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 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.34K+ 10.85% |
$542K - $607K
|
13.6K
$6.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.33K+ 1.53% |
$542K - $606K
|
88.3K
$45.2M
|
|
|
Apr 01, 2025
Q4 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1.33KNew |
$542K - $606K
|
1.33K
$683K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.33K+ 1.59% |
$541K - $605K
|
85.2K
$43.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.33KNew |
$540K - $604K
|
1.33K
$680K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1.33KNew |
$539K - $603K
|
1.33K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.32K+ 10.91% |
$538K - $601K
|
13.4K
$6.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.32K+ 2.22% |
$537K - $600K
|
60.7K
$31.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.32K+ 9.67% |
$537K - $600K
|
15K
$7.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.32K+ 12.54% |
$536K - $599K
|
11.8K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
1.31K+ 23.65% |
$532K - $595K
|
6.85K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.31KNew |
$531K - $594K
|
1.31K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.3K+ 13.51% |
$527K - $589K
|
10.9K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.81% |
$526K - $589K
|
72.9K
$37.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
1.29KNew |
$526K - $588K
|
1.29K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.29K+ 1.41% |
$525K - $588K
|
92.8K
$47.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.29K+ 15.34% |
$523K - $585K
|
9.68K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.29KNew |
$523K - $585K
|
1.29K
$659K
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.29K+ 1.88% |
$523K - $584K
|
69.6K
$35.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.29KNew |
$523K - $584K
|
1.29K
$658K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1.29KNew |
$523K - $584K
|
1.29K
$658K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.28K+ 0.65% |
$521K - $583K
|
200K
$102M
|
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1.28K+ 68.03% |
$520K - $581K
|
3.16K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.28K+ 8.51% |
$519K - $580K
|
16.3K
$8.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.28KNew |
$519K - $580K
|
1.28K
$653K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.28K+ 1.46% |
$518K - $579K
|
88.8K
$45.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.28K+ 0.78% |
$518K - $579K
|
164K
$83.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27K+ 1.9% |
$517K - $579K
|
68.4K
$35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27K+ 2.28% |
$517K - $579K
|
57.1K
$29.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.27KNew |
$516K - $577K
|
1.27K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.27K+ 5.47% |
$516K - $577K
|
24.5K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.27K+ 7.85% |
$515K - $576K
|
17.4K
$8.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.27K+ 3.33% |
$514K - $575K
|
39.2K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.27K+ 3.2% |
$514K - $575K
|
40.9K
$20.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.26K+ 9.1% |
$513K - $574K
|
15.1K
$7.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
1.26K+ 1.9% |
$511K - $571K
|
67.5K
$34.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.25K+ 4.04% |
$509K - $569K
|
32.3K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.25K+ 2.1% |
$509K - $569K
|
60.9K
$31.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.25K+ 7.58% |
$508K - $568K
|
17.8K
$9.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.24K+ 14.64% |
$505K - $564K
|
9.73K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Verde Capital Management
|
BUY
|
- |
1.24K+ 50.37% |
$504K - $564K
|
3.71K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.24K+ 11.24% |
$503K - $563K
|
12.3K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.23K+ 4.93% |
$501K - $561K
|
26.3K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.43% |
$500K - $559K
|
37.1K
$19M
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
1.23K+ 5.27% |
$499K - $558K
|
24.6K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
1.22K+ 14.24% |
$496K - $555K
|
9.8K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 3.48% |
$495K - $554K
|
36.2K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.22K+ 231.62% |
$494K - $553K
|
1.74K
$891K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.22K+ 0.59% |
$494K - $552K
|
206K
$105M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 0.59% |
$493K - $552K
|
208K
$106M
|