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 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-571- 1.58% |
$210K - $245K
|
35.5K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-571- 2.65% |
$210K - $245K
|
21K
$8.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-572- 2.2% |
$210K - $246K
|
25.5K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-572- 1.71% |
$210K - $246K
|
32.8K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-573- 2.72% |
$211K - $246K
|
20.5K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-573- 16.31% |
$211K - $246K
|
2.94K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-574- 0.22% |
$211K - $246K
|
257K
$105M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-575- 0.8% |
$211K - $247K
|
71.1K
$29M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-578- 4.3% |
$213K - $248K
|
12.9K
$5.25M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-579- 2.64% |
$213K - $249K
|
21.4K
$8.73M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-579- 2.49% |
$213K - $249K
|
22.7K
$9.26M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-582- 1.0% |
$214K - $250K
|
57.6K
$23.5M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-582Closed |
$214K - $250K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-583- 5.99% |
$214K - $250K
|
9.16K
$3.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-584- 0.33% |
$215K - $251K
|
179K
$72.9M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-587- 1.48% |
$216K - $252K
|
39.1K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-588- 2.02% |
$216K - $252K
|
28.6K
$11.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-589- 1.25% |
$217K - $253K
|
46.7K
$19.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-591- 1.55% |
$217K - $254K
|
37.5K
$15.3M
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-597- 7.79% |
$220K - $256K
|
7.07K
$2.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-598- 3.56% |
$220K - $257K
|
16.2K
$6.62M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-598- 13.07% |
$220K - $257K
|
3.98K
$1.62M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-598- 4.25% |
$220K - $257K
|
13.5K
$5.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-599- 4.54% |
$220K - $257K
|
12.6K
$5.14M
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-602- 4.12% |
$221K - $258K
|
14K
$5.72M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-607- 2.78% |
$223K - $261K
|
21.2K
$8.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-610- 1.01% |
$224K - $262K
|
59.9K
$24.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-610- 4.83% |
$224K - $262K
|
12K
$4.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-612- 7.23% |
$225K - $263K
|
7.85K
$3.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-612- 50.92% |
$225K - $263K
|
590
$241K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-613- 0.88% |
$225K - $263K
|
68.8K
$28.1M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-617- 0.7% |
$227K - $265K
|
88.1K
$36M
|
|
|
May 13, 2024
Q1 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-617- 1.93% |
$227K - $265K
|
31.3K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-620- 5.08% |
$228K - $266K
|
11.6K
$4.73M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-625- 1.12% |
$230K - $268K
|
55K
$22.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-627- 4.47% |
$231K - $269K
|
13.4K
$5.47M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-629- 3.78% |
$231K - $270K
|
16K
$6.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-630- 2.09% |
$232K - $271K
|
29.5K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-631- 6.43% |
$232K - $271K
|
9.18K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-635- 2.5% |
$234K - $273K
|
24.8K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-637- 0.47% |
$234K - $274K
|
134K
$54.8M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-638- 0.48% |
$235K - $274K
|
132K
$53.9M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-638- 2.1% |
$235K - $274K
|
29.7K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-640- 14.18% |
$235K - $275K
|
3.87K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-642- 2.93% |
$236K - $276K
|
21.3K
$8.69M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-642- 0.49% |
$236K - $276K
|
130K
$53M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-646- 14.94% |
$238K - $277K
|
3.68K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-648- 22.01% |
$238K - $278K
|
2.3K
$937K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-650- 5.74% |
$239K - $279K
|
10.7K
$4.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-650- 0.71% |
$239K - $279K
|
90.8K
$37.1M
|