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 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.1K+ 0.54% |
$1.67M - $1.86M
|
767K
$386M
|
|
|
Feb 20, 2025
Q4 2024
|
Baer Investment Advisory LLC
Corte Madera, CA |
BUY
|
- |
4.09KNew |
$1.66M - $1.86M
|
4.09K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.08K+ 85.91% |
$1.66M - $1.86M
|
8.84K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
4.08KNew |
$1.66M - $1.85M
|
4.08K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.06KNew |
$1.65M - $1.84M
|
4.06K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.03K+ 0.57% |
$1.64M - $1.83M
|
707K
$356M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
4.01K+ 4.97% |
$1.63M - $1.82M
|
84.8K
$42.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
4.01KNew |
$1.63M - $1.82M
|
4.01K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4K+ 11.68% |
$1.63M - $1.82M
|
38.3K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4K+ 18.06% |
$1.63M - $1.82M
|
26.2K
$13.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$1.63M - $1.82M
|
4K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.98K+ 1.85% |
$1.62M - $1.81M
|
219K
$110M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.98K+ 7.52% |
$1.62M - $1.81M
|
56.9K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.98K+ 6.69% |
$1.62M - $1.81M
|
63.4K
$31.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.97KNew |
$1.61M - $1.81M
|
3.97K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.96KNew |
$1.61M - $1.8M
|
3.96K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.96KNew |
$1.61M - $1.8M
|
3.96K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.96K+ 50.29% |
$1.61M - $1.8M
|
11.8K
$5.95M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.95K+ 4.34% |
$1.61M - $1.8M
|
95.1K
$47.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.95KNew |
$1.6M - $1.79M
|
3.95K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
3.94KNew |
$1.6M - $1.79M
|
3.94K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.94K+ 1.98% |
$1.6M - $1.79M
|
203K
$102M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 19.1% |
$1.6M - $1.79M
|
24.5K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.93K+ 72.34% |
$1.6M - $1.79M
|
9.36K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.92KNew |
$1.59M - $1.78M
|
3.92K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.9K+ 19.73% |
$1.58M - $1.77M
|
23.7K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.89K+ 12.91% |
$1.58M - $1.77M
|
34.1K
$17.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
3.88KNew |
$1.58M - $1.76M
|
3.88K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.87KNew |
$1.57M - $1.76M
|
3.87K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Trinity Street Asset Management LLP
|
BUY
|
- |
3.87K+ 6.63% |
$1.57M - $1.76M
|
62.2K
$31.3M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.87KNew |
$1.57M - $1.76M
|
3.87K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.87K+ 16.61% |
$1.57M - $1.76M
|
27.1K
$13.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.86KNew |
$1.57M - $1.76M
|
3.86K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.85K+ 27.99% |
$1.57M - $1.75M
|
17.6K
$8.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.83K+ 1.74% |
$1.56M - $1.74M
|
224K
$113M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.8K+ 9.53% |
$1.55M - $1.73M
|
43.7K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.8K+ 8.22% |
$1.55M - $1.73M
|
50.1K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.79K+ 2.41% |
$1.54M - $1.72M
|
161K
$81M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.79K+ 47.55% |
$1.54M - $1.72M
|
11.8K
$5.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.78K+ 23.75% |
$1.54M - $1.72M
|
19.7K
$9.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.76KNew |
$1.53M - $1.71M
|
3.76K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.76K+ 6.61% |
$1.53M - $1.71M
|
60.6K
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.75K+ 73.48% |
$1.52M - $1.7M
|
8.85K
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.73K+ 3.56% |
$1.52M - $1.7M
|
109K
$54.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.73K+ 9.31% |
$1.51M - $1.69M
|
43.8K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
3.72K+ 17.73% |
$1.51M - $1.69M
|
24.7K
$12.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.72K+ 1.97% |
$1.51M - $1.69M
|
193K
$97M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.71K+ 115.85% |
$1.51M - $1.68M
|
6.9K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
3.7KNew |
$1.5M - $1.68M
|
3.7K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.66K+ 1.95% |
$1.49M - $1.67M
|
191K
$96.2M
|