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 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
391+ 4.55% |
$144K - $168K
|
8.98K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
391+ 0.89% |
$144K - $168K
|
44.5K
$18.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
390+ 15.71% |
$143K - $167K
|
2.87K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
390+ 9.06% |
$143K - $167K
|
4.7K
$1.92M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
390+ 1.89% |
$143K - $167K
|
21.1K
$8.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
389+ 0.86% |
$143K - $167K
|
45.8K
$18.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
385+ 4.54% |
$142K - $165K
|
8.87K
$3.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
385+ 6.43% |
$142K - $165K
|
6.37K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
385New |
$142K - $165K
|
385
$157K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
384+ 3.41% |
$141K - $165K
|
11.7K
$4.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
380+ 2.97% |
$140K - $163K
|
13.2K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
379+ 45.72% |
$139K - $163K
|
1.21K
$493K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
377+ 2.52% |
$139K - $162K
|
15.3K
$6.25M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
377+ 8.17% |
$139K - $162K
|
4.99K
$2.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
376+ 4.28% |
$138K - $161K
|
9.17K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
374+ 17.95% |
$138K - $161K
|
2.46K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
373+ 2.04% |
$137K - $160K
|
18.7K
$7.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
370+ 1.23% |
$136K - $159K
|
30.5K
$12.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
369+ 37.58% |
$136K - $158K
|
1.35K
$551K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
368+ 1.48% |
$135K - $158K
|
25.2K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
367+ 2.9% |
$135K - $158K
|
13K
$5.31M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
366+ 4.82% |
$135K - $157K
|
7.96K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
BUY
|
- |
365+ 4.51% |
$134K - $157K
|
8.46K
$3.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
364+ 4.44% |
$134K - $156K
|
8.56K
$3.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
363+ 3.23% |
$133K - $156K
|
11.6K
$4.73M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
363+ 1.84% |
$133K - $156K
|
20.1K
$8.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
362+ 6.28% |
$133K - $155K
|
6.13K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
362+ 3.44% |
$133K - $155K
|
10.9K
$4.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
359+ 8.86% |
$132K - $154K
|
4.41K
$1.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
359+ 1.71% |
$132K - $154K
|
21.4K
$8.72M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
359+ 14.27% |
$132K - $154K
|
2.87K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
358+ 1.74% |
$132K - $154K
|
20.9K
$8.55M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
358+ 2.8% |
$132K - $154K
|
13.1K
$5.36M
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
358+ 8.99% |
$132K - $154K
|
4.34K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
356+ 1.85% |
$131K - $153K
|
19.6K
$8M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
356+ 28.23% |
$131K - $153K
|
1.62K
$660K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
354+ 2.49% |
$130K - $152K
|
14.6K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
354+ 1.41% |
$130K - $152K
|
25.4K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
353+ 7.59% |
$130K - $152K
|
5K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
353+ 1.77% |
$130K - $152K
|
20.4K
$8.31M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
352+ 3.83% |
$129K - $151K
|
9.55K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
352+ 4.41% |
$129K - $151K
|
8.33K
$3.4M
|
|
|
Dec 02, 2024
Q1 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
350+ 3.7% |
$129K - $150K
|
9.8K
$4M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
349+ 0.87% |
$128K - $150K
|
40.6K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
349+ 2.4% |
$128K - $150K
|
14.9K
$6.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
348+ 0.73% |
$128K - $149K
|
47.8K
$19.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
346+ 3.4% |
$127K - $149K
|
10.5K
$4.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
346+ 1.33% |
$127K - $149K
|
26.4K
$10.8M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
345+ 20.95% |
$127K - $148K
|
1.99K
$813K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
344+ 2.45% |
$127K - $148K
|
14.4K
$5.88M
|