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 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
107+ 2.68% |
$39.3K - $45.9K
|
4.09K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
106+ 0.6% |
$39K - $45.5K
|
17.7K
$8.35M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
106+ 5.52% |
$39K - $45.5K
|
2.03K
$955K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
106+ 8.55% |
$39K - $45.5K
|
1.35K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
106+ 0.71% |
$39K - $45.5K
|
14.9K
$7.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
105+ 0.73% |
$38.6K - $45.1K
|
14.6K
$6.86M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
105+ 0.74% |
$38.6K - $45.1K
|
14.4K
$6.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
104+ 1.44% |
$38.2K - $44.7K
|
7.34K
$3.46M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
104+ 1.56% |
$38.2K - $44.7K
|
6.77K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
103+ 3.67% |
$37.9K - $44.2K
|
2.91K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
103+ 2.96% |
$37.9K - $44.2K
|
3.59K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
102+ 8.47% |
$37.5K - $43.8K
|
1.31K
$615K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
102+ 0.33% |
$37.5K - $43.8K
|
31.2K
$14.7M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
101+ 4.13% |
$37.1K - $43.4K
|
2.55K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
101+ 9.97% |
$37.1K - $43.4K
|
1.11K
$525K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
101+ 5.03% |
$37.1K - $43.4K
|
2.11K
$993K
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
100+ 0.09% |
$36.8K - $42.9K
|
111K
$52.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
100+ 3.14% |
$36.8K - $42.9K
|
3.28K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
100+ 2.58% |
$36.8K - $42.9K
|
3.97K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 0.49% |
$36.8K - $42.9K
|
20.6K
$9.7M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
100+ 0.22% |
$36.8K - $42.9K
|
44.9K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.41% |
$36.8K - $42.9K
|
24.6K
$11.6M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
99+ 14.08% |
$36.4K - $42.5K
|
802
$378K
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
99+ 8.89% |
$36.4K - $42.5K
|
1.21K
$571K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
98+ 2.24% |
$36K - $42.1K
|
4.48K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
98+ 0.73% |
$36K - $42.1K
|
13.5K
$6.36M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
98+ 0.99% |
$36K - $42.1K
|
10K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
97+ 5.67% |
$35.7K - $41.6K
|
1.81K
$851K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
96+ 1.05% |
$35.3K - $41.2K
|
9.27K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
96+ 3.41% |
$35.3K - $41.2K
|
2.91K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
96+ 8.46% |
$35.3K - $41.2K
|
1.23K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
95+ 0.59% |
$34.9K - $40.8K
|
16.3K
$7.67M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
95+ 3.21% |
$34.9K - $40.8K
|
3.05K
$1.44M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
95+ 0.44% |
$34.9K - $40.8K
|
21.6K
$10.2M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
94+ 0.1% |
$34.6K - $40.4K
|
90.5K
$42.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
94+ 0.72% |
$34.6K - $40.4K
|
13.2K
$6.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
93+ 1.11% |
$34.2K - $39.9K
|
8.5K
$4M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
92+ 0.26% |
$33.8K - $39.5K
|
34.8K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
92+ 0.99% |
$33.8K - $39.5K
|
9.39K
$4.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
91+ 1.3% |
$33.5K - $39.1K
|
7.1K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
91+ 1.6% |
$33.5K - $39.1K
|
5.78K
$2.72M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
91+ 1.22% |
$33.5K - $39.1K
|
7.53K
$3.55M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
90+ 0.93% |
$33.1K - $38.6K
|
9.75K
$4.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
90+ 0.64% |
$33.1K - $38.6K
|
14.2K
$6.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
90+ 1.62% |
$33.1K - $38.6K
|
5.65K
$2.66M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
90+ 0.94% |
$33.1K - $38.6K
|
9.62K
$4.53M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
90+ 1.69% |
$33.1K - $38.6K
|
5.41K
$2.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
89+ 0.73% |
$32.7K - $38.2K
|
12.3K
$5.79M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
89+ 0.19% |
$32.7K - $38.2K
|
48K
$22.6M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
89+ 1.15% |
$32.7K - $38.2K
|
7.84K
$3.69M
|