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 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
981+ 86.97% |
$361K - $421K
|
2.11K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
980+ 6.83% |
$360K - $421K
|
15.3K
$6.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
979+ 2.25% |
$360K - $420K
|
44.5K
$18.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
977+ 16.35% |
$359K - $419K
|
6.95K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
975+ 9.95% |
$359K - $419K
|
10.8K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
974+ 5.66% |
$358K - $418K
|
18.2K
$7.64M
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
973New |
$358K - $418K
|
973
$409K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
972+ 8.69% |
$357K - $417K
|
12.2K
$5.11M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
967+ 15.2% |
$356K - $415K
|
7.33K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
965New |
$355K - $414K
|
965
$405K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
964+ 7.73% |
$355K - $414K
|
13.4K
$5.64M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
963New |
$354K - $413K
|
963
$405K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
962+ 4.96% |
$354K - $413K
|
20.3K
$8.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
962+ 1.9% |
$354K - $413K
|
51.5K
$21.6M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
962+ 5.43% |
$354K - $413K
|
18.7K
$7.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
958+ 12.25% |
$352K - $411K
|
8.78K
$3.69M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
955+ 17.42% |
$351K - $410K
|
6.44K
$2.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
954+ 1.04% |
$351K - $410K
|
92.8K
$39M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
954+ 11.58% |
$351K - $410K
|
9.2K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
953+ 9.01% |
$350K - $409K
|
11.5K
$4.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
951+ 25.94% |
$350K - $408K
|
4.62K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
948+ 24.12% |
$349K - $407K
|
4.88K
$2.05M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
947+ 41.17% |
$348K - $407K
|
3.25K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
942+ 1.84% |
$346K - $404K
|
52.1K
$21.9M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
942+ 1.84% |
$346K - $404K
|
52.1K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
In Depth Partners, LLC
Miami, FL |
BUY
|
- |
938+ 2.76% |
$345K - $403K
|
34.9K
$14.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
935+ 3.02% |
$344K - $401K
|
31.9K
$13.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Investment Management
|
BUY
|
- |
925+ 6.59% |
$340K - $397K
|
15K
$6.28M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
920+ 12.58% |
$338K - $395K
|
8.23K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
919+ 0.84% |
$338K - $395K
|
111K
$46.5M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
919+ 0.59% |
$338K - $395K
|
156K
$65.7M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
919+ 15.45% |
$338K - $395K
|
6.87K
$2.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
914+ 10.85% |
$336K - $392K
|
9.34K
$3.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
914+ 68.46% |
$336K - $392K
|
2.25K
$945K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
912+ 1.73% |
$335K - $392K
|
53.7K
$22.6M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
909New |
$334K - $390K
|
909
$382K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
906+ 4.64% |
$333K - $389K
|
20.4K
$8.58M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
904+ 1.77% |
$332K - $388K
|
52.1K
$21.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
904+ 11.64% |
$332K - $388K
|
8.67K
$3.64M
|
|
|
May 07, 2024
Q1 2024
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
903+ 54.46% |
$332K - $388K
|
2.56K
$1.08M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
903+ 3.12% |
$332K - $388K
|
29.9K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
901+ 104.4% |
$331K - $387K
|
1.76K
$741K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
901+ 11.33% |
$331K - $387K
|
8.85K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
900+ 7.97% |
$331K - $386K
|
12.2K
$5.12M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
899+ 8.81% |
$331K - $386K
|
11.1K
$4.67M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
898New |
$330K - $386K
|
898
$377K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
897+ 0.96% |
$330K - $385K
|
94.6K
$39.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
892+ 24.49% |
$328K - $383K
|
4.53K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
891+ 8.75% |
$328K - $383K
|
11.1K
$4.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
887+ 6.83% |
$326K - $381K
|
13.9K
$5.83M
|