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
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
6.91KNew |
$2.81M - $3.14M
|
6.91K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
6.86KNew |
$2.79M - $3.12M
|
6.86K
$2.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.82K+ 55.66% |
$2.77M - $3.1M
|
19.1K
$7.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.81K+ 16.76% |
$2.77M - $3.09M
|
47.4K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.77K+ 29.88% |
$2.75M - $3.08M
|
29.4K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
6.74K+ 12.17% |
$2.74M - $3.06M
|
62.1K
$24.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
6.73KNew |
$2.73M - $3.06M
|
6.73K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
6.71K+ 20.01% |
$2.73M - $3.05M
|
40.3K
$15.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.68KNew |
$2.71M - $3.03M
|
6.68K
$2.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.64K+ 0.27% |
$2.7M - $3.02M
|
2.44M
$960M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
6.64KNew |
$2.7M - $3.02M
|
6.64K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.58K+ 5.12% |
$2.68M - $2.99M
|
135K
$53.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.58K+ 4.69% |
$2.67M - $2.99M
|
147K
$57.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.56KNew |
$2.66M - $2.98M
|
6.56K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.55K+ 8.14% |
$2.66M - $2.98M
|
87.1K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.54K+ 11.45% |
$2.66M - $2.97M
|
63.7K
$25.1M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.51K+ 3.49% |
$2.65M - $2.96M
|
193K
$76M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.51KNew |
$2.64M - $2.96M
|
6.51K
$2.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.47KNew |
$2.63M - $2.94M
|
6.47K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
6.46KNew |
$2.63M - $2.94M
|
6.46K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
6.46K+ 1024.76% |
$2.62M - $2.93M
|
7.09K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.45K+ 16.98% |
$2.62M - $2.93M
|
44.4K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
6.44KNew |
$2.62M - $2.93M
|
6.44K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.43K+ 3.21% |
$2.61M - $2.92M
|
207K
$81.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.43K+ 8.76% |
$2.61M - $2.92M
|
79.8K
$31.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.43K+ 12.69% |
$2.61M - $2.92M
|
57.1K
$22.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
6.43K+ 4.14% |
$2.61M - $2.92M
|
162K
$63.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.43KNew |
$2.61M - $2.92M
|
6.43K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
6.42KNew |
$2.61M - $2.92M
|
6.42K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
6.4KNew |
$2.6M - $2.91M
|
6.4K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
6.39K+ 10.11% |
$2.6M - $2.9M
|
69.6K
$27.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.38K+ 2.96% |
$2.59M - $2.9M
|
222K
$87.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
6.38K+ 54.26% |
$2.59M - $2.9M
|
18.1K
$7.14M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.37KNew |
$2.59M - $2.89M
|
6.37K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
6.35KNew |
$2.58M - $2.88M
|
6.35K
$2.5M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
6.32KNew |
$2.57M - $2.87M
|
6.32K
$2.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
6.26K+ 10.66% |
$2.54M - $2.84M
|
65K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.25K+ 6.64% |
$2.54M - $2.84M
|
100K
$39.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
6.25K+ 124.94% |
$2.54M - $2.84M
|
11.3K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
6.25KNew |
$2.54M - $2.84M
|
6.25K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
6.23KNew |
$2.53M - $2.83M
|
6.23K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
6.22K+ 2.87% |
$2.53M - $2.83M
|
223K
$87.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
6.21KNew |
$2.52M - $2.82M
|
6.21K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
6.21K+ 25.42% |
$2.52M - $2.82M
|
30.6K
$12.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.19K+ 8.98% |
$2.52M - $2.81M
|
75.2K
$29.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.18K+ 1.86% |
$2.51M - $2.81M
|
338K
$133M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
6.18KNew |
$2.51M - $2.81M
|
6.18K
$2.44M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.16KNew |
$2.5M - $2.8M
|
6.16K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.13K+ 11.44% |
$2.49M - $2.79M
|
59.7K
$23.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
6.13K+ 16.9% |
$2.49M - $2.78M
|
42.4K
$16.7M
|