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 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.94K+ 1.98% |
$1.6M - $1.79M
|
203K
$83.2M
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 19.1% |
$1.6M - $1.79M
|
24.5K
$10.1M
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.92KNew |
$1.59M - $1.78M
|
3.92K
$1.6M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.9K+ 19.73% |
$1.58M - $1.77M
|
23.7K
$9.69M
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.89K+ 12.91% |
$1.58M - $1.77M
|
34.1K
$14M
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.87KNew |
$1.57M - $1.76M
|
3.87K
$1.59M
|
|
Jan 15, 2025
Q4 2024
|
Trinity Street Asset Management LLP
|
BUY
|
- |
3.87K+ 6.63% |
$1.57M - $1.76M
|
62.2K
$25.5M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.87K+ 16.61% |
$1.57M - $1.76M
|
27.1K
$11.1M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.83K+ 1.74% |
$1.56M - $1.74M
|
224K
$91.9M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.8K+ 9.53% |
$1.55M - $1.73M
|
43.7K
$17.9M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.8K+ 8.22% |
$1.55M - $1.73M
|
50.1K
$20.5M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.78K+ 23.75% |
$1.54M - $1.72M
|
19.7K
$8.08M
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.76KNew |
$1.53M - $1.71M
|
3.76K
$1.54M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.76K+ 6.61% |
$1.53M - $1.71M
|
60.6K
$24.8M
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.73K+ 3.56% |
$1.52M - $1.7M
|
109K
$44.5M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.73K+ 9.31% |
$1.51M - $1.69M
|
43.8K
$17.9M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.72K+ 1.97% |
$1.51M - $1.69M
|
193K
$79M
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.71K+ 115.85% |
$1.51M - $1.68M
|
6.9K
$2.83M
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.7KNew |
$1.5M - $1.68M
|
3.7K
$1.52M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.63K+ 5.86% |
$1.48M - $1.65M
|
65.5K
$26.9M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.59K+ 4.21% |
$1.46M - $1.63M
|
88.8K
$36.4M
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
3.54KNew |
$1.44M - $1.61M
|
3.54K
$1.45M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.52KNew |
$1.43M - $1.6M
|
3.52K
$1.44M
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.45K+ 1.55% |
$1.4M - $1.57M
|
225K
$92.3M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.42K+ 27.17% |
$1.39M - $1.55M
|
16K
$6.56M
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.42KNew |
$1.39M - $1.55M
|
3.42K
$1.4M
|
|
Jan 30, 2025
Q4 2024
|
Ams Capital Ltda
|
BUY
|
- |
3.38K+ 5.6% |
$1.37M - $1.54M
|
63.7K
$26.1M
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.37KNew |
$1.37M - $1.53M
|
3.37K
$1.38M
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
3.35KNew |
$1.36M - $1.52M
|
3.35K
$1.37M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.34K+ 3.84% |
$1.36M - $1.52M
|
90.3K
$37M
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.33KNew |
$1.35M - $1.51M
|
3.33K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
3.31K+ 12.53% |
$1.34M - $1.5M
|
29.7K
$12.2M
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.29KNew |
$1.33M - $1.49M
|
3.29K
$1.35M
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.29KNew |
$1.33M - $1.49M
|
3.29K
$1.35M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.28K+ 4.99% |
$1.33M - $1.49M
|
68.9K
$28.2M
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.27K+ 7.28% |
$1.33M - $1.49M
|
48.1K
$19.7M
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.26K+ 26.25% |
$1.33M - $1.48M
|
15.7K
$6.43M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.26K+ 1.05% |
$1.32M - $1.48M
|
313K
$128M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.26K+ 15.6% |
$1.32M - $1.48M
|
24.1K
$9.89M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.25K+ 55.14% |
$1.32M - $1.48M
|
9.16K
$3.75M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.19KNew |
$1.3M - $1.45M
|
3.19K
$1.31M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.19K+ 8.03% |
$1.29M - $1.45M
|
42.9K
$17.6M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18K+ 1.69% |
$1.29M - $1.45M
|
191K
$78.4M
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
3.18KNew |
$1.29M - $1.44M
|
3.18K
$1.3M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.14K+ 1.71% |
$1.28M - $1.43M
|
186K
$76.3M
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.13KNew |
$1.27M - $1.42M
|
3.13K
$1.28M
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.08KNew |
$1.25M - $1.4M
|
3.08K
$1.26M
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.07K+ 1.81% |
$1.25M - $1.39M
|
173K
$70.9M
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.06K+ 6.17% |
$1.24M - $1.39M
|
52.6K
$21.5M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.05KNew |
$1.24M - $1.39M
|
3.05K
$1.25M
|