Ownership history in Kovack Advisors, Inc. · 35 quarters on record
This page tracks every 13F SEC filing in which Kovack Advisors, Inc. reported a position in MICROSOFT CORP COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 100,837 | +49,253 | +95.5% | 2.15% | $28.1M | $482.52 |
| 2025 Q3 | REDUCED | 51,584 | -5,594 | -9.8% | 2.52% | $26.7M | $515.81 |
| 2025 Q2 | REDUCED | 57,178 | -1,720 | -2.9% | 2.79% | $28.4M | $494.54 |
| 2025 Q1 | REDUCED | 58,898 | -2,102 | -3.4% | 2.34% | $22.1M | $372.54 |
| 2024 Q4 | ADDED | 61,000 | +2,441 | +4.2% | 2.52% | $25.7M | $417.46 |
| 2024 Q3 | REDUCED | 58,559 | -1,895 | -3.1% | 2.67% | $25.2M | $425.32 |
| 2024 Q2 | REDUCED | 60,454 | -5,361 | -8.1% | 2.97% | $27.0M | $440.99 |
| 2024 Q1 | ADDED | 65,815 | +5,349 | +8.8% | 3.35% | $27.7M | $414.36 |
| 2023 Q4 | ADDED | 60,466 | +135 | +0.2% | 2.70% | $22.7M | $369.67 |
| 2023 Q3 | ADDED | 60,331 | +189 | +0.3% | 2.66% | $19.0M | $309.77 |
As of 2025 Q4 — sorted by position size