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 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-21- 4.95% |
$7.72K - $9.02K
|
403
$212K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-21- 1.1% |
$7.72K - $9.02K
|
1.89K
$994K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-22- 0.14% |
$8.09K - $9.45K
|
15.6K
$8.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-23- 2.15% |
$8.46K - $9.88K
|
1.05K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.02% |
$8.46K - $9.88K
|
112K
$58.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-23- 0.43% |
$8.46K - $9.88K
|
5.29K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-23- 0.13% |
$8.46K - $9.88K
|
17.7K
$9.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-24- 0.51% |
$8.83K - $10.3K
|
4.65K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-24- 0.89% |
$8.83K - $10.3K
|
2.68K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-24- 0.69% |
$8.83K - $10.3K
|
3.48K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-24- 0.46% |
$8.83K - $10.3K
|
5.23K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-24- 0.05% |
$8.83K - $10.3K
|
45.9K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-24- 1.19% |
$8.83K - $10.3K
|
1.99K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-25- 0.6% |
$9.19K - $10.7K
|
4.11K
$2.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-25- 0.44% |
$9.19K - $10.7K
|
5.71K
$3M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-25- 1.14% |
$9.19K - $10.7K
|
2.16K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-25- 0.32% |
$9.19K - $10.7K
|
7.81K
$4.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-25- 2.83% |
$9.19K - $10.7K
|
858
$451K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-25- 4.22% |
$9.19K - $10.7K
|
567
$298K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-25- 3.21% |
$9.19K - $10.7K
|
755
$397K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-25- 1.5% |
$9.19K - $10.7K
|
1.64K
$863K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.06% |
$9.19K - $10.7K
|
42.8K
$22.5M
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-25- 0.53% |
$9.19K - $10.7K
|
4.65K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-25- 6.08% |
$9.19K - $10.7K
|
386
$203K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-26- 0.24% |
$9.56K - $11.2K
|
10.9K
$5.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-26- 0.53% |
$9.56K - $11.2K
|
4.92K
$2.59M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-26- 0.17% |
$9.56K - $11.2K
|
15K
$7.89M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-27- 0.15% |
$9.93K - $11.6K
|
17.4K
$9.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-27- 0.83% |
$9.93K - $11.6K
|
3.25K
$1.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-27- 0.87% |
$9.93K - $11.6K
|
3.06K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-27- 1.75% |
$9.93K - $11.6K
|
1.51K
$795K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 0.15% |
$9.93K - $11.6K
|
18.2K
$9.59M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-28- 1.53% |
$10.3K - $12K
|
1.8K
$946K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-28- 0.1% |
$10.3K - $12K
|
27.8K
$14.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-28- 0.04% |
$10.3K - $12K
|
79.4K
$41.8M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-28- 0.07% |
$10.3K - $12K
|
39.3K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-28- 0.57% |
$10.3K - $12K
|
4.92K
$2.59M
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-28- 0.25% |
$10.3K - $12K
|
11.3K
$5.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-29- 0.41% |
$10.7K - $12.5K
|
6.96K
$3.66M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-29- 0.84% |
$10.7K - $12.5K
|
3.42K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-29- 4.57% |
$10.7K - $12.5K
|
606
$319K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-30- 0.41% |
$11K - $12.9K
|
7.25K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-30- 2.69% |
$11K - $12.9K
|
1.09K
$572K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-30- 0.11% |
$11K - $12.9K
|
26.3K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-30- 0.51% |
$11K - $12.9K
|
5.9K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-30- 1.52% |
$11K - $12.9K
|
1.95K
$1.03M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-30- 4.41% |
$11K - $12.9K
|
650
$342K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-31- 16.49% |
$11.4K - $13.3K
|
157
$82.5K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-31- 0.44% |
$11.4K - $13.3K
|
6.96K
$3.66M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-31- 0.05% |
$11.4K - $13.3K
|
63.4K
$33.3M
|