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 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
506+ 0.95% |
$186K - $217K
|
53.6K
$25.2M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
504+ 5.94% |
$185K - $216K
|
8.98K
$4.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
503+ 1.35% |
$185K - $216K
|
37.8K
$17.8M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
502+ 6.5% |
$185K - $216K
|
8.23K
$3.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
500+ 5.41% |
$184K - $215K
|
9.75K
$4.59M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
500+ 24.11% |
$184K - $215K
|
2.57K
$1.21M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
498+ 11.59% |
$183K - $214K
|
4.79K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
BUY
|
- |
497+ 2.44% |
$183K - $213K
|
20.8K
$9.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
497+ 4.99% |
$183K - $213K
|
10.5K
$4.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
496+ 30.13% |
$182K - $213K
|
2.14K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
495New |
$182K - $213K
|
495
$233K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
494New |
$182K - $212K
|
494
$233K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
494+ 1.47% |
$182K - $212K
|
34.2K
$16.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
493+ 4.5% |
$181K - $212K
|
11.4K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
493+ 0.65% |
$181K - $212K
|
76.8K
$36.2M
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
490+ 36.54% |
$180K - $210K
|
1.83K
$862K
|
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
489New |
$180K - $210K
|
489
$230K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
489+ 6.24% |
$180K - $210K
|
8.32K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
488New |
$179K - $210K
|
488
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
486+ 2.23% |
$179K - $209K
|
22.3K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
485+ 1.5% |
$178K - $208K
|
32.9K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
485+ 0.67% |
$178K - $208K
|
72.4K
$34.1M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
484+ 2.84% |
$178K - $208K
|
17.5K
$8.25M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
481+ 25.46% |
$177K - $207K
|
2.37K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
481+ 0.22% |
$177K - $207K
|
220K
$104M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
480+ 50.1% |
$177K - $206K
|
1.44K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
480+ 2.03% |
$177K - $206K
|
24.1K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
479+ 3.99% |
$176K - $206K
|
12.5K
$5.88M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
478+ 5.17% |
$176K - $205K
|
9.73K
$4.58M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
477+ 3.19% |
$175K - $205K
|
15.4K
$7.27M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
476+ 24.0% |
$175K - $204K
|
2.46K
$1.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
475+ 4.05% |
$175K - $204K
|
12.2K
$5.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
475+ 3.64% |
$175K - $204K
|
13.5K
$6.37M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
475+ 2.94% |
$175K - $204K
|
16.6K
$7.83M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
475+ 6.75% |
$175K - $204K
|
7.51K
$3.54M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
473+ 0.31% |
$174K - $203K
|
151K
$71.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
472+ 83.1% |
$174K - $203K
|
1.04K
$490K
|
|
|
May 14, 2024
Q1 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
470+ 6.28% |
$173K - $202K
|
7.95K
$3.74M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
469+ 11.26% |
$172K - $201K
|
4.64K
$2.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
467+ 2.1% |
$172K - $201K
|
22.7K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
467+ 3.07% |
$172K - $201K
|
15.7K
$7.39M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
465+ 4.31% |
$171K - $200K
|
11.3K
$5.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
464+ 4.56% |
$171K - $199K
|
10.6K
$5.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
464+ 12.83% |
$171K - $199K
|
4.08K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
462+ 5.02% |
$170K - $198K
|
9.67K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
462+ 2.84% |
$170K - $198K
|
16.7K
$7.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
BUY
|
- |
461+ 31.75% |
$170K - $198K
|
1.91K
$901K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
460+ 44.92% |
$169K - $198K
|
1.48K
$699K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
459+ 8.87% |
$169K - $197K
|
5.64K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
459+ 1.32% |
$169K - $197K
|
35.3K
$16.6M
|