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 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.01K+ 17.91% |
$412K - $460K
|
6.67K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.01K+ 1.66% |
$410K - $459K
|
62K
$24.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.01K+ 17.94% |
$410K - $458K
|
6.63K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.01K+ 4.75% |
$409K - $458K
|
22.2K
$8.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 84.98% |
$409K - $458K
|
2.19K
$866K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
1.01K+ 2.94% |
$409K - $458K
|
35.3K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.01K+ 31.16% |
$409K - $457K
|
4.24K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
1.01KNew |
$408K - $457K
|
1.01K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
1K+ 0.62% |
$406K - $454K
|
162K
$64.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Siren, L.L.C.
New York, NY |
BUY
|
- |
1K+ 4.55% |
$406K - $454K
|
23K
$9.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
999+ 4.1% |
$406K - $454K
|
25.4K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
996+ 5.69% |
$405K - $453K
|
18.5K
$7.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
989+ 1.39% |
$402K - $449K
|
71.9K
$28.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
982+ 15.78% |
$399K - $446K
|
7.21K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
982+ 0.77% |
$399K - $446K
|
128K
$50.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
977+ 10.97% |
$397K - $444K
|
9.88K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
976+ 2.55% |
$397K - $444K
|
39.3K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
975+ 77.69% |
$396K - $443K
|
2.23K
$881K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
972+ 6.42% |
$395K - $442K
|
16.1K
$6.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
972+ 12.5% |
$395K - $442K
|
8.75K
$3.46M
|
|
|
Apr 10, 2025
Q4 2024
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
972+ 2.17% |
$395K - $442K
|
45.9K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
968+ 10.13% |
$393K - $440K
|
10.5K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Saybrook Capital
|
BUY
|
- |
968+ 72.08% |
$393K - $440K
|
2.31K
$913K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
964New |
$392K - $438K
|
964
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
957+ 1.38% |
$389K - $435K
|
70.4K
$27.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
954+ 0.78% |
$388K - $434K
|
123K
$48.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
949+ 9.21% |
$386K - $431K
|
11.3K
$4.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
948+ 1.01% |
$385K - $431K
|
95.1K
$37.6M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
947+ 1.77% |
$385K - $430K
|
54.4K
$21.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
946+ 0.38% |
$384K - $430K
|
248K
$97.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
944+ 6.08% |
$384K - $429K
|
16.5K
$6.51M
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
943+ 64.59% |
$383K - $429K
|
2.4K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
943+ 14.9% |
$383K - $429K
|
7.27K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
942+ 4.66% |
$383K - $428K
|
21.2K
$8.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
941+ 22.85% |
$382K - $428K
|
5.06K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
939+ 7.18% |
$382K - $427K
|
14K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
936+ 2.73% |
$380K - $425K
|
35.2K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
935New |
$380K - $425K
|
935
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
935+ 30.77% |
$380K - $425K
|
3.97K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
934+ 5.78% |
$380K - $424K
|
17.1K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
930+ 1.02% |
$378K - $423K
|
92.2K
$36.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
929+ 32.64% |
$377K - $422K
|
3.78K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
927+ 18.4% |
$377K - $421K
|
5.96K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
927New |
$377K - $421K
|
927
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
925+ 1.14% |
$376K - $420K
|
82K
$32.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
923+ 41.21% |
$375K - $419K
|
3.16K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
920+ 0.2% |
$374K - $418K
|
467K
$185M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
920+ 11.0% |
$374K - $418K
|
9.28K
$3.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
920+ 11.98% |
$374K - $418K
|
8.6K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
919+ 7.09% |
$373K - $418K
|
13.9K
$5.49M
|