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
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.84KNew |
$1.04M - $1.22M
|
2.84K
$1.19M
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.83K+ 6.85% |
$1.04M - $1.22M
|
44.2K
$18.6M
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
2.83K+ 15.33% |
$1.04M - $1.22M
|
21.3K
$8.95M
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.82K+ 0.38% |
$1.04M - $1.21M
|
746K
$313M
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.81K+ 4.65% |
$1.03M - $1.21M
|
63.3K
$26.6M
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.81K+ 3.32% |
$1.03M - $1.21M
|
87.5K
$36.8M
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.81K+ 5.52% |
$1.03M - $1.21M
|
53.6K
$22.5M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.81K+ 6.52% |
$1.03M - $1.2M
|
45.8K
$19.3M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.8K+ 45.7% |
$1.03M - $1.2M
|
8.94K
$3.76M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.78K+ 2.87% |
$1.02M - $1.19M
|
99.4K
$41.8M
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.77K+ 11.18% |
$1.02M - $1.19M
|
27.6K
$11.6M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.77K+ 0.61% |
$1.02M - $1.19M
|
456K
$192M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.76K+ 6.5% |
$1.02M - $1.19M
|
45.3K
$19M
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.75K+ 447.88% |
$1.01M - $1.18M
|
3.36K
$1.41M
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.73K+ 25.6% |
$1.01M - $1.17M
|
13.4K
$5.63M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.73K+ 2.66% |
$1M - $1.17M
|
106K
$44.4M
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.73K+ 69.05% |
$1M - $1.17M
|
6.68K
$2.81M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.73K+ 5.21% |
$1M - $1.17M
|
55K
$23.1M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.71K+ 1.85% |
$997K - $1.16M
|
149K
$62.8M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.71K+ 2.26% |
$996K - $1.16M
|
123K
$51.5M
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.71K+ 2.93% |
$995K - $1.16M
|
95.2K
$40M
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.71K+ 17.61% |
$995K - $1.16M
|
18.1K
$7.59M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.7K+ 2.08% |
$994K - $1.16M
|
133K
$55.7M
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.69K+ 8.22% |
$990K - $1.16M
|
35.4K
$14.9M
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.69K+ 43.1% |
$990K - $1.16M
|
8.94K
$3.76M
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.69K+ 1.88% |
$990K - $1.16M
|
146K
$61.2M
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 2.24% |
$986K - $1.15M
|
123K
$51.5M
|
|
May 14, 2024
Q1 2024
|
Ako Capital
Ako Capital LLP | London, X0
|
BUY
|
- |
2.68K+ 0.24% |
$984K - $1.15M
|
1.12M
$470M
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
2.67K+ 7.62% |
$983K - $1.15M
|
37.8K
$15.9M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.65KNew |
$975K - $1.14M
|
2.65K
$1.11M
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.64KNew |
$972K - $1.14M
|
2.64K
$1.11M
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.63K+ 2.48% |
$966K - $1.13M
|
109K
$45.6M
|
|
May 15, 2024
Q1 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
2.62K+ 9.42% |
$965K - $1.13M
|
30.5K
$12.8M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.62K+ 7.52% |
$964K - $1.13M
|
37.5K
$15.7M
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.62K+ 3.65% |
$963K - $1.12M
|
74.3K
$31.2M
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.59K+ 34.59% |
$952K - $1.11M
|
10.1K
$4.23M
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.58K+ 5.47% |
$948K - $1.11M
|
49.7K
$20.9M
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
2.58K+ 2.75% |
$947K - $1.11M
|
96.3K
$40.5M
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
2.57K+ 18.2% |
$944K - $1.1M
|
16.7K
$7M
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
2.57KNew |
$944K - $1.1M
|
2.57K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
2.55KNew |
$938K - $1.1M
|
2.55K
$1.07M
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.54K+ 6.86% |
$934K - $1.09M
|
39.6K
$16.6M
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.54K+ 7.06% |
$932K - $1.09M
|
38.4K
$16.1M
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2.52K+ 5.36% |
$925K - $1.08M
|
49.4K
$20.8M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.51K+ 1.84% |
$924K - $1.08M
|
139K
$58.5M
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.51K+ 1.76% |
$923K - $1.08M
|
145K
$61M
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.51K+ 7.1% |
$922K - $1.08M
|
37.8K
$15.9M
|
|
May 07, 2024
Q1 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2.5K+ 15.63% |
$919K - $1.07M
|
18.5K
$7.77M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.49K+ 7.73% |
$914K - $1.07M
|
34.7K
$14.6M
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
2.48K+ 5.33% |
$912K - $1.06M
|
49K
$20.6M
|