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
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.26K+ 1.05% |
$1.32M - $1.48M
|
313K
$158M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.26K+ 15.6% |
$1.32M - $1.48M
|
24.1K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.25K+ 55.14% |
$1.32M - $1.48M
|
9.16K
$4.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.25KNew |
$1.32M - $1.48M
|
3.25K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.22K+ 10.77% |
$1.31M - $1.46M
|
33.1K
$16.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
3.19KNew |
$1.3M - $1.45M
|
3.19K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.19K+ 8.03% |
$1.29M - $1.45M
|
42.9K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
3.18K+ 27.55% |
$1.29M - $1.45M
|
14.7K
$7.41M
|
|
|
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
$96.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
3.18KNew |
$1.29M - $1.44M
|
3.18K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
3.17KNew |
$1.29M - $1.44M
|
3.17K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.17K+ 19.5% |
$1.29M - $1.44M
|
19.4K
$9.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
3.16KNew |
$1.28M - $1.43M
|
3.16K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.15K+ 5.19% |
$1.28M - $1.43M
|
63.8K
$32.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.14K+ 1.71% |
$1.28M - $1.43M
|
186K
$93.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.13KNew |
$1.27M - $1.42M
|
3.13K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.13K+ 44.57% |
$1.27M - $1.42M
|
10.2K
$5.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.1K+ 34.63% |
$1.26M - $1.41M
|
12K
$6.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.09K+ 5.28% |
$1.25M - $1.4M
|
61.5K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.09K+ 1.86% |
$1.25M - $1.4M
|
169K
$85M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.08KNew |
$1.25M - $1.4M
|
3.08K
$1.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.07K+ 1.81% |
$1.25M - $1.39M
|
173K
$87M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.06K+ 6.17% |
$1.24M - $1.39M
|
52.6K
$26.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.05KNew |
$1.24M - $1.39M
|
3.05K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.05K+ 8.63% |
$1.24M - $1.39M
|
38.4K
$19.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.05KNew |
$1.24M - $1.39M
|
3.05K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.04K+ 2.47% |
$1.23M - $1.38M
|
126K
$63.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.03KNew |
$1.23M - $1.38M
|
3.03K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
3.02KNew |
$1.23M - $1.37M
|
3.02K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.02K+ 39.22% |
$1.23M - $1.37M
|
10.7K
$5.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
3.02K+ 4.34% |
$1.23M - $1.37M
|
72.5K
$36.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.02KNew |
$1.23M - $1.37M
|
3.02K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.01K+ 20.22% |
$1.22M - $1.37M
|
17.9K
$9.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3K+ 3.93% |
$1.22M - $1.36M
|
79.3K
$39.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.98K+ 2.78% |
$1.21M - $1.36M
|
110K
$55.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.98K+ 6.99% |
$1.21M - $1.35M
|
45.5K
$22.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
2.97K+ 4.76% |
$1.2M - $1.35M
|
65.3K
$32.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
2.96KNew |
$1.2M - $1.35M
|
2.96K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
2.94KNew |
$1.19M - $1.34M
|
2.94K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.94K+ 0.93% |
$1.19M - $1.33M
|
318K
$160M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
2.92KNew |
$1.19M - $1.33M
|
2.92K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
2.92KNew |
$1.19M - $1.33M
|
2.92K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.9K+ 1.77% |
$1.18M - $1.32M
|
167K
$84.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.9K+ 1.33% |
$1.18M - $1.32M
|
222K
$111M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.89K+ 108.39% |
$1.18M - $1.32M
|
5.56K
$2.8M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
2.89KNew |
$1.18M - $1.32M
|
2.89K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$1.17M - $1.31M
|
2.88K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.87KNew |
$1.16M - $1.3M
|
2.87K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
2.87KNew |
$1.16M - $1.3M
|
2.87K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
2.86K+ 2.61% |
$1.16M - $1.3M
|
112K
$56.5M
|