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 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
325+ 1.36% |
$120K - $140K
|
24.3K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
325+ 10.12% |
$120K - $140K
|
3.54K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
323+ 9.73% |
$119K - $139K
|
3.64K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
323+ 5.69% |
$119K - $139K
|
6K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
322+ 0.75% |
$118K - $138K
|
43.3K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
321+ 0.82% |
$118K - $138K
|
39.3K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
320+ 2.89% |
$118K - $137K
|
11.4K
$4.79M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
319+ 29.21% |
$117K - $137K
|
1.41K
$593K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
318+ 3.32% |
$117K - $137K
|
9.9K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
317+ 12.17% |
$117K - $136K
|
2.92K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
315+ 41.5% |
$116K - $135K
|
1.07K
$451K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
312+ 3.53% |
$115K - $134K
|
9.14K
$3.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
312+ 0.8% |
$115K - $134K
|
39.2K
$16.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
312+ 2.46% |
$115K - $134K
|
13K
$5.46M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
311+ 4.08% |
$114K - $134K
|
7.93K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
310+ 1.73% |
$114K - $133K
|
18.2K
$7.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
309+ 5.57% |
$114K - $133K
|
5.86K
$2.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
309+ 0.72% |
$114K - $133K
|
43.4K
$18.2M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
308+ 1.37% |
$113K - $132K
|
22.8K
$9.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
306+ 5.61% |
$113K - $131K
|
5.76K
$2.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
306+ 1.05% |
$113K - $131K
|
29.6K
$12.4M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
306+ 1.01% |
$113K - $131K
|
30.7K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
305+ 11.09% |
$112K - $131K
|
3.06K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
302+ 1.7% |
$111K - $130K
|
18.1K
$7.6M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
302+ 8.58% |
$111K - $130K
|
3.82K
$1.61M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
301+ 10.32% |
$111K - $129K
|
3.22K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
301+ 1.1% |
$111K - $129K
|
27.6K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
300+ 6.79% |
$110K - $129K
|
4.72K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
300+ 43.1% |
$110K - $129K
|
996
$418K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
299+ 2.23% |
$110K - $128K
|
13.7K
$5.75M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
298+ 1.76% |
$110K - $128K
|
17.3K
$7.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
297+ 2.3% |
$109K - $128K
|
13.2K
$5.54M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
297+ 0.48% |
$109K - $128K
|
61.7K
$25.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
296+ 0.74% |
$109K - $127K
|
40.1K
$16.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
296+ 2.37% |
$109K - $127K
|
12.8K
$5.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
295+ 1.57% |
$108K - $127K
|
19.1K
$8.03M
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
294+ 9.19% |
$108K - $126K
|
3.49K
$1.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
294+ 9.47% |
$108K - $126K
|
3.4K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
294+ 13.27% |
$108K - $126K
|
2.51K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
294+ 2.49% |
$108K - $126K
|
12.1K
$5.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
293+ 2.23% |
$108K - $126K
|
13.4K
$5.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
293+ 7.2% |
$108K - $126K
|
4.36K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
292+ 34.56% |
$107K - $125K
|
1.14K
$478K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
292+ 0.73% |
$107K - $125K
|
40.4K
$17M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
292+ 0.57% |
$107K - $125K
|
51.5K
$21.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
290+ 6.86% |
$107K - $125K
|
4.52K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
289+ 1.51% |
$106K - $124K
|
19.4K
$8.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
288+ 5.66% |
$106K - $124K
|
5.38K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
287+ 6.49% |
$106K - $123K
|
4.71K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
287+ 1.26% |
$106K - $123K
|
23K
$9.67M
|