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
|
Hills Bank & Trust CO
|
SELL
|
- |
-93- 0.12% |
$34.2K - $39.9K
|
80.6K
$42.4M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-93- 2.62% |
$34.2K - $39.9K
|
3.46K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-93- 0.8% |
$34.2K - $39.9K
|
11.6K
$6.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-94- 0.31% |
$34.6K - $40.4K
|
30.6K
$16.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-94- 2.72% |
$34.6K - $40.4K
|
3.36K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-94- 0.09% |
$34.6K - $40.4K
|
110K
$57.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-96- 1.06% |
$35.3K - $41.2K
|
8.96K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-96- 2.32% |
$35.3K - $41.2K
|
4.04K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-96- 0.4% |
$35.3K - $41.2K
|
23.9K
$12.5M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-97- 1.96% |
$35.7K - $41.6K
|
4.85K
$2.55M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-97- 1.55% |
$35.7K - $41.6K
|
6.14K
$3.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-98- 0.93% |
$36K - $42.1K
|
10.4K
$5.49M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-98- 2.02% |
$36K - $42.1K
|
4.76K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-98- 0.38% |
$36K - $42.1K
|
25.8K
$13.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-99- 3.74% |
$36.4K - $42.5K
|
2.55K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-99- 0.16% |
$36.4K - $42.5K
|
60.3K
$31.7M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-99- 2.12% |
$36.4K - $42.5K
|
4.57K
$2.4M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-99- 3.09% |
$36.4K - $42.5K
|
3.1K
$1.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-100- 17.15% |
$36.8K - $42.9K
|
483
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Bonness Enterprises Inc
|
SELL
|
- |
-100- 0.24% |
$36.8K - $42.9K
|
40.8K
$21.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-100- 1.95% |
$36.8K - $42.9K
|
5.04K
$2.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
SELL
|
- |
-100- 1.71% |
$36.8K - $42.9K
|
5.74K
$3.02M
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-100- 0.71% |
$36.8K - $42.9K
|
13.9K
$7.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-100- 9.51% |
$36.8K - $42.9K
|
952
$501K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 3.43% |
$36.8K - $42.9K
|
2.82K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-100- 4.22% |
$36.8K - $42.9K
|
2.27K
$1.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-101- 1.03% |
$37.1K - $43.4K
|
9.72K
$5.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-101- 0.08% |
$37.1K - $43.4K
|
124K
$65.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-102- 1.14% |
$37.5K - $43.8K
|
8.88K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-102- 7.56% |
$37.5K - $43.8K
|
1.25K
$656K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-103- 0.67% |
$37.9K - $44.2K
|
15.2K
$7.98M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-103- 1.85% |
$37.9K - $44.2K
|
5.46K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-103- 2.75% |
$37.9K - $44.2K
|
3.64K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-104- 14.69% |
$38.2K - $44.7K
|
604
$318K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-104- 3.23% |
$38.2K - $44.7K
|
3.11K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-104- 0.91% |
$38.2K - $44.7K
|
11.4K
$5.98M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-104- 0.73% |
$38.2K - $44.7K
|
14.1K
$7.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-105- 0.08% |
$38.6K - $45.1K
|
133K
$69.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-105- 1.76% |
$38.6K - $45.1K
|
5.85K
$3.08M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-105- 2.05% |
$38.6K - $45.1K
|
5.02K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-105- 0.48% |
$38.6K - $45.1K
|
21.6K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-106- 0.47% |
$39K - $45.5K
|
22.4K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-107- 0.05% |
$39.3K - $45.9K
|
210K
$110M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-108- 0.23% |
$39.7K - $46.4K
|
46.3K
$24.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-108- 0.37% |
$39.7K - $46.4K
|
28.7K
$15.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-108- 1.04% |
$39.7K - $46.4K
|
10.2K
$5.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-108- 3.13% |
$39.7K - $46.4K
|
3.34K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-108- 1.12% |
$39.7K - $46.4K
|
9.5K
$4.99M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-108- 3.32% |
$39.7K - $46.4K
|
3.14K
$1.65M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-109- 0.41% |
$40.1K - $46.8K
|
26.3K
$13.8M
|