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 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.37K+ 1.27% |
$1.37M - $1.53M
|
268K
$106M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.37K+ 2.51% |
$1.37M - $1.53M
|
137K
$54.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
3.37KNew |
$1.37M - $1.53M
|
3.37K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
3.35K+ 25.69% |
$1.36M - $1.52M
|
16.4K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.35KNew |
$1.36M - $1.52M
|
3.35K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
3.35KNew |
$1.36M - $1.52M
|
3.35K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.34K+ 3.84% |
$1.36M - $1.52M
|
90.3K
$35.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
3.33KNew |
$1.35M - $1.51M
|
3.33K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
3.32K+ 8.61% |
$1.35M - $1.51M
|
41.9K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
3.31K+ 12.53% |
$1.34M - $1.5M
|
29.7K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
3.3K+ 9.02% |
$1.34M - $1.5M
|
39.9K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
3.3K+ 45.47% |
$1.34M - $1.5M
|
10.6K
$4.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.29K+ 5.82% |
$1.34M - $1.5M
|
59.8K
$23.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.29KNew |
$1.33M - $1.49M
|
3.29K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.29KNew |
$1.33M - $1.49M
|
3.29K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.28K+ 4.99% |
$1.33M - $1.49M
|
68.9K
$27.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.27K+ 14.24% |
$1.33M - $1.49M
|
26.3K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.27K+ 48.32% |
$1.33M - $1.49M
|
10K
$3.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.27K+ 7.28% |
$1.33M - $1.49M
|
48.1K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.26K+ 26.25% |
$1.33M - $1.48M
|
15.7K
$6.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.26K+ 1.05% |
$1.32M - $1.48M
|
313K
$123M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.26K+ 15.6% |
$1.32M - $1.48M
|
24.1K
$9.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.25K+ 55.14% |
$1.32M - $1.48M
|
9.16K
$3.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.25KNew |
$1.32M - $1.48M
|
3.25K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.22K+ 10.77% |
$1.31M - $1.46M
|
33.1K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.19KNew |
$1.3M - $1.45M
|
3.19K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.19K+ 8.03% |
$1.29M - $1.45M
|
42.9K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
3.18K+ 27.55% |
$1.29M - $1.45M
|
14.7K
$5.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18K+ 1.69% |
$1.29M - $1.45M
|
191K
$75.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
3.18KNew |
$1.29M - $1.44M
|
3.18K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
3.17KNew |
$1.29M - $1.44M
|
3.17K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.17K+ 19.5% |
$1.29M - $1.44M
|
19.4K
$7.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.16KNew |
$1.28M - $1.43M
|
3.16K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.15K+ 5.19% |
$1.28M - $1.43M
|
63.8K
$25.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.14K+ 1.71% |
$1.28M - $1.43M
|
186K
$73.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.13KNew |
$1.27M - $1.42M
|
3.13K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.13K+ 44.57% |
$1.27M - $1.42M
|
10.2K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.1K+ 34.63% |
$1.26M - $1.41M
|
12K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.09K+ 5.28% |
$1.25M - $1.4M
|
61.5K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.09K+ 1.86% |
$1.25M - $1.4M
|
169K
$66.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.08KNew |
$1.25M - $1.4M
|
3.08K
$1.21M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.07K+ 1.81% |
$1.25M - $1.39M
|
173K
$68.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.06K+ 6.17% |
$1.24M - $1.39M
|
52.6K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.05KNew |
$1.24M - $1.39M
|
3.05K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.05K+ 8.63% |
$1.24M - $1.39M
|
38.4K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.05KNew |
$1.24M - $1.39M
|
3.05K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.04K+ 2.47% |
$1.23M - $1.38M
|
126K
$49.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.03KNew |
$1.23M - $1.38M
|
3.03K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
3.02KNew |
$1.23M - $1.37M
|
3.02K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.02K+ 39.22% |
$1.23M - $1.37M
|
10.7K
$4.23M
|