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
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-81- 6.81% |
$29.8K - $34.8K
|
1.11K
$472K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-82- 4.6% |
$30.2K - $35.2K
|
1.7K
$723K
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-83- 3.0% |
$30.5K - $35.6K
|
2.69K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-83- 0.28% |
$30.5K - $35.6K
|
30.1K
$12.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-84- 13.06% |
$30.9K - $36.1K
|
559
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-84- 0.52% |
$30.9K - $36.1K
|
16.1K
$6.85M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-84- 1.69% |
$30.9K - $36.1K
|
4.88K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-84- 1.61% |
$30.9K - $36.1K
|
5.12K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-85- 1.76% |
$31.3K - $36.5K
|
4.74K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-85- 3.92% |
$31.3K - $36.5K
|
2.09K
$887K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-86- 1.24% |
$31.6K - $36.9K
|
6.82K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-86- 0.38% |
$31.6K - $36.9K
|
22.8K
$9.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-87- 10.19% |
$32K - $37.4K
|
767
$326K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-87- 1.14% |
$32K - $37.4K
|
7.58K
$3.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-88- 2.5% |
$32.4K - $37.8K
|
3.43K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-88- 0.78% |
$32.4K - $37.8K
|
11.3K
$4.79M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-88- 0.26% |
$32.4K - $37.8K
|
33.9K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-88- 0.52% |
$32.4K - $37.8K
|
16.7K
$7.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 1.11% |
$32.7K - $38.2K
|
7.93K
$3.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-90- 1.0% |
$33.1K - $38.6K
|
8.95K
$3.81M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-90- 1.15% |
$33.1K - $38.6K
|
7.76K
$3.3M
|
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-90- 0.77% |
$33.1K - $38.6K
|
11.6K
$4.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-91- 4.83% |
$33.5K - $39.1K
|
1.79K
$763K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-91- 0.48% |
$33.5K - $39.1K
|
19K
$8.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-92- 0.31% |
$33.8K - $39.5K
|
29.6K
$12.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-92- 2.26% |
$33.8K - $39.5K
|
3.98K
$1.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-92- 0.12% |
$33.8K - $39.5K
|
77.6K
$33M
|
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-93- 0.39% |
$34.2K - $39.9K
|
24K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-93- 5.9% |
$34.2K - $39.9K
|
1.48K
$630K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-93- 0.12% |
$34.2K - $39.9K
|
80.6K
$34.3M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-93- 2.62% |
$34.2K - $39.9K
|
3.46K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-93- 0.8% |
$34.2K - $39.9K
|
11.6K
$4.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-94- 0.31% |
$34.6K - $40.4K
|
30.6K
$13M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-94- 2.72% |
$34.6K - $40.4K
|
3.36K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-94- 0.09% |
$34.6K - $40.4K
|
110K
$46.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-96- 1.06% |
$35.3K - $41.2K
|
8.96K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-96- 2.32% |
$35.3K - $41.2K
|
4.04K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-96- 0.4% |
$35.3K - $41.2K
|
23.9K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-97- 1.96% |
$35.7K - $41.6K
|
4.85K
$2.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-98- 0.93% |
$36K - $42.1K
|
10.4K
$4.44M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-98- 2.02% |
$36K - $42.1K
|
4.76K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-98- 0.38% |
$36K - $42.1K
|
25.8K
$11M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-99- 3.74% |
$36.4K - $42.5K
|
2.55K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-99- 0.16% |
$36.4K - $42.5K
|
60.3K
$25.7M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-99- 2.12% |
$36.4K - $42.5K
|
4.57K
$1.94M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-99- 3.09% |
$36.4K - $42.5K
|
3.1K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-100- 17.15% |
$36.8K - $42.9K
|
483
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
Bonness Enterprises Inc
|
SELL
|
- |
-100- 0.24% |
$36.8K - $42.9K
|
40.8K
$17.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-100- 1.95% |
$36.8K - $42.9K
|
5.04K
$2.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-100- 1.71% |
$36.8K - $42.9K
|
5.74K
$2.44M
|