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 11, 2025
Q4 2024
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
2.87KNew |
$1.16M - $1.3M
|
2.87K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
2.86K+ 2.61% |
$1.16M - $1.3M
|
112K
$57.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.86K+ 5.06% |
$1.16M - $1.3M
|
59.3K
$30.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.85K+ 33.24% |
$1.16M - $1.3M
|
11.4K
$5.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.85K+ 2.05% |
$1.16M - $1.3M
|
142K
$72.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 5.18% |
$1.15M - $1.29M
|
57.6K
$29.5M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.83K+ 35.5% |
$1.15M - $1.29M
|
10.8K
$5.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
2.83KNew |
$1.15M - $1.28M
|
2.83K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.82K+ 10.06% |
$1.14M - $1.28M
|
30.8K
$15.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.82KNew |
$1.14M - $1.28M
|
2.82K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.81K+ 24.75% |
$1.14M - $1.28M
|
14.2K
$7.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.8K+ 0.23% |
$1.14M - $1.27M
|
1.23M
$631M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
2.8KNew |
$1.14M - $1.27M
|
2.8K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.8K+ 113.66% |
$1.14M - $1.27M
|
5.26K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.79K+ 6.24% |
$1.14M - $1.27M
|
47.6K
$24.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.79K+ 18.0% |
$1.13M - $1.27M
|
18.3K
$9.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2.79KNew |
$1.13M - $1.27M
|
2.79K
$1.43M
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.79KNew |
$1.13M - $1.27M
|
2.79K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.78K+ 0.87% |
$1.13M - $1.26M
|
321K
$164M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.78KNew |
$1.13M - $1.26M
|
2.78K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
2.78KNew |
$1.13M - $1.26M
|
2.78K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
2.77KNew |
$1.13M - $1.26M
|
2.77K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.76K+ 13.51% |
$1.12M - $1.25M
|
23.2K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
2.75KNew |
$1.12M - $1.25M
|
2.75K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.74K+ 1.84% |
$1.11M - $1.25M
|
151K
$77.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.74KNew |
$1.11M - $1.24M
|
2.74K
$1.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.73K+ 8.42% |
$1.11M - $1.24M
|
35.2K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 4.97% |
$1.11M - $1.24M
|
57.5K
$29.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.72K+ 45.02% |
$1.1M - $1.23M
|
8.75K
$4.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.71K+ 0.99% |
$1.1M - $1.23M
|
276K
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.71K+ 1.58% |
$1.1M - $1.23M
|
174K
$88.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.71K+ 88.7% |
$1.1M - $1.23M
|
5.76K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
2.71K+ 66.25% |
$1.1M - $1.23M
|
6.79K
$3.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.7K+ 12.24% |
$1.1M - $1.23M
|
24.8K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.7K+ 11.65% |
$1.1M - $1.23M
|
25.9K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.7K+ 110.66% |
$1.1M - $1.23M
|
5.14K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.7K+ 0.82% |
$1.1M - $1.23M
|
330K
$169M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.69KNew |
$1.09M - $1.22M
|
2.69K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
2.69K+ 1.51% |
$1.09M - $1.22M
|
181K
$92.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.69K+ 10.53% |
$1.09M - $1.22M
|
28.2K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.69K+ 4.12% |
$1.09M - $1.22M
|
67.8K
$34.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.68K+ 8.22% |
$1.09M - $1.22M
|
35.4K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2.68KNew |
$1.09M - $1.22M
|
2.68K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.64K+ 7.8% |
$1.07M - $1.2M
|
36.5K
$18.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.63KNew |
$1.07M - $1.2M
|
2.63K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.63K+ 35.59% |
$1.07M - $1.2M
|
10K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.62K+ 3.09% |
$1.07M - $1.19M
|
87.6K
$44.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.6K+ 552.02% |
$1.06M - $1.18M
|
3.07K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.6KNew |
$1.06M - $1.18M
|
2.6K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
2.6K+ 1.05% |
$1.05M - $1.18M
|
251K
$128M
|