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 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
21.6K+ 94.97% |
$8.77M - $9.81M
|
44.3K
$18.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
21.4K+ 9.77% |
$8.68M - $9.7M
|
240K
$98.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21.3K+ 1.85% |
$8.64M - $9.67M
|
1.17M
$479M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.3K+ 35.25% |
$8.64M - $9.66M
|
81.6K
$33.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
20.7K+ 1.71% |
$8.43M - $9.43M
|
1.23M
$505M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
20.6K+ 6.97% |
$8.36M - $9.35M
|
316K
$129M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20.5K+ 17.33% |
$8.32M - $9.31M
|
139K
$56.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.1K+ 2.8% |
$8.17M - $9.14M
|
739K
$303M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
20.1K+ 6.22% |
$8.15M - $9.11M
|
342K
$140M
|
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
19.9K+ 2033.78% |
$8.1M - $9.06M
|
20.9K
$8.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19.9K+ 122.9% |
$8.1M - $9.05M
|
36.1K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
19.8KNew |
$8.06M - $9.01M
|
19.8K
$8.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
19.6K+ 9.06% |
$7.96M - $8.9M
|
236K
$96.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
19.5KNew |
$7.91M - $8.85M
|
19.5K
$7.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
19.5KNew |
$7.91M - $8.85M
|
19.5K
$7.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
19.4K+ 14.29% |
$7.89M - $8.83M
|
155K
$63.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
19.2KNew |
$7.81M - $8.74M
|
19.2K
$7.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
19.1K+ 20.4% |
$7.78M - $8.7M
|
113K
$46.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18.5KNew |
$7.52M - $8.41M
|
18.5K
$7.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
18.4KNew |
$7.46M - $8.34M
|
18.4K
$7.52M
|
|
|
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
$129M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
18K+ 0.32% |
$7.33M - $8.19M
|
5.74M
$2.35B
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18K+ 12.31% |
$7.32M - $8.18M
|
164K
$67.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
17.8KNew |
$7.22M - $8.07M
|
17.8K
$7.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.7KNew |
$7.2M - $8.06M
|
17.7K
$7.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$7.09M - $7.92M
|
17.4K
$7.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
17.3KNew |
$7.03M - $7.86M
|
17.3K
$7.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Telligent Fund, LP
Hong Kong, K3 |
BUY
|
- |
17KNew |
$6.91M - $7.73M
|
17K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16.9K+ 1.95% |
$6.89M - $7.7M
|
887K
$363M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
16.6K+ 0.29% |
$6.76M - $7.56M
|
5.75M
$2.36B
|
|
|
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
$6.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 0.75% |
$6.34M - $7.09M
|
2.1M
$859M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.5K+ 10.99% |
$6.28M - $7.03M
|
156K
$64M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15.2K+ 35.04% |
$6.18M - $6.91M
|
58.6K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
15.2KNew |
$6.16M - $6.89M
|
15.2K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
15.1KNew |
$6.14M - $6.87M
|
15.1K
$6.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
15KNew |
$6.11M - $6.83M
|
15K
$6.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
14.9KNew |
$6.06M - $6.78M
|
14.9K
$6.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14.9KNew |
$6.05M - $6.77M
|
14.9K
$6.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
14.9KNew |
$6.05M - $6.76M
|
14.9K
$6.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
14.9KNew |
$6.05M - $6.76M
|
14.9K
$6.1M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
14.8K+ 11.2% |
$6.01M - $6.72M
|
147K
$60.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.6K+ 18.93% |
$5.95M - $6.65M
|
92K
$37.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.6K+ 1.89% |
$5.92M - $6.62M
|
784K
$321M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
14.6KNew |
$5.92M - $6.62M
|
14.6K
$5.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.4K+ 22.83% |
$5.86M - $6.56M
|
77.6K
$31.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
14.4K+ 85.25% |
$5.83M - $6.52M
|
31.2K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
14.3K+ 0.14% |
$5.8M - $6.49M
|
10.1M
$4.16B
|