $240K
|
29K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-529- 3.23% |
$215K - $240K
|
15.9K
$6.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-530- 3.88% |
$215K - $241K
|
13.1K
$5.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-530- 7.44% |
$215K - $241K
|
6.6K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-530- 6.67% |
$215K - $241K
|
7.41K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-531- 1.15% |
$216K - $241K
|
45.7K
$18M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-531- 1.37% |
$216K - $241K
|
38.2K
$15.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-532- 3.1% |
$216K - $242K
|
16.6K
$6.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-533- 0.25% |
$217K - $242K
|
215K
$84.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-534- 4.42% |
$217K - $243K
|
11.5K
$4.56M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-535- 2.08% |
$217K - $243K
|
25.2K
$9.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-536- 1.26% |
$218K - $244K
|
42K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-537- 1.14% |
$218K - $244K
|
46.5K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-539- 8.71% |
$219K - $245K
|
5.65K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-540- 8.15% |
$219K - $245K
|
6.09K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-540- 1.94% |
$219K - $245K
|
27.3K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-541- 0.65% |
$220K - $246K
|
82.4K
$32.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-542- 1.78% |
$220K - $246K
|
29.9K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-542- 4.17% |
$220K - $246K
|
12.5K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-542- 2.98% |
$220K - $246K
|
17.6K
$6.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-542- 0.96% |
$220K - $246K
|
56.2K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-542- 0.51% |
$220K - $246K
|
106K
$41.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-543- 0.33% |
$221K - $247K
|
165K
$65.1M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-544- 0.32% |
$221K - $247K
|
172K
$67.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-544- 14.61% |
$221K - $247K
|
3.18K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-548- 0.56% |
$223K - $249K
|
97.6K
$38.6M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-548- 0.59% |
$223K - $249K
|
92.6K
$36.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-549- 2.51% |
$223K - $249K
|
21.3K
$8.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
SELL
|
- |
-550- 11.14% |
$223K - $250K
|
4.39K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-553- 4.07% |
$225K - $251K
|
13K
$5.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-554- 10.34% |
$225K - $252K
|
4.8K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-556- 15.35% |
$226K - $253K
|
3.07K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-557- 1.07% |
$226K - $253K
|
51.3K
$20.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-558- 4.19% |
$227K - $254K
|
12.7K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-560- 5.93% |
$228K - $254K
|
8.88K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-561- 0.87% |
$228K - $255K
|
64.1K
$25.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-561- 7.59% |
$228K - $255K
|
6.83K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-564- 3.02% |
$229K - $256K
|
18.1K
$7.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-567- 1.26% |
$230K - $258K
|
44.4K
$17.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-567- 2.49% |
$230K - $258K
|
22.2K
$8.76M
|