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 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.21K- 0.51% |
$493K - $551K
|
238K
$119M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.21K- 8.69% |
$493K - $552K
|
12.8K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.23K- 0.24% |
$499K - $558K
|
507K
$254M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.23K- 8.52% |
$499K - $558K
|
13.2K
$6.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.23K- 12.91% |
$499K - $559K
|
8.29K
$4.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.23K- 1.39% |
$501K - $561K
|
87.6K
$43.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.24K- 4.1% |
$502K - $562K
|
28.9K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.24K- 2.62% |
$503K - $562K
|
45.9K
$23M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.24K- 7.11% |
$503K - $563K
|
16.2K
$8.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 4.45% |
$504K - $564K
|
26.7K
$13.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.25K- 0.54% |
$506K - $566K
|
231K
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.25K- 2.28% |
$506K - $566K
|
53.4K
$26.7M
|
|
|
Aug 12, 2025
Q4 2024
|
Burk Holdings LLC
Tulsa, OK |
SELL
|
- |
-1.25K- 56.66% |
$507K - $567K
|
954
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-1.25K- 1.62% |
$509K - $569K
|
76K
$38M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.25K- 4.05% |
$509K - $569K
|
29.7K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.26K- 1.71% |
$510K - $570K
|
71.9K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-1.26K- 4.13% |
$511K - $572K
|
29.2K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-1.26K- 3.26% |
$512K - $573K
|
37.4K
$18.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 2.18% |
$514K - $574K
|
56.6K
$28.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.28K- 3.21% |
$518K - $579K
|
38.5K
$19.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.28K- 6.2% |
$518K - $579K
|
19.3K
$9.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.28K- 1.3% |
$521K - $583K
|
97K
$48.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.28K- 7.63% |
$521K - $583K
|
15.5K
$7.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 1.35% |
$523K - $584K
|
93.7K
$46.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
SELL
|
- |
-1.29K- 3.26% |
$523K - $585K
|
38.2K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.29K- 2.53% |
$524K - $586K
|
49.6K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.29K- 1.33% |
$525K - $588K
|
96.1K
$48.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.3K- 3.86% |
$529K - $591K
|
32.4K
$16.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-1.3K- 1.36% |
$529K - $592K
|
94.7K
$47.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.31K- 14.75% |
$530K - $593K
|
7.55K
$3.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.31K- 0.35% |
$532K - $594K
|
377K
$189M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.32K- 1.36% |
$536K - $599K
|
95.7K
$47.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.32K- 0.26% |
$536K - $599K
|
514K
$257M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.32K- 6.21% |
$536K - $600K
|
20K
$9.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.32K- 19.52% |
$538K - $601K
|
5.45K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.33K- 13.24% |
$539K - $603K
|
8.69K
$4.35M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-1.33K- 3.58% |
$540K - $604K
|
35.8K
$17.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.34K- 2.74% |
$543K - $608K
|
47.4K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.34K- 1.48% |
$545K - $609K
|
89.2K
$44.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.34K- 14.71% |
$546K - $610K
|
7.79K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.36K- 5.28% |
$551K - $617K
|
24.3K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 0.7% |
$552K - $617K
|
194K
$96.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.36K- 2.11% |
$552K - $618K
|
63.1K
$31.6M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.36K- 1.59% |
$553K - $619K
|
84.5K
$42.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-1.38K- 3.23% |
$559K - $625K
|
41.2K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.38K- 3.86% |
$559K - $625K
|
34.3K
$17.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-1.39K- 1.49% |
$563K - $629K
|
91.3K
$45.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.39K- 11.19% |
$563K - $629K
|
11K
$5.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.39K- 11.39% |
$564K - $630K
|
10.8K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.4K- 9.25% |
$569K - $637K
|
13.7K
$6.88M
|