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 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-134- 2.6% |
$49.3K - $57.5K
|
5.03K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-137- 0.57% |
$50.4K - $58.8K
|
23.8K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-137- 4.64% |
$50.4K - $58.8K
|
2.81K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-138- 6.07% |
$50.7K - $59.3K
|
2.14K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-139- 0.21% |
$51.1K - $59.7K
|
66.6K
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-139- 14.69% |
$51.1K - $59.7K
|
807
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-140- 2.28% |
$51.5K - $60.1K
|
5.99K
$2.87M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.35% |
$51.5K - $60.1K
|
40.1K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-141- 0.59% |
$51.9K - $60.5K
|
23.8K
$11.4M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-143- 0.58% |
$52.6K - $61.4K
|
24.5K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-143- 1.96% |
$52.6K - $61.4K
|
7.16K
$3.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-143- 1.22% |
$52.6K - $61.4K
|
11.5K
$5.53M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-143- 0.15% |
$52.6K - $61.4K
|
97.1K
$46.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-144- 0.66% |
$53K - $61.8K
|
21.6K
$10.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-145- 2.5% |
$53.3K - $62.3K
|
5.65K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-145- 2.1% |
$53.3K - $62.3K
|
6.75K
$3.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-146- 3.72% |
$53.7K - $62.7K
|
3.78K
$1.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-146- 1.82% |
$53.7K - $62.7K
|
7.87K
$3.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-146- 5.44% |
$53.7K - $62.7K
|
2.54K
$1.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-146- 12.97% |
$53.7K - $62.7K
|
980
$470K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-146- 6.27% |
$53.7K - $62.7K
|
2.18K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-146- 0.76% |
$53.7K - $62.7K
|
19K
$9.09M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-146- 4.76% |
$53.7K - $62.7K
|
2.92K
$1.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-147- 3.42% |
$54.1K - $63.1K
|
4.15K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-148- 0.54% |
$54.4K - $63.5K
|
27.1K
$13M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-150- 0.94% |
$55.2K - $64.4K
|
15.8K
$7.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-150- 4.11% |
$55.2K - $64.4K
|
3.5K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-152- 3.02% |
$55.9K - $65.3K
|
4.88K
$2.34M
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-152- 23.17% |
$55.9K - $65.3K
|
504
$241K
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-152- 0.72% |
$55.9K - $65.3K
|
21K
$10.1M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-153- 7.06% |
$56.3K - $65.7K
|
2.01K
$965K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-153- 0.25% |
$56.3K - $65.7K
|
60.1K
$28.8M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-153- 1.0% |
$56.3K - $65.7K
|
15.2K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-153- 0.24% |
$56.3K - $65.7K
|
64.6K
$31M
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-154- 1.42% |
$56.6K - $66.1K
|
10.7K
$5.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-154- 0.51% |
$56.6K - $66.1K
|
30.1K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-154- 10.03% |
$56.6K - $66.1K
|
1.38K
$662K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-155- 3.74% |
$57K - $66.6K
|
3.99K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-157- 1.6% |
$57.7K - $67.4K
|
9.67K
$4.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-158- 0.51% |
$58.1K - $67.8K
|
30.7K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-158- 0.89% |
$58.1K - $67.8K
|
17.6K
$8.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-159- 2.29% |
$58.5K - $68.3K
|
6.78K
$3.25M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-160- 12.61% |
$58.8K - $68.7K
|
1.11K
$531K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-160- 1.95% |
$58.8K - $68.7K
|
8.03K
$3.85M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-162- 3.29% |
$59.6K - $69.6K
|
4.77K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-162- 0.81% |
$59.6K - $69.6K
|
19.7K
$9.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-163- 0.98% |
$59.9K - $70K
|
16.5K
$7.91M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-163- 3.23% |
$59.9K - $70K
|
4.88K
$2.34M
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-163- 17.23% |
$59.9K - $70K
|
783
$375K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-164- 2.08% |
$60.3K - $70.4K
|
7.71K
$3.69M
|