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 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-677- 19.75% |
$249K - $291K
|
2.75K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-678- 1.77% |
$249K - $291K
|
37.7K
$18M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-679- 5.29% |
$250K - $292K
|
12.2K
$5.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-681- 6.99% |
$250K - $292K
|
9.07K
$4.33M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-683- 1.26% |
$251K - $293K
|
53.4K
$25.5M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-684- 33.33% |
$252K - $294K
|
1.37K
$654K
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-686- 3.32% |
$252K - $295K
|
20K
$9.55M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-687- 0.8% |
$253K - $295K
|
85K
$40.6M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-691- 3.27% |
$254K - $297K
|
20.4K
$9.76M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-691- 6.8% |
$254K - $297K
|
9.48K
$4.53M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-694- 10.32% |
$255K - $298K
|
6.03K
$2.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-695- 6.39% |
$256K - $298K
|
10.2K
$4.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-696- 2.76% |
$256K - $299K
|
24.5K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-700- 1.43% |
$257K - $301K
|
48.2K
$23M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-700- 10.27% |
$257K - $301K
|
6.12K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-700- 3.07% |
$257K - $301K
|
22.1K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-704- 30.54% |
$259K - $302K
|
1.6K
$765K
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-705- 6.45% |
$259K - $303K
|
10.2K
$4.89M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-708- 1.02% |
$260K - $304K
|
69K
$33M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-709- 3.39% |
$261K - $304K
|
20.2K
$9.66M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-718- 3.71% |
$264K - $308K
|
18.6K
$8.9M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-719- 1.68% |
$264K - $309K
|
42.2K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-720- 3.74% |
$265K - $309K
|
18.5K
$8.86M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-722- 10.0% |
$266K - $310K
|
6.5K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-724- 9.11% |
$266K - $311K
|
7.22K
$3.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-725- 35.19% |
$267K - $311K
|
1.34K
$638K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-726- 1.22% |
$267K - $312K
|
58.6K
$28M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-730- 3.7% |
$268K - $313K
|
19K
$9.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-730- 3.58% |
$268K - $313K
|
19.7K
$9.4M
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
SELL
|
- |
-731- 2.4% |
$269K - $314K
|
29.8K
$14.2M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-731- 1.91% |
$269K - $314K
|
37.5K
$17.9M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-731- 1.92% |
$269K - $314K
|
37.3K
$17.8M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-731- 2.88% |
$269K - $314K
|
24.6K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-732- 2.95% |
$269K - $314K
|
24.1K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-733- 1.71% |
$270K - $315K
|
42.2K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-734- 4.24% |
$270K - $315K
|
16.6K
$7.91M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-735- 0.53% |
$270K - $316K
|
138K
$66M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-740- 4.81% |
$272K - $318K
|
14.7K
$7.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-743- 3.41% |
$273K - $319K
|
21.1K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-744- 3.04% |
$274K - $319K
|
23.7K
$11.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-745- 0.91% |
$274K - $320K
|
80.7K
$38.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-745- 10.3% |
$274K - $320K
|
6.49K
$3.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-748- 0.64% |
$275K - $321K
|
116K
$55.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-750- 3.18% |
$276K - $322K
|
22.8K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-750- 1.57% |
$276K - $322K
|
47.1K
$22.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-750- 0.27% |
$276K - $322K
|
281K
$134M
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-750- 8.72% |
$276K - $322K
|
7.85K
$3.75M
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-751- 4.93% |
$276K - $322K
|
14.5K
$6.93M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-752- 1.86% |
$277K - $323K
|
39.6K
$18.9M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-753- 2.84% |
$277K - $323K
|
25.7K
$12.3M
|