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 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-252- 1.38% |
$92.7K - $108K
|
18K
$8.61M
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-253- 1.75% |
$93K - $109K
|
14.2K
$6.82M
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-253- 2.41% |
$93K - $109K
|
10.3K
$4.92M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-254- 0.31% |
$93.4K - $109K
|
81.8K
$39.2M
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-255- 3.42% |
$93.8K - $109K
|
7.2K
$3.45M
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-257- 1.64% |
$94.5K - $110K
|
15.4K
$7.38M
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-257- 1.76% |
$94.5K - $110K
|
14.3K
$6.87M
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-257- 1.03% |
$94.5K - $110K
|
24.8K
$11.9M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-258- 0.82% |
$94.9K - $111K
|
31.2K
$14.9M
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-258- 3.8% |
$94.9K - $111K
|
6.53K
$3.13M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-259- 0.4% |
$95.2K - $111K
|
63.7K
$30.5M
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-259- 4.32% |
$95.2K - $111K
|
5.74K
$2.75M
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-259- 2.11% |
$95.2K - $111K
|
12K
$5.76M
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-260- 1.97% |
$95.6K - $112K
|
13K
$6.21M
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-261- 3.34% |
$96K - $112K
|
7.55K
$3.62M
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-262- 2.17% |
$96.4K - $112K
|
11.8K
$5.66M
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-263- 2.72% |
$96.7K - $113K
|
9.42K
$4.51M
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-265- 8.74% |
$97.5K - $114K
|
2.77K
$1.33M
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-265- 4.49% |
$97.5K - $114K
|
5.64K
$2.7M
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-267- 0.72% |
$98.2K - $115K
|
36.7K
$17.6M
|
|
Feb 20, 2025
Q1 2024
|
Wormser Freres Gestion
Paris, I0 |
SELL
|
- |
-267- 3.01% |
$98.2K - $115K
|
8.6K
$4.12M
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-268- 0.33% |
$98.6K - $115K
|
80K
$38.3M
|
|
May 13, 2024
Q1 2024
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-268- 1.23% |
$98.6K - $115K
|
21.5K
$10.3M
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-269- 4.57% |
$98.9K - $116K
|
5.62K
$2.69M
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-269- 2.07% |
$98.9K - $116K
|
12.7K
$6.08M
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-269- 7.97% |
$98.9K - $116K
|
3.11K
$1.49M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-272- 0.2% |
$100K - $117K
|
138K
$66M
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-272- 1.14% |
$100K - $117K
|
23.6K
$11.3M
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-273- 0.76% |
$100K - $117K
|
35.6K
$17.1M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-273- 2.06% |
$100K - $117K
|
13K
$6.21M
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-274- 7.37% |
$101K - $118K
|
3.44K
$1.65M
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-274- 0.21% |
$101K - $118K
|
131K
$62.8M
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-274- 1.98% |
$101K - $118K
|
13.6K
$6.52M
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-274- 1.77% |
$101K - $118K
|
15.2K
$7.3M
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-275- 3.47% |
$101K - $118K
|
7.64K
$3.66M
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-275- 2.71% |
$101K - $118K
|
9.87K
$4.73M
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-276- 3.7% |
$101K - $119K
|
7.19K
$3.45M
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-276- 6.05% |
$101K - $119K
|
4.28K
$2.05M
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-277- 1.43% |
$102K - $119K
|
19K
$9.12M
|
|
May 15, 2024
Q1 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-277- 1.9% |
$102K - $119K
|
14.3K
$6.86M
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-278- 0.68% |
$102K - $119K
|
40.6K
$19.5M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-278- 2.25% |
$102K - $119K
|
12.1K
$5.79M
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-281- 1.15% |
$103K - $121K
|
24.1K
$11.6M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-282- 0.81% |
$104K - $121K
|
34.5K
$16.5M
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-284- 2.32% |
$104K - $122K
|
12K
$5.74M
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-285- 2.66% |
$105K - $122K
|
10.4K
$5M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-285- 1.92% |
$105K - $122K
|
14.6K
$6.98M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-285- 1.97% |
$105K - $122K
|
14.2K
$6.8M
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-286- 1.55% |
$105K - $123K
|
18.2K
$8.73M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-287- 2.96% |
$106K - $123K
|
9.4K
$4.5M
|