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 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-458- 0.25% |
$168K - $197K
|
184K
$97.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-458- 6.17% |
$168K - $197K
|
6.96K
$3.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-461- 4.16% |
$170K - $198K
|
10.6K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-461- 0.22% |
$170K - $198K
|
209K
$111M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-462- 17.03% |
$170K - $198K
|
2.25K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-464- 1.48% |
$171K - $199K
|
30.9K
$16.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-466- 5.71% |
$171K - $200K
|
7.7K
$4.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-466- 18.0% |
$171K - $200K
|
2.12K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-468- 8.34% |
$172K - $201K
|
5.14K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-469- 2.12% |
$172K - $201K
|
21.6K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-470- 2.33% |
$173K - $202K
|
19.7K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-472- 4.59% |
$174K - $203K
|
9.81K
$5.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-473- 1.12% |
$174K - $203K
|
41.9K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-473- 0.9% |
$174K - $203K
|
52.3K
$27.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-474- 0.56% |
$174K - $204K
|
84.6K
$45M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-474- 0.5% |
$174K - $204K
|
95.1K
$50.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
SELL
|
- |
-475- 1.69% |
$175K - $204K
|
27.6K
$14.7M
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-475- 42.95% |
$175K - $204K
|
631
$335K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-475- 0.67% |
$175K - $204K
|
70K
$37.2M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-475- 4.39% |
$175K - $204K
|
10.4K
$5.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-478- 1.03% |
$176K - $205K
|
45.9K
$24.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-481- 3.46% |
$177K - $207K
|
13.4K
$7.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-481- 3.29% |
$177K - $207K
|
14.1K
$7.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-482- 4.33% |
$177K - $207K
|
10.6K
$5.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-486- 2.17% |
$179K - $209K
|
21.9K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-487- 1.04% |
$179K - $209K
|
46.3K
$24.6M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-488- 11.7% |
$179K - $210K
|
3.68K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-489- 0.59% |
$180K - $210K
|
83.1K
$44.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-491- 2.71% |
$181K - $211K
|
17.6K
$9.38M
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-491- 10.09% |
$181K - $211K
|
4.38K
$2.33M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-492- 4.59% |
$181K - $211K
|
10.2K
$5.44M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-492- 0.9% |
$181K - $211K
|
54K
$28.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-493- 1.72% |
$181K - $212K
|
28.1K
$14.9M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-493- 3.69% |
$181K - $212K
|
12.9K
$6.83M
|
|
|
May 03, 2024
Q1 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-493- 1.53% |
$181K - $212K
|
31.7K
$16.9M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-493- 5.37% |
$181K - $212K
|
8.68K
$4.62M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-494- 1.75% |
$182K - $212K
|
27.7K
$14.7M
|
|
|
May 09, 2024
Q1 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-495- 1.34% |
$182K - $213K
|
36.4K
$19.4M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-496- 4.15% |
$182K - $213K
|
11.5K
$6.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-497- 2.89% |
$183K - $213K
|
16.7K
$8.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-498- 1.01% |
$183K - $214K
|
49K
$26.1M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-498- 1.13% |
$183K - $214K
|
43.8K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-498- 8.47% |
$183K - $214K
|
5.38K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Maren Capital LLC
Chicago, IL |
SELL
|
- |
-500- 9.74% |
$184K - $215K
|
4.63K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-500- 48.78% |
$184K - $215K
|
525
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-501- 11.19% |
$184K - $215K
|
3.98K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-502- 11.86% |
$185K - $216K
|
3.73K
$1.98M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-507- 2.83% |
$186K - $218K
|
17.4K
$9.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-507- 4.53% |
$186K - $218K
|
10.7K
$5.68M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-509- 1.42% |
$187K - $219K
|
35.4K
$18.8M
|