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 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4+ 0.59% |
$1.47K - $1.72K
|
678
$288K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4+ 0.16% |
$1.47K - $1.72K
|
2.43K
$1.04M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
4+ 0.07% |
$1.47K - $1.72K
|
6.13K
$2.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.06% |
$1.1K - $1.29K
|
5.26K
$2.24M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
3+ 0.02% |
$1.1K - $1.29K
|
13K
$5.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$1.1K - $1.29K
|
4.79K
$2.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.18% |
$1.1K - $1.29K
|
1.67K
$712K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$1.1K - $1.29K
|
866
$368K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.08% |
$1.1K - $1.29K
|
3.63K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3+ 0.01% |
$1.1K - $1.29K
|
23.3K
$9.91M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.07% |
$1.1K - $1.29K
|
4.36K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3+ 0.14% |
$1.1K - $1.29K
|
2.21K
$942K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3+ 0.18% |
$1.1K - $1.29K
|
1.71K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3+ 0.51% |
$1.1K - $1.29K
|
586
$249K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$1.1K - $1.29K
|
3
$1.28K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$736 - $859
|
9.21K
$3.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2+ 0.09% |
$736 - $859
|
2.29K
$973K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.12% |
$736 - $859
|
1.72K
$731K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.07% |
$736 - $859
|
2.73K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2+ 0.02% |
$736 - $859
|
9.01K
$3.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2+ 0.02% |
$736 - $859
|
9.92K
$4.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2+ 0.04% |
$736 - $859
|
5.49K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
2+ 0.0% |
$736 - $859
|
369K
$157M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2+ 0.08% |
$736 - $859
|
2.4K
$1.02M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$368 - $429
|
1.29K
$548K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$368 - $429
|
307
$131K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$368 - $429
|
1.39K
$593K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.06% |
$368 - $429
|
1.68K
$713K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$368 - $429
|
26.6K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$368 - $429
|
4.12K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$368 - $429
|
4.88K
$2.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$368 - $429
|
2.46K
$1.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.02% |
$368 - $429
|
4.65K
$1.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1+ 0.08% |
$368 - $429
|
1.22K
$517K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$368 - $429
|
2.57K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.02% |
$368 - $429
|
6.38K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1+ 0.07% |
$368 - $429
|
1.34K
$570K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$368 - $429
|
14.1K
$6M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.0% |
$368 - $429
|
21.4K
$9.1M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.11% |
$368 - $429
|
905
$385K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1+ 0.03% |
$368 - $429
|
2.89K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$368 - $429
|
3.24K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$368 - $429
|
23.2K
$9.89M
|
|
|
May 15, 2024
Q1 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$368 - $429
|
1.35K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$368 - $429
|
2.88K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1- -0.0% |
$368 - $429
|
39.5K
$16.8M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1- 0.03% |
$368 - $429
|
3.93K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2- 1.72% |
$736 - $859
|
114
$48.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-2- 0.11% |
$736 - $859
|
1.8K
$764K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2- 0.09% |
$736 - $859
|
2.2K
$937K
|