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 13, 2025
Q4 2024
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
8.66K+ 11.28% |
$3.52M - $3.93M
|
85.4K
$33.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.64KNew |
$3.51M - $3.93M
|
8.64K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.63KNew |
$3.5M - $3.92M
|
8.63K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
8.61K+ 4.79% |
$3.5M - $3.91M
|
188K
$74.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.51K+ 0.88% |
$3.46M - $3.87M
|
975K
$384M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
8.48K+ 1.27% |
$3.45M - $3.85M
|
675K
$266M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.48K+ 7.01% |
$3.45M - $3.85M
|
129K
$51M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.47K+ 17.71% |
$3.44M - $3.85M
|
56.3K
$22.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.44K+ 0.78% |
$3.43M - $3.84M
|
1.09M
$428M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.42KNew |
$3.42M - $3.83M
|
8.42K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.41K+ 830.63% |
$3.42M - $3.82M
|
9.42K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
8.4K+ 16.86% |
$3.41M - $3.82M
|
58.2K
$22.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
8.37KNew |
$3.4M - $3.81M
|
8.37K
$3.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.36K+ 9.26% |
$3.4M - $3.8M
|
98.7K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.35KNew |
$3.39M - $3.79M
|
8.35K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
8.33KNew |
$3.39M - $3.79M
|
8.33K
$3.28M
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
8.32K+ 82.48% |
$3.38M - $3.78M
|
18.4K
$7.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
8.28KNew |
$3.36M - $3.76M
|
8.28K
$3.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
8.27KNew |
$3.36M - $3.76M
|
8.27K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
8.25K+ 2.8% |
$3.35M - $3.75M
|
303K
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
BUY
|
- |
8.24K+ 27.55% |
$3.35M - $3.74M
|
38.1K
$15M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
8.22K+ 17.84% |
$3.34M - $3.74M
|
54.3K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
8.21KNew |
$3.33M - $3.73M
|
8.21K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
8.21KNew |
$3.33M - $3.73M
|
8.21K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8.2K+ 1.93% |
$3.33M - $3.73M
|
434K
$171M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
8.2K+ 100.37% |
$3.33M - $3.72M
|
16.4K
$6.45M
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
8.17KNew |
$3.32M - $3.71M
|
8.17K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
8.16KNew |
$3.32M - $3.71M
|
8.16K
$3.21M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$3.31M - $3.7M
|
8.15K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8.14K+ 12.98% |
$3.31M - $3.7M
|
70.8K
$27.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
8.13KNew |
$3.3M - $3.69M
|
8.13K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
8.1K+ 489.12% |
$3.29M - $3.68M
|
9.75K
$3.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.08K+ 871.84% |
$3.28M - $3.67M
|
9.01K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.08K+ 68.56% |
$3.28M - $3.67M
|
19.9K
$7.83M
|
|
|
Feb 14, 2025
Q4 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
8.07K+ 11.75% |
$3.28M - $3.67M
|
76.8K
$30.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
8.05KNew |
$3.27M - $3.66M
|
8.05K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.03KNew |
$3.26M - $3.65M
|
8.03K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
8.01KNew |
$3.25M - $3.64M
|
8.01K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
8KNew |
$3.25M - $3.63M
|
8K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
7.99KNew |
$3.25M - $3.63M
|
7.99K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
7.99K+ 62.6% |
$3.25M - $3.63M
|
20.8K
$8.18M
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
7.99KNew |
$3.25M - $3.63M
|
7.99K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
7.97K+ 0.88% |
$3.24M - $3.62M
|
909K
$358M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
7.97K+ 11.83% |
$3.24M - $3.62M
|
75.3K
$29.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
7.96KNew |
$3.24M - $3.62M
|
7.96K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.93K+ 55.0% |
$3.22M - $3.61M
|
22.4K
$8.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.92K+ 9.56% |
$3.22M - $3.6M
|
90.7K
$35.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
7.9KNew |
$3.21M - $3.59M
|
7.9K
$3.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.85KNew |
$3.19M - $3.57M
|
7.85K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.85K+ 2.64% |
$3.19M - $3.57M
|
305K
$120M
|