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 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
1.08K+ 3.88% |
$440K - $492K
|
29K
$14.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.08K+ 6.75% |
$439K - $491K
|
17.1K
$8.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.08KNew |
$439K - $491K
|
1.08K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
1.08K+ 4.82% |
$439K - $491K
|
23.5K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.07K+ 1.01% |
$436K - $488K
|
107K
$54.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.07K+ 3.54% |
$436K - $488K
|
31.4K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.07K+ 0.33% |
$436K - $487K
|
323K
$165M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.07KNew |
$436K - $487K
|
1.07K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.07K+ 0.57% |
$435K - $486K
|
190K
$97.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
1.07K+ 49.01% |
$433K - $484K
|
3.24K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
1.06K+ 147.37% |
$432K - $484K
|
1.79K
$914K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.06K+ 33.85% |
$432K - $483K
|
4.2K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.06K+ 5.71% |
$431K - $482K
|
19.6K
$10M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.06K+ 1.44% |
$431K - $482K
|
74.6K
$38.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.06K+ 9.83% |
$430K - $481K
|
11.8K
$6.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.06K+ 5.3% |
$430K - $481K
|
21K
$10.8M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.05KNew |
$427K - $478K
|
1.05K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$426K - $476K
|
1.05K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.05K+ 10.12% |
$425K - $475K
|
11.4K
$5.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.04K+ 147.94% |
$424K - $474K
|
1.75K
$894K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.04K+ 13.63% |
$421K - $471K
|
8.65K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.04KNew |
$421K - $471K
|
1.04K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.04K+ 22.01% |
$421K - $471K
|
5.74K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.03KNew |
$420K - $469K
|
1.03K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.03K+ 3.39% |
$419K - $469K
|
31.5K
$16.1M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.03KNew |
$419K - $469K
|
1.03K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 8.65% |
$417K - $466K
|
12.9K
$6.6M
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.02KNew |
$416K - $465K
|
1.02K
$524K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.02K+ 1.69% |
$416K - $465K
|
61.5K
$31.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.02K+ 29.91% |
$414K - $464K
|
4.43K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.02K+ 6.5% |
$414K - $463K
|
16.7K
$8.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.02K+ 1.44% |
$414K - $463K
|
71.9K
$36.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.02K+ 13.83% |
$413K - $462K
|
8.37K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.02K+ 0.73% |
$413K - $462K
|
141K
$72.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.02KNew |
$412K - $461K
|
1.02K
$519K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.01KNew |
$412K - $461K
|
1.01K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.01K+ 0.5% |
$412K - $460K
|
203K
$104M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.01K+ 17.91% |
$412K - $460K
|
6.67K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.01K+ 1.66% |
$410K - $459K
|
62K
$31.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.01K+ 17.94% |
$410K - $458K
|
6.63K
$3.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.01K+ 4.75% |
$409K - $458K
|
22.2K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 84.98% |
$409K - $458K
|
2.19K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
1.01K+ 2.94% |
$409K - $458K
|
35.3K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.01K+ 31.16% |
$409K - $457K
|
4.24K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.01KNew |
$408K - $457K
|
1.01K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
1K+ 0.62% |
$406K - $454K
|
162K
$83M
|
|
|
Feb 14, 2025
Q4 2024
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
1K+ 4.55% |
$406K - $454K
|
23K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
999+ 4.1% |
$406K - $454K
|
25.4K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
996+ 5.69% |
$405K - $453K
|
18.5K
$9.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
989+ 1.39% |
$402K - $449K
|
71.9K
$36.8M
|