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
|
Tobam
|
SELL
|
- |
-1.15K- 19.67% |
$467K - $522K
|
4.69K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.15K- 0.24% |
$469K - $524K
|
479K
$199M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 7.58% |
$469K - $524K
|
14.1K
$5.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.16K- 1.33% |
$470K - $525K
|
85.5K
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.16K- 6.37% |
$471K - $526K
|
17K
$7.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.16K- 2.17% |
$471K - $527K
|
52.4K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 0.98% |
$471K - $527K
|
118K
$48.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.17K- 5.7% |
$474K - $530K
|
19.3K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.17K- 1.99% |
$475K - $531K
|
57.5K
$23.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.17K- 1.33% |
$475K - $532K
|
86.7K
$36M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.17K- 2.3% |
$476K - $532K
|
49.7K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.17K- 12.48% |
$476K - $532K
|
8.21K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.17K- 0.64% |
$476K - $532K
|
183K
$75.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.17K- 1.89% |
$477K - $533K
|
61K
$25.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.18K- 3.05% |
$477K - $534K
|
37.3K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.18K- 12.35% |
$481K - $538K
|
8.4K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.19K- 2.03% |
$482K - $539K
|
57.2K
$23.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.2K- 8.3% |
$486K - $543K
|
13.2K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 2.33% |
$487K - $544K
|
50.2K
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.2K- 2.89% |
$488K - $545K
|
40.3K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.2K- 0.92% |
$489K - $547K
|
130K
$54M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.21KClosed |
$492K - $550K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.21K- 3.6% |
$492K - $550K
|
32.4K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.21K- 1.14% |
$492K - $551K
|
105K
$43.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.51% |
$493K - $551K
|
238K
$98.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.21K- 8.69% |
$493K - $552K
|
12.8K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.23K- 0.24% |
$499K - $558K
|
507K
$210M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.23K- 8.52% |
$499K - $558K
|
13.2K
$5.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.23K- 12.91% |
$499K - $559K
|
8.29K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.23K- 1.39% |
$501K - $561K
|
87.6K
$36.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.24K- 4.1% |
$502K - $562K
|
28.9K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.24K- 2.62% |
$503K - $562K
|
45.9K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 4.45% |
$504K - $564K
|
26.7K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.25K- 0.54% |
$506K - $566K
|
231K
$96M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.25K- 2.28% |
$506K - $566K
|
53.4K
$22.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-1.25K- 1.62% |
$509K - $569K
|
76K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.25K- 4.05% |
$509K - $569K
|
29.7K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.26K- 1.71% |
$510K - $570K
|
71.9K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-1.26K- 4.13% |
$511K - $572K
|
29.2K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.26K- 3.26% |
$512K - $573K
|
37.4K
$15.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 2.18% |
$514K - $574K
|
56.6K
$23.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.28K- 3.21% |
$518K - $579K
|
38.5K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.28K- 6.2% |
$518K - $579K
|
19.3K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.28K- 1.3% |
$521K - $583K
|
97K
$40.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.28K- 7.63% |
$521K - $583K
|
15.5K
$6.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 1.35% |
$523K - $584K
|
93.7K
$38.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-1.29K- 3.26% |
$523K - $585K
|
38.2K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.29K- 2.53% |
$524K - $586K
|
49.6K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.29K- 1.33% |
$525K - $588K
|
96.1K
$39.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.3K- 3.86% |
$529K - $591K
|
32.4K
$13.4M
|