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 13, 2024
Q1 2024
|
Schubert & CO
|
SELL
|
- |
-46- 3.68% |
$16.9K - $19.8K
|
1.2K
$632K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-47- 0.87% |
$17.3K - $20.2K
|
5.38K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-47- 0.46% |
$17.3K - $20.2K
|
10.3K
$5.39M
|
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-48- 0.79% |
$17.7K - $20.6K
|
6K
$3.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-48- 0.21% |
$17.7K - $20.6K
|
22.8K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-48- 2.2% |
$17.7K - $20.6K
|
2.13K
$1.12M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-48- 0.77% |
$17.7K - $20.6K
|
6.2K
$3.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-49- 0.32% |
$18K - $21K
|
15.1K
$7.96M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-49- 0.74% |
$18K - $21K
|
6.61K
$3.48M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-49- 4.44% |
$18K - $21K
|
1.05K
$554K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-49- 0.32% |
$18K - $21K
|
15.5K
$8.14M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-49- 0.06% |
$18K - $21K
|
88.4K
$46.5M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-50- 0.68% |
$18.4K - $21.5K
|
7.33K
$3.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-50- 0.63% |
$18.4K - $21.5K
|
7.91K
$4.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-50- 1.77% |
$18.4K - $21.5K
|
2.77K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-50- 0.58% |
$18.4K - $21.5K
|
8.53K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-50- 0.55% |
$18.4K - $21.5K
|
9.1K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-50- 0.74% |
$18.4K - $21.5K
|
6.73K
$3.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-51- 0.17% |
$18.8K - $21.9K
|
30.2K
$15.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-52- 0.97% |
$19.1K - $22.3K
|
5.33K
$2.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.24% |
$19.1K - $22.3K
|
21.2K
$11.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-52- 0.94% |
$19.1K - $22.3K
|
5.51K
$2.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-52- 0.34% |
$19.1K - $22.3K
|
15.2K
$7.98M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-53- 0.29% |
$19.5K - $22.8K
|
18.3K
$9.64M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-54- 0.7% |
$19.9K - $23.2K
|
7.67K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-54- 0.26% |
$19.9K - $23.2K
|
20.3K
$10.7M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-55- 0.42% |
$20.2K - $23.6K
|
13.1K
$6.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-55- 0.17% |
$20.2K - $23.6K
|
33K
$17.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-55- 0.2% |
$20.2K - $23.6K
|
27.7K
$14.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-55- 8.7% |
$20.2K - $23.6K
|
577
$303K
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-55- 0.06% |
$20.2K - $23.6K
|
98.5K
$51.8M
|
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-55- 0.43% |
$20.2K - $23.6K
|
12.7K
$6.7M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-55- 0.2% |
$20.2K - $23.6K
|
27.6K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-55- 1.91% |
$20.2K - $23.6K
|
2.83K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-56- 2.91% |
$20.6K - $24K
|
1.87K
$982K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-57- 0.87% |
$21K - $24.5K
|
6.46K
$3.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-57- 0.06% |
$21K - $24.5K
|
91.3K
$48M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-57- 1.05% |
$21K - $24.5K
|
5.4K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-57- 6.82% |
$21K - $24.5K
|
779
$410K
|
|
|
Apr 11, 2024
Q1 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-58- 1.21% |
$21.3K - $24.9K
|
4.73K
$2.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-58- 0.11% |
$21.3K - $24.9K
|
50.8K
$26.7M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-58- 0.56% |
$21.3K - $24.9K
|
10.2K
$5.39M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-60- 1.78% |
$22.1K - $25.8K
|
3.31K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-60- 2.45% |
$22.1K - $25.8K
|
2.39K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-62- 6.11% |
$22.8K - $26.6K
|
952
$501K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-62- 0.43% |
$22.8K - $26.6K
|
14.3K
$7.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-62- 4.02% |
$22.8K - $26.6K
|
1.48K
$779K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-62- 5.58% |
$22.8K - $26.6K
|
1.05K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-62- 1.29% |
$22.8K - $26.6K
|
4.73K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-62- 2.67% |
$22.8K - $26.6K
|
2.26K
$1.19M
|