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 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-1.42K- 4.21% |
$520K - $608K
|
32.2K
$13.5M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.42K- 6.44% |
$524K - $611K
|
20.7K
$8.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.42K- 1.36% |
$524K - $611K
|
104K
$43.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.43K- 16.73% |
$526K - $614K
|
7.12K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.43K- 2.09% |
$526K - $614K
|
66.9K
$28.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 1.88% |
$527K - $615K
|
74.6K
$31.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.43K- 4.49% |
$527K - $616K
|
30.5K
$12.8M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.44K- 4.45% |
$528K - $617K
|
30.8K
$13M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.44K- 6.02% |
$531K - $620K
|
22.5K
$9.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.45K- 4.4% |
$533K - $622K
|
31.5K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.45K- 8.29% |
$533K - $623K
|
16.1K
$6.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.45K- 4.79% |
$534K - $623K
|
28.8K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.45K- 25.67% |
$534K - $623K
|
4.21K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.46K- 9.54% |
$536K - $626K
|
13.8K
$5.8M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-1.47K- 2.83% |
$539K - $630K
|
50.4K
$21.2M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.47K- 2.31% |
$542K - $632K
|
62.2K
$26.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-1.47K- 1.62% |
$542K - $633K
|
89.3K
$37.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.48K- 29.44% |
$542K - $633K
|
3.54K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.48K- 3.15% |
$542K - $633K
|
45.3K
$19M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.48K- 72.52% |
$544K - $635K
|
560
$235K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.48K- 7.56% |
$544K - $635K
|
18.1K
$7.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 4.26% |
$545K - $636K
|
33.3K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 4.67% |
$546K - $638K
|
30.4K
$12.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.49K- 2.23% |
$547K - $638K
|
65.3K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.49K- 16.65% |
$548K - $640K
|
7.46K
$3.14M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.5K- 1.98% |
$551K - $644K
|
74.2K
$31.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 3.91% |
$552K - $644K
|
36.9K
$15.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.5K- 1.71% |
$552K - $644K
|
86.4K
$36.3M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.5K- 6.33% |
$552K - $644K
|
22.2K
$9.33M
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1.5K- 30.0% |
$552K - $644K
|
3.5K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.5K- 8.26% |
$552K - $644K
|
16.7K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.5K- 33.33% |
$552K - $644K
|
3K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.51K- 2.49% |
$555K - $648K
|
59.1K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.52K- 19.07% |
$559K - $652K
|
6.45K
$2.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.52K- 5.73% |
$559K - $653K
|
25K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.52K- 58.99% |
$560K - $654K
|
1.06K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.53K- 0.63% |
$563K - $657K
|
241K
$101M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.54K- 0.84% |
$567K - $662K
|
183K
$76.9M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 9.06% |
$567K - $663K
|
15.5K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.54K- 2.61% |
$568K - $663K
|
57.6K
$24.2M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.55K- 3.43% |
$568K - $663K
|
43.5K
$18.3M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.55K- 0.63% |
$570K - $665K
|
244K
$102M
|
|
|
Apr 26, 2024
Q1 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-1.55K- 0.2% |
$570K - $666K
|
774K
$325M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.55K- 5.09% |
$571K - $667K
|
29K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.57K- 0.83% |
$576K - $672K
|
186K
$78.2M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.57K- 7.87% |
$577K - $674K
|
18.4K
$7.72M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.58K- 15.3% |
$580K - $677K
|
8.73K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-1.58K- 1.81% |
$582K - $680K
|
85.9K
$36.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.58K- 42.21% |
$583K - $680K
|
2.17K
$911K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.59K- 8.06% |
$583K - $681K
|
18.1K
$7.6M
|