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 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
164+ 4.46% |
$60.3K - $70.4K
|
3.84K
$1.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
163+ 1.06% |
$59.9K - $70K
|
15.6K
$6.62M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
161+ 1.53% |
$59.2K - $69.1K
|
10.7K
$4.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
160+ 9.45% |
$58.8K - $68.7K
|
1.85K
$789K
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
160+ 0.15% |
$58.8K - $68.7K
|
108K
$45.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
159+ 14.3% |
$58.5K - $68.3K
|
1.27K
$541K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
158+ 0.08% |
$58.1K - $67.8K
|
196K
$83.4M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
158+ 2.97% |
$58.1K - $67.8K
|
5.48K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
158+ 3.93% |
$58.1K - $67.8K
|
4.18K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
157+ 0.22% |
$57.7K - $67.4K
|
71.7K
$30.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
156+ 1.83% |
$57.4K - $67K
|
8.68K
$3.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
156+ 12.54% |
$57.4K - $67K
|
1.4K
$596K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
155+ 11.41% |
$57K - $66.6K
|
1.51K
$644K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
155+ 0.17% |
$57K - $66.6K
|
89.6K
$38.1M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
155+ 0.03% |
$57K - $66.6K
|
530K
$225M
|
|
|
May 15, 2024
Q1 2024
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
155+ 1.16% |
$57K - $66.6K
|
13.5K
$5.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
154+ 0.11% |
$56.6K - $66.1K
|
146K
$62.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
154+ 0.41% |
$56.6K - $66.1K
|
37.7K
$16M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
153+ 0.35% |
$56.3K - $65.7K
|
43.9K
$18.7M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
153+ 6.54% |
$56.3K - $65.7K
|
2.49K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
153+ 5.3% |
$56.3K - $65.7K
|
3.04K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
153+ 0.11% |
$56.3K - $65.7K
|
136K
$58M
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
153+ 13.88% |
$56.3K - $65.7K
|
1.26K
$534K
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
152+ 8.27% |
$55.9K - $65.3K
|
1.99K
$847K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
152+ 0.21% |
$55.9K - $65.3K
|
73.1K
$31.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
151+ 2.23% |
$55.5K - $64.8K
|
6.93K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
151+ 1.8% |
$55.5K - $64.8K
|
8.55K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
149+ 0.79% |
$54.8K - $64K
|
19.1K
$8.12M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
148+ 1.03% |
$54.4K - $63.5K
|
14.5K
$6.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
147+ 0.8% |
$54.1K - $63.1K
|
18.5K
$7.85M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
147+ 6.48% |
$54.1K - $63.1K
|
2.42K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
146+ 0.86% |
$53.7K - $62.7K
|
17K
$7.24M
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
146+ 2.46% |
$53.7K - $62.7K
|
6.07K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
145+ 0.06% |
$53.3K - $62.3K
|
260K
$111M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
145+ 1.37% |
$53.3K - $62.3K
|
10.7K
$4.56M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
145+ 1.09% |
$53.3K - $62.3K
|
13.4K
$5.7M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145+ 6.89% |
$53.3K - $62.3K
|
2.25K
$956K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
145+ 1.96% |
$53.3K - $62.3K
|
7.55K
$3.21M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
144+ 1.91% |
$53K - $61.8K
|
7.68K
$3.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
144+ 1.02% |
$53K - $61.8K
|
14.2K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
144+ 2.76% |
$53K - $61.8K
|
5.36K
$2.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
143+ 4.12% |
$52.6K - $61.4K
|
3.62K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
143+ 0.28% |
$52.6K - $61.4K
|
50.7K
$21.6M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
143+ 0.36% |
$52.6K - $61.4K
|
40.4K
$17.2M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
143+ 14.56% |
$52.6K - $61.4K
|
1.13K
$479K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
141+ 0.67% |
$51.9K - $60.5K
|
21.1K
$8.97M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
140+ 4.95% |
$51.5K - $60.1K
|
2.97K
$1.26M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
139+ 1.35% |
$51.1K - $59.7K
|
10.5K
$4.45M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
139+ 0.29% |
$51.1K - $59.7K
|
47.7K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
139+ 2.26% |
$51.1K - $59.7K
|
6.3K
$2.68M
|