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 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-219- 9.79% |
$80.5K - $94K
|
2.02K
$967K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-220- 12.99% |
$80.9K - $94.5K
|
1.47K
$706K
|
|
|
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
$3.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-222- 0.42% |
$81.6K - $95.3K
|
52.7K
$25.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-222- 0.92% |
$81.6K - $95.3K
|
23.9K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-222- 0.7% |
$81.6K - $95.3K
|
31.6K
$15.2M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-223- 2.0% |
$82K - $95.7K
|
10.9K
$5.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-224- 0.91% |
$82.4K - $96.2K
|
24.5K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-224- 0.95% |
$82.4K - $96.2K
|
23.4K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-225- 2.34% |
$82.7K - $96.6K
|
9.4K
$4.5M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-230- 26.59% |
$84.6K - $98.8K
|
635
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-230- 1.47% |
$84.6K - $98.8K
|
15.4K
$7.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-232- 4.37% |
$85.3K - $99.6K
|
5.08K
$2.43M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-232- 1.82% |
$85.3K - $99.6K
|
12.5K
$5.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-233- 2.57% |
$85.7K - $100K
|
8.84K
$4.23M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-234- 1.6% |
$86.1K - $100K
|
14.4K
$6.89M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-235- 1.55% |
$86.4K - $101K
|
14.9K
$7.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-235- 4.12% |
$86.4K - $101K
|
5.46K
$2.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-235- 31.38% |
$86.4K - $101K
|
514
$246K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-237- 0.83% |
$87.2K - $102K
|
28.3K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-238- 0.52% |
$87.5K - $102K
|
45.3K
$21.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-239- 1.31% |
$87.9K - $103K
|
18K
$8.65M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-239- 7.5% |
$87.9K - $103K
|
2.95K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-239- 8.81% |
$87.9K - $103K
|
2.48K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-240- 7.74% |
$88.3K - $103K
|
2.86K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-240- 2.83% |
$88.3K - $103K
|
8.25K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-241- 10.96% |
$88.6K - $103K
|
1.96K
$938K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-242- 6.1% |
$89K - $104K
|
3.73K
$1.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-242- 0.22% |
$89K - $104K
|
111K
$53.4M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-243- 0.15% |
$89.4K - $104K
|
161K
$76.9M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-244- 1.17% |
$89.7K - $105K
|
20.6K
$9.88M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-244- 0.42% |
$89.7K - $105K
|
58K
$27.8M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-244- 1.56% |
$89.7K - $105K
|
15.4K
$7.36M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-245- 3.99% |
$90.1K - $105K
|
5.89K
$2.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-245- 0.86% |
$90.1K - $105K
|
28.1K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-245- 5.55% |
$90.1K - $105K
|
4.17K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-247- 9.94% |
$90.8K - $106K
|
2.24K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-247- 2.24% |
$90.8K - $106K
|
10.8K
$5.16M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-247- 0.36% |
$90.8K - $106K
|
68K
$32.6M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-247- 1.28% |
$90.8K - $106K
|
19K
$9.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-249- 4.44% |
$91.6K - $107K
|
5.36K
$2.57M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-249- 0.97% |
$91.6K - $107K
|
25.5K
$12.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-250- 15.14% |
$91.9K - $107K
|
1.4K
$671K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-250- 0.92% |
$91.9K - $107K
|
27K
$12.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-250- 8.74% |
$91.9K - $107K
|
2.61K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-250- 0.99% |
$91.9K - $107K
|
25.1K
$12M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-250- 0.88% |
$91.9K - $107K
|
28.1K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-251- 1.28% |
$92.3K - $108K
|
19.4K
$9.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-251- 6.8% |
$92.3K - $108K
|
3.44K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-251- 3.34% |
$92.3K - $108K
|
7.27K
$3.48M
|