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 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-25- 0.44% |
$9.19K - $10.7K
|
5.71K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-25- 1.14% |
$9.19K - $10.7K
|
2.16K
$919K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-25- 0.32% |
$9.19K - $10.7K
|
7.81K
$3.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-25- 2.83% |
$9.19K - $10.7K
|
858
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-25- 4.22% |
$9.19K - $10.7K
|
567
$241K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-25- 3.21% |
$9.19K - $10.7K
|
755
$321K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-25- 1.5% |
$9.19K - $10.7K
|
1.64K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.06% |
$9.19K - $10.7K
|
42.8K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-25- 0.53% |
$9.19K - $10.7K
|
4.65K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-25- 6.08% |
$9.19K - $10.7K
|
386
$164K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-26- 0.24% |
$9.56K - $11.2K
|
10.9K
$4.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-26- 0.53% |
$9.56K - $11.2K
|
4.92K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-26- 0.17% |
$9.56K - $11.2K
|
15K
$6.38M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-27- 0.15% |
$9.93K - $11.6K
|
17.4K
$7.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-27- 0.83% |
$9.93K - $11.6K
|
3.25K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-27- 0.87% |
$9.93K - $11.6K
|
3.06K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-27- 1.75% |
$9.93K - $11.6K
|
1.51K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 0.15% |
$9.93K - $11.6K
|
18.2K
$7.76M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-28- 1.53% |
$10.3K - $12K
|
1.8K
$766K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-28- 0.1% |
$10.3K - $12K
|
27.8K
$11.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-28- 0.04% |
$10.3K - $12K
|
79.4K
$33.8M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-28- 0.07% |
$10.3K - $12K
|
39.3K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-28- 0.57% |
$10.3K - $12K
|
4.92K
$2.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-29- 0.41% |
$10.7K - $12.5K
|
6.96K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-29- 0.84% |
$10.7K - $12.5K
|
3.42K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-29- 4.57% |
$10.7K - $12.5K
|
606
$258K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-30- 0.41% |
$11K - $12.9K
|
7.25K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-30- 2.69% |
$11K - $12.9K
|
1.09K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-30- 0.11% |
$11K - $12.9K
|
26.3K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-30- 0.51% |
$11K - $12.9K
|
5.9K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-30- 1.52% |
$11K - $12.9K
|
1.95K
$830K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-31- 16.49% |
$11.4K - $13.3K
|
157
$66.8K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-31- 0.44% |
$11.4K - $13.3K
|
6.96K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-31- 0.05% |
$11.4K - $13.3K
|
63.4K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-31- 0.66% |
$11.4K - $13.3K
|
4.68K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-32- 0.35% |
$11.8K - $13.7K
|
9.15K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-32- 0.73% |
$11.8K - $13.7K
|
4.36K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-33- 1.51% |
$12.1K - $14.2K
|
2.16K
$917K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-33- 0.96% |
$12.1K - $14.2K
|
3.42K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-33- 5.38% |
$12.1K - $14.2K
|
580
$247K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 0.94% |
$12.1K - $14.2K
|
3.49K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-33- 0.82% |
$12.1K - $14.2K
|
3.97K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-33- 0.24% |
$12.1K - $14.2K
|
13.9K
$5.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-34- 1.95% |
$12.5K - $14.6K
|
1.71K
$729K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-35- 0.37% |
$12.9K - $15K
|
9.34K
$3.97M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-35- 1.69% |
$12.9K - $15K
|
2.04K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-35- 0.97% |
$12.9K - $15K
|
3.57K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-35- 1.77% |
$12.9K - $15K
|
1.95K
$829K
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-36- 1.92% |
$13.2K - $15.5K
|
1.84K
$784K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-36- 1.15% |
$13.2K - $15.5K
|
3.08K
$1.31M
|