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 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
8.13KNew |
$3.3M - $3.69M
|
8.13K
$3.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.08K+ 871.84% |
$3.28M - $3.67M
|
9.01K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.08K+ 68.56% |
$3.28M - $3.67M
|
19.9K
$8.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.03KNew |
$3.26M - $3.65M
|
8.03K
$3.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
8.01KNew |
$3.25M - $3.64M
|
8.01K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
7.96KNew |
$3.24M - $3.62M
|
7.96K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
7.9KNew |
$3.21M - $3.59M
|
7.9K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.8KNew |
$3.17M - $3.54M
|
7.8K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.73K+ 22.46% |
$3.14M - $3.51M
|
42.2K
$17.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
7.69KNew |
$3.13M - $3.5M
|
7.69K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.55K+ 4.2% |
$3.07M - $3.43M
|
187K
$77M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.51K+ 39.37% |
$3.05M - $3.41M
|
26.6K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.51K+ 11.17% |
$3.05M - $3.41M
|
74.8K
$30.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.27K+ 11.06% |
$2.95M - $3.3M
|
72.9K
$30M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
7.24KNew |
$2.94M - $3.29M
|
7.24K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.2KNew |
$2.93M - $3.27M
|
7.2K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.13K+ 24.01% |
$2.9M - $3.24M
|
36.8K
$15.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
7.12KNew |
$2.89M - $3.24M
|
7.12K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.96K+ 1.11% |
$2.83M - $3.16M
|
633K
$260M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.95K+ 5.78% |
$2.83M - $3.16M
|
127K
$52.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
6.95K+ 5.99% |
$2.83M - $3.16M
|
123K
$50.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.82K+ 55.66% |
$2.77M - $3.1M
|
19.1K
$7.83M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.77K+ 29.88% |
$2.75M - $3.08M
|
29.4K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
6.73KNew |
$2.73M - $3.06M
|
6.73K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.58K+ 4.69% |
$2.67M - $2.99M
|
147K
$60.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.56KNew |
$2.66M - $2.98M
|
6.56K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.47KNew |
$2.63M - $2.94M
|
6.47K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.43K+ 3.21% |
$2.61M - $2.92M
|
207K
$85.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.43K+ 12.69% |
$2.61M - $2.92M
|
57.1K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
6.43K+ 4.14% |
$2.61M - $2.92M
|
162K
$66.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.43KNew |
$2.61M - $2.92M
|
6.43K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
6.42KNew |
$2.61M - $2.92M
|
6.42K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
6.39K+ 10.11% |
$2.6M - $2.9M
|
69.6K
$28.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.38K+ 2.96% |
$2.59M - $2.9M
|
222K
$91.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
6.35KNew |
$2.58M - $2.88M
|
6.35K
$2.61M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.19K+ 8.98% |
$2.52M - $2.81M
|
75.2K
$30.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.12KNew |
$2.48M - $2.78M
|
6.12K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.11K+ 2.2% |
$2.48M - $2.78M
|
284K
$117M
|
|
|
Jan 31, 2025
Q4 2024
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.1K+ 52.59% |
$2.48M - $2.77M
|
17.7K
$7.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.07KNew |
$2.46M - $2.76M
|
6.07K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.03K+ 7.16% |
$2.45M - $2.74M
|
90.2K
$37.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.96K+ 16.38% |
$2.42M - $2.71M
|
42.3K
$17.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
5.88K+ 3.86% |
$2.39M - $2.67M
|
158K
$65M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.87K+ 25.19% |
$2.39M - $2.67M
|
29.2K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.83KNew |
$2.37M - $2.65M
|
5.83K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.79K+ 12.89% |
$2.35M - $2.63M
|
50.7K
$20.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.75KNew |
$2.34M - $2.61M
|
5.75K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.67KNew |
$2.3M - $2.58M
|
5.67K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.6KNew |
$2.28M - $2.54M
|
5.6K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.56K+ 15.45% |
$2.26M - $2.53M
|
41.5K
$17.1M
|