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 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-569- 3.5% |
$231K - $259K
|
15.7K
$6.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-569- 8.64% |
$231K - $259K
|
6.02K
$2.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-569- 3.21% |
$231K - $259K
|
17.2K
$6.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-572- 1.06% |
$232K - $260K
|
53.6K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-574- 2.2% |
$233K - $261K
|
25.5K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-575- 1.55% |
$234K - $261K
|
36.5K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-579- 0.79% |
$235K - $263K
|
72.4K
$28.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-579- 4.56% |
$235K - $263K
|
12.1K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-582- 2.14% |
$236K - $264K
|
26.6K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-585- 5.71% |
$238K - $266K
|
9.67K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-587- 0.37% |
$239K - $267K
|
158K
$62.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-590- 0.56% |
$240K - $268K
|
106K
$41.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-590- 0.92% |
$240K - $268K
|
63.5K
$25.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-591- 3.16% |
$240K - $269K
|
18.1K
$7.16M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-593- 4.48% |
$241K - $269K
|
12.6K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-597- 3.33% |
$243K - $271K
|
17.3K
$6.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-600- 4.85% |
$244K - $273K
|
11.8K
$4.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-600- 4.61% |
$244K - $273K
|
12.4K
$4.91M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-601- 4.53% |
$244K - $273K
|
12.7K
$5M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-603- 2.22% |
$245K - $274K
|
26.6K
$10.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-604- 1.38% |
$245K - $274K
|
43.3K
$17.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-607- 4.25% |
$247K - $276K
|
13.7K
$5.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-609- 3.57% |
$247K - $277K
|
16.5K
$6.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-610- 4.0% |
$248K - $277K
|
14.7K
$5.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-611- 16.67% |
$248K - $278K
|
3.06K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-611- 1.2% |
$248K - $278K
|
50.1K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-611- 5.06% |
$248K - $278K
|
11.5K
$4.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-612- 2.13% |
$249K - $278K
|
28.1K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-613- 4.05% |
$249K - $279K
|
14.5K
$5.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-614- 8.19% |
$249K - $279K
|
6.88K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-614- 0.77% |
$249K - $279K
|
79.6K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-615- 3.68% |
$250K - $279K
|
16.1K
$6.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-616- 1.57% |
$250K - $280K
|
38.7K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-616- 5.2% |
$250K - $280K
|
11.2K
$4.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-617- 0.48% |
$251K - $280K
|
129K
$50.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-618- 4.07% |
$251K - $281K
|
14.6K
$5.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-618- 2.75% |
$251K - $281K
|
21.8K
$8.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-620- 5.0% |
$252K - $282K
|
11.8K
$4.65M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-620- 1.4% |
$252K - $282K
|
43.6K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-624- 5.16% |
$254K - $284K
|
11.5K
$4.53M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-625- 4.64% |
$254K - $284K
|
12.8K
$5.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-629- 4.35% |
$256K - $286K
|
13.8K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-633- 4.32% |
$257K - $288K
|
14K
$5.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-633- 1.99% |
$257K - $288K
|
31.2K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-637- 4.91% |
$259K - $289K
|
12.3K
$4.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-643- 1.59% |
$261K - $292K
|
39.7K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-646- 5.14% |
$263K - $294K
|
11.9K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-647- 4.91% |
$263K - $294K
|
12.5K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-648- 1.07% |
$263K - $294K
|
59.9K
$23.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-649- 2.09% |
$264K - $295K
|
30.4K
$12M
|