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 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
39+ 0.4% |
$14.3K - $16.7K
|
9.72K
$4.13M
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
39+ 0.29% |
$14.3K - $16.7K
|
13.4K
$5.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
38+ 0.57% |
$14K - $16.3K
|
6.66K
$2.84M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
38+ 1.72% |
$14K - $16.3K
|
2.25K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
38+ 0.1% |
$14K - $16.3K
|
36.3K
$15.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
37+ 1.18% |
$13.6K - $15.9K
|
3.17K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
37+ 0.95% |
$13.6K - $15.9K
|
3.94K
$1.68M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
37+ 0.58% |
$13.6K - $15.9K
|
6.47K
$2.75M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
37+ 0.04% |
$13.6K - $15.9K
|
83.2K
$35.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
36+ 6.68% |
$13.2K - $15.5K
|
575
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
36+ 0.22% |
$13.2K - $15.5K
|
16.1K
$6.85M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
36+ 1.6% |
$13.2K - $15.5K
|
2.28K
$970K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
36+ 0.24% |
$13.2K - $15.5K
|
15.2K
$6.47M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
36+ 0.58% |
$13.2K - $15.5K
|
6.21K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
35+ 0.5% |
$12.9K - $15K
|
7.04K
$2.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
35+ 0.48% |
$12.9K - $15K
|
7.32K
$3.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.57% |
$12.9K - $15K
|
6.22K
$2.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
35+ 0.78% |
$12.9K - $15K
|
4.54K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
34+ 2.07% |
$12.5K - $14.6K
|
1.68K
$714K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
34+ 1.75% |
$12.5K - $14.6K
|
1.98K
$840K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
34+ 1.6% |
$12.5K - $14.6K
|
2.16K
$920K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
34+ 0.05% |
$12.5K - $14.6K
|
68.5K
$29.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
33+ 0.44% |
$12.1K - $14.2K
|
7.46K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
33+ 0.64% |
$12.1K - $14.2K
|
5.22K
$2.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
32+ 0.23% |
$11.8K - $13.7K
|
14K
$5.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
32+ 0.49% |
$11.8K - $13.7K
|
6.63K
$2.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
32+ 1.54% |
$11.8K - $13.7K
|
2.11K
$899K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
31+ 0.11% |
$11.4K - $13.3K
|
27K
$11.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
31+ 0.87% |
$11.4K - $13.3K
|
3.58K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
31+ 1.62% |
$11.4K - $13.3K
|
1.94K
$827K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
31+ 0.6% |
$11.4K - $13.3K
|
5.2K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.13% |
$11K - $12.9K
|
23.4K
$9.97M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
30+ 1.42% |
$11K - $12.9K
|
2.15K
$913K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30+ 1.36% |
$11K - $12.9K
|
2.23K
$950K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
29+ 1.33% |
$10.7K - $12.5K
|
2.21K
$942K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
29+ 0.52% |
$10.7K - $12.5K
|
5.56K
$2.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
28+ 3.5% |
$10.3K - $12K
|
829
$353K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
28+ 0.66% |
$10.3K - $12K
|
4.24K
$1.8M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
26+ 0.64% |
$9.56K - $11.2K
|
4.07K
$1.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
26+ 1.0% |
$9.56K - $11.2K
|
2.64K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26New |
$9.56K - $11.2K
|
26
$11.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
26+ 0.19% |
$9.56K - $11.2K
|
13.5K
$5.74M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
26+ 0.68% |
$9.56K - $11.2K
|
3.85K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
25+ 0.39% |
$9.19K - $10.7K
|
6.4K
$2.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
25+ 0.4% |
$9.19K - $10.7K
|
6.2K
$2.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
25+ 0.22% |
$9.19K - $10.7K
|
11.1K
$4.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
25+ 0.39% |
$9.19K - $10.7K
|
6.48K
$2.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
25+ 0.18% |
$9.19K - $10.7K
|
13.6K
$5.77M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25+ 0.29% |
$9.19K - $10.7K
|
8.66K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25+ 0.55% |
$9.19K - $10.7K
|
4.54K
$1.93M
|