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 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
2.58KNew |
$1.05M - $1.17M
|
2.58K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.57K+ 6.18% |
$1.04M - $1.17M
|
44.2K
$22.6M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.56KNew |
$1.04M - $1.16M
|
2.56K
$1.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.56KNew |
$1.04M - $1.16M
|
2.56K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.55K+ 4.35% |
$1.03M - $1.16M
|
61K
$31.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.54KNew |
$1.03M - $1.16M
|
2.54K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.54K+ 1.06% |
$1.03M - $1.15M
|
241K
$124M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2.53KNew |
$1.03M - $1.15M
|
2.53K
$1.3M
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.53KNew |
$1.03M - $1.15M
|
2.53K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.52KNew |
$1.02M - $1.15M
|
2.52K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.52K+ 5.0% |
$1.02M - $1.14M
|
52.9K
$27.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.51KNew |
$1.02M - $1.14M
|
2.51K
$1.29M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.49KNew |
$1.01M - $1.13M
|
2.49K
$1.28M
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
2.49KNew |
$1.01M - $1.13M
|
2.49K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.46K+ 5.11% |
$1M - $1.12M
|
50.6K
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.46K+ 9.49% |
$999K - $1.12M
|
28.3K
$14.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.45KNew |
$995K - $1.11M
|
2.45K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 14.94% |
$994K - $1.11M
|
18.8K
$9.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.44K+ 4.17% |
$992K - $1.11M
|
61K
$31.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.44KNew |
$989K - $1.11M
|
2.44K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
2.43KNew |
$989K - $1.11M
|
2.43K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
2.42KNew |
$985K - $1.1M
|
2.42K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.42K+ 1.85% |
$984K - $1.1M
|
133K
$68.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.41K+ 1.74% |
$981K - $1.1M
|
141K
$72.3M
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
2.41KNew |
$980K - $1.1M
|
2.41K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Once Capital Management, LLC
|
BUY
|
- |
2.4K+ 8.76% |
$975K - $1.09M
|
29.8K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.37KNew |
$965K - $1.08M
|
2.37K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.37K+ 4.14% |
$965K - $1.08M
|
59.7K
$30.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
2.37K+ 17.62% |
$963K - $1.08M
|
15.8K
$8.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.37KNew |
$962K - $1.08M
|
2.37K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.36K+ 5.4% |
$958K - $1.07M
|
46K
$23.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.35KNew |
$957K - $1.07M
|
2.35K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.35K+ 2.94% |
$957K - $1.07M
|
82.3K
$42.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.35KNew |
$955K - $1.07M
|
2.35K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35K+ 1.61% |
$955K - $1.07M
|
148K
$75.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.35K+ 77.27% |
$953K - $1.07M
|
5.38K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.34K+ 3.07% |
$952K - $1.06M
|
78.6K
$40.2M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.33K+ 3.07% |
$948K - $1.06M
|
78.2K
$40M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.33KNew |
$945K - $1.06M
|
2.33K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.32K+ 14.07% |
$944K - $1.06M
|
18.8K
$9.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.32KNew |
$942K - $1.05M
|
2.32K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.32KNew |
$941K - $1.05M
|
2.32K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31K+ 1.59% |
$940K - $1.05M
|
147K
$75.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.3K+ 3.99% |
$935K - $1.05M
|
59.9K
$30.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.3KNew |
$935K - $1.05M
|
2.3K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.3K+ 4.45% |
$934K - $1.04M
|
54K
$27.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.3K+ 2.18% |
$933K - $1.04M
|
108K
$55.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.29K+ 11.42% |
$930K - $1.04M
|
22.3K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.28KNew |
$927K - $1.04M
|
2.28K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
2.28KNew |
$927K - $1.04M
|
2.28K
$1.17M
|