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 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-1K- 3.06% |
$368K - $429K
|
31.7K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1K- 2.95% |
$368K - $429K
|
32.9K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-1K- 5.38% |
$368K - $429K
|
17.6K
$7.4M
|
|
|
May 15, 2024
Q1 2024
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-1K- 21.98% |
$368K - $429K
|
3.55K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
SELL
|
- |
-1K- 5.88% |
$368K - $429K
|
16K
$6.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1K- 0.46% |
$369K - $431K
|
219K
$92.2M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-1.01K- 5.63% |
$370K - $432K
|
16.9K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.01K- 63.3% |
$371K - $433K
|
585
$246K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.01K- 2.06% |
$371K - $434K
|
47.9K
$20.1M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.02K- 3.95% |
$373K - $436K
|
24.7K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-1.02K- 1.15% |
$377K - $440K
|
87.9K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.03K- 3.64% |
$377K - $440K
|
27.1K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.03K- 1.0% |
$377K - $441K
|
102K
$42.9M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-1.03K- 5.01% |
$379K - $442K
|
19.5K
$8.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-1.03K- 0.62% |
$380K - $444K
|
166K
$69.6M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-1.03K- 26.21% |
$380K - $444K
|
2.91K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 3.89% |
$381K - $445K
|
25.6K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.04K- 4.1% |
$382K - $447K
|
24.3K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.96% |
$382K - $447K
|
12K
$5.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.04K- 3.57% |
$384K - $448K
|
28.1K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.04K- 0.18% |
$384K - $448K
|
575K
$242M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.05K- 1.99% |
$384K - $449K
|
51.5K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 49.2% |
$385K - $449K
|
1.08K
$454K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.05K- 2.25% |
$385K - $450K
|
45.6K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.05K- 3.13% |
$387K - $452K
|
32.6K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-1.06K- 3.24% |
$388K - $453K
|
31.5K
$13.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.06K- 2.87% |
$389K - $454K
|
35.7K
$15M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.06K- 17.62% |
$389K - $454K
|
4.95K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.06K- 0.33% |
$390K - $456K
|
318K
$134M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 1.7% |
$391K - $456K
|
61.5K
$25.8M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.06K- 15.99% |
$391K - $456K
|
5.58K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 1.38% |
$391K - $457K
|
76.3K
$32.1M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-1.06K- 1.22% |
$391K - $457K
|
86.1K
$36.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.07K- 9.36% |
$393K - $459K
|
10.4K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.07K- 3.45% |
$395K - $461K
|
30K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.08K- 3.77% |
$396K - $462K
|
27.4K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.09K- 9.67% |
$400K - $467K
|
10.2K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.09K- 2.15% |
$400K - $467K
|
49.5K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.09K- 0.12% |
$400K - $468K
|
942K
$396M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.09K- 3.78% |
$401K - $468K
|
27.8K
$11.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.09K- 0.94% |
$401K - $468K
|
115K
$48.2M
|
|
|
May 16, 2024
Q1 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.09K- 1.52% |
$401K - $468K
|
70.6K
$29.7M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.09K- 0.7% |
$402K - $469K
|
154K
$64.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.09K- 1.14% |
$402K - $469K
|
94.8K
$39.8M
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 2.91% |
$405K - $472K
|
36.7K
$15.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.11K- 34.91% |
$407K - $475K
|
2.06K
$866K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 1.28% |
$407K - $475K
|
85.3K
$35.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.11K- 3.17% |
$407K - $475K
|
33.8K
$14.2M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.12K- 7.63% |
$411K - $480K
|
13.5K
$5.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.12K- 0.99% |
$413K - $482K
|
113K
$47.3M
|