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 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
373+ 2.04% |
$137K - $160K
|
18.7K
$7.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
370+ 1.23% |
$136K - $159K
|
30.5K
$12.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
369+ 37.58% |
$136K - $158K
|
1.35K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
368+ 1.48% |
$135K - $158K
|
25.2K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
367+ 2.9% |
$135K - $158K
|
13K
$5.46M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
366+ 4.82% |
$135K - $157K
|
7.96K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
365+ 4.51% |
$134K - $157K
|
8.46K
$3.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
364+ 4.44% |
$134K - $156K
|
8.56K
$3.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
363+ 3.23% |
$133K - $156K
|
11.6K
$4.87M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
363+ 1.84% |
$133K - $156K
|
20.1K
$8.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
362+ 6.28% |
$133K - $155K
|
6.13K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
362+ 3.44% |
$133K - $155K
|
10.9K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
359+ 8.86% |
$132K - $154K
|
4.41K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
359+ 1.71% |
$132K - $154K
|
21.4K
$8.98M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
359+ 14.27% |
$132K - $154K
|
2.87K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
358+ 1.74% |
$132K - $154K
|
20.9K
$8.8M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
358+ 2.8% |
$132K - $154K
|
13.1K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
358+ 8.99% |
$132K - $154K
|
4.34K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
356+ 1.85% |
$131K - $153K
|
19.6K
$8.24M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
356+ 28.23% |
$131K - $153K
|
1.62K
$679K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
354+ 2.49% |
$130K - $152K
|
14.6K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
354+ 1.41% |
$130K - $152K
|
25.4K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
353+ 7.59% |
$130K - $152K
|
5K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
353+ 1.77% |
$130K - $152K
|
20.4K
$8.55M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
352+ 3.83% |
$129K - $151K
|
9.55K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
352+ 4.41% |
$129K - $151K
|
8.33K
$3.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
349+ 0.87% |
$128K - $150K
|
40.6K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
349+ 2.4% |
$128K - $150K
|
14.9K
$6.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
348+ 0.73% |
$128K - $149K
|
47.8K
$20.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
346+ 3.4% |
$127K - $149K
|
10.5K
$4.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
346+ 1.33% |
$127K - $149K
|
26.4K
$11.1M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
345+ 20.95% |
$127K - $148K
|
1.99K
$837K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
344+ 2.45% |
$127K - $148K
|
14.4K
$6.05M
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
343+ 1.09% |
$126K - $147K
|
31.7K
$13.3M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
343+ 4.0% |
$126K - $147K
|
8.92K
$3.75M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
342+ 0.29% |
$126K - $147K
|
119K
$50.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
341+ 0.49% |
$125K - $146K
|
69.7K
$29.3M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
341+ 51.2% |
$125K - $146K
|
1.01K
$423K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
340+ 2.06% |
$125K - $146K
|
16.9K
$7.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
338+ 8.87% |
$124K - $145K
|
4.15K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
337+ 29.88% |
$124K - $145K
|
1.47K
$616K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
337+ 6.35% |
$124K - $145K
|
5.64K
$2.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
336+ 2.61% |
$124K - $144K
|
13.2K
$5.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
331+ 37.66% |
$122K - $142K
|
1.21K
$508K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
331+ 5.64% |
$122K - $142K
|
6.2K
$2.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
BUY
|
- |
330+ 0.86% |
$121K - $142K
|
38.8K
$16.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
329+ 9.07% |
$121K - $141K
|
3.96K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
327+ 6.61% |
$120K - $140K
|
5.28K
$2.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
326+ 2.67% |
$120K - $140K
|
12.5K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
326+ 0.27% |
$120K - $140K
|
123K
$51.7M
|