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 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
884+ 18.52% |
$325K - $380K
|
5.66K
$2.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
883+ 11.09% |
$325K - $379K
|
8.85K
$3.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
879+ 4.14% |
$323K - $377K
|
22.1K
$9.3M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
873+ 8.19% |
$321K - $375K
|
11.5K
$4.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
870+ 5.29% |
$320K - $374K
|
17.3K
$7.28M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
868+ 8.62% |
$319K - $373K
|
10.9K
$4.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
858+ 10.42% |
$316K - $368K
|
9.09K
$3.82M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
854New |
$314K - $367K
|
854
$359K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
847New |
$311K - $364K
|
847
$356K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
842+ 2.62% |
$310K - $362K
|
32.9K
$13.8M
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
841+ 79.12% |
$309K - $361K
|
1.9K
$800K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
840+ 12.29% |
$309K - $361K
|
7.68K
$3.22M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
840+ 16.41% |
$309K - $361K
|
5.96K
$2.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
837+ 6.48% |
$308K - $359K
|
13.8K
$5.78M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
837+ 14.37% |
$308K - $359K
|
6.66K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
835+ 42.24% |
$307K - $359K
|
2.81K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
829New |
$305K - $356K
|
829
$348K
|
|
|
May 09, 2024
Q1 2024
|
Nkcfo LLC
|
BUY
|
- |
825+ 1.93% |
$303K - $354K
|
43.7K
$18.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
824+ 2.08% |
$303K - $354K
|
40.4K
$17M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
816New |
$300K - $350K
|
816
$343K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
813+ 4.57% |
$299K - $349K
|
18.6K
$7.81M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
813+ 3.08% |
$299K - $349K
|
27.2K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
810+ 14.11% |
$298K - $348K
|
6.55K
$2.75M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
805+ 26.38% |
$296K - $346K
|
3.86K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
805+ 4.46% |
$296K - $346K
|
18.8K
$7.92M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
803+ 28.21% |
$295K - $345K
|
3.65K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
802+ 10.08% |
$295K - $344K
|
8.76K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
802+ 98.53% |
$295K - $344K
|
1.62K
$679K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
801+ 4.27% |
$295K - $344K
|
19.5K
$8.21M
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
800New |
$294K - $343K
|
800
$336K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
800+ 13.62% |
$294K - $343K
|
6.67K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
799New |
$294K - $343K
|
799
$336K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
797+ 4.49% |
$293K - $342K
|
18.5K
$7.79M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
795+ 16.67% |
$292K - $341K
|
5.57K
$2.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
794+ 2.05% |
$292K - $341K
|
39.6K
$16.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
793+ 1.81% |
$292K - $340K
|
44.6K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
791+ 20.96% |
$291K - $340K
|
4.57K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
787+ 15.72% |
$289K - $338K
|
5.79K
$2.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
782+ 3.91% |
$288K - $336K
|
20.8K
$8.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
779+ 6.04% |
$286K - $334K
|
13.7K
$5.75M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
777New |
$286K - $334K
|
777
$326K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
773+ 0.35% |
$284K - $332K
|
221K
$92.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
772+ 6.36% |
$284K - $331K
|
12.9K
$5.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
772+ 1.17% |
$284K - $331K
|
66.6K
$28M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
771+ 5.59% |
$284K - $331K
|
14.6K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
770+ 4.91% |
$283K - $331K
|
16.4K
$6.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
769+ 0.53% |
$283K - $330K
|
147K
$61.6M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
769+ 21.0% |
$283K - $330K
|
4.43K
$1.86M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
767+ 3.11% |
$282K - $329K
|
25.4K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
767+ 15.34% |
$282K - $329K
|
5.77K
$2.42M
|