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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7.84KNew |
$3.19M - $3.56M
|
7.84K
$3.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
7.82KNew |
$3.18M - $3.55M
|
7.82K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.8KNew |
$3.17M - $3.54M
|
7.8K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.76K+ 2.97% |
$3.15M - $3.52M
|
269K
$106M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
7.75KNew |
$3.15M - $3.52M
|
7.75K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.75K+ 1.56% |
$3.15M - $3.52M
|
505K
$199M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.73K+ 22.46% |
$3.14M - $3.51M
|
42.2K
$16.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
7.7K+ 1.86% |
$3.13M - $3.5M
|
422K
$166M
|
|
|
Feb 20, 2025
Q4 2024
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
7.7KNew |
$3.13M - $3.5M
|
7.7K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
7.69KNew |
$3.13M - $3.5M
|
7.69K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
7.67K+ 1.83% |
$3.12M - $3.48M
|
426K
$168M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.65KNew |
$3.11M - $3.48M
|
7.65K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
7.63K+ 125.09% |
$3.1M - $3.47M
|
13.7K
$5.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Octahedron Capital Management L.P.
San Francisco, CA |
BUY
|
- |
7.6KNew |
$3.09M - $3.45M
|
7.6K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
7.58K+ 17.95% |
$3.08M - $3.45M
|
49.8K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Clearline Capital LP
New York, NY |
BUY
|
- |
7.57K+ 52.17% |
$3.07M - $3.44M
|
22.1K
$8.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.56K+ 24.46% |
$3.07M - $3.44M
|
38.5K
$15.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.55K+ 1.38% |
$3.07M - $3.43M
|
556K
$219M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.55K+ 4.2% |
$3.07M - $3.43M
|
187K
$73.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
7.52K+ 7.46% |
$3.05M - $3.42M
|
108K
$42.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.51K+ 39.37% |
$3.05M - $3.41M
|
26.6K
$10.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.51K+ 10.54% |
$3.05M - $3.41M
|
78.8K
$31.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.51K+ 11.17% |
$3.05M - $3.41M
|
74.8K
$29.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
7.45KNew |
$3.03M - $3.39M
|
7.45K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
7.42K+ 286.45% |
$3.01M - $3.37M
|
10K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
7.41K+ 10.64% |
$3.01M - $3.37M
|
77.1K
$30.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7.4K+ 407.71% |
$3.01M - $3.36M
|
9.22K
$3.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
7.37K+ 4.83% |
$3M - $3.35M
|
160K
$63.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.33K+ 3.8% |
$2.98M - $3.33M
|
200K
$78.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.27K+ 11.06% |
$2.95M - $3.3M
|
72.9K
$28.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
7.24KNew |
$2.94M - $3.29M
|
7.24K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
7.22KNew |
$2.93M - $3.28M
|
7.22K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.2KNew |
$2.93M - $3.27M
|
7.2K
$2.84M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7.19KNew |
$2.92M - $3.27M
|
7.19K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.13K+ 24.01% |
$2.9M - $3.24M
|
36.8K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
7.13KNew |
$2.9M - $3.24M
|
7.13K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
William Von Mueffling
Cantillon Capital Management LLC
|
BUY
|
- |
7.13K+ 0.53% |
$2.9M - $3.24M
|
1.34M
$529M
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
7.12KNew |
$2.89M - $3.24M
|
7.12K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
7.1KNew |
$2.88M - $3.23M
|
7.1K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.08K+ 78.88% |
$2.88M - $3.22M
|
16.1K
$6.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7.04K+ 35.13% |
$2.86M - $3.2M
|
27.1K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
7.01KNew |
$2.85M - $3.19M
|
7.01K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
7.01K+ 1.13% |
$2.85M - $3.19M
|
627K
$247M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.01K+ 13.75% |
$2.85M - $3.18M
|
57.9K
$22.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bluegrass Capital Partners LP
Palm Beach, FL |
BUY
|
- |
7K+ 25.93% |
$2.84M - $3.18M
|
34K
$13.4M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
6.99KNew |
$2.84M - $3.17M
|
6.99K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.98K+ 6.89% |
$2.84M - $3.17M
|
108K
$42.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.96K+ 1.11% |
$2.83M - $3.16M
|
633K
$249M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.95K+ 5.78% |
$2.83M - $3.16M
|
127K
$50.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
6.95K+ 5.99% |
$2.83M - $3.16M
|
123K
$48.5M
|