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 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.85K+ 25.57% |
$1.97M - $2.2M
|
23.8K
$9.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
4.82K+ 1.59% |
$1.96M - $2.19M
|
307K
$121M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.8K+ 7.22% |
$1.95M - $2.18M
|
71.3K
$28.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
4.79K+ 35.09% |
$1.94M - $2.17M
|
18.4K
$7.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
4.78KNew |
$1.94M - $2.17M
|
4.78K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4.75KNew |
$1.93M - $2.16M
|
4.75K
$1.87M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4.75KNew |
$1.93M - $2.16M
|
4.75K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
4.74KNew |
$1.93M - $2.16M
|
4.74K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
4.74K+ 258.32% |
$1.92M - $2.15M
|
6.57K
$2.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.72KNew |
$1.92M - $2.15M
|
4.72K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.72K+ 3.57% |
$1.92M - $2.15M
|
137K
$53.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4.7K+ 109.42% |
$1.91M - $2.14M
|
9K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.7K+ 18.58% |
$1.91M - $2.13M
|
30K
$11.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4.69KNew |
$1.91M - $2.13M
|
4.69K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 14.96% |
$1.9M - $2.13M
|
36K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
4.68K+ 1.77% |
$1.9M - $2.13M
|
269K
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.64K+ 4.18% |
$1.89M - $2.11M
|
116K
$45.6M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
4.64K+ 1.29% |
$1.89M - $2.11M
|
366K
$144M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.64K+ 12.09% |
$1.89M - $2.11M
|
43K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.64K+ 22.57% |
$1.88M - $2.11M
|
25.2K
$9.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.64KNew |
$1.88M - $2.11M
|
4.64K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.62K+ 0.54% |
$1.88M - $2.1M
|
867K
$342M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
4.61KNew |
$1.87M - $2.1M
|
4.61K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
4.61KNew |
$1.87M - $2.1M
|
4.61K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
4.61KNew |
$1.87M - $2.09M
|
4.61K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.61K+ 3.14% |
$1.87M - $2.09M
|
151K
$59.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
4.6KNew |
$1.87M - $2.09M
|
4.6K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.6KNew |
$1.87M - $2.09M
|
4.6K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.58KNew |
$1.86M - $2.08M
|
4.58K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.58KNew |
$1.86M - $2.08M
|
4.58K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.55KNew |
$1.85M - $2.07M
|
4.55K
$1.79M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.54KNew |
$1.84M - $2.06M
|
4.54K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.52KNew |
$1.84M - $2.05M
|
4.52K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
New Vernon Investment Management LLC
Highland Park, IL |
BUY
|
- |
4.51K+ 111.53% |
$1.83M - $2.05M
|
8.55K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.51K+ 7.87% |
$1.83M - $2.05M
|
61.8K
$24.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4.5K+ 0.87% |
$1.83M - $2.05M
|
519K
$205M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.48K+ 47.61% |
$1.82M - $2.04M
|
13.9K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
4.47KNew |
$1.81M - $2.03M
|
4.47K
$1.76M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
4.47KNew |
$1.81M - $2.03M
|
4.47K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.46KNew |
$1.81M - $2.03M
|
4.46K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.46KNew |
$1.81M - $2.02M
|
4.46K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
4.44K+ 3.48% |
$1.8M - $2.02M
|
132K
$52M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
4.43KNew |
$1.8M - $2.01M
|
4.43K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.42K+ 4.77% |
$1.8M - $2.01M
|
97.1K
$38.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.41K+ 3.07% |
$1.79M - $2M
|
148K
$58.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.38K+ 5.85% |
$1.78M - $1.99M
|
79.2K
$31.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 8.03% |
$1.77M - $1.98M
|
58.6K
$23.1M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.34KNew |
$1.76M - $1.97M
|
4.34K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
4.34KNew |
$1.76M - $1.97M
|
4.34K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.34K+ 3.46% |
$1.76M - $1.97M
|
130K
$51.1M
|