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 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
12.4KNew |
$5.03M - $5.62M
|
12.4K
$6.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
12.4KNew |
$5.02M - $5.62M
|
12.4K
$6.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
12.3KNew |
$5.02M - $5.61M
|
12.3K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.3K+ 13.95% |
$4.99M - $5.58M
|
100K
$50.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.3K+ 32.28% |
$4.98M - $5.57M
|
50.2K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
12.2KNew |
$4.96M - $5.55M
|
12.2K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.2K+ 2.09% |
$4.95M - $5.54M
|
597K
$300M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12.2KNew |
$4.95M - $5.53M
|
12.2K
$6.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
12.1KNew |
$4.92M - $5.5M
|
12.1K
$6.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12KNew |
$4.89M - $5.47M
|
12K
$6.06M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 55.01% |
$4.87M - $5.45M
|
33.8K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12K+ 11.71% |
$4.87M - $5.44M
|
114K
$57.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
12K+ 26.37% |
$4.86M - $5.43M
|
57.3K
$28.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
12K+ 6.49% |
$4.86M - $5.43M
|
196K
$98.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.9K+ 10.16% |
$4.83M - $5.4M
|
129K
$64.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 30.25% |
$4.81M - $5.38M
|
51K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11.8K+ 1.93% |
$4.8M - $5.37M
|
624K
$314M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
11.8KNew |
$4.8M - $5.37M
|
11.8K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.8K+ 35.73% |
$4.8M - $5.36M
|
44.8K
$22.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Unicom Systems, Inc.
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$4.79M - $5.36M
|
11.8K
$5.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11.7K+ 30.35% |
$4.76M - $5.33M
|
50.3K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
11.7K+ 6.41% |
$4.76M - $5.32M
|
194K
$97.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown University
|
BUY
|
- |
11.7KNew |
$4.75M - $5.32M
|
11.7K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
11.7KNew |
$4.75M - $5.32M
|
11.7K
$5.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
11.6K+ 19.53% |
$4.72M - $5.28M
|
71.1K
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
11.6KNew |
$4.72M - $5.28M
|
11.6K
$5.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 6.85% |
$4.7M - $5.26M
|
181K
$90.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.5KNew |
$4.68M - $5.24M
|
11.5K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 9.69% |
$4.68M - $5.24M
|
130K
$65.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
11.5KNew |
$4.67M - $5.23M
|
11.5K
$5.78M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
11.4KNew |
$4.65M - $5.2M
|
11.4K
$5.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
11.4KNew |
$4.62M - $5.17M
|
11.4K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11.3K+ 16.27% |
$4.59M - $5.14M
|
80.8K
$40.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
11.3K+ 276.49% |
$4.57M - $5.12M
|
15.3K
$7.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
11.2KNew |
$4.53M - $5.07M
|
11.2K
$5.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
11.1KNew |
$4.52M - $5.05M
|
11.1K
$5.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.1K+ 16.46% |
$4.5M - $5.04M
|
78.4K
$39.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
11.1KNew |
$4.5M - $5.03M
|
11.1K
$5.57M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
11.1K+ 5.42% |
$4.5M - $5.03M
|
215K
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.1K+ 24.52% |
$4.49M - $5.03M
|
56.2K
$28.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11K+ 328.61% |
$4.49M - $5.02M
|
14.4K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Panoramic Capital, LLC
Larkspur, CA |
BUY
|
- |
11KNew |
$4.48M - $5.01M
|
11K
$5.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11K+ 57.8% |
$4.46M - $4.99M
|
30K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
11K+ 5.14% |
$4.46M - $4.98M
|
224K
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.9K+ 1.25% |
$4.44M - $4.97M
|
887K
$446M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 4.31% |
$4.43M - $4.96M
|
264K
$133M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
10.8KNew |
$4.41M - $4.93M
|
10.8K
$5.45M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
10.8KNew |
$4.39M - $4.91M
|
10.8K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
10.8KNew |
$4.38M - $4.9M
|
10.8K
$5.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10.7K+ 1.39% |
$4.34M - $4.85M
|
781K
$393M
|