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 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.44K+ 3.6% |
$896K - $1.05M
|
70.2K
$29.5M
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.43KNew |
$895K - $1.04M
|
2.43K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Westwood Wealth Management
|
BUY
|
- |
2.43K+ 10.03% |
$893K - $1.04M
|
26.6K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.43K+ 6.4% |
$892K - $1.04M
|
40.4K
$17M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.41K+ 25.88% |
$887K - $1.04M
|
11.7K
$4.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.41K+ 59.58% |
$887K - $1.04M
|
6.46K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.41K+ 48.12% |
$886K - $1.03M
|
7.42K
$3.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.4K+ 1.42% |
$883K - $1.03M
|
171K
$72M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
2.4K+ 3.88% |
$881K - $1.03M
|
64.2K
$27M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
2.39K+ 2.09% |
$880K - $1.03M
|
117K
$49.2M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
2.39K+ 2.37% |
$880K - $1.03M
|
103K
$43.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.39K+ 24.19% |
$878K - $1.03M
|
12.3K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.39K+ 11.89% |
$877K - $1.02M
|
22.5K
$9.43M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.38K+ 22.6% |
$876K - $1.02M
|
12.9K
$5.43M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.37K+ 6.23% |
$872K - $1.02M
|
40.4K
$17M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
2.37K+ 1.54% |
$872K - $1.02M
|
157K
$65.8M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.37K+ 6.42% |
$870K - $1.02M
|
39.2K
$16.5M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.36K+ 0.58% |
$867K - $1.01M
|
406K
$171M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.35K+ 7.15% |
$865K - $1.01M
|
35.3K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.34K+ 34.45% |
$859K - $1M
|
9.12K
$3.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
2.33KNew |
$858K - $1M
|
2.33K
$981K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.33K+ 19.95% |
$857K - $1M
|
14K
$5.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.32K+ 2.93% |
$853K - $996K
|
81.4K
$34.2M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.29K+ 2.6% |
$844K - $985K
|
90.7K
$38.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.29KNew |
$841K - $982K
|
2.29K
$961K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.28K+ 0.93% |
$840K - $981K
|
249K
$105M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.28K+ 10.94% |
$838K - $979K
|
23.1K
$9.71M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.28K+ 14.79% |
$837K - $977K
|
17.7K
$7.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.27K+ 14.36% |
$836K - $976K
|
18.1K
$7.6M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.27KNew |
$833K - $973K
|
2.27K
$952K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 296.72% |
$833K - $972K
|
3.03K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.25K+ 25.95% |
$829K - $968K
|
10.9K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.25K+ 2.65% |
$828K - $967K
|
87.3K
$36.7M
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
2.23K+ 3.28% |
$819K - $957K
|
70.1K
$29.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
2.22K+ 6.69% |
$817K - $954K
|
35.5K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
2.22K+ 42.09% |
$817K - $954K
|
7.5K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.21K+ 56.15% |
$812K - $948K
|
6.14K
$2.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
2.2K+ 8.84% |
$809K - $945K
|
27.1K
$11.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.2K+ 1.07% |
$808K - $943K
|
207K
$87M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.19K+ 4.85% |
$806K - $942K
|
47.4K
$19.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.19K+ 18.43% |
$805K - $940K
|
14.1K
$5.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.15K+ 21.74% |
$792K - $924K
|
12.1K
$5.07M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.15KNew |
$791K - $923K
|
2.15K
$903K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.14K+ 1.37% |
$787K - $919K
|
159K
$66.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.14K+ 5.59% |
$786K - $918K
|
40.4K
$17M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.13K+ 5.03% |
$784K - $915K
|
44.5K
$18.7M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.12K+ 12.08% |
$780K - $911K
|
19.7K
$8.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.12K+ 1.86% |
$779K - $910K
|
116K
$48.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.11K+ 20.98% |
$774K - $904K
|
12.1K
$5.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.1K+ 22.11% |
$774K - $903K
|
11.6K
$4.88M
|