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 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
125+ 0.16% |
$46K - $53.7K
|
78.8K
$32.2M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
125+ 0.21% |
$46K - $53.7K
|
59.7K
$24.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
124+ 7.6% |
$45.6K - $53.2K
|
1.76K
$717K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
124+ 1.31% |
$45.6K - $53.2K
|
9.6K
$3.92M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
123+ 1.22% |
$45.2K - $52.8K
|
10.2K
$4.17M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
123+ 2.0% |
$45.2K - $52.8K
|
6.28K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
123+ 6.93% |
$45.2K - $52.8K
|
1.9K
$774K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
123+ 2.82% |
$45.2K - $52.8K
|
4.48K
$1.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
122+ 0.21% |
$44.9K - $52.4K
|
57.3K
$23.4M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
121+ 4.57% |
$44.5K - $52K
|
2.77K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
121+ 0.66% |
$44.5K - $52K
|
18.4K
$7.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
120+ 1.26% |
$44.1K - $51.5K
|
9.62K
$3.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
119+ 0.17% |
$43.8K - $51.1K
|
68.4K
$27.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.8% |
$43.8K - $51.1K
|
15K
$6.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
119+ 0.87% |
$43.8K - $51.1K
|
13.8K
$5.65M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
119+ 0.27% |
$43.8K - $51.1K
|
43.7K
$17.8M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
118+ 1.45% |
$43.4K - $50.7K
|
8.28K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
118+ 0.63% |
$43.4K - $50.7K
|
18.7K
$7.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
117+ 0.37% |
$43K - $50.2K
|
32.1K
$13.1M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
117+ 1.64% |
$43K - $50.2K
|
7.27K
$2.97M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
117+ 4.8% |
$43K - $50.2K
|
2.55K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
116+ 0.34% |
$42.7K - $49.8K
|
34.4K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
116+ 4.17% |
$42.7K - $49.8K
|
2.9K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
115+ 0.73% |
$42.3K - $49.4K
|
15.8K
$6.45M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
113+ 0.22% |
$41.6K - $48.5K
|
50.9K
$20.8M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
112+ 9.41% |
$41.2K - $48.1K
|
1.3K
$531K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
111+ 3.57% |
$40.8K - $47.7K
|
3.22K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
111+ 6.02% |
$40.8K - $47.7K
|
1.96K
$798K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
111+ 1.17% |
$40.8K - $47.7K
|
9.63K
$3.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
110+ 0.37% |
$40.5K - $47.2K
|
30.1K
$12.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
109+ 0.37% |
$40.1K - $46.8K
|
29.2K
$11.9M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
109+ 1.13% |
$40.1K - $46.8K
|
9.77K
$3.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108+ 2.58% |
$39.7K - $46.4K
|
4.29K
$1.75M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
108+ 7.43% |
$39.7K - $46.4K
|
1.56K
$638K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
107+ 2.68% |
$39.3K - $45.9K
|
4.09K
$1.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
106+ 0.6% |
$39K - $45.5K
|
17.7K
$7.24M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
106+ 5.52% |
$39K - $45.5K
|
2.03K
$827K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
106+ 8.55% |
$39K - $45.5K
|
1.35K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
106+ 0.71% |
$39K - $45.5K
|
14.9K
$6.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
105+ 0.73% |
$38.6K - $45.1K
|
14.6K
$5.94M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 0.74% |
$38.6K - $45.1K
|
14.4K
$5.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
104+ 1.44% |
$38.2K - $44.7K
|
7.34K
$3M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
104+ 1.56% |
$38.2K - $44.7K
|
6.77K
$2.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
103+ 3.67% |
$37.9K - $44.2K
|
2.91K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
103+ 2.96% |
$37.9K - $44.2K
|
3.59K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
102+ 8.47% |
$37.5K - $43.8K
|
1.31K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
102+ 0.33% |
$37.5K - $43.8K
|
31.2K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
101+ 4.13% |
$37.1K - $43.4K
|
2.55K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
101+ 9.97% |
$37.1K - $43.4K
|
1.11K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
101+ 5.03% |
$37.1K - $43.4K
|
2.11K
$861K
|