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
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.54K+ 19.69% |
$567K - $662K
|
9.38K
$3.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.54K+ 145.15% |
$566K - $661K
|
2.6K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.54K+ 3.93% |
$564K - $659K
|
40.6K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.53K+ 1.59% |
$564K - $659K
|
98.2K
$41.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.53K+ 0.81% |
$564K - $658K
|
190K
$79.9M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.52K+ 18.38% |
$558K - $651K
|
9.77K
$4.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.51K+ 27.19% |
$557K - $650K
|
7.08K
$2.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.51KNew |
$557K - $650K
|
1.51K
$636K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.51K+ 59.5% |
$556K - $649K
|
4.05K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
1.51K+ 20.16% |
$556K - $649K
|
9.01K
$3.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.51K+ 9.9% |
$555K - $647K
|
16.7K
$7.03M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.49KNew |
$549K - $641K
|
1.49K
$627K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.49K+ 84.0% |
$548K - $640K
|
3.27K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
1.49K+ 0.63% |
$547K - $639K
|
238K
$100M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
BUY
|
- |
1.48K+ 3.85% |
$545K - $637K
|
40K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.48K+ 5.09% |
$545K - $637K
|
30.6K
$12.9M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.48K+ 3.45% |
$545K - $636K
|
44.4K
$18.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.48K+ 0.55% |
$544K - $635K
|
269K
$113M
|
|
|
May 15, 2024
Q1 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
1.48K+ 10.12% |
$543K - $634K
|
16.1K
$6.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.48K+ 28.3% |
$543K - $634K
|
6.69K
$2.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.47K+ 46.14% |
$540K - $631K
|
4.65K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.47K+ 4.26% |
$539K - $630K
|
35.9K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.46K+ 0.97% |
$535K - $625K
|
151K
$63.4M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.45K+ 15.63% |
$533K - $622K
|
10.7K
$4.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.45K+ 3.01% |
$533K - $622K
|
49.5K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.45K+ 2.0% |
$531K - $620K
|
73.5K
$30.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.44K+ 2.75% |
$531K - $620K
|
53.9K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.44K+ 18.03% |
$530K - $619K
|
9.43K
$3.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.44K+ 12.8% |
$530K - $618K
|
12.7K
$5.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.44K+ 4.97% |
$528K - $616K
|
30.3K
$12.7M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.43K+ 41.95% |
$527K - $616K
|
4.85K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.43K+ 0.05% |
$526K - $614K
|
3.05M
$1.28B
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.42K+ 4.57% |
$521K - $608K
|
32.4K
$13.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
1.42K+ 0.88% |
$521K - $608K
|
163K
$68.4M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.41K+ 4.21% |
$520K - $607K
|
35K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.41K+ 23.77% |
$520K - $607K
|
7.36K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.41K+ 4.38% |
$520K - $607K
|
33.7K
$14.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 49.34% |
$519K - $606K
|
4.27K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.41K+ 54.11% |
$518K - $605K
|
4.01K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.41K+ 45.52% |
$517K - $604K
|
4.5K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.41K+ 0.09% |
$517K - $604K
|
1.54M
$645M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.41K+ 10.73% |
$517K - $603K
|
14.5K
$6.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.4K+ 3.5% |
$516K - $602K
|
41.4K
$17.4M
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 4.66% |
$515K - $602K
|
31.5K
$13.2M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.4K+ 0.45% |
$514K - $600K
|
312K
$131M
|
|
|
May 15, 2024
Q1 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
1.4K+ 2.73% |
$514K - $600K
|
52.5K
$22.1M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.4K+ 11.43% |
$513K - $599K
|
13.6K
$5.71M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.39K+ 149.3% |
$512K - $598K
|
2.33K
$977K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 5.53% |
$512K - $597K
|
26.5K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
1.39K+ 0.77% |
$510K - $596K
|
181K
$76.2M
|