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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.46K+ 0.97% |
$535K - $625K
|
151K
$80.2M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.45K+ 15.63% |
$533K - $622K
|
10.7K
$5.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.45K+ 3.01% |
$533K - $622K
|
49.5K
$26.3M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.45K+ 2.0% |
$531K - $620K
|
73.5K
$39.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.44K+ 2.75% |
$531K - $620K
|
53.9K
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.44K+ 18.03% |
$530K - $619K
|
9.43K
$5.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.44K+ 12.8% |
$530K - $618K
|
12.7K
$6.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.44K+ 4.97% |
$528K - $616K
|
30.3K
$16.1M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.43K+ 41.95% |
$527K - $616K
|
4.85K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.43K+ 0.05% |
$526K - $614K
|
3.05M
$1.62B
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1.42K+ 4.57% |
$521K - $608K
|
32.4K
$17.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
1.42K+ 0.88% |
$521K - $608K
|
163K
$86.5M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.41K+ 4.21% |
$520K - $607K
|
35K
$18.6M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.41K+ 23.77% |
$520K - $607K
|
7.36K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.41K+ 4.38% |
$520K - $607K
|
33.7K
$17.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.41K+ 49.34% |
$519K - $606K
|
4.27K
$2.27M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.41K+ 54.11% |
$518K - $605K
|
4.01K
$2.13M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.41K+ 45.52% |
$517K - $604K
|
4.5K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.41K+ 0.09% |
$517K - $604K
|
1.54M
$816M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.41K+ 10.73% |
$517K - $603K
|
14.5K
$7.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.4K+ 3.5% |
$516K - $602K
|
41.4K
$22M
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 4.66% |
$515K - $602K
|
31.5K
$16.7M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.4K+ 0.45% |
$514K - $600K
|
312K
$166M
|
|
|
May 15, 2024
Q1 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
1.4K+ 2.73% |
$514K - $600K
|
52.5K
$27.9M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.4K+ 11.43% |
$513K - $599K
|
13.6K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.39K+ 149.3% |
$512K - $598K
|
2.33K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 5.53% |
$512K - $597K
|
26.5K
$14.1M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
1.39K+ 0.77% |
$510K - $596K
|
181K
$96.4M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.38K+ 3.18% |
$509K - $594K
|
44.9K
$23.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 2.75% |
$508K - $593K
|
51.7K
$27.5M
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.38KNew |
$508K - $593K
|
1.38K
$734K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.38K+ 156.82% |
$507K - $593K
|
2.26K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.38K+ 0.15% |
$507K - $592K
|
905K
$481M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.38K+ 17.1% |
$506K - $591K
|
9.43K
$5.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.37K+ 39.16% |
$505K - $590K
|
4.88K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.36K+ 2.31% |
$502K - $586K
|
60.4K
$32.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.36K+ 14.69% |
$501K - $585K
|
10.6K
$5.66M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.36K+ 13.52% |
$501K - $585K
|
11.4K
$6.08M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.36K+ 33.91% |
$499K - $582K
|
5.36K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 2.14% |
$498K - $582K
|
64.7K
$34.4M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.35K+ 2.58% |
$498K - $581K
|
53.9K
$28.7M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.35K+ 2.98% |
$498K - $581K
|
46.8K
$24.9M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.35K+ 0.54% |
$498K - $581K
|
254K
$135M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
1.35K+ 2.01% |
$497K - $580K
|
68.6K
$36.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.35K+ 2.48% |
$496K - $579K
|
55.8K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.35K+ 2.01% |
$496K - $579K
|
68.3K
$36.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.35K+ 24.55% |
$495K - $578K
|
6.83K
$3.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.35K+ 2.86% |
$495K - $578K
|
48.4K
$25.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.35K+ 3.76% |
$495K - $578K
|
37.1K
$19.7M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.34K+ 1.57% |
$493K - $575K
|
86.6K
$46M
|