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 |
|---|---|---|---|---|---|---|---|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-195- 1.34% |
$71.7K - $83.7K
|
14.3K
$6.09M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-195- 3.35% |
$71.7K - $83.7K
|
5.63K
$2.39M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-196- 11.58% |
$72.1K - $84.2K
|
1.5K
$637K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-197- 1.28% |
$72.4K - $84.6K
|
15.2K
$6.46M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-198- 4.03% |
$72.8K - $85K
|
4.71K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-198- 0.48% |
$72.8K - $85K
|
40.7K
$17.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-200- 0.59% |
$73.6K - $85.9K
|
33.5K
$14.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-200- 1.32% |
$73.6K - $85.9K
|
15K
$6.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 0.51% |
$73.6K - $85.9K
|
39K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-200- 1.35% |
$73.6K - $85.9K
|
14.6K
$6.2M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-200- 2.67% |
$73.6K - $85.9K
|
7.3K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-200- 1.3% |
$73.6K - $85.9K
|
15.1K
$6.44M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 1.64% |
$73.6K - $85.9K
|
12K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-200- 28.57% |
$73.6K - $85.9K
|
500
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-202- 1.28% |
$74.3K - $86.7K
|
15.6K
$6.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-202- 5.34% |
$74.3K - $86.7K
|
3.58K
$1.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-203- 0.43% |
$74.7K - $87.2K
|
47K
$20M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-203- 1.29% |
$74.7K - $87.2K
|
15.6K
$6.62M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-203- 3.81% |
$74.7K - $87.2K
|
5.13K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-203- 4.91% |
$74.7K - $87.2K
|
3.94K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-204- 3.88% |
$75K - $87.6K
|
5.05K
$2.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-205- 1.78% |
$75.4K - $88K
|
11.3K
$4.81M
|
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-205- 0.54% |
$75.4K - $88K
|
37.4K
$15.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-206- 1.47% |
$75.8K - $88.5K
|
13.8K
$5.87M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-208- 0.16% |
$76.5K - $89.3K
|
130K
$55.4M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-209- 0.68% |
$76.9K - $89.7K
|
30.6K
$13M
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-210- 6.57% |
$77.2K - $90.2K
|
2.99K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-211- 2.89% |
$77.6K - $90.6K
|
7.08K
$3.01M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-211- 3.27% |
$77.6K - $90.6K
|
6.24K
$2.65M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-212- 1.08% |
$78K - $91K
|
19.4K
$8.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-212- 1.96% |
$78K - $91K
|
10.6K
$4.52M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-212- 1.78% |
$78K - $91K
|
11.7K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
SELL
|
- |
-213- 1.48% |
$78.3K - $91.5K
|
14.2K
$6.03M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-215- 2.59% |
$79.1K - $92.3K
|
8.08K
$3.44M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-215- 1.74% |
$79.1K - $92.3K
|
12.1K
$5.16M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-216- 7.68% |
$79.4K - $92.7K
|
2.6K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-216- 10.46% |
$79.4K - $92.7K
|
1.85K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-217- 0.74% |
$79.8K - $93.2K
|
29.2K
$12.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-218- 7.3% |
$80.2K - $93.6K
|
2.77K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-218- 1.15% |
$80.2K - $93.6K
|
18.8K
$8M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-218- 0.39% |
$80.2K - $93.6K
|
55K
$23.4M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-218- 7.58% |
$80.2K - $93.6K
|
2.66K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-219- 9.79% |
$80.5K - $94K
|
2.02K
$859K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-220- 12.99% |
$80.9K - $94.5K
|
1.47K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-220- 3.12% |
$80.9K - $94.5K
|
6.84K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-222- 0.42% |
$81.6K - $95.3K
|
52.7K
$22.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-222- 0.92% |
$81.6K - $95.3K
|
23.9K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-222- 0.7% |
$81.6K - $95.3K
|
31.6K
$13.5M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-223- 2.0% |
$82K - $95.7K
|
10.9K
$4.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-224- 0.91% |
$82.4K - $96.2K
|
24.5K
$10.4M
|