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 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.75K- 7.92% |
$711K - $795K
|
20.4K
$8.44M
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.76K- 3.24% |
$714K - $799K
|
52.6K
$21.8M
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.77K- 2.35% |
$718K - $803K
|
73.3K
$30.4M
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.77K- 1.77% |
$718K - $803K
|
97.8K
$40.6M
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.78K- 14.24% |
$721K - $807K
|
10.7K
$4.44M
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.78K- 1.12% |
$724K - $810K
|
157K
$65.1M
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.78K- 0.73% |
$725K - $810K
|
242K
$100M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 9.89% |
$725K - $811K
|
16.3K
$6.74M
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.79K- 2.99% |
$726K - $812K
|
57.9K
$24M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.79K- 5.75% |
$728K - $814K
|
29.4K
$12.2M
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.79K- 0.74% |
$729K - $815K
|
242K
$100M
|
|
Feb 14, 2025
Q4 2024
|
Prospect Capital Advisors, LLC
Sausalito, CA |
SELL
|
- |
-1.8K- 12.78% |
$729K - $816K
|
12.3K
$5.08M
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-1.8KClosed |
$731K - $818K
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.8K- 61.99% |
$732K - $819K
|
1.11K
$458K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.8K- 6.16% |
$733K - $819K
|
27.5K
$11.4M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.8K- 3.87% |
$733K - $820K
|
44.8K
$18.6M
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.81K- 29.16% |
$734K - $821K
|
4.39K
$1.82M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.81K- 1.35% |
$737K - $824K
|
133K
$55.2M
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.83K- 2.5% |
$742K - $830K
|
71.2K
$29.5M
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.83K- 1.8% |
$743K - $831K
|
99.9K
$41.4M
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.83K- 4.27% |
$744K - $832K
|
41.1K
$17M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.84K- 1.32% |
$747K - $835K
|
138K
$57.1M
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.84K- 9.27% |
$748K - $837K
|
18K
$7.48M
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.85K- 9.82% |
$750K - $839K
|
17K
$7.03M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.85K- 1.03% |
$751K - $840K
|
178K
$73.9M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.86K- 26.17% |
$755K - $844K
|
5.24K
$2.17M
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 10.36% |
$758K - $848K
|
16.1K
$6.7M
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.87K- 39.74% |
$760K - $850K
|
2.84K
$1.18M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.88K- 1.48% |
$762K - $852K
|
124K
$51.6M
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.88K- 2.84% |
$762K - $853K
|
64.3K
$26.7M
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.89K- 0.87% |
$766K - $857K
|
214K
$88.8M
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.9K- 10.69% |
$771K - $862K
|
15.9K
$6.57M
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.9K- 6.6% |
$772K - $863K
|
26.9K
$11.1M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.9K- 47.01% |
$774K - $865K
|
2.15K
$890K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.91K- 2.09% |
$777K - $868K
|
89.5K
$37.1M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.92K- 0.71% |
$779K - $871K
|
269K
$112M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.92K- 2.54% |
$780K - $873K
|
73.5K
$30.5M
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.92K- 12.73% |
$782K - $874K
|
13.2K
$5.47M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 6.1% |
$786K - $879K
|
29.7K
$12.3M
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.94K- 20.3% |
$788K - $881K
|
7.61K
$3.16M
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.96K- 1.05% |
$796K - $890K
|
184K
$76.3M
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.97K- 3.48% |
$801K - $895K
|
54.6K
$22.7M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.97K- 30.08% |
$801K - $895K
|
4.58K
$1.9M
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2K- 5.43% |
$811K - $908K
|
34.8K
$14.4M
|
|
Feb 14, 2025
Q4 2024
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-2K- 1.85% |
$813K - $909K
|
106K
$43.9M
|
|
Feb 06, 2025
Q4 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-2K- 33.33% |
$813K - $909K
|
4K
$1.66M
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-2K- 8.11% |
$813K - $909K
|
22.7K
$9.4M
|
|
Feb 14, 2025
Q4 2024
|
11 Capital Partners LP
New York, NY |
SELL
|
- |
-2K- 3.13% |
$813K - $909K
|
61.8K
$25.6M
|
|
Feb 14, 2025
Q4 2024
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-2K- 3.5% |
$813K - $909K
|
55.2K
$22.9M
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-2.01K- 6.69% |
$817K - $913K
|
28K
$11.6M
|