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 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
9.25K+ 512.69% |
$3.76M - $4.2M
|
11.1K
$4.91M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
8.74K+ 38.13% |
$3.55M - $3.97M
|
31.6K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
8.7K+ 4.6% |
$3.53M - $3.95M
|
198K
$87.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
8.69KNew |
$3.53M - $3.95M
|
8.69K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.63KNew |
$3.5M - $3.92M
|
8.63K
$3.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.51K+ 0.88% |
$3.46M - $3.87M
|
975K
$433M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.41K+ 830.63% |
$3.42M - $3.82M
|
9.42K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8.2K+ 1.93% |
$3.33M - $3.73M
|
434K
$193M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
8.13KNew |
$3.3M - $3.69M
|
8.13K
$3.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
8.01KNew |
$3.25M - $3.64M
|
8.01K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
7.96KNew |
$3.24M - $3.62M
|
7.96K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.73K+ 22.46% |
$3.14M - $3.51M
|
42.2K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
7.69KNew |
$3.13M - $3.5M
|
7.69K
$3.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.51K+ 11.17% |
$3.05M - $3.41M
|
74.8K
$33.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.2KNew |
$2.93M - $3.27M
|
7.2K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.13K+ 24.01% |
$2.9M - $3.24M
|
36.8K
$16.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.82K+ 55.66% |
$2.77M - $3.1M
|
19.1K
$8.47M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.77K+ 29.88% |
$2.75M - $3.08M
|
29.4K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.58K+ 4.69% |
$2.67M - $2.99M
|
147K
$65.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.56KNew |
$2.66M - $2.98M
|
6.56K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.47KNew |
$2.63M - $2.94M
|
6.47K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.43K+ 3.21% |
$2.61M - $2.92M
|
207K
$92M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.43K+ 12.69% |
$2.61M - $2.92M
|
57.1K
$25.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
6.43K+ 4.14% |
$2.61M - $2.92M
|
162K
$71.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.38K+ 2.96% |
$2.59M - $2.9M
|
222K
$98.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
6.35KNew |
$2.58M - $2.88M
|
6.35K
$2.82M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.19K+ 8.98% |
$2.52M - $2.81M
|
75.2K
$33.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.12KNew |
$2.48M - $2.78M
|
6.12K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.11K+ 2.2% |
$2.48M - $2.78M
|
284K
$126M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.07KNew |
$2.46M - $2.76M
|
6.07K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.96K+ 16.38% |
$2.42M - $2.71M
|
42.3K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
5.88K+ 3.86% |
$2.39M - $2.67M
|
158K
$70.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.87K+ 25.19% |
$2.39M - $2.67M
|
29.2K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.83KNew |
$2.37M - $2.65M
|
5.83K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.79K+ 12.89% |
$2.35M - $2.63M
|
50.7K
$22.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.75KNew |
$2.34M - $2.61M
|
5.75K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.6KNew |
$2.28M - $2.54M
|
5.6K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.4K+ 3.68% |
$2.19M - $2.45M
|
152K
$67.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.39K+ 28.23% |
$2.19M - $2.45M
|
24.5K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.33K+ 23.38% |
$2.16M - $2.42M
|
28.1K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
5.29K+ 1.12% |
$2.15M - $2.4M
|
477K
$212M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
5.19K+ 6.25% |
$2.11M - $2.36M
|
88.2K
$39.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.15KNew |
$2.09M - $2.34M
|
5.15K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
5.06K+ 14.73% |
$2.06M - $2.3M
|
39.4K
$17.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$2.06M - $2.3M
|
5.06K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5K+ 14.43% |
$2.03M - $2.27M
|
39.7K
$17.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 100.0% |
$2.03M - $2.27M
|
10K
$4.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.93K+ 48.27% |
$2M - $2.24M
|
15.2K
$6.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.85K+ 25.57% |
$1.97M - $2.2M
|
23.8K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.8K+ 7.22% |
$1.95M - $2.18M
|
71.3K
$31.7M
|