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 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
13.9KNew |
$5.65M - $6.32M
|
13.9K
$6.99M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
13.9KNew |
$5.64M - $6.31M
|
13.9K
$6.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 10.15% |
$5.63M - $6.3M
|
150K
$75.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.9K+ 6.69% |
$5.63M - $6.3M
|
221K
$111M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
13.8K+ 5.04% |
$5.62M - $6.28M
|
288K
$145M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
13.8KNew |
$5.61M - $6.28M
|
13.8K
$6.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.8K+ 1719.5% |
$5.59M - $6.25M
|
14.6K
$7.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
13.7K+ 1826.23% |
$5.57M - $6.23M
|
14.5K
$7.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
13.7KNew |
$5.57M - $6.23M
|
13.7K
$6.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
13.7K+ 128.66% |
$5.57M - $6.23M
|
24.4K
$12.3M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
13.6KNew |
$5.54M - $6.2M
|
13.6K
$6.86M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.6K+ 12.47% |
$5.53M - $6.19M
|
123K
$61.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
13.6KNew |
$5.53M - $6.19M
|
13.6K
$6.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
13.5KNew |
$5.5M - $6.15M
|
13.5K
$6.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
13.5KNew |
$5.5M - $6.15M
|
13.5K
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
13.5K+ 60.43% |
$5.5M - $6.15M
|
35.9K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
13.4KNew |
$5.44M - $6.08M
|
13.4K
$6.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 9.43% |
$5.43M - $6.07M
|
155K
$77.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13.3KNew |
$5.42M - $6.07M
|
13.3K
$6.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
13.3KNew |
$5.42M - $6.06M
|
13.3K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.3KNew |
$5.42M - $6.06M
|
13.3K
$6.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
13.3KNew |
$5.42M - $6.06M
|
13.3K
$6.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.3K+ 2.49% |
$5.4M - $6.04M
|
547K
$275M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.2K+ 12.9% |
$5.37M - $6M
|
116K
$58.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
13.2KNew |
$5.35M - $5.98M
|
13.2K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
13.1KNew |
$5.34M - $5.97M
|
13.1K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
13.1KNew |
$5.33M - $5.97M
|
13.1K
$6.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.1K+ 14.22% |
$5.32M - $5.94M
|
105K
$52.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
13K+ 9.39% |
$5.27M - $5.9M
|
151K
$76.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
12.9KNew |
$5.26M - $5.88M
|
12.9K
$6.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.9KNew |
$5.26M - $5.88M
|
12.9K
$6.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
12.9KNew |
$5.25M - $5.87M
|
12.9K
$6.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
12.9K+ 10.09% |
$5.24M - $5.87M
|
141K
$70.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.9K+ 51.97% |
$5.24M - $5.86M
|
37.7K
$19M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
12.8K+ 3945.85% |
$5.21M - $5.83M
|
13.1K
$6.61M
|
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
12.8KNew |
$5.2M - $5.81M
|
12.8K
$6.44M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.8KNew |
$5.19M - $5.81M
|
12.8K
$6.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
12.8KNew |
$5.19M - $5.81M
|
12.8K
$6.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
12.8KNew |
$5.19M - $5.8M
|
12.8K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
12.7KNew |
$5.17M - $5.79M
|
12.7K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.7KNew |
$5.17M - $5.78M
|
12.7K
$6.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
12.7KNew |
$5.17M - $5.78M
|
12.7K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
12.7K+ 104.95% |
$5.17M - $5.78M
|
24.8K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
12.7KNew |
$5.16M - $5.77M
|
12.7K
$6.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
12.6K+ 117.13% |
$5.12M - $5.72M
|
23.3K
$11.7M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$5.08M - $5.68M
|
12.5K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$5.06M - $5.66M
|
12.5K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$5.05M - $5.65M
|
12.4K
$6.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
12.4KNew |
$5.04M - $5.63M
|
12.4K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
12.4KNew |
$5.03M - $5.62M
|
12.4K
$6.22M
|