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 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.7K+ 12.24% |
$1.1M - $1.23M
|
24.8K
$9.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.7K+ 11.65% |
$1.1M - $1.23M
|
25.9K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.7K+ 110.66% |
$1.1M - $1.23M
|
5.14K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.7K+ 0.82% |
$1.1M - $1.23M
|
330K
$130M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.69KNew |
$1.09M - $1.22M
|
2.69K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
2.69K+ 1.51% |
$1.09M - $1.22M
|
181K
$71.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.69K+ 10.53% |
$1.09M - $1.22M
|
28.2K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.69K+ 4.12% |
$1.09M - $1.22M
|
67.8K
$26.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.68K+ 8.22% |
$1.09M - $1.22M
|
35.4K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2.68KNew |
$1.09M - $1.22M
|
2.68K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.64K+ 7.8% |
$1.07M - $1.2M
|
36.5K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
2.63KNew |
$1.07M - $1.2M
|
2.63K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.63K+ 35.59% |
$1.07M - $1.2M
|
10K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.62K+ 3.09% |
$1.07M - $1.19M
|
87.6K
$34.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.6K+ 552.02% |
$1.06M - $1.18M
|
3.07K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
2.6KNew |
$1.06M - $1.18M
|
2.6K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
2.6K+ 1.05% |
$1.05M - $1.18M
|
251K
$98.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
2.58KNew |
$1.05M - $1.17M
|
2.58K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.57K+ 6.18% |
$1.04M - $1.17M
|
44.2K
$17.4M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.56KNew |
$1.04M - $1.16M
|
2.56K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.56KNew |
$1.04M - $1.16M
|
2.56K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.55K+ 4.35% |
$1.03M - $1.16M
|
61K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.54KNew |
$1.03M - $1.16M
|
2.54K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.54K+ 1.06% |
$1.03M - $1.15M
|
241K
$95.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2.53KNew |
$1.03M - $1.15M
|
2.53K
$998K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.52KNew |
$1.02M - $1.15M
|
2.52K
$993K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.52K+ 5.0% |
$1.02M - $1.14M
|
52.9K
$20.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.51KNew |
$1.02M - $1.14M
|
2.51K
$991K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.49KNew |
$1.01M - $1.13M
|
2.49K
$983K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.46K+ 5.11% |
$1M - $1.12M
|
50.6K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.46K+ 9.49% |
$999K - $1.12M
|
28.3K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.45KNew |
$995K - $1.11M
|
2.45K
$965K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 14.94% |
$994K - $1.11M
|
18.8K
$7.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.44K+ 4.17% |
$992K - $1.11M
|
61K
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.44KNew |
$989K - $1.11M
|
2.44K
$959K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
2.43KNew |
$989K - $1.11M
|
2.43K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.42KNew |
$985K - $1.1M
|
2.42K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.42K+ 1.85% |
$984K - $1.1M
|
133K
$52.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.41K+ 1.74% |
$981K - $1.1M
|
141K
$55.7M
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
2.41KNew |
$980K - $1.1M
|
2.41K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Once Capital Management, LLC
|
BUY
|
- |
2.4K+ 8.76% |
$975K - $1.09M
|
29.8K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.37KNew |
$965K - $1.08M
|
2.37K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.37K+ 4.14% |
$965K - $1.08M
|
59.7K
$23.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
2.37K+ 17.62% |
$963K - $1.08M
|
15.8K
$6.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.37KNew |
$962K - $1.08M
|
2.37K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.36K+ 5.4% |
$958K - $1.07M
|
46K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.35KNew |
$957K - $1.07M
|
2.35K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.35K+ 2.94% |
$957K - $1.07M
|
82.3K
$32.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.35KNew |
$955K - $1.07M
|
2.35K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35K+ 1.61% |
$955K - $1.07M
|
148K
$58.4M
|