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 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.48K- 3.03% |
$911K - $1.06M
|
79.2K
$33.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.48K- 2.91% |
$911K - $1.06M
|
82.7K
$34.7M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.5K- 7.51% |
$918K - $1.07M
|
30.7K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Jackson Hill Advisors, LLC
|
SELL
|
- |
-2.5K- 8.06% |
$919K - $1.07M
|
28.5K
$12M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.51K- 2.46% |
$924K - $1.08M
|
99.6K
$41.9M
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.52K- 5.33% |
$927K - $1.08M
|
44.8K
$18.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.53K- 3.53% |
$930K - $1.09M
|
69.1K
$29M
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.53K- 64.45% |
$932K - $1.09M
|
1.4K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.54K- 3.57% |
$933K - $1.09M
|
68.6K
$28.8M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.54K- 2.17% |
$934K - $1.09M
|
115K
$48.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.55K- 8.02% |
$938K - $1.09M
|
29.3K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
SELL
|
- |
-2.56K- 0.8% |
$940K - $1.1M
|
319K
$134M
|
|
|
May 14, 2024
Q1 2024
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-2.56K- 23.43% |
$942K - $1.1M
|
8.37K
$3.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.56K- 5.63% |
$943K - $1.1M
|
43K
$18.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-2.58K- 3.51% |
$950K - $1.11M
|
70.9K
$29.8M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.62K- 1.05% |
$965K - $1.13M
|
246K
$103M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.63K- 2.98% |
$967K - $1.13M
|
85.7K
$36M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.63K- 1.66% |
$968K - $1.13M
|
156K
$65.6M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.64K- 3.13% |
$969K - $1.13M
|
81.5K
$34.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-2.65K- 23.33% |
$973K - $1.14M
|
8.7K
$3.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-2.65K- 11.22% |
$974K - $1.14M
|
21K
$8.81M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.66K- 2.39% |
$976K - $1.14M
|
109K
$45.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-2.66K- 15.62% |
$977K - $1.14M
|
14.3K
$6.03M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-2.66K- 4.08% |
$977K - $1.14M
|
62.5K
$26.3M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-2.69K- 1.28% |
$990K - $1.16M
|
207K
$87.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-2.69K- 3.58% |
$990K - $1.16M
|
72.5K
$30.5M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.7K- 0.47% |
$991K - $1.16M
|
576K
$242M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.7K- 1.37% |
$993K - $1.16M
|
194K
$81.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-2.71K- 11.45% |
$997K - $1.16M
|
21K
$8.81M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.74K- 6.06% |
$1.01M - $1.18M
|
42.5K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 0.43% |
$1.01M - $1.18M
|
638K
$268M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.75K- 4.68% |
$1.01M - $1.18M
|
56K
$23.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.77K- 3.7% |
$1.02M - $1.19M
|
71.9K
$30.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.77K- 4.32% |
$1.02M - $1.19M
|
61.4K
$25.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.79K- 4.0% |
$1.03M - $1.2M
|
66.8K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.79K- 11.52% |
$1.03M - $1.2M
|
21.4K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.79K- 2.51% |
$1.03M - $1.2M
|
108K
$45.5M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.81K- 8.91% |
$1.03M - $1.21M
|
28.7K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.82K- 4.65% |
$1.04M - $1.21M
|
58K
$24.3M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.83K- 0.68% |
$1.04M - $1.22M
|
413K
$173M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-2.83K- 0.53% |
$1.04M - $1.22M
|
527K
$222M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.84K- 0.94% |
$1.04M - $1.22M
|
300K
$126M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.85K- 17.58% |
$1.05M - $1.22M
|
13.3K
$5.61M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.86K- 9.66% |
$1.05M - $1.23M
|
26.7K
$11.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.88K- 40.86% |
$1.06M - $1.23M
|
4.16K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.88K- 1.24% |
$1.06M - $1.23M
|
229K
$96.1M
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.88K- 2.1% |
$1.06M - $1.24M
|
134K
$56.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.9K- 12.46% |
$1.07M - $1.24M
|
20.4K
$8.55M
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2.9K- 0.26% |
$1.07M - $1.24M
|
1.12M
$471M
|
|
|
May 15, 2024
Q1 2024
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-2.9K- 28.78% |
$1.07M - $1.25M
|
7.18K
$3.01M
|