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 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
|
|
|
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
$9.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
13.9KNew |
$5.66M - $6.33M
|
13.9K
$5.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
13.9KNew |
$5.66M - $6.33M
|
13.9K
$5.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 10.15% |
$5.63M - $6.3M
|
150K
$61.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
13.8K+ 5.04% |
$5.62M - $6.28M
|
288K
$118M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
13.8KNew |
$5.61M - $6.28M
|
13.8K
$5.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
13.7KNew |
$5.57M - $6.23M
|
13.7K
$5.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
13.7K+ 128.66% |
$5.57M - $6.23M
|
24.4K
$9.98M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.6K+ 12.47% |
$5.53M - $6.19M
|
123K
$50.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
13.6KNew |
$5.53M - $6.19M
|
13.6K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
13.5KNew |
$5.5M - $6.15M
|
13.5K
$5.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
13.5KNew |
$5.5M - $6.15M
|
13.5K
$5.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 9.43% |
$5.43M - $6.07M
|
155K
$63.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13.3KNew |
$5.42M - $6.07M
|
13.3K
$5.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
13.3KNew |
$5.42M - $6.06M
|
13.3K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
13.3KNew |
$5.42M - $6.06M
|
13.3K
$5.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.3K+ 2.49% |
$5.4M - $6.04M
|
547K
$224M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.2K+ 12.9% |
$5.37M - $6M
|
116K
$47.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.1K+ 14.22% |
$5.32M - $5.94M
|
105K
$43.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
13K+ 9.39% |
$5.27M - $5.9M
|
151K
$62M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.9KNew |
$5.26M - $5.88M
|
12.9K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
12.8K+ 3945.85% |
$5.21M - $5.83M
|
13.1K
$5.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
12.7KNew |
$5.17M - $5.78M
|
12.7K
$5.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
12.7KNew |
$5.16M - $5.77M
|
12.7K
$5.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
12.6K+ 117.13% |
$5.12M - $5.72M
|
23.3K
$9.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
12.4KNew |
$5.04M - $5.63M
|
12.4K
$5.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
12.4KNew |
$5.03M - $5.62M
|
12.4K
$5.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
12.4KNew |
$5.02M - $5.62M
|
12.4K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
12.3KNew |
$5.02M - $5.61M
|
12.3K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.3K+ 13.95% |
$4.99M - $5.58M
|
100K
$41.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12.2KNew |
$4.95M - $5.53M
|
12.2K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12KNew |
$4.89M - $5.47M
|
12K
$4.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12K+ 11.71% |
$4.87M - $5.44M
|
114K
$46.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
12K+ 26.37% |
$4.86M - $5.43M
|
57.3K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
12K+ 6.49% |
$4.86M - $5.43M
|
196K
$80.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.8K+ 35.73% |
$4.8M - $5.36M
|
44.8K
$18.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Unicom Systems, Inc.
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$4.79M - $5.36M
|
11.8K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11.7K+ 30.35% |
$4.76M - $5.33M
|
50.3K
$20.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 6.85% |
$4.7M - $5.26M
|
181K
$74M
|
|
|
Jan 22, 2025
Q4 2024
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
11.5KNew |
$4.67M - $5.23M
|
11.5K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
11.4KNew |
$4.62M - $5.17M
|
11.4K
$4.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.1K+ 16.46% |
$4.5M - $5.04M
|
78.4K
$32.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11K+ 328.61% |
$4.49M - $5.02M
|
14.4K
$5.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11K+ 57.8% |
$4.46M - $4.99M
|
30K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
11K+ 5.14% |
$4.46M - $4.98M
|
224K
$91.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10.7K+ 1.39% |
$4.34M - $4.85M
|
781K
$320M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10.7K+ 9.65% |
$4.33M - $4.84M
|
121K
$49.6M
|