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 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.32KNew |
$941K - $1.05M
|
2.32K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31K+ 1.59% |
$940K - $1.05M
|
147K
$60.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.3KNew |
$935K - $1.05M
|
2.3K
$945K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.3K+ 4.45% |
$934K - $1.04M
|
54K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.28KNew |
$927K - $1.04M
|
2.28K
$938K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.28K+ 2.35% |
$925K - $1.03M
|
99.2K
$40.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.26K+ 28.02% |
$919K - $1.03M
|
10.3K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.26KNew |
$916K - $1.02M
|
2.26K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
2.25K+ 10.68% |
$913K - $1.02M
|
23.3K
$9.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.25K+ 28.56% |
$912K - $1.02M
|
10.1K
$4.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.23KNew |
$907K - $1.01M
|
2.23K
$917K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.23K+ 7.13% |
$905K - $1.01M
|
33.5K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.22K+ 5.72% |
$902K - $1.01M
|
41K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.2KNew |
$894K - $1M
|
2.2K
$904K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.2K+ 18.58% |
$893K - $998K
|
14K
$5.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.19KNew |
$891K - $996K
|
2.19K
$901K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.19K+ 6.52% |
$891K - $996K
|
35.8K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.19K+ 1.86% |
$889K - $994K
|
120K
$49.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.18KNew |
$887K - $992K
|
2.18K
$897K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.17K+ 8.81% |
$883K - $987K
|
26.8K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.17KNew |
$881K - $985K
|
2.17K
$891K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 22.96% |
$868K - $971K
|
11.4K
$4.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.11K+ 11.58% |
$857K - $959K
|
20.3K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.11K+ 1.0% |
$857K - $958K
|
213K
$87.4M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.1K+ 2.12% |
$852K - $953K
|
101K
$41.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.09K+ 5.01% |
$850K - $951K
|
43.8K
$18M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.09K+ 5.02% |
$849K - $950K
|
43.7K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.06K+ 3.9% |
$837K - $936K
|
54.8K
$22.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.03KNew |
$824K - $922K
|
2.03K
$833K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.03K+ 1.14% |
$824K - $922K
|
180K
$74.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 2.43% |
$822K - $919K
|
85.1K
$35M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.02K+ 16.43% |
$821K - $918K
|
14.3K
$5.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.02K+ 18.94% |
$821K - $918K
|
12.7K
$5.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01K+ 9.16% |
$817K - $913K
|
24K
$9.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.01K+ 0.53% |
$817K - $913K
|
384K
$158M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.01K+ 152.05% |
$816K - $912K
|
3.33K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2K+ 3.15% |
$811K - $908K
|
65.4K
$26.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 7.44% |
$809K - $904K
|
28.8K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.99K+ 14.35% |
$808K - $904K
|
15.8K
$6.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.98K+ 1.57% |
$803K - $898K
|
128K
$52.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1.97KNew |
$798K - $893K
|
1.97K
$807K
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.96KNew |
$796K - $890K
|
1.96K
$805K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.93K+ 8.32% |
$783K - $875K
|
25.1K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.92KNew |
$780K - $872K
|
1.92K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.92K+ 20.91% |
$779K - $871K
|
11.1K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.91K+ 4.6% |
$776K - $868K
|
43.5K
$17.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.91K+ 4.29% |
$776K - $868K
|
46.4K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.9KNew |
$773K - $865K
|
1.9K
$782K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.9K+ 2.08% |
$772K - $863K
|
93.1K
$38.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.89K+ 0.37% |
$767K - $858K
|
515K
$212M
|