Purchases and Sales Made in Q1 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
9.06K+ 379.64% |
$3.33M - $3.89M
|
11.4K
$4.81M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
9.06K+ 18.66% |
$3.33M - $3.89M
|
57.6K
$24.2M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
9K+ 11.76% |
$3.31M - $3.86M
|
85.5K
$35.9M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.98K+ 525.59% |
$3.3M - $3.85M
|
10.7K
$4.49M
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.77KNew |
$3.23M - $3.77M
|
8.77K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.74K+ 4.71% |
$3.21M - $3.75M
|
194K
$81.7M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.7K+ 7.96% |
$3.2M - $3.73M
|
118K
$49.5M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.69KNew |
$3.2M - $3.73M
|
8.69K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.6K+ 22.56% |
$3.16M - $3.69M
|
46.7K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.6K+ 10.57% |
$3.16M - $3.69M
|
89.9K
$37.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.48K+ 22.08% |
$3.12M - $3.64M
|
46.9K
$19.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
8.44K+ 25.77% |
$3.1M - $3.62M
|
41.2K
$17.3M
|
|
|
May 09, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
8.44K+ 0.36% |
$3.1M - $3.62M
|
2.36M
$991M
|
|
|
Oct 07, 2024
Q1 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
8.44K+ 0.36% |
$3.1M - $3.62M
|
2.36M
$991M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
8.41K+ 7.67% |
$3.09M - $3.61M
|
118K
$49.6M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
8.39K+ 0.01% |
$3.08M - $3.6M
|
78.2M
$32.9B
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
8.31K+ 15.51% |
$3.06M - $3.57M
|
61.9K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8.3K+ 5.41% |
$3.05M - $3.57M
|
162K
$68M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
8.28K+ 16.36% |
$3.05M - $3.56M
|
58.9K
$24.8M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.23KNew |
$3.03M - $3.54M
|
8.23K
$3.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8.23K+ 32.05% |
$3.03M - $3.53M
|
33.9K
$14.2M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
8.19K+ 5.02% |
$3.01M - $3.51M
|
171K
$71.9M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
8.16K+ 25.32% |
$3M - $3.5M
|
40.4K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
8.12K+ 26.09% |
$2.99M - $3.49M
|
39.3K
$16.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.07K+ 21.04% |
$2.97M - $3.46M
|
46.4K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
8.05K+ 0.46% |
$2.96M - $3.46M
|
1.77M
$743M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
8.04KNew |
$2.96M - $3.45M
|
8.04K
$3.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
7.93K+ 1181.07% |
$2.91M - $3.4M
|
8.6K
$3.61M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.89K+ 6.84% |
$2.9M - $3.39M
|
123K
$51.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.82K+ 31.65% |
$2.87M - $3.36M
|
32.5K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.79K+ 7.49% |
$2.87M - $3.35M
|
112K
$47M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
7.7KNew |
$2.83M - $3.31M
|
7.7K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.61K+ 2.83% |
$2.8M - $3.27M
|
277K
$116M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.6K+ 12.82% |
$2.79M - $3.26M
|
66.9K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.59K+ 0.99% |
$2.79M - $3.26M
|
775K
$326M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.59K+ 15.05% |
$2.79M - $3.26M
|
58K
$24.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.53K+ 48.88% |
$2.77M - $3.23M
|
22.9K
$9.64M
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
7.51K+ 1.02% |
$2.76M - $3.22M
|
746K
$314M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.45K+ 40.14% |
$2.74M - $3.2M
|
26K
$10.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
7.42K+ 4.31% |
$2.73M - $3.19M
|
180K
$75.5M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.4K+ 20.71% |
$2.72M - $3.18M
|
43.2K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.34K+ 13.84% |
$2.7M - $3.15M
|
60.4K
$25.4M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.3K+ 1.16% |
$2.68M - $3.13M
|
634K
$266M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
7.29KNew |
$2.68M - $3.13M
|
7.29K
$3.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
BUY
|
- |
7.27K+ 2.62% |
$2.67M - $3.12M
|
285K
$120M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.2K+ 8.61% |
$2.65M - $3.09M
|
90.9K
$38.2M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.19K+ 17.52% |
$2.64M - $3.09M
|
48.2K
$20.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.13K+ 17.83% |
$2.62M - $3.06M
|
47.2K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
7.08K+ 9.19% |
$2.61M - $3.04M
|
84.2K
$35.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
7.07K+ 9.0% |
$2.6M - $3.03M
|
85.6K
$36M
|