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 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
46.8KNew |
$19M - $21.3M
|
46.8K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.1K+ 19.28% |
$18.7M - $21M
|
285K
$118M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45K+ 19.95% |
$18.3M - $20.4M
|
271K
$112M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
44.3K+ 22.71% |
$18M - $20.1M
|
240K
$98.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
44.2KNew |
$18M - $20.1M
|
44.2K
$18.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
41.1K+ 60.63% |
$16.7M - $18.7M
|
109K
$44.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
40.9K+ 22.67% |
$16.6M - $18.6M
|
221K
$91.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
39.3KNew |
$16M - $17.8M
|
39.3K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Headwater Capital CO LTD
Hong Kong, F4 |
BUY
|
- |
38KNew |
$15.4M - $17.3M
|
38K
$15.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
37.3K+ 3.77% |
$15.1M - $16.9M
|
1.03M
$423M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
36.9K+ 18.31% |
$15M - $16.8M
|
238K
$98.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
36.6KNew |
$14.9M - $16.6M
|
36.6K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
36K+ 1179.48% |
$14.6M - $16.4M
|
39K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
35.6K+ 4.29% |
$14.5M - $16.2M
|
865K
$357M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34.2K+ 11.22% |
$13.9M - $15.5M
|
339K
$140M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
33.9K+ 1.12% |
$13.8M - $15.4M
|
3.05M
$1.26B
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
32.9KNew |
$13.4M - $14.9M
|
32.9K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
32.3KNew |
$13.1M - $14.7M
|
32.3K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
32.2K+ 35.32% |
$13.1M - $14.7M
|
124K
$50.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
31.4K+ 6.01% |
$12.8M - $14.3M
|
554K
$229M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
31.3KNew |
$12.7M - $14.2M
|
31.3K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30.9KNew |
$12.5M - $14M
|
30.9K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
30.8K+ 8.8% |
$12.5M - $14M
|
381K
$157M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
30.5K+ 26.15% |
$12.4M - $13.9M
|
147K
$60.7M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
30.3K+ 96.53% |
$12.3M - $13.7M
|
61.6K
$25.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
29.9K+ 17.98% |
$12.1M - $13.6M
|
196K
$80.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Tide Cove Capital Partners LLC
San Diego, CA |
BUY
|
- |
29.3KNew |
$11.9M - $13.3M
|
29.3K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28.7KNew |
$11.7M - $13M
|
28.7K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
28.1K+ 75.96% |
$11.4M - $12.8M
|
65.2K
$26.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.8K+ 19.4% |
$11.3M - $12.6M
|
171K
$70.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
27.7K+ 3.09% |
$11.3M - $12.6M
|
926K
$382M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
27.3K+ 1.32% |
$11.1M - $12.4M
|
2.09M
$864M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.7K+ 16.24% |
$10.8M - $12.1M
|
191K
$78.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
26.2K+ 2.65% |
$10.7M - $11.9M
|
1.02M
$419M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
26KNew |
$10.6M - $11.8M
|
26K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
25.8K+ 11.87% |
$10.5M - $11.7M
|
243K
$100M
|
|
|
Feb 03, 2025
Q4 2024
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
25.7KNew |
$10.4M - $11.7M
|
25.7K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25K+ 5.88% |
$10.2M - $11.4M
|
450K
$186M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.4KNew |
$9.9M - $11.1M
|
24.4K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
24.2KNew |
$9.81M - $11M
|
24.2K
$9.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.9K+ 38.19% |
$9.7M - $10.8M
|
86.4K
$35.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23.8K+ 70.9% |
$9.66M - $10.8M
|
57.3K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
23.7K+ 3.14% |
$9.64M - $10.8M
|
778K
$321M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
23.4K+ 47.82% |
$9.49M - $10.6M
|
72.2K
$29.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
23.3K+ 14.45% |
$9.47M - $10.6M
|
185K
$76.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
23K+ 61.06% |
$9.35M - $10.5M
|
60.7K
$25M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
22.9KNew |
$9.29M - $10.4M
|
22.9K
$9.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
22.8K+ 50.99% |
$9.27M - $10.4M
|
67.6K
$27.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
22.2KNew |
$9.02M - $10.1M
|
22.2K
$9.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
22KNew |
$8.94M - $10M
|
22K
$9.07M
|