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 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
274New |
$101K - $118K
|
274
$129K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
274+ 1.19% |
$101K - $118K
|
23.2K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
274+ 6.98% |
$101K - $118K
|
4.2K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
273+ 1.95% |
$100K - $117K
|
14.3K
$6.73M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
272+ 18.45% |
$100K - $117K
|
1.75K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
272+ 1.46% |
$100K - $117K
|
19K
$8.93M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
272+ 1.53% |
$100K - $117K
|
18.1K
$8.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
270+ 0.65% |
$99.3K - $116K
|
42.1K
$19.8M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
270+ 10.51% |
$99.3K - $116K
|
2.84K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
270+ 0.57% |
$99.3K - $116K
|
47.7K
$22.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
269+ 9.47% |
$98.9K - $116K
|
3.11K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
268+ 3.86% |
$98.6K - $115K
|
7.2K
$3.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
268+ 1.14% |
$98.6K - $115K
|
23.8K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
268+ 3.35% |
$98.6K - $115K
|
8.26K
$3.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
267+ 2.31% |
$98.2K - $115K
|
11.8K
$5.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
267+ 1.25% |
$98.2K - $115K
|
21.6K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
266+ 42.77% |
$97.8K - $114K
|
888
$418K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
264+ 1.81% |
$97.1K - $113K
|
14.8K
$6.98M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
264+ 0.49% |
$97.1K - $113K
|
54.5K
$25.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
263+ 0.86% |
$96.7K - $113K
|
30.8K
$14.5M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
263+ 0.59% |
$96.7K - $113K
|
44.5K
$21M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
262+ 3.38% |
$96.4K - $112K
|
8.01K
$3.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
261+ 7.49% |
$96K - $112K
|
3.75K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
261+ 0.98% |
$96K - $112K
|
26.9K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
261+ 4.64% |
$96K - $112K
|
5.89K
$2.77M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
260+ 1.99% |
$95.6K - $112K
|
13.3K
$6.27M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
260+ 12.81% |
$95.6K - $112K
|
2.29K
$1.08M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
260+ 7.91% |
$95.6K - $112K
|
3.55K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
259+ 12.76% |
$95.2K - $111K
|
2.29K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
258+ 0.03% |
$94.9K - $111K
|
944K
$444M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
258+ 9.61% |
$94.9K - $111K
|
2.94K
$1.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
257+ 8.25% |
$94.5K - $110K
|
3.37K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
257+ 2.42% |
$94.5K - $110K
|
10.9K
$5.13M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
257+ 2.48% |
$94.5K - $110K
|
10.6K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Granger Management LLC
|
BUY
|
- |
257+ 3.07% |
$94.5K - $110K
|
8.63K
$4.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
255+ 0.21% |
$93.8K - $109K
|
120K
$56.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
255+ 1.04% |
$93.8K - $109K
|
24.7K
$11.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
254+ 0.36% |
$93.4K - $109K
|
70.5K
$33.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
254+ 1.92% |
$93.4K - $109K
|
13.5K
$6.36M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
254+ 0.92% |
$93.4K - $109K
|
27.8K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
254+ 1.01% |
$93.4K - $109K
|
25.3K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
253+ 2.3% |
$93K - $109K
|
11.3K
$5.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
252+ 7.64% |
$92.7K - $108K
|
3.55K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
251+ 3.01% |
$92.3K - $108K
|
8.6K
$4.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
249+ 4.71% |
$91.6K - $107K
|
5.54K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
249+ 1.64% |
$91.6K - $107K
|
15.4K
$7.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
249+ 1.18% |
$91.6K - $107K
|
21.3K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
248+ 0.52% |
$91.2K - $106K
|
47.8K
$22.5M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
247+ 3.63% |
$90.8K - $106K
|
7.05K
$3.32M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
247+ 3.02% |
$90.8K - $106K
|
8.42K
$3.96M
|