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 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-756- 2.33% |
$278K - $325K
|
31.7K
$15.2M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-756- 32.74% |
$278K - $325K
|
1.55K
$742K
|
|
|
May 19, 2025
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-756- 32.74% |
$278K - $325K
|
1.55K
$742K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-759- 4.52% |
$279K - $326K
|
16K
$7.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-764- 20.77% |
$281K - $328K
|
2.91K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-765- 3.35% |
$281K - $328K
|
22.1K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-771- 9.99% |
$284K - $331K
|
6.95K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-780- 4.11% |
$287K - $335K
|
18.2K
$8.69M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 6.06% |
$289K - $337K
|
12.2K
$5.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-786- 2.53% |
$289K - $337K
|
30.3K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-787- 2.83% |
$289K - $338K
|
27K
$12.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-789- 3.3% |
$290K - $339K
|
23.1K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-789- 9.34% |
$290K - $339K
|
7.66K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-789- 3.61% |
$290K - $339K
|
21K
$10.1M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-789- 3.62% |
$290K - $339K
|
21K
$10M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-791- 4.5% |
$291K - $340K
|
16.8K
$8.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-798- 1.91% |
$293K - $343K
|
41.1K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-803- 1.26% |
$295K - $345K
|
63K
$30.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-804- 4.97% |
$296K - $345K
|
15.4K
$7.35M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-808- 0.33% |
$297K - $347K
|
247K
$118M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-809- 34.47% |
$298K - $347K
|
1.54K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-815- 2.5% |
$300K - $350K
|
31.8K
$15.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-816- 19.52% |
$300K - $350K
|
3.37K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-816- 40.5% |
$300K - $350K
|
1.2K
$573K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-816- 0.42% |
$300K - $350K
|
192K
$91.9M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-822- 5.36% |
$302K - $353K
|
14.5K
$6.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-824- 4.39% |
$303K - $354K
|
18K
$8.58M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-827- 3.26% |
$304K - $355K
|
24.5K
$11.7M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-831- 4.31% |
$306K - $357K
|
18.5K
$8.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-832- 1.29% |
$306K - $357K
|
63.6K
$30.4M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-836- 0.89% |
$307K - $359K
|
93.2K
$44.6M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-836- 2.81% |
$307K - $359K
|
28.9K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-837- 0.91% |
$308K - $359K
|
91.6K
$43.8M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-838- 1.94% |
$308K - $360K
|
42.4K
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-843- 11.53% |
$310K - $362K
|
6.47K
$3.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-845- 0.55% |
$311K - $363K
|
154K
$73.6M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-850- 5.91% |
$313K - $365K
|
13.5K
$6.47M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-850- 3.74% |
$313K - $365K
|
21.9K
$10.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-852- 1.74% |
$313K - $366K
|
48.2K
$23.1M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-852- 3.27% |
$313K - $366K
|
25.2K
$12M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-858- 2.82% |
$316K - $368K
|
29.5K
$14.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-860- 8.69% |
$316K - $369K
|
9.03K
$4.32M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-863- 3.0% |
$317K - $371K
|
28K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-863- 64.31% |
$317K - $371K
|
479
$229K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
SELL
|
- |
-864- 2.96% |
$318K - $371K
|
28.3K
$13.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-865- 3.83% |
$318K - $371K
|
21.7K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-865- 9.78% |
$318K - $371K
|
7.98K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-868- 2.01% |
$319K - $373K
|
42.2K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-869- 5.86% |
$320K - $373K
|
14K
$6.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-870- 0.72% |
$320K - $374K
|
121K
$57.7M
|