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 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
92+ 0.99% |
$33.8K - $39.5K
|
9.39K
$4.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
91+ 1.3% |
$33.5K - $39.1K
|
7.1K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
91+ 1.6% |
$33.5K - $39.1K
|
5.78K
$3.04M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
91+ 1.22% |
$33.5K - $39.1K
|
7.53K
$3.96M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
90+ 0.93% |
$33.1K - $38.6K
|
9.75K
$5.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
90+ 0.64% |
$33.1K - $38.6K
|
14.2K
$7.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
90+ 1.62% |
$33.1K - $38.6K
|
5.65K
$2.97M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
90+ 0.94% |
$33.1K - $38.6K
|
9.62K
$5.06M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
90+ 1.69% |
$33.1K - $38.6K
|
5.41K
$2.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
89+ 0.73% |
$32.7K - $38.2K
|
12.3K
$6.46M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
89+ 0.19% |
$32.7K - $38.2K
|
48K
$25.3M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
89+ 1.15% |
$32.7K - $38.2K
|
7.84K
$4.12M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
88+ 0.78% |
$32.4K - $37.8K
|
11.4K
$6.01M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
87+ 10.26% |
$32K - $37.4K
|
935
$492K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
86+ 0.61% |
$31.6K - $36.9K
|
14.2K
$7.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
86+ 8.71% |
$31.6K - $36.9K
|
1.07K
$564K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
86+ 8.51% |
$31.6K - $36.9K
|
1.1K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
85+ 4.3% |
$31.3K - $36.5K
|
2.06K
$1.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
84+ 4.48% |
$30.9K - $36.1K
|
1.96K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
84+ 1.59% |
$30.9K - $36.1K
|
5.38K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
84+ 0.28% |
$30.9K - $36.1K
|
30.1K
$15.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
83+ 2.85% |
$30.5K - $35.6K
|
3K
$1.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83+ 24.13% |
$30.5K - $35.6K
|
427
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
82+ 36.77% |
$30.2K - $35.2K
|
305
$160K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
82+ 4.82% |
$30.2K - $35.2K
|
1.79K
$938K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
82+ 1.91% |
$30.2K - $35.2K
|
4.37K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
82+ 0.48% |
$30.2K - $35.2K
|
17.3K
$9.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
81+ 0.41% |
$29.8K - $34.8K
|
19.6K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
81+ 0.39% |
$29.8K - $34.8K
|
20.7K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
80+ 1.73% |
$29.4K - $34.3K
|
4.69K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
79+ 0.7% |
$29.1K - $33.9K
|
11.4K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
79+ 10.3% |
$29.1K - $33.9K
|
846
$445K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
78+ 9.08% |
$28.7K - $33.5K
|
937
$493K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
77+ 1.46% |
$28.3K - $33.1K
|
5.36K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
77+ 0.52% |
$28.3K - $33.1K
|
14.8K
$7.8M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
77+ 10.17% |
$28.3K - $33.1K
|
834
$438K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
77+ 4.58% |
$28.3K - $33.1K
|
1.76K
$925K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
77+ 1.07% |
$28.3K - $33.1K
|
7.29K
$3.83M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
77+ 3.36% |
$28.3K - $33.1K
|
2.37K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
76+ 1.69% |
$27.9K - $32.6K
|
4.56K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
76+ 1.07% |
$27.9K - $32.6K
|
7.2K
$3.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
75+ 0.33% |
$27.6K - $32.2K
|
22.7K
$12M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
74+ 0.59% |
$27.2K - $31.8K
|
12.6K
$6.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
74+ 0.42% |
$27.2K - $31.8K
|
17.8K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
74+ 0.54% |
$27.2K - $31.8K
|
13.8K
$7.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
73+ 0.76% |
$26.8K - $31.3K
|
9.64K
$5.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
73+ 0.16% |
$26.8K - $31.3K
|
46.7K
$24.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
73+ 0.79% |
$26.8K - $31.3K
|
9.29K
$4.89M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
73+ 3.2% |
$26.8K - $31.3K
|
2.36K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
72+ 0.81% |
$26.5K - $30.9K
|
8.93K
$4.7M
|