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 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
802+ 98.53% |
$295K - $344K
|
1.62K
$761K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
801+ 4.27% |
$295K - $344K
|
19.5K
$9.2M
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
800New |
$294K - $343K
|
800
$377K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
800+ 13.62% |
$294K - $343K
|
6.67K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
799New |
$294K - $343K
|
799
$376K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
797+ 4.49% |
$293K - $342K
|
18.5K
$8.73M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
795+ 16.67% |
$292K - $341K
|
5.57K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
794+ 2.05% |
$292K - $341K
|
39.6K
$18.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
793+ 1.81% |
$292K - $340K
|
44.6K
$21M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
791+ 20.96% |
$291K - $340K
|
4.57K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
787+ 15.72% |
$289K - $338K
|
5.79K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
782+ 3.91% |
$288K - $336K
|
20.8K
$9.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
779+ 6.04% |
$286K - $334K
|
13.7K
$6.44M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
777New |
$286K - $334K
|
777
$366K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
773+ 0.35% |
$284K - $332K
|
221K
$104M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
772+ 6.36% |
$284K - $331K
|
12.9K
$6.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
772+ 1.17% |
$284K - $331K
|
66.6K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
771+ 5.59% |
$284K - $331K
|
14.6K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
770+ 4.91% |
$283K - $331K
|
16.4K
$7.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
769+ 0.53% |
$283K - $330K
|
147K
$69M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
769+ 21.0% |
$283K - $330K
|
4.43K
$2.09M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
767+ 3.11% |
$282K - $329K
|
25.4K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
767+ 15.34% |
$282K - $329K
|
5.77K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
760+ 2.65% |
$279K - $326K
|
29.4K
$13.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
758+ 12.05% |
$279K - $325K
|
7.05K
$3.32M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
757+ 2.23% |
$278K - $325K
|
34.6K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
757+ 1.45% |
$278K - $325K
|
53.1K
$25M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
756+ 1.26% |
$278K - $325K
|
60.9K
$28.7M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
755New |
$278K - $324K
|
755
$356K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
751+ 4.9% |
$276K - $322K
|
16.1K
$7.57M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
750+ 12.4% |
$276K - $322K
|
6.8K
$3.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
747New |
$275K - $321K
|
747
$352K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
745+ 4.95% |
$274K - $320K
|
15.8K
$7.44M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
743+ 4.24% |
$273K - $319K
|
18.3K
$8.59M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
743+ 2.54% |
$273K - $319K
|
29.9K
$14.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
742+ 81.72% |
$273K - $319K
|
1.65K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
741+ 1.94% |
$273K - $318K
|
38.9K
$18.3M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
739+ 2.42% |
$272K - $317K
|
31.2K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
736+ 3.33% |
$271K - $316K
|
22.9K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
735+ 2.34% |
$270K - $316K
|
32.2K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
733+ 1.73% |
$270K - $315K
|
43.1K
$20.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
729+ 7.19% |
$268K - $313K
|
10.9K
$5.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
725+ 14.95% |
$267K - $311K
|
5.57K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
724+ 3.84% |
$266K - $311K
|
19.6K
$9.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
723+ 9.24% |
$266K - $310K
|
8.55K
$4.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
722+ 1.0% |
$266K - $310K
|
73.2K
$34.5M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
721+ 38.13% |
$265K - $310K
|
2.61K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
714+ 1.6% |
$263K - $307K
|
45.4K
$21.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
713+ 2.33% |
$262K - $306K
|
31.3K
$14.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
713+ 5.19% |
$262K - $306K
|
14.4K
$6.8M
|