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 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-371- 4.59% |
$136K - $159K
|
7.72K
$3.7M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-372- 3.44% |
$137K - $160K
|
10.4K
$5M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-372- 9.42% |
$137K - $160K
|
3.58K
$1.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-374- 2.65% |
$138K - $161K
|
13.7K
$6.59M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-374- 3.71% |
$138K - $161K
|
9.71K
$4.65M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-374- 3.41% |
$138K - $161K
|
10.6K
$5.08M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-377- 3.43% |
$139K - $162K
|
10.6K
$5.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-378- 3.33% |
$139K - $162K
|
11K
$5.26M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-379- 2.32% |
$139K - $163K
|
16K
$7.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-379- 1.92% |
$139K - $163K
|
19.4K
$9.29M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-383- 4.11% |
$141K - $164K
|
8.94K
$4.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-385- 1.9% |
$142K - $165K
|
19.9K
$9.54M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-386- 1.48% |
$142K - $166K
|
25.7K
$12.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-387- 14.18% |
$142K - $166K
|
2.34K
$1.12M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-389- 15.59% |
$143K - $167K
|
2.11K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-390- 1.84% |
$143K - $167K
|
20.8K
$9.95M
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-392- 1.65% |
$144K - $168K
|
23.4K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-392- 5.03% |
$144K - $168K
|
7.41K
$3.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-393- 0.75% |
$145K - $169K
|
52.3K
$25M
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-393- 0.81% |
$145K - $169K
|
48.1K
$23M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-394- 3.04% |
$145K - $169K
|
12.6K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-394- 27.71% |
$145K - $169K
|
1.03K
$493K
|
|
|
Apr 09, 2024
Q1 2024
|
Hoffman, Alan N Investment Management
|
SELL
|
- |
-395- 0.51% |
$145K - $170K
|
77K
$36.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-395- 1.84% |
$145K - $170K
|
21.1K
$10.1M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-397- 2.03% |
$146K - $170K
|
19.2K
$9.18M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-398- 0.11% |
$146K - $171K
|
346K
$166M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-400- 1.14% |
$147K - $172K
|
34.7K
$16.6M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-401- 0.52% |
$147K - $172K
|
76.8K
$36.8M
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-402- 1.67% |
$148K - $173K
|
23.7K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-402- 15.27% |
$148K - $173K
|
2.23K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-403- 20.17% |
$148K - $173K
|
1.6K
$764K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-403- 1.05% |
$148K - $173K
|
38.1K
$18.3M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-403- 1.67% |
$148K - $173K
|
23.7K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-405- 3.2% |
$149K - $174K
|
12.2K
$5.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-407- 0.87% |
$150K - $175K
|
46.5K
$22.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-407- 0.25% |
$150K - $175K
|
161K
$77M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-407- 3.57% |
$150K - $175K
|
11K
$5.27M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-407- 28.74% |
$150K - $175K
|
1.01K
$483K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-409- 2.05% |
$150K - $176K
|
19.6K
$9.37M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-409- 5.94% |
$150K - $176K
|
6.48K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-409- 2.09% |
$150K - $176K
|
19.1K
$9.17M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-410- 0.67% |
$151K - $176K
|
60.5K
$29M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-412- 1.37% |
$152K - $177K
|
29.6K
$14.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-416- 4.91% |
$153K - $179K
|
8.06K
$3.86M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-416- 2.55% |
$153K - $179K
|
15.9K
$7.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-417- 4.63% |
$153K - $179K
|
8.6K
$4.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-417- 2.46% |
$153K - $179K
|
16.5K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-417- 1.6% |
$153K - $179K
|
25.6K
$12.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-420- 1.34% |
$154K - $180K
|
30.8K
$14.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-426- 2.13% |
$157K - $183K
|
19.5K
$9.36M
|