Advisor OS, LLC's ownership history for MSFT

Advisor OS, LLC currently holds 43.2K shares with a market value of $20.9M. It started holding MSFT on 2024-09-30. At its peak, it held 43.2K shares on 2025-12-31. Its highest holding value was $21.8M on 2025-09-30. At its lowest, it held 36.4K shares on 2025-03-31, with a value of $13.7M on 2025-03-31. In the recent 180 days, Advisor OS, LLC has increased its shares by 3.8K. In the recent year, Advisor OS, LLC has increased its shares by 4.3K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $1.1K on 2025-06-30. At its peak, it held 3 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $1.9K on 2025-06-30. At its lowest, it held 3 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $736 on 2025-09-30. In the recent 180 days, Advisor OS, LLC has increased its holdings by 0 contracts.