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 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.12KNew |
$2.48M - $2.78M
|
6.12K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.11K+ 2.2% |
$2.48M - $2.78M
|
284K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
6.11K+ 3.39% |
$2.48M - $2.78M
|
186K
$73.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.1K+ 52.59% |
$2.48M - $2.77M
|
17.7K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.07KNew |
$2.46M - $2.76M
|
6.07K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.03K+ 7.16% |
$2.45M - $2.74M
|
90.2K
$35.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
6.02KNew |
$2.45M - $2.73M
|
6.02K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
6.02KNew |
$2.45M - $2.73M
|
6.02K
$2.37M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6.01KNew |
$2.44M - $2.73M
|
6.01K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
6.01KNew |
$2.44M - $2.73M
|
6.01K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.99KNew |
$2.43M - $2.72M
|
5.99K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
5.98K+ 14.45% |
$2.43M - $2.72M
|
47.4K
$18.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.96K+ 16.38% |
$2.42M - $2.71M
|
42.3K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.92K+ 7.42% |
$2.4M - $2.69M
|
85.7K
$33.8M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
5.92KNew |
$2.4M - $2.69M
|
5.92K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
5.88K+ 3.86% |
$2.39M - $2.67M
|
158K
$62.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.87K+ 25.19% |
$2.39M - $2.67M
|
29.2K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.87KNew |
$2.38M - $2.67M
|
5.87K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
5.84K+ 66.8% |
$2.37M - $2.65M
|
14.6K
$5.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.83KNew |
$2.37M - $2.65M
|
5.83K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.83K+ 2.78% |
$2.37M - $2.65M
|
215K
$84.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
5.82KNew |
$2.37M - $2.65M
|
5.82K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
5.8K+ 7.94% |
$2.36M - $2.64M
|
78.8K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kinetic Partners Management, LP
Miami, FL |
BUY
|
- |
5.8K+ 2.87% |
$2.36M - $2.64M
|
208K
$82M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.79K+ 12.89% |
$2.35M - $2.63M
|
50.7K
$20M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.77K+ 2.19% |
$2.34M - $2.62M
|
269K
$106M
|
|
|
Feb 12, 2025
Q4 2024
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
5.76K+ 59.69% |
$2.34M - $2.62M
|
15.4K
$6.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.75KNew |
$2.34M - $2.61M
|
5.75K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.75K+ 2.65% |
$2.33M - $2.61M
|
222K
$87.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.74KNew |
$2.33M - $2.61M
|
5.74K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
5.72K+ 110.35% |
$2.33M - $2.6M
|
10.9K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.67KNew |
$2.3M - $2.58M
|
5.67K
$2.23M
|
|
|
Apr 18, 2025
Q4 2024
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
5.67KNew |
$2.3M - $2.58M
|
5.67K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
5.63KNew |
$2.29M - $2.56M
|
5.63K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5.62K+ 91.64% |
$2.28M - $2.55M
|
11.8K
$4.63M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.6KNew |
$2.28M - $2.54M
|
5.6K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
5.58KNew |
$2.27M - $2.54M
|
5.58K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.58K+ 5.43% |
$2.27M - $2.53M
|
108K
$42.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.57K+ 39.3% |
$2.26M - $2.53M
|
19.7K
$7.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.56K+ 15.45% |
$2.26M - $2.53M
|
41.5K
$16.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.55KNew |
$2.25M - $2.52M
|
5.55K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
5.53K+ 5.61% |
$2.25M - $2.51M
|
104K
$41.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirova
Paris, I0 |
BUY
|
- |
5.51K+ 9.18% |
$2.24M - $2.5M
|
65.6K
$25.8M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.49K+ 49.14% |
$2.23M - $2.49M
|
16.7K
$6.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
5.49KNew |
$2.23M - $2.49M
|
5.49K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
5.49KNew |
$2.23M - $2.49M
|
5.49K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
5.48K+ 35.97% |
$2.23M - $2.49M
|
20.7K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.45KNew |
$2.21M - $2.48M
|
5.45K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
5.44K+ 7.03% |
$2.21M - $2.47M
|
82.8K
$32.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
5.42K+ 7.99% |
$2.2M - $2.46M
|
73.3K
$28.9M
|