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 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.9KNew |
$5.26M - $5.88M
|
12.9K
$5.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
12.9KNew |
$5.25M - $5.87M
|
12.9K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
12.9K+ 10.09% |
$5.24M - $5.87M
|
141K
$56M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.9K+ 51.97% |
$5.24M - $5.86M
|
37.7K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
12.8K+ 3945.85% |
$5.21M - $5.83M
|
13.1K
$5.23M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.8KNew |
$5.19M - $5.81M
|
12.8K
$5.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
12.8KNew |
$5.19M - $5.81M
|
12.8K
$5.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
12.8KNew |
$5.19M - $5.8M
|
12.8K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
12.7KNew |
$5.17M - $5.79M
|
12.7K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
12.7KNew |
$5.17M - $5.78M
|
12.7K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
12.7KNew |
$5.17M - $5.78M
|
12.7K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
12.7K+ 104.95% |
$5.17M - $5.78M
|
24.8K
$9.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
12.7KNew |
$5.16M - $5.77M
|
12.7K
$5.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
12.6K+ 117.13% |
$5.12M - $5.72M
|
23.3K
$9.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$5.06M - $5.66M
|
12.5K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$5.05M - $5.65M
|
12.4K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
12.4KNew |
$5.04M - $5.63M
|
12.4K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
12.4KNew |
$5.03M - $5.62M
|
12.4K
$4.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
12.4KNew |
$5.03M - $5.62M
|
12.4K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
12.4KNew |
$5.02M - $5.62M
|
12.4K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
12.3KNew |
$5.02M - $5.61M
|
12.3K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.3K+ 13.95% |
$4.99M - $5.58M
|
100K
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.3K+ 32.28% |
$4.98M - $5.57M
|
50.2K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
12.2KNew |
$4.96M - $5.55M
|
12.2K
$4.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.2K+ 2.09% |
$4.95M - $5.54M
|
597K
$237M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12.2KNew |
$4.95M - $5.53M
|
12.2K
$4.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
12.1KNew |
$4.92M - $5.5M
|
12.1K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12KNew |
$4.89M - $5.47M
|
12K
$4.79M
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 55.01% |
$4.87M - $5.45M
|
33.8K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12K+ 11.71% |
$4.87M - $5.44M
|
114K
$45.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
12K+ 26.37% |
$4.86M - $5.43M
|
57.3K
$22.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
12K+ 6.49% |
$4.86M - $5.43M
|
196K
$78M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.9K+ 10.16% |
$4.83M - $5.4M
|
129K
$51.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 30.25% |
$4.81M - $5.38M
|
51K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
11.8K+ 1.93% |
$4.8M - $5.37M
|
624K
$248M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.8K+ 35.73% |
$4.8M - $5.36M
|
44.8K
$17.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Unicom Systems, Inc.
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$4.79M - $5.36M
|
11.8K
$4.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
11.7K+ 30.35% |
$4.76M - $5.33M
|
50.3K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
11.7K+ 6.41% |
$4.76M - $5.32M
|
194K
$77.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown University
|
BUY
|
- |
11.7KNew |
$4.75M - $5.32M
|
11.7K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
11.7KNew |
$4.75M - $5.32M
|
11.7K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
11.6K+ 19.53% |
$4.72M - $5.28M
|
71.1K
$28.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
11.6KNew |
$4.72M - $5.28M
|
11.6K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 6.85% |
$4.7M - $5.26M
|
181K
$71.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.5K+ 9.69% |
$4.68M - $5.24M
|
130K
$51.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
11.5KNew |
$4.67M - $5.23M
|
11.5K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
11.4KNew |
$4.62M - $5.17M
|
11.4K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11.3K+ 16.27% |
$4.59M - $5.14M
|
80.8K
$32.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
11.3K+ 276.49% |
$4.57M - $5.12M
|
15.3K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
11.2KNew |
$4.53M - $5.07M
|
11.2K
$4.44M
|