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 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.54K- 11.55% |
$626K - $700K
|
11.8K
$4.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-1.55K- 2.72% |
$629K - $703K
|
55.2K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.55K- 7.8% |
$629K - $704K
|
18.3K
$7.59M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.56K- 35.73% |
$632K - $707K
|
2.8K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.56K- 0.89% |
$632K - $707K
|
173K
$71.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.56K- 3.88% |
$633K - $708K
|
38.6K
$16M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.56K- 0.23% |
$634K - $709K
|
683K
$283M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.56K- 6.01% |
$636K - $711K
|
24.4K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 1.68% |
$637K - $712K
|
91.5K
$37.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-1.57K- 24.89% |
$639K - $714K
|
4.74K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.57K- 46.19% |
$640K - $715K
|
1.83K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.58K- 3.22% |
$640K - $716K
|
47.4K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.58K- 0.69% |
$640K - $716K
|
225K
$93.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.58K- 2.13% |
$644K - $720K
|
72.9K
$30.3M
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.6K- 4.75% |
$648K - $725K
|
32K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.6K- 80.71% |
$649K - $726K
|
382
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-1.6K- 1.34% |
$650K - $727K
|
118K
$48.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.61K- 6.24% |
$654K - $732K
|
24.2K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.61K- 0.7% |
$655K - $733K
|
228K
$94.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.63K- 1.88% |
$661K - $739K
|
84.7K
$35.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-1.63K- 2.31% |
$661K - $739K
|
68.7K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.63K- 2.67% |
$662K - $740K
|
59.4K
$24.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Capco Asset Management, LLC
|
SELL
|
- |
-1.63K- 1.57% |
$663K - $742K
|
103K
$42.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.64K- 10.47% |
$667K - $746K
|
14K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 2.89% |
$667K - $746K
|
55.2K
$22.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-1.64K- 8.98% |
$668K - $747K
|
16.7K
$6.91M
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.65K- 0.95% |
$668K - $748K
|
172K
$71.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.65K- 24.13% |
$670K - $749K
|
5.18K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.65K- 3.63% |
$670K - $750K
|
43.8K
$18.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.66K- 18.09% |
$673K - $752K
|
7.49K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.66K- 2.84% |
$675K - $755K
|
56.8K
$23.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.67K- 51.9% |
$677K - $757K
|
1.54K
$640K
|
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-1.67K- 10.6% |
$677K - $758K
|
14.1K
$5.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.67K- 1.66% |
$679K - $759K
|
99.2K
$41.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.67K- 1.71% |
$680K - $760K
|
96.2K
$39.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1.69K- 1.03% |
$685K - $766K
|
162K
$67M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.69K- 3.44% |
$685K - $766K
|
47.3K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Suncoast Equity Management
|
SELL
|
- |
-1.69K- 0.95% |
$686K - $767K
|
176K
$72.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.69K- 4.45% |
$686K - $768K
|
36.3K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.7K- 17.25% |
$689K - $770K
|
8.13K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.71K- 3.19% |
$694K - $776K
|
51.9K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.72K- 8.9% |
$697K - $780K
|
17.6K
$7.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.72K- 6.73% |
$699K - $781K
|
23.8K
$9.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.72K- 1.44% |
$700K - $783K
|
118K
$48.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1.73K- 4.2% |
$701K - $784K
|
39.4K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.73K- 2.27% |
$704K - $787K
|
74.6K
$30.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.73K- 2.1% |
$704K - $788K
|
80.7K
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.73K- 19.52% |
$704K - $788K
|
7.15K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.74K- 0.83% |
$706K - $789K
|
208K
$86.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.75K- 6.8% |
$710K - $794K
|
24K
$9.93M
|