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
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
89.3KNew |
$32.8M - $38.3M
|
89.3K
$37.2M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
88.5K+ 48.91% |
$32.5M - $38M
|
269K
$112M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
88.4K+ 75.35% |
$32.5M - $37.9M
|
206K
$85.8M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
85.2K+ 13.48% |
$31.3M - $36.6M
|
718K
$299M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
85K+ 185.12% |
$31.3M - $36.5M
|
131K
$54.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
80.5K+ 39.15% |
$29.6M - $34.6M
|
286K
$119M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
79.9KNew |
$29.4M - $34.3M
|
79.9K
$33.3M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
79.6K+ 10.57% |
$29.3M - $34.2M
|
833K
$347M
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
78.4K+ 3.76% |
$28.8M - $33.7M
|
2.16M
$902M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
78.1KNew |
$28.7M - $33.5M
|
78.1K
$32.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
77.9K+ 43.0% |
$28.7M - $33.5M
|
259K
$108M
|
|
|
May 15, 2024
Q1 2024
|
Gladstone Capital Management LLP
London, X0 |
BUY
|
- |
76.6K+ 26.93% |
$28.2M - $32.9M
|
361K
$151M
|
|
|
May 15, 2024
Q1 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
76K+ 56.1% |
$28M - $32.6M
|
212K
$88.2M
|
|
|
May 14, 2024
Q1 2024
|
Soma Equity Partners LP
San Francisco, CA |
BUY
|
- |
75.6K+ 45.93% |
$27.8M - $32.5M
|
240K
$100M
|
|
|
May 15, 2024
Q1 2024
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
75KNew |
$27.6M - $32.2M
|
75K
$31.3M
|
|
|
May 14, 2024
Q1 2024
|
Stockbridge Partners LLC
Boston, MA |
BUY
|
- |
74.9K+ 8.0% |
$27.5M - $32.1M
|
1.01M
$421M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
74.8K+ 65.66% |
$27.5M - $32.1M
|
189K
$78.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
74.8K+ 12.34% |
$27.5M - $32.1M
|
681K
$284M
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
74.7K+ 70.14% |
$27.5M - $32.1M
|
181K
$75.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
74.1K+ 17.38% |
$27.3M - $31.8M
|
501K
$209M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73.9K+ 10.6% |
$27.2M - $31.7M
|
771K
$322M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
73.6K+ 0.62% |
$27.1M - $31.6M
|
11.9M
$4.94B
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
73.5KNew |
$27M - $31.5M
|
73.5K
$30.6M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
71.8K+ 35.1% |
$26.4M - $30.8M
|
276K
$115M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
71.4K+ 2.36% |
$26.2M - $30.6M
|
3.1M
$1.29B
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
71.1K+ 4.33% |
$26.1M - $30.5M
|
1.71M
$714M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
70.1K+ 49.31% |
$25.8M - $30.1M
|
212K
$88.5M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
69.7K+ 8.86% |
$25.6M - $29.9M
|
856K
$357M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
69.3KNew |
$25.5M - $29.7M
|
69.3K
$28.9M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
69.3K+ 1.18% |
$25.5M - $29.7M
|
5.92M
$2.47B
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
66.9K+ 43.97% |
$24.6M - $28.7M
|
219K
$91.4M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
66.8K+ 1.0% |
$24.6M - $28.7M
|
6.73M
$2.81B
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
66.1KNew |
$24.3M - $28.4M
|
66.1K
$27.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
65.7K+ 9.93% |
$24.2M - $28.2M
|
727K
$303M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
65K+ 12.33% |
$23.9M - $27.9M
|
592K
$247M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
64.5KNew |
$23.7M - $27.7M
|
64.5K
$26.9M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
63.5K+ 583.96% |
$23.3M - $27.3M
|
74.3K
$31M
|
|
|
May 15, 2024
Q1 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
63.3KNew |
$23.3M - $27.2M
|
63.3K
$26.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
62.9K+ 88615.49% |
$23.1M - $27M
|
63K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
62.7K+ 65.1% |
$23M - $26.9M
|
159K
$66.3M
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
62.3K+ 232.53% |
$22.9M - $26.7M
|
89K
$37.1M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
61.3K+ 9.64% |
$22.5M - $26.3M
|
697K
$291M
|
|
|
May 13, 2024
Q1 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
60.7K+ 5.79% |
$22.3M - $26.1M
|
1.11M
$463M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
60.5K+ 3.41% |
$22.2M - $26M
|
1.83M
$764M
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
60.2K+ 3.05% |
$22.1M - $25.8M
|
2.04M
$849M
|
|
|
May 15, 2024
Q1 2024
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
- |
60K+ 66.67% |
$22.1M - $25.8M
|
150K
$62.6M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
59.9K+ 17.61% |
$22M - $25.7M
|
400K
$167M
|
|
|
May 09, 2024
Q1 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
59.7K+ 5.33% |
$22M - $25.6M
|
1.18M
$492M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59.3KNew |
$21.8M - $25.5M
|
59.3K
$24.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59.3K+ 13.51% |
$21.8M - $25.5M
|
498K
$208M
|