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 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
5.53K+ 5.61% |
$2.25M - $2.51M
|
104K
$42.8M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.49K+ 49.14% |
$2.23M - $2.49M
|
16.7K
$6.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
5.49KNew |
$2.23M - $2.49M
|
5.49K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
5.48K+ 35.97% |
$2.23M - $2.49M
|
20.7K
$8.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
5.42K+ 7.99% |
$2.2M - $2.46M
|
73.3K
$30.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.4K+ 3.68% |
$2.19M - $2.45M
|
152K
$62.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.39K+ 28.23% |
$2.19M - $2.45M
|
24.5K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.36KNew |
$2.18M - $2.44M
|
5.36K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.34K+ 12.47% |
$2.17M - $2.43M
|
48.2K
$19.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.33K+ 23.38% |
$2.16M - $2.42M
|
28.1K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
5.32K+ 590.9% |
$2.16M - $2.42M
|
6.23K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.32KNew |
$2.16M - $2.42M
|
5.32K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.3K+ 0.13% |
$2.15M - $2.41M
|
4.2M
$1.73B
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
5.29K+ 1.12% |
$2.15M - $2.4M
|
477K
$196M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.24KNew |
$2.13M - $2.38M
|
5.24K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
5.19K+ 6.25% |
$2.11M - $2.36M
|
88.2K
$36.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
5.17K+ 43.36% |
$2.1M - $2.35M
|
17.1K
$7.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.15KNew |
$2.09M - $2.34M
|
5.15K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
5.06K+ 14.73% |
$2.06M - $2.3M
|
39.4K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$2.06M - $2.3M
|
5.06K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.06K+ 3.86% |
$2.05M - $2.3M
|
136K
$55.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.04KNew |
$2.05M - $2.29M
|
5.04K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5K+ 14.43% |
$2.03M - $2.27M
|
39.7K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 100.0% |
$2.03M - $2.27M
|
10K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.93K+ 48.27% |
$2M - $2.24M
|
15.2K
$6.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.92K+ 5.85% |
$2M - $2.24M
|
89K
$36.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.86K+ 10.12% |
$1.97M - $2.21M
|
52.9K
$21.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.85K+ 25.57% |
$1.97M - $2.2M
|
23.8K
$9.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.8K+ 7.22% |
$1.95M - $2.18M
|
71.3K
$29.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
4.75KNew |
$1.93M - $2.16M
|
4.75K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.7K+ 18.58% |
$1.91M - $2.13M
|
30K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 14.96% |
$1.9M - $2.13M
|
36K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
BUY
|
- |
4.64K+ 1.29% |
$1.89M - $2.11M
|
366K
$150M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
4.64K+ 12.09% |
$1.89M - $2.11M
|
43K
$17.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.64K+ 22.57% |
$1.88M - $2.11M
|
25.2K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.62K+ 0.54% |
$1.88M - $2.1M
|
867K
$356M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
4.61KNew |
$1.87M - $2.09M
|
4.61K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.61K+ 3.14% |
$1.87M - $2.09M
|
151K
$62.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.55KNew |
$1.85M - $2.07M
|
4.55K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.46KNew |
$1.81M - $2.03M
|
4.46K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.46KNew |
$1.81M - $2.02M
|
4.46K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.42K+ 4.77% |
$1.8M - $2.01M
|
97.1K
$39.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
4.33K+ 6.41% |
$1.76M - $1.97M
|
71.9K
$29.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.33KNew |
$1.76M - $1.97M
|
4.33K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.32K+ 1.46% |
$1.75M - $1.96M
|
300K
$123M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.25K+ 8.43% |
$1.73M - $1.93M
|
54.6K
$22.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.24K+ 15.99% |
$1.72M - $1.93M
|
30.7K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.23K+ 37.1% |
$1.72M - $1.92M
|
15.6K
$6.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
4.21K+ 6.65% |
$1.71M - $1.91M
|
67.5K
$27.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.16K+ 7.52% |
$1.69M - $1.89M
|
59.4K
$24.4M
|