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 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-36- 0.01% |
$13.2K - $15.5K
|
569K
$242M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-37- 3.76% |
$13.6K - $15.9K
|
947
$403K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-38- 0.2% |
$14K - $16.3K
|
19.2K
$8.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-38- 0.2% |
$14K - $16.3K
|
18.7K
$7.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-38- 0.61% |
$14K - $16.3K
|
6.18K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-38- 0.16% |
$14K - $16.3K
|
24.3K
$10.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-39- 0.71% |
$14.3K - $16.7K
|
5.42K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-39- 0.21% |
$14.3K - $16.7K
|
18.5K
$7.89M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-39- 0.98% |
$14.3K - $16.7K
|
3.93K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-39- -0.0% |
$14.3K - $16.7K
|
1.94M
$827M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-40- 0.49% |
$14.7K - $17.2K
|
8.16K
$3.47M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-40- 0.58% |
$14.7K - $17.2K
|
6.89K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-40- 1.02% |
$14.7K - $17.2K
|
3.88K
$1.65M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-41- 0.3% |
$15.1K - $17.6K
|
13.5K
$5.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.11% |
$15.1K - $17.6K
|
3.64K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-41- 0.83% |
$15.1K - $17.6K
|
4.93K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-41- 0.08% |
$15.1K - $17.6K
|
51.4K
$21.8M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-42- 2.59% |
$15.4K - $18K
|
1.58K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-42- 1.13% |
$15.4K - $18K
|
3.67K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-42- 0.27% |
$15.4K - $18K
|
15.6K
$6.64M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-42- 1.14% |
$15.4K - $18K
|
3.64K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-43- 0.28% |
$15.8K - $18.5K
|
15.1K
$6.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-43- 0.3% |
$15.8K - $18.5K
|
14.3K
$6.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-43- 0.41% |
$15.8K - $18.5K
|
10.4K
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-43- 6.21% |
$15.8K - $18.5K
|
649
$276K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-44- 0.18% |
$16.2K - $18.9K
|
24.4K
$10.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-45- 0.63% |
$16.5K - $19.3K
|
7.05K
$3M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-45- 1.95% |
$16.5K - $19.3K
|
2.26K
$962K
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-45- 0.76% |
$16.5K - $19.3K
|
5.89K
$2.51M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-46- 0.48% |
$16.9K - $19.8K
|
9.6K
$4.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-46- 0.49% |
$16.9K - $19.8K
|
9.4K
$4M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-46- 3.68% |
$16.9K - $19.8K
|
1.2K
$512K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-47- 0.87% |
$17.3K - $20.2K
|
5.38K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-47- 0.46% |
$17.3K - $20.2K
|
10.3K
$4.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-48- 0.79% |
$17.7K - $20.6K
|
6K
$2.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-48- 0.21% |
$17.7K - $20.6K
|
22.8K
$9.69M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-48- 2.2% |
$17.7K - $20.6K
|
2.13K
$908K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-48- 0.77% |
$17.7K - $20.6K
|
6.2K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-49- 0.32% |
$18K - $21K
|
15.1K
$6.44M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-49- 0.74% |
$18K - $21K
|
6.61K
$2.81M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-49- 4.44% |
$18K - $21K
|
1.05K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-49- 0.32% |
$18K - $21K
|
15.5K
$6.59M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-49- 0.06% |
$18K - $21K
|
88.4K
$37.6M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-50- 0.68% |
$18.4K - $21.5K
|
7.33K
$3.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-50- 0.63% |
$18.4K - $21.5K
|
7.91K
$3.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-50- 1.77% |
$18.4K - $21.5K
|
2.77K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-50- 0.58% |
$18.4K - $21.5K
|
8.53K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-50- 0.55% |
$18.4K - $21.5K
|
9.1K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-50- 0.74% |
$18.4K - $21.5K
|
6.73K
$2.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-51- 0.17% |
$18.8K - $21.9K
|
30.2K
$12.8M
|