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 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
138+ 2.82% |
$50.7K - $59.3K
|
5.03K
$2.64M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
138+ 1.4% |
$50.7K - $59.3K
|
9.99K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
138+ 9.75% |
$50.7K - $59.3K
|
1.55K
$817K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
136+ 1.03% |
$50K - $58.4K
|
13.3K
$7M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
135+ 0.37% |
$49.6K - $58K
|
36.7K
$19.3M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
135+ 5.71% |
$49.6K - $58K
|
2.5K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
134+ 0.62% |
$49.3K - $57.5K
|
21.9K
$11.5M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
133+ 1.82% |
$48.9K - $57.1K
|
7.44K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
133+ 3.78% |
$48.9K - $57.1K
|
3.66K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
131+ 0.39% |
$48.2K - $56.2K
|
33.5K
$17.6M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
130+ 3.4% |
$47.8K - $55.8K
|
3.96K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Saybrook Capital
|
BUY
|
- |
130+ 12.65% |
$47.8K - $55.8K
|
1.16K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
130+ 1.29% |
$47.8K - $55.8K
|
10.2K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
130+ 0.1% |
$47.8K - $55.8K
|
134K
$70.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
129+ 0.99% |
$47.4K - $55.4K
|
13.2K
$6.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
129+ 1290.0% |
$47.4K - $55.4K
|
139
$73.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
128+ 2.39% |
$47.1K - $55K
|
5.48K
$2.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
127+ 4.73% |
$46.7K - $54.5K
|
2.81K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
126+ 18.53% |
$46.3K - $54.1K
|
806
$424K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
126+ 1.01% |
$46.3K - $54.1K
|
12.6K
$6.61M
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
126+ 1.3% |
$46.3K - $54.1K
|
9.79K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
126+ 0.55% |
$46.3K - $54.1K
|
23.2K
$12.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
125+ 3.15% |
$46K - $53.7K
|
4.1K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
125+ 4.01% |
$46K - $53.7K
|
3.24K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
125+ 2.58% |
$46K - $53.7K
|
4.97K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
125+ 4.33% |
$46K - $53.7K
|
3.02K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
125+ 0.16% |
$46K - $53.7K
|
78.8K
$41.4M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
125+ 0.21% |
$46K - $53.7K
|
59.7K
$31.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
124+ 7.6% |
$45.6K - $53.2K
|
1.76K
$923K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
124+ 1.31% |
$45.6K - $53.2K
|
9.6K
$5.05M
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
124+ 3.16% |
$45.6K - $53.2K
|
4.05K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
123+ 1.22% |
$45.2K - $52.8K
|
10.2K
$5.37M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
123+ 2.0% |
$45.2K - $52.8K
|
6.28K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
123+ 6.93% |
$45.2K - $52.8K
|
1.9K
$997K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
123+ 2.82% |
$45.2K - $52.8K
|
4.48K
$2.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
122+ 0.21% |
$44.9K - $52.4K
|
57.3K
$30.1M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
121+ 4.57% |
$44.5K - $52K
|
2.77K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
121+ 0.66% |
$44.5K - $52K
|
18.4K
$9.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
120+ 1.26% |
$44.1K - $51.5K
|
9.62K
$5.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
119+ 0.17% |
$43.8K - $51.1K
|
68.4K
$36M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.8% |
$43.8K - $51.1K
|
15K
$7.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
119+ 0.87% |
$43.8K - $51.1K
|
13.8K
$7.27M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
119+ 0.27% |
$43.8K - $51.1K
|
43.7K
$23M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
118+ 1.45% |
$43.4K - $50.7K
|
8.28K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
118+ 0.63% |
$43.4K - $50.7K
|
18.7K
$9.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
117+ 0.37% |
$43K - $50.2K
|
32.1K
$16.9M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
117+ 1.64% |
$43K - $50.2K
|
7.27K
$3.82M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
117+ 4.8% |
$43K - $50.2K
|
2.55K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
116+ 0.34% |
$42.7K - $49.8K
|
34.4K
$18.1M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116+ 4.17% |
$42.7K - $49.8K
|
2.9K
$1.52M
|