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 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
183+ 6.28% |
$67.3K - $78.6K
|
3.1K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
183+ 3.43% |
$67.3K - $78.6K
|
5.52K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
183+ 11.91% |
$67.3K - $78.6K
|
1.72K
$732K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
182+ 0.4% |
$66.9K - $78.1K
|
45.2K
$19.2M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
182+ 1.58% |
$66.9K - $78.1K
|
11.7K
$4.99M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
182+ 0.85% |
$66.9K - $78.1K
|
21.6K
$9.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
181+ 1.15% |
$66.6K - $77.7K
|
15.9K
$6.76M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
181+ 1.67% |
$66.6K - $77.7K
|
11K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
BUY
|
- |
181+ 0.63% |
$66.6K - $77.7K
|
29K
$12.3M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
180+ 0.49% |
$66.2K - $77.3K
|
37.1K
$15.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
180+ 1.99% |
$66.2K - $77.3K
|
9.22K
$3.92M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
180+ 5.18% |
$66.2K - $77.3K
|
3.65K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
180+ 2.85% |
$66.2K - $77.3K
|
6.5K
$2.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
179+ 0.6% |
$65.8K - $76.9K
|
29.8K
$12.7M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
179+ 2.54% |
$65.8K - $76.9K
|
7.23K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
179+ 2.8% |
$65.8K - $76.9K
|
6.58K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
179+ 1.19% |
$65.8K - $76.9K
|
15.2K
$6.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
178+ 4.09% |
$65.5K - $76.4K
|
4.53K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
178+ 2.13% |
$65.5K - $76.4K
|
8.53K
$3.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
178+ 5.9% |
$65.5K - $76.4K
|
3.2K
$1.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
177+ 0.65% |
$65.1K - $76K
|
27.4K
$11.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
177+ 2.39% |
$65.1K - $76K
|
7.6K
$3.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
177+ 6.28% |
$65.1K - $76K
|
3K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
176+ 0.52% |
$64.7K - $75.6K
|
34.1K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
176+ 0.21% |
$64.7K - $75.6K
|
82.5K
$35.1M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
175+ 1.45% |
$64.4K - $75.1K
|
12.2K
$5.21M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
175+ 0.88% |
$64.4K - $75.1K
|
20.1K
$8.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
174+ 28.11% |
$64K - $74.7K
|
793
$337K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
174+ 2.7% |
$64K - $74.7K
|
6.62K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
174+ 0.99% |
$64K - $74.7K
|
17.7K
$7.53M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
173+ 1.91% |
$63.6K - $74.3K
|
9.21K
$3.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
172+ 1.16% |
$63.3K - $73.9K
|
15.1K
$6.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
172+ 3.36% |
$63.3K - $73.9K
|
5.3K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
172+ 0.38% |
$63.3K - $73.9K
|
45.8K
$19.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
171+ 1.25% |
$62.9K - $73.4K
|
13.9K
$5.9M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
171+ 0.56% |
$62.9K - $73.4K
|
30.9K
$13.2M
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
170+ 27.64% |
$62.5K - $73K
|
785
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
168+ 0.97% |
$61.8K - $72.1K
|
17.4K
$7.42M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
168+ 0.68% |
$61.8K - $72.1K
|
25K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
168+ 1.37% |
$61.8K - $72.1K
|
12.4K
$5.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
167+ 0.68% |
$61.4K - $71.7K
|
24.8K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
167+ 0.29% |
$61.4K - $71.7K
|
58.2K
$24.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
165+ 14.67% |
$60.7K - $70.8K
|
1.29K
$549K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
165+ 0.2% |
$60.7K - $70.8K
|
81.3K
$34.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
165+ 1.93% |
$60.7K - $70.8K
|
8.69K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
165+ 0.44% |
$60.7K - $70.8K
|
37.6K
$16M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
164+ 1.96% |
$60.3K - $70.4K
|
8.53K
$3.63M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
164+ 0.3% |
$60.3K - $70.4K
|
55.6K
$23.7M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
164+ 0.88% |
$60.3K - $70.4K
|
18.7K
$7.97M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
164+ 0.47% |
$60.3K - $70.4K
|
35.1K
$14.9M
|