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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.06K+ 8.55% |
$2.6M - $3.03M
|
89.7K
$37.7M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
7.06K+ 15.15% |
$2.6M - $3.03M
|
53.6K
$22.5M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.05KNew |
$2.59M - $3.03M
|
7.05K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7.05K+ 4.38% |
$2.59M - $3.02M
|
168K
$70.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.03K+ 57.65% |
$2.59M - $3.02M
|
19.2K
$8.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.02KNew |
$2.58M - $3.01M
|
7.02K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
6.97K+ 50.07% |
$2.56M - $2.99M
|
20.9K
$8.77M
|
|
|
May 10, 2024
Q1 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
6.95K+ 33.27% |
$2.56M - $2.98M
|
27.8K
$11.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.89K+ 6.2% |
$2.53M - $2.96M
|
118K
$49.6M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.84K+ 10.95% |
$2.51M - $2.94M
|
69.3K
$29.1M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
6.81KNew |
$2.51M - $2.93M
|
6.81K
$2.86M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.72K+ 3.23% |
$2.47M - $2.89M
|
215K
$90.3M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.7K+ 18.43% |
$2.46M - $2.87M
|
43K
$18.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
6.68K+ 1.62% |
$2.46M - $2.87M
|
420K
$177M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
6.61K+ 5.36% |
$2.43M - $2.84M
|
130K
$54.6M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
6.6K+ 6.68% |
$2.43M - $2.84M
|
105K
$44.3M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.59K+ 28.95% |
$2.42M - $2.83M
|
29.4K
$12.3M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
6.5K+ 71.61% |
$2.39M - $2.79M
|
15.6K
$6.55M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.46K+ 76.82% |
$2.38M - $2.77M
|
14.9K
$6.25M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.39K+ 40.65% |
$2.35M - $2.74M
|
22.1K
$9.29M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.33K+ 631.54% |
$2.33M - $2.72M
|
7.33K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
6.32K+ 116.42% |
$2.32M - $2.71M
|
11.7K
$4.93M
|
|
|
May 14, 2024
Q1 2024
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
6.32K+ 23.85% |
$2.32M - $2.71M
|
32.8K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.3K+ 230.68% |
$2.32M - $2.71M
|
9.03K
$3.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
6.27K+ 65.39% |
$2.31M - $2.69M
|
15.9K
$6.66M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
6.22KNew |
$2.29M - $2.67M
|
6.22K
$2.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
6.16K+ 102.75% |
$2.26M - $2.64M
|
12.2K
$5.11M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.15K+ 2.02% |
$2.26M - $2.64M
|
310K
$130M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.12K+ 97.92% |
$2.25M - $2.63M
|
12.4K
$5.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
6.11K+ 19.46% |
$2.25M - $2.62M
|
37.5K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6.1KNew |
$2.24M - $2.62M
|
6.1K
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.04K+ 30.95% |
$2.22M - $2.59M
|
25.6K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6K+ 631.58% |
$2.21M - $2.58M
|
6.95K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
6K+ 22.84% |
$2.21M - $2.58M
|
32.3K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
6K+ 10.91% |
$2.21M - $2.58M
|
61K
$25.6M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
6K+ 27.09% |
$2.21M - $2.58M
|
28.1K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.96K+ 7.85% |
$2.19M - $2.56M
|
81.9K
$34.4M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
5.9K+ 23.71% |
$2.17M - $2.53M
|
30.8K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
5.85KNew |
$2.15M - $2.51M
|
5.85K
$2.46M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
5.84K+ 49.92% |
$2.15M - $2.51M
|
17.5K
$7.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.78K+ 0.15% |
$2.13M - $2.48M
|
3.8M
$1.6B
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 21.51% |
$2.12M - $2.48M
|
32.6K
$13.7M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.78K+ 3.92% |
$2.12M - $2.48M
|
153K
$64.4M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
5.77K+ 2.43% |
$2.12M - $2.48M
|
243K
$102M
|
|
|
May 15, 2024
Q1 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
5.76K+ 687.11% |
$2.12M - $2.47M
|
6.6K
$2.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
5.74K+ 38.43% |
$2.11M - $2.47M
|
20.7K
$8.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
5.74K+ 4.38% |
$2.11M - $2.47M
|
137K
$57.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.72KNew |
$2.11M - $2.46M
|
5.72K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.69K+ 24.9% |
$2.09M - $2.44M
|
28.5K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.66K+ 15.33% |
$2.08M - $2.43M
|
42.6K
$17.9M
|