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 13, 2024
Q1 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
2.1K+ 35.59% |
$772K - $902K
|
8K
$3.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
2.1K+ 2.15% |
$772K - $901K
|
99.8K
$41.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.1K+ 1.32% |
$772K - $901K
|
162K
$67.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.09K+ 24.52% |
$770K - $899K
|
10.6K
$4.47M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.09K+ 4.77% |
$770K - $899K
|
46K
$19.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.09K+ 454.78% |
$769K - $898K
|
2.55K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.09K+ 6.94% |
$768K - $897K
|
32.2K
$13.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.08K+ 5.71% |
$763K - $891K
|
38.4K
$16.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.06K+ 28.83% |
$758K - $885K
|
9.21K
$3.87M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.06K+ 3.92% |
$756K - $883K
|
54.6K
$22.9M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.05K+ 7.33% |
$754K - $881K
|
30K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.05K+ 24.2% |
$752K - $878K
|
10.5K
$4.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
2.04KNew |
$750K - $876K
|
2.04K
$857K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
2.03K+ 1.67% |
$748K - $873K
|
124K
$52M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.03K+ 3.08% |
$747K - $872K
|
68K
$28.6M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.03K+ 6.84% |
$747K - $872K
|
31.7K
$13.3M
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
2.01K+ 295.3% |
$740K - $863K
|
2.69K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Fosun International LTD
|
BUY
|
- |
2K+ 16.43% |
$736K - $859K
|
14.2K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
2K+ 13.33% |
$736K - $859K
|
17K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2K+ 1.9% |
$735K - $858K
|
107K
$45.1M
|
|
|
May 14, 2024
Q1 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
1.99K+ 6.26% |
$733K - $856K
|
33.9K
$14.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.99K+ 9.14% |
$731K - $854K
|
23.8K
$9.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 129.0% |
$730K - $852K
|
3.52K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.98K+ 157.18% |
$729K - $851K
|
3.24K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.97KNew |
$723K - $845K
|
1.97K
$826K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.95K+ 5.52% |
$718K - $838K
|
37.3K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.95K+ 14.38% |
$718K - $838K
|
15.5K
$6.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
1.94K+ 2.41% |
$712K - $832K
|
82.2K
$34.5M
|
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
1.94K+ 15.11% |
$712K - $831K
|
14.8K
$6.2M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.93K+ 10.71% |
$708K - $827K
|
19.9K
$8.36M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.92K+ 81.04% |
$708K - $826K
|
4.3K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.92K+ 4.09% |
$707K - $826K
|
48.9K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.92K+ 4.59% |
$706K - $824K
|
43.7K
$18.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.91KNew |
$702K - $820K
|
1.91K
$802K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.91KNew |
$701K - $819K
|
1.91K
$801K
|
|
|
Apr 23, 2024
Q1 2024
|
Exane Asset Management
|
BUY
|
- |
1.9KNew |
$699K - $816K
|
1.9K
$798K
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.9K+ 3.42% |
$698K - $815K
|
57.3K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.89K+ 36.94% |
$693K - $809K
|
6.99K
$2.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.88K+ 44.31% |
$690K - $806K
|
6.11K
$2.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.88K+ 1.31% |
$690K - $805K
|
145K
$61.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.85K+ 0.46% |
$682K - $796K
|
405K
$170M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.84K+ 2.8% |
$677K - $791K
|
67.6K
$28.4M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.84K+ 15.35% |
$677K - $790K
|
13.8K
$5.81M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 13.95% |
$676K - $790K
|
15K
$6.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.82K+ 42.22% |
$671K - $783K
|
6.14K
$2.58M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.82K+ 23.22% |
$670K - $782K
|
9.67K
$4.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.82K+ 3.41% |
$668K - $780K
|
55.1K
$23.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.81KNew |
$666K - $778K
|
1.81K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.79K+ 1.46% |
$660K - $770K
|
125K
$52.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.79K+ 1.42% |
$658K - $769K
|
127K
$53.5M
|