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 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
24+ 3.69% |
$8.83K - $10.3K
|
675
$287K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
24+ 0.71% |
$8.83K - $10.3K
|
3.4K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
24+ 0.69% |
$8.83K - $10.3K
|
3.48K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
24+ 1.55% |
$8.83K - $10.3K
|
1.58K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.34% |
$8.46K - $9.88K
|
6.71K
$2.85M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
22+ 1.74% |
$8.09K - $9.45K
|
1.28K
$546K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
22+ 0.84% |
$8.09K - $9.45K
|
2.65K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
22+ 0.32% |
$8.09K - $9.45K
|
6.95K
$2.96M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
21+ 0.17% |
$7.72K - $9.02K
|
12.2K
$5.19M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
20+ 3.73% |
$7.36K - $8.59K
|
556
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
20+ 0.42% |
$7.36K - $8.59K
|
4.75K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
20+ 0.28% |
$7.36K - $8.59K
|
7.23K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 1.05% |
$7.36K - $8.59K
|
1.92K
$819K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19+ 1.05% |
$6.99K - $8.16K
|
1.84K
$782K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
19+ 0.13% |
$6.99K - $8.16K
|
14.4K
$6.13M
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
19+ 3.27% |
$6.99K - $8.16K
|
600
$255K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
19+ 0.33% |
$6.99K - $8.16K
|
5.8K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
19+ 0.57% |
$6.99K - $8.16K
|
3.35K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
19+ 0.49% |
$6.99K - $8.16K
|
3.89K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
18+ 0.49% |
$6.62K - $7.73K
|
3.7K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
18+ 0.41% |
$6.62K - $7.73K
|
4.45K
$1.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 0.03% |
$6.62K - $7.73K
|
51.9K
$22.1M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 0.57% |
$6.62K - $7.73K
|
3.16K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
18+ 0.62% |
$6.62K - $7.73K
|
2.94K
$1.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
17+ 0.65% |
$6.25K - $7.3K
|
2.64K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
17+ 0.42% |
$6.25K - $7.3K
|
4.07K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17+ 0.61% |
$6.25K - $7.3K
|
2.79K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
17+ 0.21% |
$6.25K - $7.3K
|
8.17K
$3.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
17+ 0.38% |
$6.25K - $7.3K
|
4.45K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16+ 0.12% |
$5.88K - $6.87K
|
13.1K
$5.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
16+ 2.04% |
$5.88K - $6.87K
|
800
$340K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16+ 0.19% |
$5.88K - $6.87K
|
8.23K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
16+ 0.05% |
$5.88K - $6.87K
|
30.3K
$12.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
16+ 0.43% |
$5.88K - $6.87K
|
3.73K
$1.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15+ 0.6% |
$5.52K - $6.44K
|
2.53K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$5.52K - $6.44K
|
5.16K
$2.19M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 0.38% |
$5.52K - $6.44K
|
4.01K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
14+ 1.02% |
$5.15K - $6.01K
|
1.39K
$593K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 0.25% |
$5.15K - $6.01K
|
5.61K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
13+ 0.05% |
$4.78K - $5.58K
|
24.1K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$4.78K - $5.58K
|
2.94K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
13+ 1.46% |
$4.78K - $5.58K
|
901
$383K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
13+ 0.23% |
$4.78K - $5.58K
|
5.78K
$2.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
12+ 0.6% |
$4.41K - $5.15K
|
2.01K
$853K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12+ 0.09% |
$4.41K - $5.15K
|
13.8K
$5.86M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12+ 1.12% |
$4.41K - $5.15K
|
1.08K
$460K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12+ 1.56% |
$4.41K - $5.15K
|
779
$331K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
12+ 0.44% |
$4.41K - $5.15K
|
2.74K
$1.17M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
11+ 0.69% |
$4.05K - $4.72K
|
1.6K
$681K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
11+ 0.07% |
$4.05K - $4.72K
|
16.2K
$6.91M
|