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 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
286+ 3.52% |
$105K - $123K
|
8.4K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
286+ 13.1% |
$105K - $123K
|
2.47K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
286+ 0.6% |
$105K - $123K
|
48.3K
$20.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
285+ 1.46% |
$105K - $122K
|
19.7K
$8.29M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
285+ 1.56% |
$105K - $122K
|
18.6K
$7.81M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
285+ 2.22% |
$105K - $122K
|
13.1K
$5.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
284+ 2.0% |
$104K - $122K
|
14.5K
$6.09M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
283+ 0.83% |
$104K - $122K
|
34.2K
$14.4M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
282+ 1.93% |
$104K - $121K
|
14.9K
$6.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
281+ 29.67% |
$103K - $121K
|
1.23K
$516K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
281+ 3.26% |
$103K - $121K
|
8.91K
$3.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
280+ 0.44% |
$103K - $120K
|
64.6K
$27.1M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
280+ 2.14% |
$103K - $120K
|
13.4K
$5.62M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
280+ 7.25% |
$103K - $120K
|
4.14K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
279+ 3.86% |
$103K - $120K
|
7.51K
$3.15M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
277+ 6.18% |
$102K - $119K
|
4.76K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
277+ 7.35% |
$102K - $119K
|
4.05K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
276+ 0.12% |
$101K - $119K
|
225K
$94.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
275+ 2.56% |
$101K - $118K
|
11K
$4.63M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
274New |
$101K - $118K
|
274
$115K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
274+ 1.19% |
$101K - $118K
|
23.2K
$9.77M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
274+ 6.98% |
$101K - $118K
|
4.2K
$1.77M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
273+ 1.95% |
$100K - $117K
|
14.3K
$6M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
272+ 18.45% |
$100K - $117K
|
1.75K
$734K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
272+ 1.46% |
$100K - $117K
|
19K
$7.96M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
272+ 1.53% |
$100K - $117K
|
18.1K
$7.59M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
270+ 0.65% |
$99.3K - $116K
|
42.1K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
270+ 10.51% |
$99.3K - $116K
|
2.84K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
270+ 0.57% |
$99.3K - $116K
|
47.7K
$20M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
269+ 9.47% |
$98.9K - $116K
|
3.11K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
268+ 3.86% |
$98.6K - $115K
|
7.2K
$3.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
268+ 1.14% |
$98.6K - $115K
|
23.8K
$9.98M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
268+ 3.35% |
$98.6K - $115K
|
8.26K
$3.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
267+ 2.31% |
$98.2K - $115K
|
11.8K
$4.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
267+ 1.25% |
$98.2K - $115K
|
21.6K
$9.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
266+ 42.77% |
$97.8K - $114K
|
888
$373K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
264+ 1.81% |
$97.1K - $113K
|
14.8K
$6.22M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
264+ 0.49% |
$97.1K - $113K
|
54.5K
$22.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
263+ 0.86% |
$96.7K - $113K
|
30.8K
$13M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
263+ 0.59% |
$96.7K - $113K
|
44.5K
$18.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
262+ 3.38% |
$96.4K - $112K
|
8.01K
$3.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
261+ 7.49% |
$96K - $112K
|
3.75K
$1.57M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
261+ 0.98% |
$96K - $112K
|
26.9K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
261+ 4.64% |
$96K - $112K
|
5.89K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
260+ 1.99% |
$95.6K - $112K
|
13.3K
$5.6M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
260+ 12.81% |
$95.6K - $112K
|
2.29K
$962K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
259+ 12.76% |
$95.2K - $111K
|
2.29K
$961K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
258+ 0.03% |
$94.9K - $111K
|
944K
$396M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
257+ 8.25% |
$94.5K - $110K
|
3.37K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
257+ 2.42% |
$94.5K - $110K
|
10.9K
$4.57M
|