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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.61KNew |
$653K - $731K
|
1.61K
$823K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.61K+ 2.07% |
$653K - $730K
|
79.1K
$40.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1.6KNew |
$651K - $728K
|
1.6K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Steadfast Capital Management LP
New York, NY |
BUY
|
- |
1.6K+ 0.79% |
$650K - $727K
|
205K
$105M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.6KNew |
$649K - $725K
|
1.6K
$817K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.6KNew |
$648K - $725K
|
1.6K
$816K
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$648K - $724K
|
1.59K
$816K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.59K+ 1.85% |
$647K - $724K
|
87.6K
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.59KNew |
$647K - $724K
|
1.59K
$815K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.59K+ 7.27% |
$646K - $723K
|
23.5K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.59K+ 10.81% |
$646K - $722K
|
16.3K
$8.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.59K+ 3.57% |
$645K - $721K
|
46K
$23.6M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.59K+ 8.62% |
$644K - $720K
|
20K
$10.2M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 0.06% |
$640K - $716K
|
2.6M
$1.33B
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.57K+ 1.63% |
$639K - $715K
|
98.1K
$50.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.57KNew |
$638K - $714K
|
1.57K
$803K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.57KNew |
$637K - $712K
|
1.57K
$802K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.57K+ 3.2% |
$636K - $712K
|
50.5K
$25.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.56K+ 15.48% |
$635K - $710K
|
11.7K
$5.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.56K+ 1.64% |
$635K - $710K
|
96.8K
$49.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.56K+ 6.23% |
$635K - $710K
|
26.6K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.56K+ 4.67% |
$634K - $709K
|
34.9K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
1.56K+ 3.92% |
$634K - $709K
|
41.4K
$21.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.56K+ 6.99% |
$632K - $707K
|
23.8K
$12.2M
|
|
|
Jun 27, 2025
Q4 2024
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
1.55KNew |
$628K - $702K
|
1.55K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.54K+ 7.12% |
$626K - $700K
|
23.2K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.54K+ 4.65% |
$624K - $698K
|
34.6K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.53K+ 3.8% |
$623K - $697K
|
41.9K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
1.53KNew |
$623K - $697K
|
1.53K
$785K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.0% |
$623K - $696K
|
78.1K
$40M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.53K+ 41.21% |
$622K - $696K
|
5.25K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
1.52K+ 2.39% |
$619K - $692K
|
65.2K
$33.4M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$619K - $692K
|
1.52K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.52K+ 4.06% |
$618K - $692K
|
39K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.52K+ 1.52% |
$617K - $690K
|
102K
$52M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 5.77% |
$613K - $686K
|
27.7K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.51K+ 9.95% |
$613K - $686K
|
16.7K
$8.53M
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.51KNew |
$612K - $684K
|
1.51K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.5K+ 10.25% |
$611K - $683K
|
16.2K
$8.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.5KNew |
$610K - $682K
|
1.5K
$768K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.5KNew |
$610K - $682K
|
1.5K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.5K+ 1.63% |
$609K - $681K
|
93.6K
$47.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.5K+ 3.8% |
$608K - $680K
|
40.8K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.5K+ 5.04% |
$608K - $680K
|
31.2K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.49K+ 7.56% |
$607K - $679K
|
21.2K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.49K+ 5.07% |
$605K - $677K
|
30.9K
$15.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.49K+ 4.97% |
$605K - $676K
|
31.4K
$16.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.48K+ 58.54% |
$603K - $674K
|
4.02K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
1.48K+ 9.21% |
$603K - $674K
|
17.6K
$9.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.48K+ 6.22% |
$603K - $674K
|
25.3K
$13M
|