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
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.46K+ 3.29% |
$1.27M - $1.49M
|
109K
$45.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3.46K+ 106.73% |
$1.27M - $1.49M
|
6.7K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
3.45K+ 0.83% |
$1.27M - $1.48M
|
421K
$177M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.41K+ 23.58% |
$1.26M - $1.47M
|
17.9K
$7.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.41K+ 1.96% |
$1.25M - $1.47M
|
177K
$74.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.39K+ 20.83% |
$1.25M - $1.45M
|
19.6K
$8.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.36K+ 20.32% |
$1.24M - $1.44M
|
19.9K
$8.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.32K+ 3.77% |
$1.22M - $1.43M
|
91.4K
$38.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.32K+ 31.2% |
$1.22M - $1.42M
|
13.9K
$5.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.31K+ 40.31% |
$1.22M - $1.42M
|
11.5K
$4.84M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3.31K+ 8.96% |
$1.22M - $1.42M
|
40.3K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
3.3K+ 55.0% |
$1.21M - $1.42M
|
9.3K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.29K+ 2.78% |
$1.21M - $1.41M
|
122K
$51.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.29K+ 10.31% |
$1.21M - $1.41M
|
35.2K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
3.27K+ 3.26% |
$1.2M - $1.4M
|
104K
$43.5M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3.25KNew |
$1.2M - $1.4M
|
3.25K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.23K+ 182.39% |
$1.19M - $1.39M
|
5K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.23K+ 42.83% |
$1.19M - $1.39M
|
10.8K
$4.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.23K+ 16.14% |
$1.19M - $1.39M
|
23.2K
$9.76M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.21K+ 6.34% |
$1.18M - $1.38M
|
53.8K
$22.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
3.19K+ 43.32% |
$1.17M - $1.37M
|
10.6K
$4.44M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
3.15K+ 24.53% |
$1.16M - $1.35M
|
16K
$6.72M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.15K+ 1.39% |
$1.16M - $1.35M
|
230K
$96.5M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.13K+ 1.44% |
$1.15M - $1.35M
|
220K
$92.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.12K+ 77.59% |
$1.15M - $1.34M
|
7.14K
$3M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
3.09K+ 6.77% |
$1.13M - $1.33M
|
48.7K
$20.4M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
3.08K+ 3.19% |
$1.13M - $1.32M
|
99.9K
$42M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.07K+ 6.2% |
$1.13M - $1.32M
|
52.7K
$22.1M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.06K+ 40.53% |
$1.13M - $1.32M
|
10.6K
$4.46M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.04K+ 3.06% |
$1.12M - $1.31M
|
102K
$43M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
3.04KNew |
$1.12M - $1.3M
|
3.04K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.02K+ 34.57% |
$1.11M - $1.3M
|
11.8K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.01K+ 2.98% |
$1.11M - $1.29M
|
104K
$43.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.01K+ 3.4% |
$1.11M - $1.29M
|
91.7K
$38.5M
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3K+ 115.38% |
$1.1M - $1.29M
|
5.6K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
3K+ 35.29% |
$1.1M - $1.29M
|
11.5K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
3K+ 14.4% |
$1.1M - $1.29M
|
23.8K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3K+ 1.58% |
$1.1M - $1.29M
|
193K
$80.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
2.99K+ 7.86% |
$1.1M - $1.28M
|
41K
$17.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.99KNew |
$1.1M - $1.28M
|
2.99K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
2.97KNew |
$1.09M - $1.28M
|
2.97K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.97K+ 6.64% |
$1.09M - $1.27M
|
47.6K
$20M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.97K+ 9.52% |
$1.09M - $1.27M
|
34.1K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.95K+ 20.63% |
$1.08M - $1.27M
|
17.2K
$7.24M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.95K+ 15.93% |
$1.08M - $1.27M
|
21.5K
$9.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
2.92K+ 13.49% |
$1.07M - $1.25M
|
24.5K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.91K+ 101.82% |
$1.07M - $1.25M
|
5.77K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.9K+ 0.64% |
$1.07M - $1.24M
|
455K
$191M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.89KNew |
$1.06M - $1.24M
|
2.89K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.89K+ 20.25% |
$1.06M - $1.24M
|
17.2K
$7.21M
|