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 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-319- 1.72% |
$117K - $137K
|
18.2K
$8.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-319- 1.79% |
$117K - $137K
|
17.5K
$8.37M
|
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-319- 0.28% |
$117K - $137K
|
115K
$55.3M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-319- 1.58% |
$117K - $137K
|
19.9K
$9.54M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-326- 4.18% |
$120K - $140K
|
7.47K
$3.58M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-327- 0.43% |
$120K - $140K
|
76.5K
$36.7M
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-327- 2.09% |
$120K - $140K
|
15.3K
$7.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-328- 8.48% |
$121K - $141K
|
3.54K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-331- 1.18% |
$122K - $142K
|
27.7K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-331- 0.19% |
$122K - $142K
|
171K
$81.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-332- 2.33% |
$122K - $143K
|
13.9K
$6.66M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-333- 0.6% |
$122K - $143K
|
54.8K
$26.3M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-334- 1.66% |
$123K - $143K
|
19.8K
$9.48M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-337- 0.64% |
$124K - $145K
|
52.3K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-338- 9.11% |
$124K - $145K
|
3.37K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-339- 0.83% |
$125K - $146K
|
40.3K
$19.3M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-340- 3.08% |
$125K - $146K
|
10.7K
$5.13M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-341- 0.37% |
$125K - $146K
|
92K
$44.1M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-343- 4.6% |
$126K - $147K
|
7.12K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-343- 4.88% |
$126K - $147K
|
6.69K
$3.2M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-344- 1.01% |
$127K - $148K
|
33.7K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-345- 4.3% |
$127K - $148K
|
7.68K
$3.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-347- 9.2% |
$128K - $149K
|
3.42K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-347- 1.12% |
$128K - $149K
|
30.5K
$14.6M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-348- 2.9% |
$128K - $149K
|
11.7K
$5.59M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-348- 2.71% |
$128K - $149K
|
12.5K
$5.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-349- 19.64% |
$128K - $150K
|
1.43K
$684K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-351- 2.8% |
$129K - $151K
|
12.2K
$5.83M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-352- 1.44% |
$129K - $151K
|
24K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-352- 1.97% |
$129K - $151K
|
17.5K
$8.39M
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-354- 2.92% |
$130K - $152K
|
11.8K
$5.64M
|
|
|
May 14, 2024
Q1 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-355- 16.42% |
$131K - $152K
|
1.81K
$866K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-356- 4.59% |
$131K - $153K
|
7.4K
$3.55M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-356- 5.07% |
$131K - $153K
|
6.67K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-358- 0.89% |
$132K - $154K
|
40K
$19.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-359- 0.93% |
$132K - $154K
|
38.1K
$18.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-359- 3.21% |
$132K - $154K
|
10.8K
$5.19M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-360- 3.19% |
$132K - $155K
|
10.9K
$5.23M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-360- 1.45% |
$132K - $155K
|
24.5K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-360- 11.9% |
$132K - $155K
|
2.67K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-361- 1.49% |
$133K - $155K
|
23.9K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-362- 1.76% |
$133K - $155K
|
20.2K
$9.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-363- 7.02% |
$133K - $156K
|
4.81K
$2.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-363- 11.18% |
$133K - $156K
|
2.88K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-364- 2.3% |
$134K - $156K
|
15.5K
$7.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-366- 3.32% |
$135K - $157K
|
10.7K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-366- 1.86% |
$135K - $157K
|
19.3K
$9.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-368- 3.91% |
$135K - $158K
|
9.03K
$4.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-369- 0.65% |
$136K - $158K
|
56.8K
$27.2M
|
|
|
May 13, 2024
Q1 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-370- 1.85% |
$136K - $159K
|
19.7K
$9.42M
|