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 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-77- 1.62% |
$28.3K - $33.1K
|
4.69K
$2.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-77- 0.88% |
$28.3K - $33.1K
|
8.68K
$4.56M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-77- 0.53% |
$28.3K - $33.1K
|
14.5K
$7.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-78- 0.28% |
$28.7K - $33.5K
|
28.3K
$14.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-78- 1.68% |
$28.7K - $33.5K
|
4.57K
$2.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-78- 5.45% |
$28.7K - $33.5K
|
1.35K
$711K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-78- 0.23% |
$28.7K - $33.5K
|
33.4K
$17.6M
|
|
|
May 20, 2025
Q1 2024
|
Lansdowne Partners (Uk) LLP
London, X0 |
SELL
|
- |
-78- 1.67% |
$28.7K - $33.5K
|
4.58K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-79- 0.48% |
$29.1K - $33.9K
|
16.3K
$8.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-79- 3.45% |
$29.1K - $33.9K
|
2.21K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-79- 1.13% |
$29.1K - $33.9K
|
6.89K
$3.62M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-79- 3.23% |
$29.1K - $33.9K
|
2.37K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-79- 7.37% |
$29.1K - $33.9K
|
993
$522K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-79- 1.07% |
$29.1K - $33.9K
|
7.28K
$3.83M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-79- 3.59% |
$29.1K - $33.9K
|
2.12K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-80- 0.97% |
$29.4K - $34.3K
|
8.14K
$4.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-80- 1.3% |
$29.4K - $34.3K
|
6.08K
$3.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-80- 0.8% |
$29.4K - $34.3K
|
9.87K
$5.19M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-80- 1.15% |
$29.4K - $34.3K
|
6.87K
$3.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-81- 1.04% |
$29.8K - $34.8K
|
7.68K
$4.04M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-81- 0.43% |
$29.8K - $34.8K
|
18.9K
$9.95M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-81- 6.81% |
$29.8K - $34.8K
|
1.11K
$583K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-82- 4.6% |
$30.2K - $35.2K
|
1.7K
$893K
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-83- 3.0% |
$30.5K - $35.6K
|
2.69K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-83- 0.28% |
$30.5K - $35.6K
|
30.1K
$15.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-84- 13.06% |
$30.9K - $36.1K
|
559
$294K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-84- 0.52% |
$30.9K - $36.1K
|
16.1K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-84- 1.69% |
$30.9K - $36.1K
|
4.88K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-84- 1.61% |
$30.9K - $36.1K
|
5.12K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-85- 1.76% |
$31.3K - $36.5K
|
4.74K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-85- 3.92% |
$31.3K - $36.5K
|
2.09K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-86- 1.24% |
$31.6K - $36.9K
|
6.82K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-86- 0.38% |
$31.6K - $36.9K
|
22.8K
$12M
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-87- 10.19% |
$32K - $37.4K
|
767
$403K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-87- 1.14% |
$32K - $37.4K
|
7.58K
$3.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-88- 2.5% |
$32.4K - $37.8K
|
3.43K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-88- 0.78% |
$32.4K - $37.8K
|
11.3K
$5.92M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-88- 0.26% |
$32.4K - $37.8K
|
33.9K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-88- 0.52% |
$32.4K - $37.8K
|
16.7K
$8.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 1.11% |
$32.7K - $38.2K
|
7.93K
$4.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-90- 1.0% |
$33.1K - $38.6K
|
8.95K
$4.71M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-90- 1.15% |
$33.1K - $38.6K
|
7.76K
$4.08M
|
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-90- 0.77% |
$33.1K - $38.6K
|
11.6K
$6.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-91- 4.83% |
$33.5K - $39.1K
|
1.79K
$943K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-91- 0.48% |
$33.5K - $39.1K
|
19K
$10M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-92- 0.31% |
$33.8K - $39.5K
|
29.6K
$15.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-92- 2.26% |
$33.8K - $39.5K
|
3.98K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-92- 0.12% |
$33.8K - $39.5K
|
77.6K
$40.8M
|
|
|
May 01, 2024
Q1 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-93- 0.39% |
$34.2K - $39.9K
|
24K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-93- 5.9% |
$34.2K - $39.9K
|
1.48K
$779K
|