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 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
306+ 1.05% |
$113K - $131K
|
29.6K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
306+ 1.01% |
$113K - $131K
|
30.7K
$14.5M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
306+ 2.45% |
$113K - $131K
|
12.8K
$6.03M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
305+ 11.09% |
$112K - $131K
|
3.06K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
302+ 1.7% |
$111K - $130K
|
18.1K
$8.52M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
302+ 8.58% |
$111K - $130K
|
3.82K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
301+ 10.32% |
$111K - $129K
|
3.22K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
301+ 1.1% |
$111K - $129K
|
27.6K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
300+ 6.79% |
$110K - $129K
|
4.72K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
300+ 43.1% |
$110K - $129K
|
996
$469K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
299+ 2.23% |
$110K - $128K
|
13.7K
$6.45M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
298+ 1.76% |
$110K - $128K
|
17.3K
$8.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
297+ 2.3% |
$109K - $128K
|
13.2K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
297+ 0.48% |
$109K - $128K
|
61.7K
$29.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
296+ 0.74% |
$109K - $127K
|
40.1K
$18.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
296+ 2.37% |
$109K - $127K
|
12.8K
$6.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
295+ 1.57% |
$108K - $127K
|
19.1K
$9M
|
|
|
Apr 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
294+ 9.19% |
$108K - $126K
|
3.49K
$1.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
294+ 9.47% |
$108K - $126K
|
3.4K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
294+ 13.27% |
$108K - $126K
|
2.51K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
294+ 2.49% |
$108K - $126K
|
12.1K
$5.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
293+ 2.23% |
$108K - $126K
|
13.4K
$6.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
293+ 7.2% |
$108K - $126K
|
4.36K
$2.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
292+ 34.56% |
$107K - $125K
|
1.14K
$535K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
292+ 0.73% |
$107K - $125K
|
40.4K
$19M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
292+ 0.57% |
$107K - $125K
|
51.5K
$24.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
290+ 6.86% |
$107K - $125K
|
4.52K
$2.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
289+ 1.51% |
$106K - $124K
|
19.4K
$9.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
288+ 5.66% |
$106K - $124K
|
5.38K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
287+ 6.49% |
$106K - $123K
|
4.71K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
287+ 1.26% |
$106K - $123K
|
23K
$10.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
286+ 3.52% |
$105K - $123K
|
8.4K
$3.96M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
286+ 13.1% |
$105K - $123K
|
2.47K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
286+ 0.6% |
$105K - $123K
|
48.3K
$22.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
285+ 1.46% |
$105K - $122K
|
19.7K
$9.3M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
285+ 1.56% |
$105K - $122K
|
18.6K
$8.75M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
285+ 2.22% |
$105K - $122K
|
13.1K
$6.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
284+ 2.0% |
$104K - $122K
|
14.5K
$6.82M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
283+ 0.83% |
$104K - $122K
|
34.2K
$16.1M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
282+ 1.93% |
$104K - $121K
|
14.9K
$7.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
281+ 29.67% |
$103K - $121K
|
1.23K
$578K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
281+ 3.26% |
$103K - $121K
|
8.91K
$4.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
280+ 0.44% |
$103K - $120K
|
64.6K
$30.4M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
280+ 2.14% |
$103K - $120K
|
13.4K
$6.3M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
280+ 7.25% |
$103K - $120K
|
4.14K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
279+ 3.86% |
$103K - $120K
|
7.51K
$3.54M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
277+ 6.18% |
$102K - $119K
|
4.76K
$2.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
277+ 7.35% |
$102K - $119K
|
4.05K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
276+ 0.12% |
$101K - $119K
|
225K
$106M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
275+ 2.56% |
$101K - $118K
|
11K
$5.19M
|