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 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
12+ 0.14% |
$4.88K - $5.45K
|
8.48K
$3.35M
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
11+ 0.03% |
$4.47K - $5K
|
34.1K
$13.5M
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11+ 0.59% |
$4.47K - $5K
|
1.89K
$747K
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11+ 1.34% |
$4.47K - $5K
|
832
$329K
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
11+ 0.08% |
$4.47K - $5K
|
13.6K
$5.39M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$4.06K - $4.54K
|
5.69K
$2.25M
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.12% |
$4.06K - $4.54K
|
8.69K
$3.44M
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10+ 0.24% |
$4.06K - $4.54K
|
4.1K
$1.62M
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
10+ 0.31% |
$4.06K - $4.54K
|
3.27K
$1.29M
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10+ 0.71% |
$4.06K - $4.54K
|
1.41K
$558K
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$4.06K - $4.54K
|
5.5K
$2.17M
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.2% |
$4.06K - $4.54K
|
5.03K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
10+ 0.28% |
$4.06K - $4.54K
|
3.56K
$1.41M
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
10+ 0.08% |
$4.06K - $4.54K
|
13.3K
$5.25M
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10+ 0.5% |
$4.06K - $4.54K
|
2.02K
$798K
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
9+ 0.59% |
$3.66K - $4.09K
|
1.55K
$611K
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
9+ 0.06% |
$3.66K - $4.09K
|
16K
$6.33M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
52.4K
$20.7M
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
9+ 0.11% |
$3.66K - $4.09K
|
8.36K
$3.3M
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
48.2K
$19.1M
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
9+ 0.05% |
$3.66K - $4.09K
|
19K
$7.52M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.93% |
$3.66K - $4.09K
|
976
$386K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.7% |
$3.66K - $4.09K
|
1.3K
$513K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
44.2K
$17.5M
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
9+ 0.04% |
$3.66K - $4.09K
|
21K
$8.31M
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
9+ 0.87% |
$3.66K - $4.09K
|
1.05K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9+ 0.15% |
$3.66K - $4.09K
|
6.19K
$2.45M
|
|
Feb 14, 2025
Q4 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
9+ 4.64% |
$3.66K - $4.09K
|
203
$80.2K
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8+ 0.01% |
$3.25K - $3.64K
|
88.2K
$34.9M
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
8+ 0.44% |
$3.25K - $3.64K
|
1.82K
$718K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 0.11% |
$2.84K - $3.18K
|
6.59K
$2.6M
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
7+ 0.04% |
$2.84K - $3.18K
|
18.1K
$7.17M
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7+ 0.04% |
$2.84K - $3.18K
|
19K
$7.51M
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$2.84K - $3.18K
|
9.5K
$3.76M
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.01% |
$2.84K - $3.18K
|
90.5K
$35.8M
|
|
Feb 14, 2025
Q4 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.84K - $3.18K
|
4.05K
$1.6M
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
7+ 0.1% |
$2.84K - $3.18K
|
6.86K
$2.71M
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
6+ 0.09% |
$2.44K - $2.73K
|
6.97K
$2.76M
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
6+ 0.04% |
$2.44K - $2.73K
|
16K
$6.34M
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6+ 0.37% |
$2.44K - $2.73K
|
1.65K
$650K
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6+ 0.27% |
$2.44K - $2.73K
|
2.19K
$867K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6+ 0.0% |
$2.44K - $2.73K
|
330K
$130M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 0.08% |
$2.44K - $2.73K
|
7.7K
$3.04M
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
5+ 0.1% |
$2.03K - $2.27K
|
5.02K
$1.98M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
5+ 0.44% |
$2.03K - $2.27K
|
1.13K
$447K
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
5+ 0.04% |
$2.03K - $2.27K
|
14.3K
$5.64M
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4+ 0.71% |
$1.63K - $1.82K
|
564
$223K
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$1.63K - $1.82K
|
3.81K
$1.51M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$1.63K - $1.82K
|
15.8K
$6.24M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4+ 0.15% |
$1.63K - $1.82K
|
2.61K
$1.03M
|