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 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-168- 0.71% |
$61.8K - $72.1K
|
23.5K
$10M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-169- 2.9% |
$62.1K - $72.6K
|
5.66K
$2.41M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-170- 0.29% |
$62.5K - $73K
|
57.6K
$24.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-170- 0.34% |
$62.5K - $73K
|
49.4K
$21M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-171- 2.97% |
$62.9K - $73.4K
|
5.58K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-172- 4.7% |
$63.3K - $73.9K
|
3.49K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-172- 0.97% |
$63.3K - $73.9K
|
17.6K
$7.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-173- 9.77% |
$63.6K - $74.3K
|
1.6K
$680K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-173- 0.16% |
$63.6K - $74.3K
|
108K
$46.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-174- 1.1% |
$64K - $74.7K
|
15.7K
$6.67M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-174- 3.2% |
$64K - $74.7K
|
5.27K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-175- 2.06% |
$64.4K - $75.1K
|
8.31K
$3.54M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-175- 2.08% |
$64.4K - $75.1K
|
8.25K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-175- 2.03% |
$64.4K - $75.1K
|
8.43K
$3.58M
|
|
|
May 31, 2024
Q1 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-175- 1.13% |
$64.4K - $75.1K
|
15.4K
$6.54M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-176- 9.28% |
$64.7K - $75.6K
|
1.72K
$732K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-176- 3.56% |
$64.7K - $75.6K
|
4.76K
$2.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-176- 7.0% |
$64.7K - $75.6K
|
2.34K
$995K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-177- 2.01% |
$65.1K - $76K
|
8.62K
$3.67M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-177- 0.32% |
$65.1K - $76K
|
55.1K
$23.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-178- 26.61% |
$65.5K - $76.4K
|
491
$209K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-178- 1.19% |
$65.5K - $76.4K
|
14.7K
$6.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-179- 0.35% |
$65.8K - $76.9K
|
51.4K
$21.9M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-179- 17.23% |
$65.8K - $76.9K
|
860
$366K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-180- 0.07% |
$66.2K - $77.3K
|
276K
$118M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-180- 0.24% |
$66.2K - $77.3K
|
75.1K
$31.9M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-182- 5.33% |
$66.9K - $78.1K
|
3.23K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-183- 0.24% |
$67.3K - $78.6K
|
75.9K
$32.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-183- 9.47% |
$67.3K - $78.6K
|
1.75K
$744K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-184- 0.73% |
$67.7K - $79K
|
24.9K
$10.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-185- 1.73% |
$68K - $79.4K
|
10.5K
$4.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-185- 0.45% |
$68K - $79.4K
|
41.1K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-185- 0.72% |
$68K - $79.4K
|
25.7K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-185- 1.14% |
$68K - $79.4K
|
16K
$6.81M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-187- 5.08% |
$68.8K - $80.3K
|
3.49K
$1.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-188- 1.61% |
$69.1K - $80.7K
|
11.5K
$4.88M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-188- 0.72% |
$69.1K - $80.7K
|
26K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-188- 1.69% |
$69.1K - $80.7K
|
10.9K
$4.64M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-189- 0.35% |
$69.5K - $81.2K
|
54.2K
$23.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Xxec, Inc.
|
SELL
|
- |
-190- 0.6% |
$69.9K - $81.6K
|
31.3K
$13.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-190- 0.5% |
$69.9K - $81.6K
|
37.6K
$16M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-191- 0.31% |
$70.2K - $82K
|
61.5K
$26.2M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-191- 0.6% |
$70.2K - $82K
|
31.7K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-191- 1.05% |
$70.2K - $82K
|
18.1K
$7.68M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-191- 0.89% |
$70.2K - $82K
|
21.3K
$9.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-192- 5.5% |
$70.6K - $82.4K
|
3.3K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-192- 1.66% |
$70.6K - $82.4K
|
11.4K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-192- 3.5% |
$70.6K - $82.4K
|
5.29K
$2.25M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-193- 0.71% |
$71K - $82.9K
|
27K
$11.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-194- 1.3% |
$71.3K - $83.3K
|
14.8K
$6.29M
|