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 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-52- 0.97% |
$19.1K - $22.3K
|
5.33K
$2.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.24% |
$19.1K - $22.3K
|
21.2K
$9.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-52- 0.94% |
$19.1K - $22.3K
|
5.51K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-52- 0.34% |
$19.1K - $22.3K
|
15.2K
$6.46M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-53- 0.29% |
$19.5K - $22.8K
|
18.3K
$7.8M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-54- 0.7% |
$19.9K - $23.2K
|
7.67K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-54- 0.26% |
$19.9K - $23.2K
|
20.3K
$8.66M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-55- 0.42% |
$20.2K - $23.6K
|
13.1K
$5.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-55- 0.17% |
$20.2K - $23.6K
|
33K
$14M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-55- 0.2% |
$20.2K - $23.6K
|
27.7K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-55- 8.7% |
$20.2K - $23.6K
|
577
$245K
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-55- 0.06% |
$20.2K - $23.6K
|
98.5K
$41.9M
|
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-55- 0.43% |
$20.2K - $23.6K
|
12.7K
$5.42M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 0.2% |
$20.2K - $23.6K
|
27.6K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-55- 1.91% |
$20.2K - $23.6K
|
2.83K
$1.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-56- 2.91% |
$20.6K - $24K
|
1.87K
$795K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-57- 0.87% |
$21K - $24.5K
|
6.46K
$2.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-57- 0.06% |
$21K - $24.5K
|
91.3K
$38.8M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-57- 1.05% |
$21K - $24.5K
|
5.4K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-57- 6.82% |
$21K - $24.5K
|
779
$331K
|
|
|
Apr 11, 2024
Q1 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-58- 1.21% |
$21.3K - $24.9K
|
4.73K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-58- 0.11% |
$21.3K - $24.9K
|
50.8K
$21.6M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-58- 0.56% |
$21.3K - $24.9K
|
10.2K
$4.36M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-60- 1.78% |
$22.1K - $25.8K
|
3.31K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-60- 2.45% |
$22.1K - $25.8K
|
2.39K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-62- 6.11% |
$22.8K - $26.6K
|
952
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-62- 0.43% |
$22.8K - $26.6K
|
14.3K
$6.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-62- 4.02% |
$22.8K - $26.6K
|
1.48K
$630K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-62- 5.58% |
$22.8K - $26.6K
|
1.05K
$447K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-62- 1.29% |
$22.8K - $26.6K
|
4.73K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-62- 2.67% |
$22.8K - $26.6K
|
2.26K
$961K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-63- 1.15% |
$23.2K - $27.1K
|
5.43K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-63- 0.69% |
$23.2K - $27.1K
|
9.1K
$3.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.96% |
$23.5K - $27.5K
|
6.63K
$2.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-64- 1.65% |
$23.5K - $27.5K
|
3.82K
$1.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-65- 0.8% |
$23.9K - $27.9K
|
8.11K
$3.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-65- 2.06% |
$23.9K - $27.9K
|
3.09K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.69% |
$23.9K - $27.9K
|
9.35K
$3.98M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-65- 0.23% |
$23.9K - $27.9K
|
27.7K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-65- 28.14% |
$23.9K - $27.9K
|
166
$70.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-65- 1.98% |
$23.9K - $27.9K
|
3.22K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-66- 0.12% |
$24.3K - $28.3K
|
56.3K
$23.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-66- 0.21% |
$24.3K - $28.3K
|
31.3K
$13.3M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-66- 1.4% |
$24.3K - $28.3K
|
4.64K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-66- 0.33% |
$24.3K - $28.3K
|
19.8K
$8.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-67- 2.92% |
$24.6K - $28.8K
|
2.23K
$947K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-67- 5.69% |
$24.6K - $28.8K
|
1.11K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 0.44% |
$24.6K - $28.8K
|
15K
$6.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-68- 0.49% |
$25K - $29.2K
|
13.7K
$5.84M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-68- 8.68% |
$25K - $29.2K
|
715
$304K
|