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 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
2.16K+ 12.13% |
$878K - $982K
|
20K
$7.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 22.96% |
$868K - $971K
|
11.4K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.14K+ 16.03% |
$868K - $970K
|
15.5K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
2.13KNew |
$866K - $969K
|
2.13K
$840K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.13KNew |
$866K - $968K
|
2.13K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.13K+ 2.11% |
$865K - $967K
|
103K
$40.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 11.82% |
$864K - $966K
|
20.1K
$7.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.12K+ 13.24% |
$861K - $963K
|
18.1K
$7.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.12K+ 3.89% |
$861K - $963K
|
56.6K
$22.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.11K+ 11.58% |
$857K - $959K
|
20.3K
$8.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.11K+ 1.0% |
$857K - $958K
|
213K
$83.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.1KNew |
$853K - $954K
|
2.1K
$827K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.1K+ 2.12% |
$852K - $953K
|
101K
$39.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
2.09K+ 237.95% |
$851K - $952K
|
2.97K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.09K+ 5.01% |
$850K - $951K
|
43.8K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.09K+ 5.02% |
$849K - $950K
|
43.7K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.09K+ 1.55% |
$848K - $948K
|
137K
$53.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
2.07KNew |
$842K - $942K
|
2.07K
$816K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.06KNew |
$839K - $938K
|
2.06K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.06K+ 3.9% |
$837K - $936K
|
54.8K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.05K+ 1.31% |
$834K - $933K
|
159K
$62.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2.05KNew |
$834K - $933K
|
2.05K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.04K+ 9.0% |
$828K - $926K
|
24.7K
$9.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2.03K+ 1.47% |
$826K - $924K
|
141K
$55.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.03KNew |
$824K - $922K
|
2.03K
$799K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.03K+ 1.14% |
$824K - $922K
|
180K
$71.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.03K+ 0.92% |
$823K - $920K
|
223K
$87.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.03K+ 3.74% |
$823K - $920K
|
56.1K
$22.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 2.43% |
$822K - $919K
|
85.1K
$33.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.02K+ 16.43% |
$821K - $918K
|
14.3K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.02K+ 18.94% |
$821K - $918K
|
12.7K
$5M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 3.81% |
$818K - $915K
|
54.9K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.01K+ 4.24% |
$818K - $915K
|
49.5K
$19.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01K+ 9.16% |
$817K - $913K
|
24K
$9.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.01K+ 0.53% |
$817K - $913K
|
384K
$151M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.01K+ 152.05% |
$816K - $912K
|
3.33K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2K+ 43.32% |
$814K - $911K
|
6.63K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2K+ 32.9% |
$813K - $909K
|
8.08K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
2KNew |
$813K - $909K
|
2K
$788K
|
|
|
Feb 14, 2025
Q4 2024
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
2K+ 6.67% |
$813K - $909K
|
32K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2K+ 3.15% |
$811K - $908K
|
65.4K
$25.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 7.44% |
$809K - $904K
|
28.8K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.99K+ 14.35% |
$808K - $904K
|
15.8K
$6.25M
|
|
|
Feb 26, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.98K+ 24.69% |
$804K - $899K
|
9.99K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.98K+ 166.22% |
$804K - $899K
|
3.17K
$1.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.98K+ 1.57% |
$803K - $898K
|
128K
$50.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.98KNew |
$803K - $898K
|
1.98K
$779K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.97KNew |
$801K - $896K
|
1.97K
$777K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1.97KNew |
$798K - $893K
|
1.97K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.96K+ 1.78% |
$798K - $892K
|
112K
$44.3M
|