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 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.15K+ 3.02% |
$2.09M - $2.34M
|
176K
$88.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.15KNew |
$2.09M - $2.34M
|
5.15K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
5.14KNew |
$2.09M - $2.34M
|
5.14K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
5.14KNew |
$2.09M - $2.34M
|
5.14K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$2.09M - $2.33M
|
5.14K
$2.58M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
5.13KNew |
$2.08M - $2.33M
|
5.13K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
5.1KNew |
$2.07M - $2.32M
|
5.1K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
5.06K+ 14.73% |
$2.06M - $2.3M
|
39.4K
$19.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$2.06M - $2.3M
|
5.06K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.06K+ 3.86% |
$2.05M - $2.3M
|
136K
$68.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.04KNew |
$2.05M - $2.29M
|
5.04K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Albar Capital Partners LLP
London, X0 |
BUY
|
- |
5.02KNew |
$2.04M - $2.28M
|
5.02K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
BUY
|
- |
5.02K+ 8.58% |
$2.04M - $2.28M
|
63.4K
$31.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5K+ 14.43% |
$2.03M - $2.27M
|
39.7K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 100.0% |
$2.03M - $2.27M
|
10K
$5.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Gruss & Co., LLC
|
BUY
|
- |
5K+ 166.67% |
$2.03M - $2.27M
|
8K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Birnam Oak Advisors, LP
New York, NY |
BUY
|
- |
5KNew |
$2.03M - $2.27M
|
5K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
5KNew |
$2.03M - $2.27M
|
5K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
4.99KNew |
$2.03M - $2.27M
|
4.99K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
4.99KNew |
$2.03M - $2.27M
|
4.99K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.97KNew |
$2.02M - $2.26M
|
4.97K
$2.5M
|
|
|
May 15, 2025
Q4 2024
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
4.96KNew |
$2.01M - $2.25M
|
4.96K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.93K+ 48.27% |
$2M - $2.24M
|
15.2K
$7.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.92K+ 5.85% |
$2M - $2.24M
|
89K
$44.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.91K+ 1.11% |
$2M - $2.23M
|
449K
$226M
|
|
|
Feb 12, 2025
Q4 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
BUY
|
- |
4.9K+ 11.97% |
$1.99M - $2.23M
|
45.9K
$23.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.89K+ 1.14% |
$1.99M - $2.22M
|
435K
$219M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.86K+ 10.12% |
$1.97M - $2.21M
|
52.9K
$26.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.85K+ 25.57% |
$1.97M - $2.2M
|
23.8K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
4.82K+ 1.59% |
$1.96M - $2.19M
|
307K
$155M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.8K+ 7.22% |
$1.95M - $2.18M
|
71.3K
$35.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
4.79K+ 35.09% |
$1.94M - $2.17M
|
18.4K
$9.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
4.78KNew |
$1.94M - $2.17M
|
4.78K
$2.4M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
4.78KNew |
$1.94M - $2.17M
|
4.78K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4.75KNew |
$1.93M - $2.16M
|
4.75K
$2.39M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4.75KNew |
$1.93M - $2.16M
|
4.75K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
4.74KNew |
$1.93M - $2.16M
|
4.74K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
4.74K+ 258.32% |
$1.92M - $2.15M
|
6.57K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.72KNew |
$1.92M - $2.15M
|
4.72K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.72K+ 3.57% |
$1.92M - $2.15M
|
137K
$68.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4.7K+ 109.42% |
$1.91M - $2.14M
|
9K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.7K+ 18.58% |
$1.91M - $2.13M
|
30K
$15.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4.69KNew |
$1.91M - $2.13M
|
4.69K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 14.96% |
$1.9M - $2.13M
|
36K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
4.68K+ 1.77% |
$1.9M - $2.13M
|
269K
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.64K+ 4.18% |
$1.89M - $2.11M
|
116K
$58.2M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
4.64K+ 1.29% |
$1.89M - $2.11M
|
366K
$184M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.64K+ 12.09% |
$1.89M - $2.11M
|
43K
$21.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.64K+ 22.57% |
$1.88M - $2.11M
|
25.2K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.64KNew |
$1.88M - $2.11M
|
4.64K
$2.33M
|