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
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.48K+ 2.49% |
$600K - $671K
|
60.7K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
1.47K+ 5.68% |
$599K - $670K
|
27.4K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.47K+ 7.29% |
$597K - $668K
|
21.6K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.47K+ 0.54% |
$597K - $668K
|
276K
$141M
|
|
|
Feb 12, 2025
Q4 2024
|
Stf Management LP
Frisco, TX |
BUY
|
- |
1.47K+ 3.51% |
$597K - $668K
|
43.3K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.47K+ 0.91% |
$597K - $667K
|
163K
$83.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.47K+ 4.85% |
$596K - $667K
|
31.7K
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 1.28% |
$596K - $666K
|
116K
$59.6M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.47K+ 10.82% |
$596K - $666K
|
15K
$7.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.45K+ 3.59% |
$590K - $660K
|
41.9K
$21.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.45KNew |
$589K - $659K
|
1.45K
$741K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.45K+ 11.61% |
$588K - $658K
|
13.9K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
1.44KNew |
$586K - $656K
|
1.44K
$738K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.44K+ 2.5% |
$586K - $655K
|
59.1K
$30.2M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.44KNew |
$586K - $655K
|
1.44K
$737K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.44K+ 3.05% |
$584K - $653K
|
48.5K
$24.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.44K+ 9.68% |
$583K - $652K
|
16.3K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.43K+ 4.75% |
$583K - $652K
|
31.6K
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.43K+ 1.68% |
$582K - $651K
|
86.6K
$44.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.42K+ 1.25% |
$578K - $646K
|
115K
$59M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.42K+ 1.0% |
$577K - $645K
|
143K
$73.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$575K - $643K
|
1.42K
$724K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
1.41K+ 2.95% |
$575K - $643K
|
49.3K
$25.2M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.41KNew |
$573K - $641K
|
1.41K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.41K+ 160.3% |
$573K - $640K
|
2.29K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.41K+ 40.18% |
$572K - $639K
|
4.91K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.41K+ 0.58% |
$572K - $639K
|
242K
$124M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.4K+ 7.5% |
$569K - $637K
|
20.1K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.4KNew |
$569K - $636K
|
1.4K
$716K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.39KNew |
$564K - $630K
|
1.39K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.39K+ 25.77% |
$564K - $630K
|
6.77K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
1.38K+ 0.74% |
$562K - $629K
|
187K
$95.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.38K+ 8.16% |
$561K - $628K
|
18.3K
$9.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.38K+ 10.49% |
$561K - $628K
|
14.5K
$7.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.38K+ 1.01% |
$559K - $625K
|
138K
$70.6M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.37K+ 1.77% |
$558K - $624K
|
78.9K
$40.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.37K+ 16.29% |
$558K - $624K
|
9.79K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.36K+ 0.81% |
$554K - $620K
|
170K
$87.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.36K+ 5.15% |
$554K - $620K
|
27.8K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 3.26% |
$552K - $618K
|
43.1K
$22M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.36KNew |
$551K - $617K
|
1.36K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.36KNew |
$551K - $617K
|
1.36K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.35K+ 3.69% |
$550K - $615K
|
38K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.35K+ 12.56% |
$550K - $615K
|
12.1K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.35K+ 2.96% |
$549K - $614K
|
47K
$24M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.35K+ 27.23% |
$549K - $614K
|
6.32K
$3.23M
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.35KNew |
$548K - $613K
|
1.35K
$690K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.35K+ 10.88% |
$548K - $613K
|
13.7K
$7.03M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.35K+ 5.29% |
$547K - $612K
|
26.8K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1.34KNew |
$543K - $607K
|
1.34K
$684K
|