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
|
Bell Bank
|
BUY
|
- |
4.74K+ 17.06% |
$1.74M - $2.03M
|
32.5K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.73K+ 6.48% |
$1.74M - $2.03M
|
77.7K
$32.7M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.69K+ 16.49% |
$1.72M - $2.01M
|
33.1K
$13.9M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
4.67K+ 437.86% |
$1.72M - $2.01M
|
5.74K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.67K+ 26.37% |
$1.72M - $2.01M
|
22.4K
$9.41M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.63K+ 24.09% |
$1.7M - $1.99M
|
23.9K
$10M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
4.59K+ 21.94% |
$1.69M - $1.97M
|
25.5K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4.59K+ 13.59% |
$1.69M - $1.97M
|
38.4K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Lansdowne Partners (Uk) LLP
London, X0 |
BUY
|
- |
4.58KNew |
$1.69M - $1.97M
|
4.58K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
4.58KNew |
$1.69M - $1.97M
|
4.58K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.57KNew |
$1.68M - $1.96M
|
4.57K
$1.92M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.51K+ 9.75% |
$1.66M - $1.94M
|
50.8K
$21.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.46K+ 2.03% |
$1.64M - $1.91M
|
224K
$94M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
4.44K+ 49.36% |
$1.63M - $1.91M
|
13.4K
$5.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.44K+ 0.86% |
$1.63M - $1.91M
|
522K
$220M
|
|
|
May 15, 2024
Q1 2024
|
11 Capital Partners LP
New York, NY |
BUY
|
- |
4.43K+ 7.0% |
$1.63M - $1.9M
|
67.7K
$28.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
4.41KNew |
$1.62M - $1.89M
|
4.41K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
4.39K+ 0.79% |
$1.62M - $1.89M
|
564K
$237M
|
|
|
Apr 12, 2024
Q1 2024
|
Trinity Street Asset Management LLP
|
BUY
|
- |
4.38K+ 8.88% |
$1.61M - $1.88M
|
53.7K
$22.6M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.37KNew |
$1.61M - $1.88M
|
4.37K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4.35K+ 0.87% |
$1.6M - $1.87M
|
503K
$211M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.35K+ 2.63% |
$1.6M - $1.87M
|
169K
$71.2M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.33K+ 0.7% |
$1.59M - $1.86M
|
621K
$261M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.32K+ 2.51% |
$1.59M - $1.86M
|
176K
$74.1M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.31K+ 4.53% |
$1.58M - $1.85M
|
99.3K
$41.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.28K+ 27.62% |
$1.57M - $1.84M
|
19.8K
$8.31M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.28K+ 15.87% |
$1.57M - $1.84M
|
31.2K
$13.1M
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
- |
4.26KNew |
$1.57M - $1.83M
|
4.26K
$1.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.24K+ 49.98% |
$1.56M - $1.82M
|
12.7K
$5.35M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.24K+ 6.62% |
$1.56M - $1.82M
|
68.3K
$28.7M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.24K+ 6.31% |
$1.56M - $1.82M
|
71.4K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Bridger Management, LLC
New York, NY |
BUY
|
- |
4.23KNew |
$1.56M - $1.82M
|
4.23K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.23K+ 20.92% |
$1.55M - $1.82M
|
24.4K
$10.3M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.22K+ 177.84% |
$1.55M - $1.81M
|
6.6K
$2.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.22K+ 100.0% |
$1.55M - $1.81M
|
8.43K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.14K+ 3.11% |
$1.52M - $1.78M
|
137K
$57.5M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.12K+ 13.57% |
$1.52M - $1.77M
|
34.5K
$14.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.12K+ 9.54% |
$1.51M - $1.77M
|
47.2K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Firetrail Investments Pty LTD
Brisbane, Qld, C3 |
BUY
|
- |
4.09K+ 14.12% |
$1.5M - $1.75M
|
33K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.09K+ 29.76% |
$1.5M - $1.75M
|
17.8K
$7.48M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4.07K+ 1.83% |
$1.5M - $1.75M
|
227K
$95.2M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.07K+ 16.83% |
$1.5M - $1.75M
|
28.2K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.07K+ 3.94% |
$1.49M - $1.75M
|
107K
$45.1M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.04KNew |
$1.48M - $1.73M
|
4.04K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.03K+ 1.01% |
$1.48M - $1.73M
|
404K
$170M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.02KNew |
$1.48M - $1.73M
|
4.02K
$1.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.01K+ 2.49% |
$1.47M - $1.72M
|
165K
$69.2M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4K+ 15.43% |
$1.47M - $1.72M
|
29.9K
$12.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.99K+ 9.23% |
$1.47M - $1.71M
|
47.3K
$19.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
3.98K+ 5.93% |
$1.46M - $1.71M
|
71.1K
$29.9M
|