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 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-2- 0.02% |
$736 - $859
|
12.7K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2- 0.18% |
$736 - $859
|
1.1K
$466K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-3- 0.01% |
$1.1K - $1.29K
|
30.2K
$12.9M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-3- 0.01% |
$1.1K - $1.29K
|
37.1K
$15.8M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3- 0.5% |
$1.1K - $1.29K
|
597
$254K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$1.1K - $1.29K
|
1.8K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 0.24% |
$1.1K - $1.29K
|
1.23K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3- 0.04% |
$1.1K - $1.29K
|
7.02K
$2.99M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-3- 0.01% |
$1.1K - $1.29K
|
25.9K
$11M
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-3- 0.08% |
$1.1K - $1.29K
|
3.54K
$1.5M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$1.1K - $1.29K
|
12.8K
$5.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4- 0.14% |
$1.47K - $1.72K
|
2.96K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-4- 0.51% |
$1.47K - $1.72K
|
777
$331K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 0.79% |
$1.47K - $1.72K
|
501
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-4- 0.05% |
$1.47K - $1.72K
|
8.75K
$3.72M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$1.47K - $1.72K
|
4.06K
$1.73M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-5- 0.11% |
$1.84K - $2.15K
|
4.55K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5- 0.2% |
$1.84K - $2.15K
|
2.54K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-5- 0.12% |
$1.84K - $2.15K
|
4.19K
$1.78M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-5- 4.31% |
$1.84K - $2.15K
|
111
$47.2K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-5- 0.79% |
$1.84K - $2.15K
|
625
$266K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.02% |
$1.84K - $2.15K
|
28.8K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5- 0.06% |
$1.84K - $2.15K
|
8.12K
$3.45M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5- 0.2% |
$1.84K - $2.15K
|
2.44K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-6- 0.03% |
$2.21K - $2.58K
|
17.7K
$7.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6- 0.23% |
$2.21K - $2.58K
|
2.63K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-6- 1.05% |
$2.21K - $2.58K
|
565
$240K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.11% |
$2.57K - $3.01K
|
6.16K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-7- 1.09% |
$2.57K - $3.01K
|
634
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7- 0.2% |
$2.57K - $3.01K
|
3.5K
$1.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-7- 0.07% |
$2.57K - $3.01K
|
10.6K
$4.49M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.04% |
$2.57K - $3.01K
|
15.8K
$6.73M
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-7- 0.07% |
$2.57K - $3.01K
|
9.61K
$4.09M
|
|
|
May 14, 2024
Q1 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-7- 0.24% |
$2.57K - $3.01K
|
2.86K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-8- 0.04% |
$2.94K - $3.43K
|
22.5K
$9.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 0.04% |
$2.94K - $3.43K
|
21.7K
$9.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-8- 0.22% |
$2.94K - $3.43K
|
3.59K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-8- 0.59% |
$2.94K - $3.43K
|
1.36K
$578K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9- 0.52% |
$3.31K - $3.86K
|
1.71K
$727K
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-9- 0.18% |
$3.31K - $3.86K
|
4.9K
$2.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-9- 0.33% |
$3.31K - $3.86K
|
2.7K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-9- 0.14% |
$3.31K - $3.86K
|
6.56K
$2.79M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-9- 0.13% |
$3.31K - $3.86K
|
6.88K
$2.93M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-9- 0.12% |
$3.31K - $3.86K
|
7.37K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$3.68K - $4.29K
|
3.84K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 0.04% |
$3.68K - $4.29K
|
25.7K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 6.67% |
$3.68K - $4.29K
|
140
$59.6K
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-10- 4.65% |
$3.68K - $4.29K
|
205
$87.2K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.34% |
$3.68K - $4.29K
|
2.9K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-10- 0.37% |
$3.68K - $4.29K
|
2.73K
$1.16M
|