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 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.49K- 2.23% |
$547K - $638K
|
65.3K
$31.2M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.49K- 16.65% |
$548K - $640K
|
7.46K
$3.57M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.5K- 1.98% |
$551K - $644K
|
74.2K
$35.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 3.91% |
$552K - $644K
|
36.9K
$17.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.5K- 1.71% |
$552K - $644K
|
86.4K
$41.3M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.5K- 6.33% |
$552K - $644K
|
22.2K
$10.6M
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1.5K- 30.0% |
$552K - $644K
|
3.5K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.5K- 8.26% |
$552K - $644K
|
16.7K
$7.96M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1.5K- 33.33% |
$552K - $644K
|
3K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.51K- 2.49% |
$555K - $648K
|
59.1K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.52K- 19.07% |
$559K - $652K
|
6.45K
$3.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.52K- 5.73% |
$559K - $653K
|
25K
$12M
|
|
|
May 08, 2024
Q1 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.52K- 58.99% |
$560K - $654K
|
1.06K
$506K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.53K- 0.63% |
$563K - $657K
|
241K
$115M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.54K- 0.84% |
$567K - $662K
|
183K
$87.5M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 9.06% |
$567K - $663K
|
15.5K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.54K- 2.61% |
$568K - $663K
|
57.6K
$27.5M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.55K- 3.43% |
$568K - $663K
|
43.5K
$20.8M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-1.55K- 0.63% |
$570K - $665K
|
244K
$116M
|
|
|
Apr 26, 2024
Q1 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-1.55K- 0.2% |
$570K - $666K
|
774K
$370M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.55K- 5.09% |
$571K - $667K
|
29K
$13.8M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.57K- 0.83% |
$576K - $672K
|
186K
$89M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.57K- 7.87% |
$577K - $674K
|
18.4K
$8.78M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.58K- 15.3% |
$580K - $677K
|
8.73K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-1.58K- 1.81% |
$582K - $680K
|
85.9K
$41.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.58K- 42.21% |
$583K - $680K
|
2.17K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.59K- 8.06% |
$583K - $681K
|
18.1K
$8.64M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.59K- 5.69% |
$585K - $683K
|
26.4K
$12.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.59K- 1.19% |
$585K - $684K
|
132K
$63M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.6K- 6.11% |
$587K - $685K
|
24.5K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Insight Holdings Group, LLC
New York, NY |
SELL
|
- |
-1.6K- 0.99% |
$588K - $687K
|
160K
$76.7M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.61K- 3.51% |
$590K - $689K
|
44.1K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.61K- 1.41% |
$590K - $689K
|
112K
$53.8M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.61K- 1.7% |
$592K - $692K
|
93.1K
$44.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.62K- 2.06% |
$595K - $694K
|
76.7K
$36.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-1.63K- 3.1% |
$598K - $698K
|
50.8K
$24.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.63K- 0.84% |
$598K - $699K
|
193K
$92.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.63K- 6.4% |
$599K - $699K
|
23.8K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.64K- 2.2% |
$602K - $703K
|
72.8K
$34.8M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.64K- 4.63% |
$603K - $704K
|
33.7K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.64K- 7.66% |
$603K - $704K
|
19.8K
$9.45M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.64K- 1.7% |
$604K - $705K
|
95K
$45.4M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-1.66K- 3.06% |
$610K - $712K
|
52.5K
$25.1M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.66K- 20.6% |
$610K - $713K
|
6.4K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.66K- 2.25% |
$611K - $713K
|
72.3K
$34.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.66K- 6.07% |
$612K - $714K
|
25.8K
$12.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.67K- 1.15% |
$612K - $715K
|
143K
$68.3M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1.69K- 19.8% |
$621K - $725K
|
6.84K
$3.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.69K- 6.03% |
$621K - $726K
|
26.3K
$12.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.7K- 3.11% |
$624K - $729K
|
52.8K
$25.2M
|