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 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-12- 0.34% |
$4.41K - $5.15K
|
3.56K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-12- 0.12% |
$4.41K - $5.15K
|
10.4K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.27% |
$4.41K - $5.15K
|
4.36K
$2.09M
|
|
|
Sep 06, 2024
Q1 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
SELL
|
- |
-12- 2.3% |
$4.41K - $5.15K
|
509
$244K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.31% |
$4.78K - $5.58K
|
4.22K
$2.02M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-13- 0.06% |
$4.78K - $5.58K
|
21.2K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-13- 0.49% |
$4.78K - $5.58K
|
2.63K
$1.26M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-13- 0.51% |
$4.78K - $5.58K
|
2.55K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-14- 1.72% |
$5.15K - $6.01K
|
800
$383K
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.08% |
$5.15K - $6.01K
|
16.8K
$8.03M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-14- 0.03% |
$5.15K - $6.01K
|
48K
$23M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-14- 1.3% |
$5.15K - $6.01K
|
1.06K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-15- 0.1% |
$5.52K - $6.44K
|
14.7K
$7.02M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-15- 0.13% |
$5.52K - $6.44K
|
11.1K
$5.32M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-15- 0.64% |
$5.52K - $6.44K
|
2.34K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-16- 1.95% |
$5.88K - $6.87K
|
804
$385K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-16- 0.12% |
$5.88K - $6.87K
|
13.8K
$6.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-16- 1.01% |
$5.88K - $6.87K
|
1.58K
$755K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-16- 0.52% |
$5.88K - $6.87K
|
3.08K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16- 0.29% |
$5.88K - $6.87K
|
5.42K
$2.6M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-16- 0.29% |
$5.88K - $6.87K
|
5.47K
$2.62M
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-16- 1.06% |
$5.88K - $6.87K
|
1.49K
$713K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-17- 0.64% |
$6.25K - $7.3K
|
2.65K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-17- 0.23% |
$6.25K - $7.3K
|
7.49K
$3.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-18- 0.42% |
$6.62K - $7.73K
|
4.22K
$2.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-18- 0.17% |
$6.62K - $7.73K
|
10.5K
$5.03M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-18- 0.06% |
$6.62K - $7.73K
|
28.3K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-18- 0.59% |
$6.62K - $7.73K
|
3.01K
$1.44M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-18- 0.59% |
$6.62K - $7.73K
|
3.01K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-19- 0.12% |
$6.99K - $8.16K
|
15.6K
$7.47M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-20- 0.4% |
$7.36K - $8.59K
|
4.97K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-20- 2.13% |
$7.36K - $8.59K
|
919
$440K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-20- 0.75% |
$7.36K - $8.59K
|
2.64K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-21- 0.85% |
$7.72K - $9.02K
|
2.46K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-21- 0.19% |
$7.72K - $9.02K
|
11.3K
$5.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-21- 0.12% |
$7.72K - $9.02K
|
18.1K
$8.66M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-21- 4.95% |
$7.72K - $9.02K
|
403
$193K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 1.1% |
$7.72K - $9.02K
|
1.89K
$906K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-22- 0.14% |
$8.09K - $9.45K
|
15.6K
$7.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-23- 2.15% |
$8.46K - $9.88K
|
1.05K
$503K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.02% |
$8.46K - $9.88K
|
112K
$53.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-23- 0.43% |
$8.46K - $9.88K
|
5.29K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-23- 0.13% |
$8.46K - $9.88K
|
17.7K
$8.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-24- 0.51% |
$8.83K - $10.3K
|
4.65K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-24- 0.89% |
$8.83K - $10.3K
|
2.68K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-24- 0.69% |
$8.83K - $10.3K
|
3.48K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-24- 0.46% |
$8.83K - $10.3K
|
5.23K
$2.51M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24- 0.05% |
$8.83K - $10.3K
|
45.9K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-24- 1.19% |
$8.83K - $10.3K
|
1.99K
$953K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.6% |
$9.19K - $10.7K
|
4.11K
$1.97M
|