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 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-400- 1.14% |
$147K - $172K
|
34.7K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-401- 0.52% |
$147K - $172K
|
76.8K
$31.3M
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-402- 1.67% |
$148K - $173K
|
23.7K
$9.68M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-402- 15.27% |
$148K - $173K
|
2.23K
$911K
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-403- 20.17% |
$148K - $173K
|
1.6K
$651K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-403- 1.05% |
$148K - $173K
|
38.1K
$15.6M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-403- 1.67% |
$148K - $173K
|
23.7K
$9.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-405- 3.2% |
$149K - $174K
|
12.2K
$4.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-407- 0.87% |
$150K - $175K
|
46.5K
$19M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-407- 0.25% |
$150K - $175K
|
161K
$65.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-407- 3.57% |
$150K - $175K
|
11K
$4.49M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-407- 28.74% |
$150K - $175K
|
1.01K
$412K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-409- 2.05% |
$150K - $176K
|
19.6K
$7.99M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-409- 5.94% |
$150K - $176K
|
6.48K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-409- 2.09% |
$150K - $176K
|
19.1K
$7.81M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-410- 0.67% |
$151K - $176K
|
60.5K
$24.7M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-412- 1.37% |
$152K - $177K
|
29.6K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-416- 4.91% |
$153K - $179K
|
8.06K
$3.29M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-416- 2.55% |
$153K - $179K
|
15.9K
$6.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-417- 4.63% |
$153K - $179K
|
8.6K
$3.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-417- 2.46% |
$153K - $179K
|
16.5K
$6.75M
|
|
|
May 10, 2024
Q1 2024
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-417- 1.6% |
$153K - $179K
|
25.6K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-420- 1.34% |
$154K - $180K
|
30.8K
$12.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-426- 2.13% |
$157K - $183K
|
19.5K
$7.98M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-426- 1.11% |
$157K - $183K
|
37.8K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-427- 1.48% |
$157K - $183K
|
28.5K
$11.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-428- 4.12% |
$157K - $184K
|
9.96K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-430- 1.89% |
$158K - $185K
|
22.3K
$9.12M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
SELL
|
- |
-435- 0.77% |
$160K - $187K
|
56.1K
$22.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-435- 1.99% |
$160K - $187K
|
21.5K
$8.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-438- 5.98% |
$161K - $188K
|
6.89K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-439- 8.17% |
$161K - $188K
|
4.93K
$2.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-440- 2.12% |
$162K - $189K
|
20.3K
$8.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
SELL
|
- |
-440- 1.65% |
$162K - $189K
|
26.2K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-440- 1.58% |
$162K - $189K
|
27.4K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-440- 12.24% |
$162K - $189K
|
3.16K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-442- 2.43% |
$163K - $190K
|
17.7K
$7.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-443- 1.34% |
$163K - $190K
|
32.5K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-443- 3.67% |
$163K - $190K
|
11.6K
$4.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-445- 1.88% |
$164K - $191K
|
23.2K
$9.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-445- 23.81% |
$164K - $191K
|
1.42K
$581K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-445- 3.49% |
$164K - $191K
|
12.3K
$5.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-446- 0.78% |
$164K - $191K
|
56.5K
$23.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-446- 19.11% |
$164K - $191K
|
1.89K
$771K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-446- 0.92% |
$164K - $191K
|
47.9K
$19.5M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-446- 1.1% |
$164K - $191K
|
40K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-448- 1.02% |
$165K - $192K
|
43.4K
$17.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-450- 4.24% |
$165K - $193K
|
10.2K
$4.15M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-451- 17.7% |
$166K - $194K
|
2.1K
$856K
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-452- 0.14% |
$166K - $194K
|
318K
$130M
|