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 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 0.44% |
$24.6K - $28.8K
|
15K
$7.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-68- 0.49% |
$25K - $29.2K
|
13.7K
$6.58M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-68- 8.68% |
$25K - $29.2K
|
715
$343K
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-68- 0.56% |
$25K - $29.2K
|
12K
$5.74M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-68- 3.98% |
$25K - $29.2K
|
1.64K
$785K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-69- 0.73% |
$25.4K - $29.6K
|
9.41K
$4.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-69- 7.57% |
$25.4K - $29.6K
|
842
$403K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-70- 2.89% |
$25.7K - $30.1K
|
2.36K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-70- 0.56% |
$25.7K - $30.1K
|
12.5K
$6M
|
|
|
Apr 18, 2024
Q1 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-71- 0.17% |
$26.1K - $30.5K
|
42.3K
$20.3M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-71- 0.88% |
$26.1K - $30.5K
|
7.96K
$3.81M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-71- 0.94% |
$26.1K - $30.5K
|
7.49K
$3.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-72- 2.12% |
$26.5K - $30.9K
|
3.33K
$1.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-72- 0.95% |
$26.5K - $30.9K
|
7.47K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-72- 2.1% |
$26.5K - $30.9K
|
3.36K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-72- 0.85% |
$26.5K - $30.9K
|
8.39K
$4.02M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-72- 0.17% |
$26.5K - $30.9K
|
43.3K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-73- 10.53% |
$26.8K - $31.3K
|
620
$297K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-74- 0.69% |
$27.2K - $31.8K
|
10.7K
$5.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-74- 1.5% |
$27.2K - $31.8K
|
4.84K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-74- 3.59% |
$27.2K - $31.8K
|
1.99K
$951K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-75- 7.36% |
$27.6K - $32.2K
|
944
$452K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-75- 6.75% |
$27.6K - $32.2K
|
1.04K
$496K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-75- 0.44% |
$27.6K - $32.2K
|
17K
$8.15M
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-75- 0.49% |
$27.6K - $32.2K
|
15.1K
$7.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-75- 0.4% |
$27.6K - $32.2K
|
18.8K
$9M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-75- 3.4% |
$27.6K - $32.2K
|
2.13K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-75- 11.54% |
$27.6K - $32.2K
|
575
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-75- 0.94% |
$27.6K - $32.2K
|
7.94K
$3.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-76- 2.57% |
$27.9K - $32.6K
|
2.88K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-76- 1.18% |
$27.9K - $32.6K
|
6.34K
$3.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-76- 2.84% |
$27.9K - $32.6K
|
2.6K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-76- 0.15% |
$27.9K - $32.6K
|
50.5K
$24.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-77- 0.51% |
$28.3K - $33.1K
|
14.9K
$7.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-77- 1.62% |
$28.3K - $33.1K
|
4.69K
$2.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-77- 0.88% |
$28.3K - $33.1K
|
8.68K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-77- 0.53% |
$28.3K - $33.1K
|
14.5K
$6.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-78- 0.28% |
$28.7K - $33.5K
|
28.3K
$13.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-78- 1.68% |
$28.7K - $33.5K
|
4.57K
$2.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-78- 5.45% |
$28.7K - $33.5K
|
1.35K
$648K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-78- 0.23% |
$28.7K - $33.5K
|
33.4K
$16M
|
|
|
May 20, 2025
Q1 2024
|
Lansdowne Partners (Uk) LLP
London, X0 |
SELL
|
- |
-78- 1.67% |
$28.7K - $33.5K
|
4.58K
$2.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-79- 0.48% |
$29.1K - $33.9K
|
16.3K
$7.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-79- 3.45% |
$29.1K - $33.9K
|
2.21K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-79- 1.13% |
$29.1K - $33.9K
|
6.89K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-79- 3.23% |
$29.1K - $33.9K
|
2.37K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-79- 7.37% |
$29.1K - $33.9K
|
993
$476K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-79- 1.07% |
$29.1K - $33.9K
|
7.28K
$3.49M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-79- 3.59% |
$29.1K - $33.9K
|
2.12K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-80- 0.97% |
$29.4K - $34.3K
|
8.14K
$3.9M
|