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 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.85K+ 25.57% |
$1.97M - $2.2M
|
23.8K
$9.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.8K+ 7.22% |
$1.95M - $2.18M
|
71.3K
$29.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
4.79K+ 35.09% |
$1.94M - $2.17M
|
18.4K
$7.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
4.78KNew |
$1.94M - $2.17M
|
4.78K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4.75KNew |
$1.93M - $2.16M
|
4.75K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.72KNew |
$1.92M - $2.15M
|
4.72K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.7K+ 18.58% |
$1.91M - $2.13M
|
30K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 14.96% |
$1.9M - $2.13M
|
36K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
4.64K+ 1.29% |
$1.89M - $2.11M
|
366K
$150M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.64K+ 12.09% |
$1.89M - $2.11M
|
43K
$17.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.64K+ 22.57% |
$1.88M - $2.11M
|
25.2K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.64KNew |
$1.88M - $2.11M
|
4.64K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.62K+ 0.54% |
$1.88M - $2.1M
|
867K
$355M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
4.61KNew |
$1.87M - $2.09M
|
4.61K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.61K+ 3.14% |
$1.87M - $2.09M
|
151K
$61.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.6KNew |
$1.87M - $2.09M
|
4.6K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.55KNew |
$1.85M - $2.07M
|
4.55K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4.5K+ 0.87% |
$1.83M - $2.05M
|
519K
$213M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.46KNew |
$1.81M - $2.03M
|
4.46K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.46KNew |
$1.81M - $2.02M
|
4.46K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.42K+ 4.77% |
$1.8M - $2.01M
|
97.1K
$39.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.34K+ 3.46% |
$1.76M - $1.97M
|
130K
$53.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4.33K+ 6.41% |
$1.76M - $1.97M
|
71.9K
$29.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.33KNew |
$1.76M - $1.97M
|
4.33K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.32K+ 1.46% |
$1.75M - $1.96M
|
300K
$123M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.29K+ 4.02% |
$1.74M - $1.95M
|
111K
$45.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.26KNew |
$1.73M - $1.94M
|
4.26K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.25K+ 8.43% |
$1.73M - $1.93M
|
54.6K
$22.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
4.25KNew |
$1.73M - $1.93M
|
4.25K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.24K+ 15.99% |
$1.72M - $1.93M
|
30.7K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.23K+ 37.1% |
$1.72M - $1.92M
|
15.6K
$6.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
4.21K+ 6.65% |
$1.71M - $1.91M
|
67.5K
$27.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.16K+ 7.52% |
$1.69M - $1.89M
|
59.4K
$24.3M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.15K+ 27.17% |
$1.69M - $1.88M
|
19.4K
$7.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.12K+ 20.8% |
$1.67M - $1.87M
|
23.9K
$9.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.11K+ 8.12% |
$1.67M - $1.87M
|
54.7K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.1K+ 0.54% |
$1.67M - $1.86M
|
767K
$314M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.01K+ 4.97% |
$1.63M - $1.82M
|
84.8K
$34.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4K+ 18.06% |
$1.63M - $1.82M
|
26.2K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$1.63M - $1.82M
|
4K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.98K+ 1.85% |
$1.62M - $1.81M
|
219K
$89.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.98K+ 7.52% |
$1.62M - $1.81M
|
56.9K
$23.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.96KNew |
$1.61M - $1.8M
|
3.96K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.94K+ 1.98% |
$1.6M - $1.79M
|
203K
$83.2M
|
|
|
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
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.9K+ 19.73% |
$1.58M - $1.77M
|
23.7K
$9.69M
|
|
|
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
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Trinity Street Asset Management LLP
|
BUY
|
- |
3.87K+ 6.63% |
$1.57M - $1.76M
|
62.2K
$25.5M
|