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 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.97K+ 16.91% |
$1.46M - $1.7M
|
27.4K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.96K+ 10.93% |
$1.46M - $1.7M
|
40.2K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.94K+ 22.04% |
$1.45M - $1.69M
|
21.8K
$9.17M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.94K+ 21.67% |
$1.45M - $1.69M
|
22.1K
$9.3M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.94KNew |
$1.45M - $1.69M
|
3.94K
$1.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
3.93K+ 3.75% |
$1.45M - $1.69M
|
109K
$45.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.9K+ 5.11% |
$1.43M - $1.68M
|
80.2K
$33.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.9K+ 3.22% |
$1.43M - $1.67M
|
125K
$52.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
3.89K+ 43.76% |
$1.43M - $1.67M
|
12.8K
$5.37M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.87K+ 6.72% |
$1.42M - $1.66M
|
61.5K
$25.9M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
3.87K+ 1.98% |
$1.42M - $1.66M
|
199K
$83.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.85K+ 1.38% |
$1.42M - $1.65M
|
283K
$119M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.84K+ 16.3% |
$1.41M - $1.65M
|
27.4K
$11.5M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.81K+ 13.56% |
$1.4M - $1.63M
|
31.9K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.81K+ 24.85% |
$1.4M - $1.63M
|
19.1K
$8.04M
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
3.8KNew |
$1.4M - $1.63M
|
3.8K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
BUY
|
- |
3.78K+ 157.85% |
$1.39M - $1.62M
|
6.18K
$2.6M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
3.75K+ 4.67% |
$1.38M - $1.61M
|
84.1K
$35.3M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.74KNew |
$1.37M - $1.6M
|
3.74K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.74K+ 8.56% |
$1.37M - $1.6M
|
47.4K
$19.9M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.73K+ 84.51% |
$1.37M - $1.6M
|
8.15K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.73K+ 9.39% |
$1.37M - $1.6M
|
43.4K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.72K+ 30.91% |
$1.37M - $1.6M
|
15.8K
$6.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.71K+ 4.06% |
$1.36M - $1.59M
|
94.9K
$39.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.7K+ 4.38% |
$1.36M - $1.59M
|
88.2K
$37M
|
|
|
May 15, 2024
Q1 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.7K+ 15.51% |
$1.36M - $1.59M
|
27.5K
$11.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.7K+ 4.51% |
$1.36M - $1.59M
|
85.7K
$36M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.7K+ 26.83% |
$1.36M - $1.59M
|
17.5K
$7.34M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.66K+ 14.17% |
$1.35M - $1.57M
|
29.5K
$12.4M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.66K+ 2.82% |
$1.35M - $1.57M
|
133K
$56.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3.65K+ 226.1% |
$1.34M - $1.57M
|
5.26K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
3.64K+ 20.4% |
$1.34M - $1.56M
|
21.5K
$9.04M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.63K+ 0.22% |
$1.33M - $1.56M
|
1.63M
$685M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.62K+ 3.35% |
$1.33M - $1.55M
|
112K
$47M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
3.62KNew |
$1.33M - $1.55M
|
3.62K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.62K+ 12.08% |
$1.33M - $1.55M
|
33.5K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
3.61KNew |
$1.33M - $1.55M
|
3.61K
$1.52M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.61K+ 1.18% |
$1.33M - $1.55M
|
309K
$130M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3.59K+ 35.05% |
$1.32M - $1.54M
|
13.8K
$5.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
3.59K+ 14.78% |
$1.32M - $1.54M
|
27.9K
$11.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.59K+ 155.57% |
$1.32M - $1.54M
|
5.9K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.57K+ 52.6% |
$1.31M - $1.53M
|
10.4K
$4.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
3.56K+ 4.89% |
$1.31M - $1.53M
|
76.3K
$32.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.55K+ 0.61% |
$1.31M - $1.53M
|
582K
$244M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3.53K+ 113.31% |
$1.3M - $1.52M
|
6.65K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.51K+ 8.52% |
$1.29M - $1.51M
|
44.8K
$18.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
3.51K+ 16.26% |
$1.29M - $1.51M
|
25.1K
$10.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.48K+ 5.54% |
$1.28M - $1.5M
|
66.3K
$27.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.48K+ 5.08% |
$1.28M - $1.5M
|
72.1K
$30.3M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.47K+ 4.29% |
$1.28M - $1.49M
|
84.5K
$35.5M
|