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 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.06K- 3.98% |
$758K - $885K
|
49.7K
$20.9M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.06K- 2.44% |
$759K - $886K
|
82.4K
$34.6M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-2.08K- 5.48% |
$764K - $892K
|
35.8K
$15.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.08K- 8.4% |
$766K - $894K
|
22.7K
$9.55M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.08K- 20.5% |
$766K - $894K
|
8.08K
$3.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-2.09K- 12.65% |
$769K - $898K
|
14.4K
$6.07M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.1K- 7.42% |
$771K - $900K
|
26.1K
$11M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.1K- 2.97% |
$774K - $903K
|
68.8K
$28.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-2.11K- 82.1% |
$776K - $906K
|
460
$193K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.11K- 0.77% |
$777K - $907K
|
272K
$114M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.13K- 1.13% |
$783K - $915K
|
187K
$78.5M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-2.14K- 6.71% |
$788K - $920K
|
29.8K
$12.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.14K- 3.93% |
$788K - $921K
|
52.4K
$22M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.15K- 4.3% |
$791K - $923K
|
47.9K
$20.1M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-2.16K- 13.4% |
$796K - $929K
|
14K
$5.87M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.18K- 1.22% |
$800K - $934K
|
176K
$74.1M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.18K- 15.21% |
$800K - $934K
|
12.1K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.18K- 1.68% |
$800K - $934K
|
128K
$53.7M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.18K- 4.33% |
$801K - $935K
|
48.2K
$20.2M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.18K- 3.58% |
$802K - $936K
|
58.8K
$24.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.18K- 4.14% |
$802K - $937K
|
50.5K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.2K- 15.22% |
$809K - $945K
|
12.3K
$5.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.22K- 17.2% |
$816K - $952K
|
10.7K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.22K- 11.89% |
$818K - $954K
|
16.5K
$6.92M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.22K- 28.76% |
$818K - $955K
|
5.51K
$2.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-2.23K- 12.03% |
$819K - $956K
|
16.3K
$6.84M
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-2.23K- 7.19% |
$819K - $957K
|
28.8K
$12.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-2.25K- 2.6% |
$827K - $966K
|
84.2K
$35.4M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.25K- 0.75% |
$829K - $968K
|
297K
$125M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.26K- 0.7% |
$833K - $972K
|
320K
$134M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.27K- 0.33% |
$835K - $975K
|
681K
$286M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.29K- 2.43% |
$842K - $983K
|
92K
$38.7M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.29K- 11.77% |
$844K - $985K
|
17.2K
$7.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.3K- 2.87% |
$846K - $988K
|
77.7K
$32.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.3K- 14.5% |
$846K - $988K
|
13.6K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.31K- 2.05% |
$850K - $992K
|
110K
$46.3M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.31K- 0.93% |
$851K - $994K
|
247K
$104M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.34K- 12.21% |
$861K - $1.01M
|
16.8K
$7.08M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.34K- 1.05% |
$861K - $1.01M
|
222K
$93.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.36K- 1.5% |
$868K - $1.01M
|
155K
$64.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.36K- 0.94% |
$869K - $1.01M
|
250K
$105M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.37K- 34.14% |
$872K - $1.02M
|
4.57K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.38K- 8.88% |
$877K - $1.02M
|
24.5K
$10.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-2.4K- 3.99% |
$884K - $1.03M
|
57.8K
$24.3M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.41K- 0.73% |
$887K - $1.04M
|
329K
$138M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.41K- 0.38% |
$887K - $1.04M
|
635K
$267M
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-2.42K- 5.85% |
$891K - $1.04M
|
39K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.43K- 50.0% |
$895K - $1.05M
|
2.43K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.45K- 0.25% |
$901K - $1.05M
|
978K
$411M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.45K- 1.47% |
$902K - $1.05M
|
164K
$69.1M
|