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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22K+ 0.77% |
$8.94M - $9.99M
|
2.88M
$1.19B
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
21.9K+ 2.44% |
$8.91M - $9.96M
|
920K
$380M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
21.4K+ 9.77% |
$8.68M - $9.7M
|
240K
$98.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21.3K+ 1.85% |
$8.64M - $9.67M
|
1.17M
$482M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.3K+ 35.25% |
$8.64M - $9.66M
|
81.6K
$33.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20.5K+ 17.33% |
$8.32M - $9.31M
|
139K
$57.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.1K+ 2.8% |
$8.17M - $9.14M
|
739K
$305M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
20.1K+ 6.22% |
$8.15M - $9.11M
|
342K
$141M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
19.9K+ 2033.78% |
$8.1M - $9.06M
|
20.9K
$8.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19.9K+ 122.9% |
$8.1M - $9.05M
|
36.1K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
19.8KNew |
$8.06M - $9.01M
|
19.8K
$8.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
19.6K+ 9.06% |
$7.96M - $8.9M
|
236K
$97.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
19.5KNew |
$7.91M - $8.85M
|
19.5K
$8.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
19.5KNew |
$7.91M - $8.85M
|
19.5K
$8.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
19.2KNew |
$7.81M - $8.74M
|
19.2K
$7.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
19.1K+ 20.4% |
$7.78M - $8.7M
|
113K
$46.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18.5KNew |
$7.52M - $8.41M
|
18.5K
$7.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
18.4KNew |
$7.46M - $8.34M
|
18.4K
$7.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
18.2K+ 5.74% |
$7.41M - $8.29M
|
336K
$138M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
18.1K+ 6.07% |
$7.34M - $8.2M
|
316K
$130M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18K+ 12.31% |
$7.32M - $8.18M
|
164K
$67.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.7KNew |
$7.2M - $8.06M
|
17.7K
$7.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$7.09M - $7.92M
|
17.4K
$7.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
17.3KNew |
$7.03M - $7.86M
|
17.3K
$7.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
17KNew |
$6.91M - $7.73M
|
17K
$7.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16.9K+ 1.95% |
$6.89M - $7.7M
|
887K
$366M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
15.9K+ 6.05% |
$6.47M - $7.24M
|
279K
$115M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
15.9KNew |
$6.46M - $7.23M
|
15.9K
$6.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 0.75% |
$6.34M - $7.09M
|
2.1M
$864M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15.2K+ 35.04% |
$6.18M - $6.91M
|
58.6K
$24.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
15.2KNew |
$6.16M - $6.89M
|
15.2K
$6.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
15.1KNew |
$6.14M - $6.87M
|
15.1K
$6.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
15KNew |
$6.11M - $6.83M
|
15K
$6.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
14.9KNew |
$6.06M - $6.78M
|
14.9K
$6.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14.9KNew |
$6.05M - $6.77M
|
14.9K
$6.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
14.9KNew |
$6.05M - $6.76M
|
14.9K
$6.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
14.9KNew |
$6.05M - $6.76M
|
14.9K
$6.14M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
14.8K+ 11.2% |
$6.01M - $6.72M
|
147K
$60.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.6K+ 18.93% |
$5.95M - $6.65M
|
92K
$37.9M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
14.3K+ 0.14% |
$5.8M - $6.49M
|
10.1M
$4.18B
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
14.1K+ 80.85% |
$5.74M - $6.42M
|
31.6K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
14.1K+ 172.78% |
$5.72M - $6.39M
|
22.2K
$9.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
13.9KNew |
$5.66M - $6.33M
|
13.9K
$5.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 10.15% |
$5.63M - $6.3M
|
150K
$62M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
13.8K+ 5.04% |
$5.62M - $6.28M
|
288K
$119M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
13.7KNew |
$5.57M - $6.23M
|
13.7K
$5.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
13.7K+ 128.66% |
$5.57M - $6.23M
|
24.4K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.6K+ 12.47% |
$5.53M - $6.19M
|
123K
$50.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
13.6KNew |
$5.53M - $6.19M
|
13.6K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
13.5KNew |
$5.5M - $6.15M
|
13.5K
$5.58M
|