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 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.11K+ 2.41% |
$451K - $504K
|
47.1K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.11K+ 0.51% |
$451K - $504K
|
217K
$85.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.11K+ 5.54% |
$450K - $504K
|
21.1K
$8.35M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 4.43% |
$447K - $500K
|
26K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 3.55% |
$447K - $500K
|
32K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
1.1KNew |
$447K - $500K
|
1.1K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.1KNew |
$447K - $500K
|
1.1K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.1K+ 8.2% |
$446K - $499K
|
14.5K
$5.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.1K+ 9.57% |
$445K - $498K
|
12.6K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 0.28% |
$442K - $494K
|
393K
$156M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.09K+ 8.49% |
$442K - $494K
|
13.9K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.09K+ 2.37% |
$441K - $494K
|
46.8K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
1.09KNew |
$441K - $493K
|
1.09K
$429K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.09KNew |
$441K - $493K
|
1.09K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.08K+ 3.88% |
$440K - $492K
|
29K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.08K+ 6.75% |
$439K - $491K
|
17.1K
$6.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.08KNew |
$439K - $491K
|
1.08K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
1.08K+ 4.82% |
$439K - $491K
|
23.5K
$9.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.07K+ 1.01% |
$436K - $488K
|
107K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.07K+ 3.54% |
$436K - $488K
|
31.4K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.07K+ 0.33% |
$436K - $487K
|
323K
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.07KNew |
$436K - $487K
|
1.07K
$424K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.07K+ 0.57% |
$435K - $486K
|
190K
$75.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
1.07K+ 49.01% |
$433K - $484K
|
3.24K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
1.06K+ 147.37% |
$432K - $484K
|
1.79K
$706K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.06K+ 33.85% |
$432K - $483K
|
4.2K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.06K+ 5.71% |
$431K - $482K
|
19.6K
$7.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.06K+ 1.44% |
$431K - $482K
|
74.6K
$29.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.06K+ 9.83% |
$430K - $481K
|
11.8K
$4.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.06K+ 5.3% |
$430K - $481K
|
21K
$8.31M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$427K - $478K
|
1.05K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$426K - $476K
|
1.05K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.05K+ 10.12% |
$425K - $475K
|
11.4K
$4.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.04K+ 147.94% |
$424K - $474K
|
1.75K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.04K+ 13.63% |
$421K - $471K
|
8.65K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.04KNew |
$421K - $471K
|
1.04K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.04K+ 22.01% |
$421K - $471K
|
5.74K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.03KNew |
$420K - $469K
|
1.03K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.03K+ 3.39% |
$419K - $469K
|
31.5K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.03KNew |
$419K - $469K
|
1.03K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 8.65% |
$417K - $466K
|
12.9K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.02K+ 1.69% |
$416K - $465K
|
61.5K
$24.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.02K+ 29.91% |
$414K - $464K
|
4.43K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.02K+ 6.5% |
$414K - $463K
|
16.7K
$6.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.02K+ 1.44% |
$414K - $463K
|
71.9K
$28.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.02K+ 13.83% |
$413K - $462K
|
8.37K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.02K+ 0.73% |
$413K - $462K
|
141K
$55.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.02KNew |
$412K - $461K
|
1.02K
$401K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.01KNew |
$412K - $461K
|
1.01K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 0.5% |
$412K - $460K
|
203K
$80.1M
|