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 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
5.6K+ 1.22% |
$2.06M - $2.4M
|
463K
$195M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.59K+ 32.75% |
$2.06M - $2.4M
|
22.7K
$9.52M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.58K+ 0.57% |
$2.05M - $2.4M
|
988K
$415M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.5K+ 8.08% |
$2.02M - $2.36M
|
73.6K
$30.9M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.48K+ 3.63% |
$2.02M - $2.35M
|
156K
$65.7M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.44K+ 13.75% |
$2M - $2.34M
|
45K
$18.9M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
5.42K+ 4.04% |
$1.99M - $2.33M
|
139K
$58.6M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.42K+ 12.94% |
$1.99M - $2.33M
|
47.3K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.4K+ 1.27% |
$1.99M - $2.32M
|
431K
$181M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5.4K+ 22.05% |
$1.99M - $2.32M
|
29.9K
$12.6M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.39K+ 2.7% |
$1.98M - $2.31M
|
205K
$86M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
5.38K+ 3.03% |
$1.98M - $2.31M
|
183K
$76.9M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
5.36K+ 26.52% |
$1.97M - $2.3M
|
25.6K
$10.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.35K+ 8.85% |
$1.97M - $2.3M
|
65.8K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5.3K+ 34.42% |
$1.95M - $2.28M
|
20.7K
$8.7M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5.3K+ 57.9% |
$1.95M - $2.27M
|
14.4K
$6.07M
|
|
|
May 02, 2024
Q1 2024
|
Suncoast Equity Management
|
BUY
|
- |
5.27K+ 2.97% |
$1.94M - $2.26M
|
183K
$76.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.25K+ 0.4% |
$1.93M - $2.26M
|
1.31M
$549M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
5.24KNew |
$1.93M - $2.25M
|
5.24K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
5.23K+ 3.54% |
$1.92M - $2.25M
|
153K
$64.4M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5.22KNew |
$1.92M - $2.24M
|
5.22K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.21KNew |
$1.92M - $2.24M
|
5.21K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.16K+ 3.08% |
$1.9M - $2.21M
|
172K
$72.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.13K+ 4.42% |
$1.89M - $2.2M
|
121K
$51M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.11K+ 1.17% |
$1.88M - $2.19M
|
444K
$186M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
5.1KNew |
$1.87M - $2.19M
|
5.1K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5.1K+ 60.01% |
$1.87M - $2.19M
|
13.6K
$5.71M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
5.09KNew |
$1.87M - $2.18M
|
5.09K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.08K+ 321.46% |
$1.87M - $2.18M
|
6.66K
$2.8M
|
|
|
May 03, 2024
Q1 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
5.07K+ 28.49% |
$1.87M - $2.18M
|
22.9K
$9.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.04K+ 1.82% |
$1.85M - $2.17M
|
282K
$119M
|
|
|
Apr 24, 2024
Q1 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5KNew |
$1.84M - $2.15M
|
5K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.99K+ 2.33% |
$1.84M - $2.14M
|
220K
$92.2M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.99K+ 8.62% |
$1.84M - $2.14M
|
62.9K
$26.4M
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
- |
4.98KNew |
$1.83M - $2.14M
|
4.98K
$2.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.94K+ 17.07% |
$1.82M - $2.12M
|
33.9K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.93KNew |
$1.81M - $2.12M
|
4.93K
$2.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
4.91K+ 15.52% |
$1.81M - $2.11M
|
36.6K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.88K+ 8.9% |
$1.8M - $2.1M
|
59.8K
$25.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
4.87K+ 8.05% |
$1.79M - $2.09M
|
65.3K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.87K+ 3.51% |
$1.79M - $2.09M
|
143K
$60.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.86K+ 15.81% |
$1.79M - $2.09M
|
35.6K
$15M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
4.85K+ 0.54% |
$1.78M - $2.08M
|
910K
$382M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.84K+ 4.84% |
$1.78M - $2.08M
|
105K
$44.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.82K+ 7.53% |
$1.77M - $2.07M
|
68.9K
$28.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.82K+ 60.93% |
$1.77M - $2.07M
|
12.7K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.75K+ 6.8% |
$1.75M - $2.04M
|
74.7K
$31.4M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.75K+ 16.38% |
$1.75M - $2.04M
|
33.8K
$14.2M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.74K+ 84.38% |
$1.74M - $2.04M
|
10.4K
$4.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.74K+ 53.83% |
$1.74M - $2.04M
|
13.5K
$5.69M
|