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 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-99- 2.12% |
$36.4K - $42.5K
|
4.57K
$2.19M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-99- 3.09% |
$36.4K - $42.5K
|
3.1K
$1.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-100- 17.15% |
$36.8K - $42.9K
|
483
$231K
|
|
|
Apr 12, 2024
Q1 2024
|
Bonness Enterprises Inc
|
SELL
|
- |
-100- 0.24% |
$36.8K - $42.9K
|
40.8K
$19.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-100- 1.95% |
$36.8K - $42.9K
|
5.04K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-100- 1.71% |
$36.8K - $42.9K
|
5.74K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-100- 0.71% |
$36.8K - $42.9K
|
13.9K
$6.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-100- 9.51% |
$36.8K - $42.9K
|
952
$456K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 3.43% |
$36.8K - $42.9K
|
2.82K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-100- 4.22% |
$36.8K - $42.9K
|
2.27K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-101- 1.03% |
$37.1K - $43.4K
|
9.72K
$4.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-101- 0.08% |
$37.1K - $43.4K
|
124K
$59.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-102- 1.14% |
$37.5K - $43.8K
|
8.88K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-102- 7.56% |
$37.5K - $43.8K
|
1.25K
$598K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-103- 0.67% |
$37.9K - $44.2K
|
15.2K
$7.27M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-103- 1.85% |
$37.9K - $44.2K
|
5.46K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-103- 2.75% |
$37.9K - $44.2K
|
3.64K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-104- 14.69% |
$38.2K - $44.7K
|
604
$289K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-104- 3.23% |
$38.2K - $44.7K
|
3.11K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-104- 0.91% |
$38.2K - $44.7K
|
11.4K
$5.45M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-104- 0.73% |
$38.2K - $44.7K
|
14.1K
$6.75M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-105- 0.08% |
$38.6K - $45.1K
|
133K
$63.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-105- 1.76% |
$38.6K - $45.1K
|
5.85K
$2.8M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-105- 2.05% |
$38.6K - $45.1K
|
5.02K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-105- 0.48% |
$38.6K - $45.1K
|
21.6K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-106- 0.47% |
$39K - $45.5K
|
22.4K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-107- 0.05% |
$39.3K - $45.9K
|
210K
$100M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-108- 0.23% |
$39.7K - $46.4K
|
46.3K
$22.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-108- 0.37% |
$39.7K - $46.4K
|
28.7K
$13.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-108- 1.04% |
$39.7K - $46.4K
|
10.2K
$4.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-108- 3.13% |
$39.7K - $46.4K
|
3.34K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-108- 1.12% |
$39.7K - $46.4K
|
9.5K
$4.55M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-108- 3.32% |
$39.7K - $46.4K
|
3.14K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-109- 0.41% |
$40.1K - $46.8K
|
26.3K
$12.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-110- 0.32% |
$40.5K - $47.2K
|
34.2K
$16.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-110- 1.29% |
$40.5K - $47.2K
|
8.43K
$4.04M
|
|
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-110- 4.86% |
$40.5K - $47.2K
|
2.15K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-112- 10.94% |
$41.2K - $48.1K
|
912
$437K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-112- 0.47% |
$41.2K - $48.1K
|
23.6K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-112- 10.64% |
$41.2K - $48.1K
|
941
$451K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-112- 2.0% |
$41.2K - $48.1K
|
5.49K
$2.63M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-113- 0.74% |
$41.6K - $48.5K
|
15.2K
$7.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.18% |
$41.6K - $48.5K
|
9.45K
$4.53M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-113- 0.25% |
$41.6K - $48.5K
|
44.4K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-113- 4.86% |
$41.6K - $48.5K
|
2.21K
$1.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-114- 3.19% |
$41.9K - $48.9K
|
3.46K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-114- 1.3% |
$41.9K - $48.9K
|
8.63K
$4.13M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-114- 0.3% |
$41.9K - $48.9K
|
38.5K
$18.4M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-114- 1.19% |
$41.9K - $48.9K
|
9.45K
$4.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-116- 6.55% |
$42.7K - $49.8K
|
1.65K
$792K
|