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 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
13+ 0.23% |
$4.78K - $5.58K
|
5.78K
$3.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
12+ 0.6% |
$4.41K - $5.15K
|
2.01K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12+ 0.09% |
$4.41K - $5.15K
|
13.8K
$7.24M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12+ 1.12% |
$4.41K - $5.15K
|
1.08K
$568K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12+ 1.56% |
$4.41K - $5.15K
|
779
$410K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
12+ 0.44% |
$4.41K - $5.15K
|
2.74K
$1.44M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
11+ 0.69% |
$4.05K - $4.72K
|
1.6K
$841K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
11+ 0.07% |
$4.05K - $4.72K
|
16.2K
$8.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
11+ 0.31% |
$4.05K - $4.72K
|
3.57K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.05% |
$4.05K - $4.72K
|
21.5K
$11.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
10+ 0.12% |
$3.68K - $4.29K
|
8.2K
$4.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
10+ 0.02% |
$3.68K - $4.29K
|
44.4K
$23.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
10+ 0.32% |
$3.68K - $4.29K
|
3.09K
$1.62M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
10+ 0.14% |
$3.68K - $4.29K
|
6.98K
$3.67M
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
10+ 1.05% |
$3.68K - $4.29K
|
965
$507K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 5.43% |
$3.68K - $4.29K
|
194
$102K
|
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10+ 1.14% |
$3.68K - $4.29K
|
890
$468K
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Securities LLC
|
BUY
|
- |
10+ 1.07% |
$3.68K - $4.29K
|
947
$498K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
10+ 0.41% |
$3.68K - $4.29K
|
2.44K
$1.28M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1.06% |
$3.68K - $4.29K
|
949
$499K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
9+ 0.04% |
$3.31K - $3.86K
|
20.1K
$10.6M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9+ 0.18% |
$3.31K - $3.86K
|
4.98K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8+ 0.12% |
$2.94K - $3.43K
|
6.65K
$3.5M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.22% |
$2.94K - $3.43K
|
3.59K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8+ 0.2% |
$2.94K - $3.43K
|
3.91K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8+ 0.13% |
$2.94K - $3.43K
|
6.16K
$3.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7+ 0.18% |
$2.57K - $3.01K
|
3.84K
$2.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7+ 0.01% |
$2.57K - $3.01K
|
54.5K
$28.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$2.57K - $3.01K
|
32.6K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.57K - $3.01K
|
4.03K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
6+ 0.14% |
$2.21K - $2.58K
|
4.29K
$2.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.13% |
$2.21K - $2.58K
|
4.68K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
6+ 0.29% |
$2.21K - $2.58K
|
2.09K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6+ 0.48% |
$2.21K - $2.58K
|
1.26K
$662K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6+ 0.08% |
$2.21K - $2.58K
|
7.52K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
6+ 0.03% |
$2.21K - $2.58K
|
17.8K
$9.36M
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.07% |
$2.21K - $2.58K
|
8.49K
$4.46M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
6+ 0.16% |
$2.21K - $2.58K
|
3.8K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6+ 0.14% |
$2.21K - $2.58K
|
4.42K
$2.32M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.03% |
$1.84K - $2.15K
|
14.6K
$7.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
5+ 0.01% |
$1.84K - $2.15K
|
90.7K
$47.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5+ 0.06% |
$1.84K - $2.15K
|
8.6K
$4.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.03% |
$1.84K - $2.15K
|
17K
$8.92M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5+ 0.04% |
$1.84K - $2.15K
|
12.1K
$6.37M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5+ 0.04% |
$1.84K - $2.15K
|
12.8K
$6.73M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
5+ 0.14% |
$1.84K - $2.15K
|
3.71K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 0.07% |
$1.84K - $2.15K
|
7K
$3.68M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.07% |
$1.84K - $2.15K
|
7.38K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$1.84K - $2.15K
|
4.46K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
5+ 0.07% |
$1.84K - $2.15K
|
6.93K
$3.64M
|