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 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
760+ 2.65% |
$279K - $326K
|
29.4K
$12.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
758+ 12.05% |
$279K - $325K
|
7.05K
$2.96M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
757+ 2.23% |
$278K - $325K
|
34.6K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
757+ 1.45% |
$278K - $325K
|
53.1K
$22.3M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
756+ 1.26% |
$278K - $325K
|
60.9K
$25.6M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
755New |
$278K - $324K
|
755
$317K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
751+ 4.9% |
$276K - $322K
|
16.1K
$6.76M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
750+ 12.4% |
$276K - $322K
|
6.8K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
747New |
$275K - $321K
|
747
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
745+ 4.95% |
$274K - $320K
|
15.8K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
743+ 4.24% |
$273K - $319K
|
18.3K
$7.67M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
743+ 2.54% |
$273K - $319K
|
29.9K
$12.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
742+ 81.72% |
$273K - $319K
|
1.65K
$693K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
741+ 1.94% |
$273K - $318K
|
38.9K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
739+ 2.42% |
$272K - $317K
|
31.2K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
736+ 3.33% |
$271K - $316K
|
22.9K
$9.61M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
735+ 2.34% |
$270K - $316K
|
32.2K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
733+ 1.73% |
$270K - $315K
|
43.1K
$18.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
729+ 7.19% |
$268K - $313K
|
10.9K
$4.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
725+ 14.95% |
$267K - $311K
|
5.57K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
724+ 3.84% |
$266K - $311K
|
19.6K
$8.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
723+ 9.24% |
$266K - $310K
|
8.55K
$3.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
722+ 1.0% |
$266K - $310K
|
73.2K
$30.8M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
721+ 38.13% |
$265K - $310K
|
2.61K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
714+ 1.6% |
$263K - $307K
|
45.4K
$19.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
713+ 2.33% |
$262K - $306K
|
31.3K
$13.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
713+ 5.19% |
$262K - $306K
|
14.4K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
713+ 2.14% |
$262K - $306K
|
34.1K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
713+ 16.82% |
$262K - $306K
|
4.95K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
710+ 14.9% |
$261K - $305K
|
5.47K
$2.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
708+ 18.4% |
$260K - $304K
|
4.56K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
704+ 16.24% |
$259K - $302K
|
5.04K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
704+ 7.19% |
$259K - $302K
|
10.5K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
702+ 0.33% |
$258K - $301K
|
213K
$89.6M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
700+ 0.99% |
$257K - $301K
|
71.1K
$29.9M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
700+ 9.66% |
$257K - $301K
|
7.95K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
699+ 2.12% |
$257K - $300K
|
33.6K
$14.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
695+ 1.95% |
$256K - $298K
|
36.3K
$15.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
690New |
$254K - $296K
|
690
$290K
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
690New |
$254K - $296K
|
690
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
689+ 8.32% |
$253K - $296K
|
8.97K
$3.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
686New |
$252K - $295K
|
686
$288K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
685+ 0.35% |
$252K - $294K
|
196K
$82.4M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
683+ 3.07% |
$251K - $293K
|
23K
$9.65M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
679+ 10.91% |
$250K - $292K
|
6.9K
$2.9M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
678+ 2.7% |
$249K - $291K
|
25.8K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
677+ 0.05% |
$249K - $291K
|
1.29M
$543M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
675+ 0.67% |
$248K - $290K
|
102K
$42.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
670+ 4.59% |
$246K - $288K
|
15.3K
$6.41M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
669+ 2.92% |
$246K - $287K
|
23.6K
$9.9M
|