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 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
10.2K+ 24.79% |
$4.13M - $4.62M
|
51.1K
$20.1M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.1K+ 2.26% |
$4.1M - $4.58M
|
455K
$179M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10K+ 3.88% |
$4.07M - $4.55M
|
268K
$106M
|
|
Feb 10, 2025
Q4 2024
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
10K+ 50.0% |
$4.06M - $4.54M
|
30K
$11.8M
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10K+ 22.48% |
$4.06M - $4.54M
|
54.5K
$21.5M
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9.97K+ 10.49% |
$4.05M - $4.53M
|
105K
$41.4M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
9.92K+ 13.68% |
$4.03M - $4.51M
|
82.5K
$32.5M
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
9.9KNew |
$4.02M - $4.5M
|
9.9K
$3.9M
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
9.85K+ 162.18% |
$4M - $4.47M
|
15.9K
$6.27M
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
9.84KNew |
$4M - $4.47M
|
9.84K
$3.88M
|
|
Feb 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
9.82KNew |
$3.99M - $4.46M
|
9.82K
$3.87M
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
9.81K+ 24.36% |
$3.98M - $4.46M
|
50.1K
$19.7M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 5.89% |
$3.97M - $4.44M
|
176K
$69.2M
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
9.69KNew |
$3.94M - $4.4M
|
9.69K
$3.82M
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
9.68K+ 101.61% |
$3.93M - $4.4M
|
19.2K
$7.57M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.68K+ 10.61% |
$3.93M - $4.4M
|
101K
$39.8M
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.65KNew |
$3.92M - $4.38M
|
9.65K
$3.8M
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
9.63KNew |
$3.91M - $4.37M
|
9.63K
$3.79M
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
9.61KNew |
$3.91M - $4.37M
|
9.61K
$3.79M
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
9.6K+ 47.89% |
$3.9M - $4.36M
|
29.6K
$11.7M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.46K+ 59.95% |
$3.84M - $4.3M
|
25.2K
$9.94M
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
9.42KNew |
$3.83M - $4.28M
|
9.42K
$3.71M
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
9.4KNew |
$3.82M - $4.27M
|
9.4K
$3.7M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.37K+ 4.21% |
$3.81M - $4.26M
|
232K
$91.4M
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
9.35K+ 39.23% |
$3.8M - $4.25M
|
33.2K
$13.1M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.34K+ 3.02% |
$3.79M - $4.24M
|
319K
$126M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
9.32K+ 9.33% |
$3.79M - $4.24M
|
109K
$43M
|
|
Feb 14, 2025
Q4 2024
|
Aragon Global Management, LP
Miami, FL |
BUY
|
- |
9.31K+ 14.72% |
$3.78M - $4.23M
|
72.5K
$28.6M
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
9.28KNew |
$3.77M - $4.22M
|
9.28K
$3.66M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
9.28KNew |
$3.77M - $4.22M
|
9.28K
$3.66M
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
9.25K+ 512.69% |
$3.76M - $4.2M
|
11.1K
$4.36M
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
9.25KNew |
$3.76M - $4.2M
|
9.25K
$3.64M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
9.21KNew |
$3.74M - $4.19M
|
9.21K
$3.63M
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
9.2K+ 39.63% |
$3.74M - $4.18M
|
32.4K
$12.8M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
9.04KNew |
$3.67M - $4.11M
|
9.04K
$3.56M
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
9.01K+ 27.64% |
$3.66M - $4.09M
|
41.6K
$16.4M
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.98KNew |
$3.65M - $4.08M
|
8.98K
$3.54M
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
8.95K+ 19.03% |
$3.64M - $4.07M
|
56K
$22.1M
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
8.89KNew |
$3.61M - $4.04M
|
8.89K
$3.5M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.89K+ 1.5% |
$3.61M - $4.04M
|
600K
$237M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.82K+ 5.25% |
$3.59M - $4.01M
|
177K
$69.7M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8.81KNew |
$3.58M - $4M
|
8.81K
$3.47M
|
|
Feb 12, 2025
Q4 2024
|
Homestead Advisers Corp
|
BUY
|
- |
8.8K+ 3.86% |
$3.58M - $4M
|
237K
$93.3M
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.79K+ 732.94% |
$3.57M - $3.99M
|
9.99K
$3.94M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
8.74K+ 38.13% |
$3.55M - $3.97M
|
31.6K
$12.5M
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
8.73K+ 4.77% |
$3.55M - $3.97M
|
192K
$75.6M
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
8.72KNew |
$3.54M - $3.96M
|
8.72K
$3.44M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
8.7K+ 4.6% |
$3.53M - $3.95M
|
198K
$77.9M
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
8.69KNew |
$3.53M - $3.95M
|
8.69K
$3.42M
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
8.66KNew |
$3.52M - $3.93M
|
8.66K
$3.41M
|