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 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-475- 4.39% |
$175K - $204K
|
10.4K
$4.95M
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-478- 1.03% |
$176K - $205K
|
45.9K
$21.9M
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-481- 3.46% |
$177K - $207K
|
13.4K
$6.41M
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-481- 3.29% |
$177K - $207K
|
14.1K
$6.76M
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-482- 4.33% |
$177K - $207K
|
10.6K
$5.09M
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-486- 2.17% |
$179K - $209K
|
21.9K
$10.5M
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-487- 1.04% |
$179K - $209K
|
46.3K
$22.1M
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-488- 11.7% |
$179K - $210K
|
3.68K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-489- 0.59% |
$180K - $210K
|
83.1K
$39.7M
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-491- 2.71% |
$181K - $211K
|
17.6K
$8.44M
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-491- 10.09% |
$181K - $211K
|
4.38K
$2.09M
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-492- 4.59% |
$181K - $211K
|
10.2K
$4.89M
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-492- 0.9% |
$181K - $211K
|
54K
$25.8M
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-493- 1.72% |
$181K - $212K
|
28.1K
$13.4M
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-493- 3.69% |
$181K - $212K
|
12.9K
$6.15M
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-493- 1.53% |
$181K - $212K
|
31.7K
$15.2M
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-493- 5.37% |
$181K - $212K
|
8.68K
$4.15M
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-494- 1.75% |
$182K - $212K
|
27.7K
$13.3M
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-495- 1.34% |
$182K - $213K
|
36.4K
$17.4M
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-496- 4.15% |
$182K - $213K
|
11.5K
$5.48M
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-497- 2.89% |
$183K - $213K
|
16.7K
$8M
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-498- 1.01% |
$183K - $214K
|
49K
$23.4M
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-498- 1.13% |
$183K - $214K
|
43.8K
$20.9M
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-498- 8.47% |
$183K - $214K
|
5.38K
$2.57M
|
|
May 13, 2024
Q1 2024
|
Maren Capital LLC
Chicago, IL |
SELL
|
- |
-500- 9.74% |
$184K - $215K
|
4.63K
$2.22M
|
|
May 15, 2024
Q1 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-500- 48.78% |
$184K - $215K
|
525
$251K
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-501- 11.19% |
$184K - $215K
|
3.98K
$1.9M
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-502- 11.86% |
$185K - $216K
|
3.73K
$1.78M
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-507- 2.83% |
$186K - $218K
|
17.4K
$8.31M
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-507- 4.53% |
$186K - $218K
|
10.7K
$5.11M
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-509- 1.42% |
$187K - $219K
|
35.4K
$16.9M
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-510- 0.12% |
$188K - $219K
|
434K
$208M
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-510- 4.67% |
$188K - $219K
|
10.4K
$4.98M
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-512- 5.67% |
$188K - $220K
|
8.52K
$4.07M
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-513- 1.66% |
$189K - $220K
|
30.5K
$14.6M
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-513- 1.11% |
$189K - $220K
|
45.8K
$21.9M
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-514- 6.23% |
$189K - $221K
|
7.74K
$3.7M
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-514- 13.49% |
$189K - $221K
|
3.3K
$1.58M
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-514- 4.13% |
$189K - $221K
|
11.9K
$5.71M
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-518- 2.12% |
$190K - $222K
|
23.9K
$11.4M
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-519- 21.25% |
$191K - $223K
|
1.92K
$919K
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-519- 3.48% |
$191K - $223K
|
14.4K
$6.87M
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-519- 0.81% |
$191K - $223K
|
63.2K
$30.2M
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-520- 0.77% |
$191K - $223K
|
67.1K
$32.1M
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-521- 4.05% |
$192K - $224K
|
12.3K
$5.9M
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-525- 1.38% |
$193K - $225K
|
37.5K
$17.9M
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-525- 2.53% |
$193K - $225K
|
20.3K
$9.69M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-525- 0.54% |
$193K - $225K
|
96.4K
$46.1M
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-525- 5.33% |
$193K - $225K
|
9.32K
$4.45M
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-530- 4.6% |
$195K - $228K
|
11K
$5.26M
|