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 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
72+ 0.05% |
$26.5K - $30.9K
|
139K
$59.3M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
71+ 2.26% |
$26.1K - $30.5K
|
3.22K
$1.37M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
70+ 2.61% |
$25.7K - $30.1K
|
2.75K
$1.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
70+ 1.0% |
$25.7K - $30.1K
|
7.09K
$3.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
70+ 6.65% |
$25.7K - $30.1K
|
1.12K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
70+ 0.75% |
$25.7K - $30.1K
|
9.41K
$4M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
70+ 1.31% |
$25.7K - $30.1K
|
5.41K
$2.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
69+ 1.45% |
$25.4K - $29.6K
|
4.83K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
69+ 0.59% |
$25.4K - $29.6K
|
11.7K
$4.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
69+ 1.25% |
$25.4K - $29.6K
|
5.61K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
69+ 0.21% |
$25.4K - $29.6K
|
32.3K
$13.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
68+ 0.54% |
$25K - $29.2K
|
12.7K
$5.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
68+ 1.08% |
$25K - $29.2K
|
6.34K
$2.7M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
68+ 1.93% |
$25K - $29.2K
|
3.59K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
67+ 1.52% |
$24.6K - $28.8K
|
4.48K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
67+ 1.15% |
$24.6K - $28.8K
|
5.91K
$2.52M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
67+ 0.44% |
$24.6K - $28.8K
|
15.2K
$6.47M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
67+ 0.76% |
$24.6K - $28.8K
|
8.88K
$3.78M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
67+ 2.88% |
$24.6K - $28.8K
|
2.4K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
67+ 0.96% |
$24.6K - $28.8K
|
7.07K
$3.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
66+ 0.47% |
$24.3K - $28.3K
|
14.1K
$6.02M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
66+ 1.4% |
$24.3K - $28.3K
|
4.77K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
66+ 8.4% |
$24.3K - $28.3K
|
852
$362K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
66+ 1.34% |
$24.3K - $28.3K
|
4.97K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
66+ 0.85% |
$24.3K - $28.3K
|
7.81K
$3.32M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
64+ 0.44% |
$23.5K - $27.5K
|
14.6K
$6.21M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.78% |
$23.5K - $27.5K
|
8.3K
$3.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
63+ 0.14% |
$23.2K - $27.1K
|
43.9K
$18.7M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
63+ 1.53% |
$23.2K - $27.1K
|
4.18K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
62+ 1.9% |
$22.8K - $26.6K
|
3.32K
$1.41M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
62+ 0.18% |
$22.8K - $26.6K
|
34.8K
$14.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
61+ 0.52% |
$22.4K - $26.2K
|
11.8K
$5.04M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
61+ 1.89% |
$22.4K - $26.2K
|
3.29K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
60+ 2.65% |
$22.1K - $25.8K
|
2.33K
$990K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
60+ 0.35% |
$22.1K - $25.8K
|
17.2K
$7.32M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
60+ 2.24% |
$22.1K - $25.8K
|
2.74K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
60+ 5.7% |
$22.1K - $25.8K
|
1.11K
$474K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
60+ 0.5% |
$22.1K - $25.8K
|
12.1K
$5.13M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
60+ 2.99% |
$22.1K - $25.8K
|
2.07K
$879K
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
60+ 6.99% |
$22.1K - $25.8K
|
918
$391K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
60+ 3.27% |
$22.1K - $25.8K
|
1.89K
$805K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
59+ 1.37% |
$21.7K - $25.3K
|
4.36K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
59+ 1.48% |
$21.7K - $25.3K
|
4.05K
$1.72M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
58+ 0.24% |
$21.3K - $24.9K
|
24K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
BUY
|
- |
58+ 0.39% |
$21.3K - $24.9K
|
14.9K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
58+ 47.54% |
$21.3K - $24.9K
|
180
$76.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
56+ 5.71% |
$20.6K - $24K
|
1.04K
$441K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
56+ 1.87% |
$20.6K - $24K
|
3.05K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
56+ 0.92% |
$20.6K - $24K
|
6.15K
$2.62M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
56+ 3.03% |
$20.6K - $24K
|
1.91K
$811K
|