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 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
47+ 0.65% |
$17.3K - $20.2K
|
7.24K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
47+ 1.85% |
$17.3K - $20.2K
|
2.59K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
47+ 0.76% |
$17.3K - $20.2K
|
6.26K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
47+ 7.67% |
$17.3K - $20.2K
|
660
$269K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
46+ 1.23% |
$16.9K - $19.8K
|
3.8K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
45+ 0.34% |
$16.5K - $19.3K
|
13.2K
$5.37M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
45+ 0.07% |
$16.5K - $19.3K
|
62.1K
$25.3M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
45+ 0.28% |
$16.5K - $19.3K
|
16.3K
$6.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
44+ 0.85% |
$16.2K - $18.9K
|
5.2K
$2.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
44+ 0.55% |
$16.2K - $18.9K
|
8.03K
$3.28M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
44+ 0.13% |
$16.2K - $18.9K
|
35.1K
$14.3M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
44+ 0.4% |
$16.2K - $18.9K
|
11.2K
$4.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
43+ 2.26% |
$15.8K - $18.5K
|
1.94K
$794K
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
43+ 4.76% |
$15.8K - $18.5K
|
947
$387K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
43+ 0.42% |
$15.8K - $18.5K
|
10.3K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
43+ 0.82% |
$15.8K - $18.5K
|
5.3K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
42+ 4.64% |
$15.4K - $18K
|
948
$387K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
41+ 1.2% |
$15.1K - $17.6K
|
3.46K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
41+ 1.27% |
$15.1K - $17.6K
|
3.27K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
40+ 0.93% |
$14.7K - $17.2K
|
4.33K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
40+ 4.21% |
$14.7K - $17.2K
|
990
$404K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
40+ 0.09% |
$14.7K - $17.2K
|
44.5K
$18.2M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
40+ 1.85% |
$14.7K - $17.2K
|
2.2K
$898K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
39+ 0.3% |
$14.3K - $16.7K
|
13K
$5.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
39+ 0.4% |
$14.3K - $16.7K
|
9.72K
$3.97M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
39+ 0.29% |
$14.3K - $16.7K
|
13.4K
$5.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
38+ 0.57% |
$14K - $16.3K
|
6.66K
$2.72M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
38+ 1.72% |
$14K - $16.3K
|
2.25K
$917K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
38+ 0.1% |
$14K - $16.3K
|
36.3K
$14.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
37+ 1.18% |
$13.6K - $15.9K
|
3.17K
$1.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
37+ 0.95% |
$13.6K - $15.9K
|
3.94K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
37+ 0.58% |
$13.6K - $15.9K
|
6.47K
$2.64M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
37+ 0.04% |
$13.6K - $15.9K
|
83.2K
$33.9M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
37+ 0.68% |
$13.6K - $15.9K
|
5.51K
$2.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
36+ 6.68% |
$13.2K - $15.5K
|
575
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
36+ 0.22% |
$13.2K - $15.5K
|
16.1K
$6.57M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
36+ 1.6% |
$13.2K - $15.5K
|
2.28K
$931K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
36+ 0.24% |
$13.2K - $15.5K
|
15.2K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
36+ 0.58% |
$13.2K - $15.5K
|
6.21K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
35+ 0.5% |
$12.9K - $15K
|
7.04K
$2.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
35+ 0.48% |
$12.9K - $15K
|
7.32K
$2.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.57% |
$12.9K - $15K
|
6.22K
$2.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
35+ 0.78% |
$12.9K - $15K
|
4.54K
$1.85M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
34+ 2.07% |
$12.5K - $14.6K
|
1.68K
$685K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
34+ 1.75% |
$12.5K - $14.6K
|
1.98K
$806K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
34+ 1.6% |
$12.5K - $14.6K
|
2.16K
$883K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
34+ 0.05% |
$12.5K - $14.6K
|
68.5K
$28M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
33+ 0.44% |
$12.1K - $14.2K
|
7.46K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
33+ 0.64% |
$12.1K - $14.2K
|
5.22K
$2.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
32+ 0.23% |
$11.8K - $13.7K
|
14K
$5.71M
|