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
|
Seaview Investment Managers LLC
|
BUY
|
- |
480+ 2.03% |
$177K - $206K
|
24.1K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
479+ 3.99% |
$176K - $206K
|
12.5K
$5.25M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
478+ 5.17% |
$176K - $205K
|
9.73K
$4.09M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
477+ 3.19% |
$175K - $205K
|
15.4K
$6.49M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
476+ 24.0% |
$175K - $204K
|
2.46K
$1.03M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
475+ 4.05% |
$175K - $204K
|
12.2K
$5.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
475+ 3.64% |
$175K - $204K
|
13.5K
$5.68M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
475+ 2.94% |
$175K - $204K
|
16.6K
$6.98M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
475+ 6.75% |
$175K - $204K
|
7.51K
$3.16M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
473+ 0.31% |
$174K - $203K
|
151K
$63.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
472+ 83.1% |
$174K - $203K
|
1.04K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
470+ 6.28% |
$173K - $202K
|
7.95K
$3.34M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
469+ 11.26% |
$172K - $201K
|
4.64K
$1.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
467+ 2.1% |
$172K - $201K
|
22.7K
$9.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
467+ 3.07% |
$172K - $201K
|
15.7K
$6.59M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
465+ 4.31% |
$171K - $200K
|
11.3K
$4.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
464+ 4.56% |
$171K - $199K
|
10.6K
$4.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
464+ 12.83% |
$171K - $199K
|
4.08K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
462+ 5.02% |
$170K - $198K
|
9.67K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
462+ 2.84% |
$170K - $198K
|
16.7K
$7.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
461+ 31.75% |
$170K - $198K
|
1.91K
$804K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
460+ 44.92% |
$169K - $198K
|
1.48K
$624K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
459+ 8.87% |
$169K - $197K
|
5.64K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
459+ 1.32% |
$169K - $197K
|
35.3K
$14.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
458+ 1.27% |
$168K - $197K
|
36.4K
$15.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
455+ 0.66% |
$167K - $195K
|
68.9K
$28.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
455+ 8.47% |
$167K - $195K
|
5.83K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
454+ 0.55% |
$167K - $195K
|
82.6K
$34.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
452+ 1.91% |
$166K - $194K
|
24.2K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
452+ 2.72% |
$166K - $194K
|
17.1K
$7.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
451+ 24.04% |
$166K - $194K
|
2.33K
$978K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
447+ 7.14% |
$164K - $192K
|
6.71K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
446+ 36.0% |
$164K - $191K
|
1.69K
$708K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
444+ 0.15% |
$163K - $191K
|
289K
$121M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
443+ 17.24% |
$163K - $190K
|
3.01K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
443+ 5.68% |
$163K - $190K
|
8.25K
$3.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
442+ 0.53% |
$163K - $190K
|
84.3K
$35.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
441+ 3.04% |
$162K - $189K
|
15K
$6.28M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
437+ 4.03% |
$161K - $188K
|
11.3K
$4.74M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
435+ 0.23% |
$160K - $187K
|
189K
$79.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
433+ 1.4% |
$159K - $186K
|
31.3K
$13.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
433+ 0.52% |
$159K - $186K
|
84.4K
$35.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
433+ 0.59% |
$159K - $186K
|
74.2K
$31.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
433+ 4.82% |
$159K - $186K
|
9.41K
$3.95M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
433+ 79.45% |
$159K - $186K
|
978
$411K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
430+ 8.18% |
$158K - $185K
|
5.69K
$2.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
428+ 0.46% |
$157K - $184K
|
92.9K
$39M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
427+ 1.53% |
$157K - $183K
|
28.4K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
426+ 2.08% |
$157K - $183K
|
20.9K
$8.8M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
425+ 2.77% |
$156K - $182K
|
15.8K
$6.63M
|