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 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
7.37K+ 4.83% |
$3M - $3.35M
|
160K
$80.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.33K+ 3.8% |
$2.98M - $3.33M
|
200K
$101M
|
|
|
May 07, 2025
Q4 2024
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
7.33KNew |
$2.98M - $3.33M
|
7.33K
$3.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.27K+ 11.06% |
$2.95M - $3.3M
|
72.9K
$36.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
7.24KNew |
$2.94M - $3.29M
|
7.24K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
7.22KNew |
$2.93M - $3.28M
|
7.22K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.2KNew |
$2.93M - $3.27M
|
7.2K
$3.62M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7.19KNew |
$2.92M - $3.27M
|
7.19K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.13K+ 24.01% |
$2.9M - $3.24M
|
36.8K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
7.13KNew |
$2.9M - $3.24M
|
7.13K
$3.59M
|
|
|
Feb 05, 2025
Q4 2024
|
William Von Mueffling
Cantillon Capital Management LLC
|
BUY
|
- |
7.13K+ 0.53% |
$2.9M - $3.24M
|
1.34M
$676M
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
7.12KNew |
$2.89M - $3.24M
|
7.12K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
7.1KNew |
$2.88M - $3.23M
|
7.1K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
7.08K+ 78.88% |
$2.88M - $3.22M
|
16.1K
$8.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
7.04K+ 35.13% |
$2.86M - $3.2M
|
27.1K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
7.01KNew |
$2.85M - $3.19M
|
7.01K
$3.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
7.01K+ 1.13% |
$2.85M - $3.19M
|
627K
$315M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.01K+ 13.75% |
$2.85M - $3.18M
|
57.9K
$29.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bluegrass Capital Partners LP
Palm Beach, FL |
BUY
|
- |
7K+ 25.93% |
$2.84M - $3.18M
|
34K
$17.1M
|
|
|
Apr 23, 2025
Q4 2024
|
Galilei Investment Office LLP
London, X0 |
BUY
|
- |
6.99KNew |
$2.84M - $3.17M
|
6.99K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.98K+ 6.89% |
$2.84M - $3.17M
|
108K
$54.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.96K+ 1.11% |
$2.83M - $3.16M
|
633K
$319M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.95K+ 5.78% |
$2.83M - $3.16M
|
127K
$64M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
6.95K+ 5.99% |
$2.83M - $3.16M
|
123K
$61.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
6.91KNew |
$2.81M - $3.14M
|
6.91K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
6.86KNew |
$2.79M - $3.12M
|
6.86K
$3.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.82K+ 55.66% |
$2.77M - $3.1M
|
19.1K
$9.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.81K+ 16.76% |
$2.77M - $3.09M
|
47.4K
$23.8M
|
|
|
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
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
6.74K+ 12.17% |
$2.74M - $3.06M
|
62.1K
$31.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
6.73KNew |
$2.73M - $3.06M
|
6.73K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
6.71K+ 20.01% |
$2.73M - $3.05M
|
40.3K
$20.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.68KNew |
$2.71M - $3.03M
|
6.68K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6.64K+ 0.27% |
$2.7M - $3.02M
|
2.44M
$1.23B
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
6.64KNew |
$2.7M - $3.02M
|
6.64K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.58K+ 5.12% |
$2.68M - $2.99M
|
135K
$68M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.58K+ 4.69% |
$2.67M - $2.99M
|
147K
$73.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.56KNew |
$2.66M - $2.98M
|
6.56K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.55K+ 8.14% |
$2.66M - $2.98M
|
87.1K
$43.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.54K+ 11.45% |
$2.66M - $2.97M
|
63.7K
$32M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.51K+ 3.49% |
$2.65M - $2.96M
|
193K
$97M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.51KNew |
$2.64M - $2.96M
|
6.51K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.47KNew |
$2.63M - $2.94M
|
6.47K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
6.46KNew |
$2.63M - $2.94M
|
6.46K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
6.46K+ 1024.76% |
$2.62M - $2.93M
|
7.09K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.45K+ 16.98% |
$2.62M - $2.93M
|
44.4K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
6.44KNew |
$2.62M - $2.93M
|
6.44K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.43K+ 3.21% |
$2.61M - $2.92M
|
207K
$104M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.43K+ 8.76% |
$2.61M - $2.92M
|
79.8K
$40.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.43K+ 12.69% |
$2.61M - $2.92M
|
57.1K
$28.7M
|