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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-426- 1.11% |
$157K - $183K
|
37.8K
$18.1M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-427- 1.48% |
$157K - $183K
|
28.5K
$13.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-428- 4.12% |
$157K - $184K
|
9.96K
$4.77M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-430- 1.89% |
$158K - $185K
|
22.3K
$10.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Spence Asset Management
|
SELL
|
- |
-435- 0.77% |
$160K - $187K
|
56.1K
$26.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-435- 1.99% |
$160K - $187K
|
21.5K
$10.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-438- 5.98% |
$161K - $188K
|
6.89K
$3.3M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-439- 8.17% |
$161K - $188K
|
4.93K
$2.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-440- 2.12% |
$162K - $189K
|
20.3K
$9.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
SELL
|
- |
-440- 1.65% |
$162K - $189K
|
26.2K
$12.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-440- 1.58% |
$162K - $189K
|
27.4K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-440- 12.24% |
$162K - $189K
|
3.16K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-442- 2.43% |
$163K - $190K
|
17.7K
$8.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-443- 1.34% |
$163K - $190K
|
32.5K
$15.6M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-443- 3.67% |
$163K - $190K
|
11.6K
$5.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-445- 1.88% |
$164K - $191K
|
23.2K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-445- 23.81% |
$164K - $191K
|
1.42K
$682K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-445- 3.49% |
$164K - $191K
|
12.3K
$5.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-446- 0.78% |
$164K - $191K
|
56.5K
$27.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-446- 19.11% |
$164K - $191K
|
1.89K
$905K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-446- 0.92% |
$164K - $191K
|
47.9K
$22.9M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-446- 1.1% |
$164K - $191K
|
40K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-448- 1.02% |
$165K - $192K
|
43.4K
$20.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-450- 4.24% |
$165K - $193K
|
10.2K
$4.87M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-451- 17.7% |
$166K - $194K
|
2.1K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-452- 0.14% |
$166K - $194K
|
318K
$152M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-455- 2.83% |
$167K - $195K
|
15.6K
$7.49M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-455- 2.67% |
$167K - $195K
|
16.6K
$7.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-456- 2.37% |
$168K - $196K
|
18.8K
$9M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-457- 2.4% |
$168K - $196K
|
18.6K
$8.91M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-457- 5.51% |
$168K - $196K
|
7.83K
$3.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-458- 0.25% |
$168K - $197K
|
184K
$88.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-458- 6.17% |
$168K - $197K
|
6.96K
$3.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-461- 4.16% |
$170K - $198K
|
10.6K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-461- 0.22% |
$170K - $198K
|
209K
$100M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-462- 17.03% |
$170K - $198K
|
2.25K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-464- 1.48% |
$171K - $199K
|
30.9K
$14.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-466- 5.71% |
$171K - $200K
|
7.7K
$3.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-466- 18.0% |
$171K - $200K
|
2.12K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-468- 8.34% |
$172K - $201K
|
5.14K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-469- 2.12% |
$172K - $201K
|
21.6K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-470- 2.33% |
$173K - $202K
|
19.7K
$9.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-472- 4.59% |
$174K - $203K
|
9.81K
$4.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-473- 1.12% |
$174K - $203K
|
41.9K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-473- 0.9% |
$174K - $203K
|
52.3K
$25.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-474- 0.56% |
$174K - $204K
|
84.6K
$40.5M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-474- 0.5% |
$174K - $204K
|
95.1K
$45.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
SELL
|
- |
-475- 1.69% |
$175K - $204K
|
27.6K
$13.2M
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-475- 42.95% |
$175K - $204K
|
631
$302K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-475- 0.67% |
$175K - $204K
|
70K
$33.5M
|