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 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-147- 3.42% |
$54.1K - $63.1K
|
4.15K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-148- 0.54% |
$54.4K - $63.5K
|
27.1K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-150- 0.94% |
$55.2K - $64.4K
|
15.8K
$6.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-150- 4.11% |
$55.2K - $64.4K
|
3.5K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-152- 3.02% |
$55.9K - $65.3K
|
4.88K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-152- 23.17% |
$55.9K - $65.3K
|
504
$206K
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-152- 0.72% |
$55.9K - $65.3K
|
21K
$8.57M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-153- 7.06% |
$56.3K - $65.7K
|
2.01K
$822K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-153- 0.25% |
$56.3K - $65.7K
|
60.1K
$24.5M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-153- 1.0% |
$56.3K - $65.7K
|
15.2K
$6.21M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-153- 0.24% |
$56.3K - $65.7K
|
64.6K
$26.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-154- 1.42% |
$56.6K - $66.1K
|
10.7K
$4.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-154- 0.51% |
$56.6K - $66.1K
|
30.1K
$12.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-154- 10.03% |
$56.6K - $66.1K
|
1.38K
$564K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-155- 3.74% |
$57K - $66.6K
|
3.99K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-157- 1.6% |
$57.7K - $67.4K
|
9.67K
$3.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-158- 0.51% |
$58.1K - $67.8K
|
30.7K
$12.5M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-158- 0.89% |
$58.1K - $67.8K
|
17.6K
$7.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-159- 2.29% |
$58.5K - $68.3K
|
6.78K
$2.77M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-160- 12.61% |
$58.8K - $68.7K
|
1.11K
$453K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-160- 1.95% |
$58.8K - $68.7K
|
8.03K
$3.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-162- 3.29% |
$59.6K - $69.6K
|
4.77K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-162- 0.81% |
$59.6K - $69.6K
|
19.7K
$8.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-163- 0.98% |
$59.9K - $70K
|
16.5K
$6.74M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-163- 3.23% |
$59.9K - $70K
|
4.88K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-164- 2.08% |
$60.3K - $70.4K
|
7.71K
$3.15M
|
|
|
Aug 12, 2024
Q1 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-164- 0.31% |
$60.3K - $70.4K
|
52K
$21.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-165- 0.98% |
$60.7K - $70.8K
|
16.6K
$6.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-165- 3.22% |
$60.7K - $70.8K
|
4.95K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-165- 0.94% |
$60.7K - $70.8K
|
17.4K
$7.11M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-166- 0.95% |
$61K - $71.3K
|
17.3K
$7.04M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-167- 0.46% |
$61.4K - $71.7K
|
36.4K
$14.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-168- 23.56% |
$61.8K - $72.1K
|
545
$222K
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-168- 2.61% |
$61.8K - $72.1K
|
6.28K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-168- 0.71% |
$61.8K - $72.1K
|
23.5K
$9.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-169- 2.9% |
$62.1K - $72.6K
|
5.66K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-170- 0.29% |
$62.5K - $73K
|
57.6K
$23.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-170- 0.34% |
$62.5K - $73K
|
49.4K
$20.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-171- 2.97% |
$62.9K - $73.4K
|
5.58K
$2.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-172- 4.7% |
$63.3K - $73.9K
|
3.49K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-172- 0.97% |
$63.3K - $73.9K
|
17.6K
$7.18M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-173- 9.77% |
$63.6K - $74.3K
|
1.6K
$652K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-173- 0.16% |
$63.6K - $74.3K
|
108K
$44.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-174- 1.1% |
$64K - $74.7K
|
15.7K
$6.4M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-174- 3.2% |
$64K - $74.7K
|
5.27K
$2.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-175- 2.06% |
$64.4K - $75.1K
|
8.31K
$3.39M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-175- 2.08% |
$64.4K - $75.1K
|
8.25K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-175- 2.03% |
$64.4K - $75.1K
|
8.43K
$3.44M
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-175- 1.13% |
$64.4K - $75.1K
|
15.4K
$6.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-176- 9.28% |
$64.7K - $75.6K
|
1.72K
$702K
|