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 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
4.61KNew |
$1.87M - $2.09M
|
4.61K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.61K+ 3.14% |
$1.87M - $2.09M
|
151K
$62.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.55KNew |
$1.85M - $2.07M
|
4.55K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.46KNew |
$1.81M - $2.03M
|
4.46K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.46KNew |
$1.81M - $2.02M
|
4.46K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.42K+ 4.77% |
$1.8M - $2.01M
|
97.1K
$40M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4.33K+ 6.41% |
$1.76M - $1.97M
|
71.9K
$29.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.33KNew |
$1.76M - $1.97M
|
4.33K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.32K+ 1.46% |
$1.75M - $1.96M
|
300K
$124M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.25K+ 8.43% |
$1.73M - $1.93M
|
54.6K
$22.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.24K+ 15.99% |
$1.72M - $1.93M
|
30.7K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.23K+ 37.1% |
$1.72M - $1.92M
|
15.6K
$6.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
4.21K+ 6.65% |
$1.71M - $1.91M
|
67.5K
$27.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.16K+ 7.52% |
$1.69M - $1.89M
|
59.4K
$24.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.15K+ 27.17% |
$1.69M - $1.88M
|
19.4K
$8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.12K+ 20.8% |
$1.67M - $1.87M
|
23.9K
$9.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.1K+ 0.54% |
$1.67M - $1.86M
|
767K
$316M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.01K+ 4.97% |
$1.63M - $1.82M
|
84.8K
$35M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4K+ 18.06% |
$1.63M - $1.82M
|
26.2K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$1.63M - $1.82M
|
4K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.98K+ 1.85% |
$1.62M - $1.81M
|
219K
$90.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.98K+ 7.52% |
$1.62M - $1.81M
|
56.9K
$23.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.96KNew |
$1.61M - $1.8M
|
3.96K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.94K+ 1.98% |
$1.6M - $1.79M
|
203K
$83.7M
|
|
|
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
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.9K+ 19.73% |
$1.58M - $1.77M
|
23.7K
$9.75M
|
|
|
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
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Trinity Street Asset Management LLP
|
BUY
|
- |
3.87K+ 6.63% |
$1.57M - $1.76M
|
62.2K
$25.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.87K+ 16.61% |
$1.57M - $1.76M
|
27.1K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.83K+ 1.74% |
$1.56M - $1.74M
|
224K
$92.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.8K+ 9.53% |
$1.55M - $1.73M
|
43.7K
$18M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.8K+ 8.22% |
$1.55M - $1.73M
|
50.1K
$20.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.78K+ 23.75% |
$1.54M - $1.72M
|
19.7K
$8.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.76KNew |
$1.53M - $1.71M
|
3.76K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.76K+ 6.61% |
$1.53M - $1.71M
|
60.6K
$25M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.73K+ 3.56% |
$1.52M - $1.7M
|
109K
$44.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.73K+ 9.31% |
$1.51M - $1.69M
|
43.8K
$18M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.72K+ 1.97% |
$1.51M - $1.69M
|
193K
$79.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.63K+ 5.86% |
$1.48M - $1.65M
|
65.5K
$27M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.59K+ 4.21% |
$1.46M - $1.63M
|
88.8K
$36.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
3.54KNew |
$1.44M - $1.61M
|
3.54K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.52KNew |
$1.43M - $1.6M
|
3.52K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.45K+ 1.55% |
$1.4M - $1.57M
|
225K
$92.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.42K+ 27.17% |
$1.39M - $1.55M
|
16K
$6.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ams Capital Ltda
|
BUY
|
- |
3.38K+ 5.6% |
$1.37M - $1.54M
|
63.7K
$26.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.37KNew |
$1.37M - $1.53M
|
3.37K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.33KNew |
$1.35M - $1.51M
|
3.33K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
3.31K+ 12.53% |
$1.34M - $1.5M
|
29.7K
$12.3M
|