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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$1.57M - $1.76M
|
3.87K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.87K+ 16.61% |
$1.57M - $1.76M
|
27.1K
$10.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.86KNew |
$1.57M - $1.76M
|
3.86K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.85K+ 27.99% |
$1.57M - $1.75M
|
17.6K
$6.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.83K+ 1.74% |
$1.56M - $1.74M
|
224K
$88.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.8K+ 9.53% |
$1.55M - $1.73M
|
43.7K
$17.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.8K+ 8.22% |
$1.55M - $1.73M
|
50.1K
$19.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.79K+ 2.41% |
$1.54M - $1.72M
|
161K
$63.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.79K+ 47.55% |
$1.54M - $1.72M
|
11.8K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.78K+ 23.75% |
$1.54M - $1.72M
|
19.7K
$7.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.76KNew |
$1.53M - $1.71M
|
3.76K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.76K+ 6.61% |
$1.53M - $1.71M
|
60.6K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.75K+ 73.48% |
$1.52M - $1.7M
|
8.85K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.73K+ 3.56% |
$1.52M - $1.7M
|
109K
$42.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.73K+ 9.31% |
$1.51M - $1.69M
|
43.8K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
3.72K+ 17.73% |
$1.51M - $1.69M
|
24.7K
$9.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.72K+ 1.97% |
$1.51M - $1.69M
|
193K
$76M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.71K+ 115.85% |
$1.51M - $1.68M
|
6.9K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.7KNew |
$1.5M - $1.68M
|
3.7K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.66K+ 1.95% |
$1.49M - $1.67M
|
191K
$75.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
3.65KNew |
$1.48M - $1.66M
|
3.65K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.63K+ 5.86% |
$1.48M - $1.65M
|
65.5K
$25.8M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.59KNew |
$1.46M - $1.63M
|
3.59K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.59K+ 4.21% |
$1.46M - $1.63M
|
88.8K
$35M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
3.58KNew |
$1.45M - $1.62M
|
3.58K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.55K+ 3.48% |
$1.44M - $1.62M
|
106K
$41.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.55K+ 6.64% |
$1.44M - $1.61M
|
57K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.55KNew |
$1.44M - $1.61M
|
3.55K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
3.54KNew |
$1.44M - $1.61M
|
3.54K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.53K+ 0.4% |
$1.43M - $1.6M
|
878K
$346M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.53K+ 4.65% |
$1.43M - $1.6M
|
79.3K
$31.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3.52KNew |
$1.43M - $1.6M
|
3.52K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.51K+ 1.89% |
$1.42M - $1.59M
|
189K
$74.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
3.5K+ 85.78% |
$1.42M - $1.59M
|
7.58K
$2.99M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.49KNew |
$1.42M - $1.58M
|
3.49K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
3.48K+ 20.97% |
$1.41M - $1.58M
|
20.1K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
3.47KNew |
$1.41M - $1.58M
|
3.47K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.45K+ 2.4% |
$1.4M - $1.57M
|
147K
$58.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.45K+ 1.55% |
$1.4M - $1.57M
|
225K
$88.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.42K+ 27.17% |
$1.39M - $1.55M
|
16K
$6.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
3.42KNew |
$1.39M - $1.55M
|
3.42K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.41KNew |
$1.39M - $1.55M
|
3.41K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.41K+ 11.32% |
$1.39M - $1.55M
|
33.6K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
3.39KNew |
$1.38M - $1.54M
|
3.39K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.39K+ 1.2% |
$1.38M - $1.54M
|
286K
$113M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.38K+ 32.83% |
$1.37M - $1.54M
|
13.7K
$5.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Ams Capital Ltda
|
BUY
|
- |
3.38K+ 5.6% |
$1.37M - $1.54M
|
63.7K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
3.38K+ 2.74% |
$1.37M - $1.53M
|
127K
$49.9M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.38KNew |
$1.37M - $1.53M
|
3.38K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.37K+ 1.65% |
$1.37M - $1.53M
|
208K
$81.8M
|