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 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.92K- 51.08% |
$707K - $825K
|
1.84K
$880K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.93K- 1.21% |
$708K - $827K
|
158K
$75.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.93K- 58.42% |
$710K - $830K
|
1.38K
$657K
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.94K- 6.33% |
$713K - $832K
|
28.7K
$13.7M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.96K- 7.99% |
$719K - $839K
|
22.5K
$10.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.96K- 4.06% |
$719K - $840K
|
46.2K
$22.1M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.96K- 1.18% |
$719K - $840K
|
164K
$78.4M
|
|
|
May 06, 2024
Q1 2024
|
Brooktree Capital Management
|
SELL
|
- |
-1.96K- 18.79% |
$722K - $843K
|
8.48K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.97K- 0.96% |
$723K - $845K
|
204K
$97.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.97K- 21.66% |
$724K - $845K
|
7.12K
$3.4M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.97K- 1.18% |
$725K - $847K
|
165K
$78.8M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.98K- 4.61% |
$728K - $850K
|
40.9K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.99K- 6.46% |
$730K - $852K
|
28.8K
$13.7M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 14.14% |
$736K - $859K
|
12.1K
$5.81M
|
|
|
May 15, 2024
Q1 2024
|
Toms Capital Investment Management LP
New York, NY |
SELL
|
- |
-2K- 0.62% |
$736K - $859K
|
321K
$153M
|
|
|
May 15, 2024
Q1 2024
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-2K- 20.0% |
$736K - $859K
|
8K
$3.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2K- 10.11% |
$736K - $860K
|
17.8K
$8.51M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2K- 3.98% |
$736K - $860K
|
48.4K
$23.1M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.01K- 1.39% |
$739K - $863K
|
143K
$68.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-2.02K- 6.78% |
$744K - $869K
|
27.8K
$13.3M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.03K- 0.74% |
$747K - $872K
|
274K
$131M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-2.03K- 6.67% |
$747K - $872K
|
28.4K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.04K- 3.1% |
$749K - $874K
|
63.6K
$30.4M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.04K- 8.62% |
$750K - $876K
|
21.6K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.04K- 12.04% |
$752K - $878K
|
14.9K
$7.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.05K- 7.49% |
$752K - $878K
|
25.3K
$12.1M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2.05K- 15.46% |
$753K - $879K
|
11.2K
$5.35M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2.06K- 2.96% |
$758K - $885K
|
67.5K
$32.2M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.06K- 3.98% |
$758K - $885K
|
49.7K
$23.8M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.06K- 2.44% |
$759K - $886K
|
82.4K
$39.4M
|
|
|
May 13, 2024
Q1 2024
|
Kidder Stephen W
|
SELL
|
- |
-2.08K- 5.48% |
$764K - $892K
|
35.8K
$17.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.08K- 8.4% |
$766K - $894K
|
22.7K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.08K- 20.5% |
$766K - $894K
|
8.08K
$3.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-2.09K- 12.65% |
$769K - $898K
|
14.4K
$6.91M
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.1K- 7.42% |
$771K - $900K
|
26.1K
$12.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.1K- 2.97% |
$774K - $903K
|
68.8K
$32.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-2.11K- 82.1% |
$776K - $906K
|
460
$220K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.11K- 0.77% |
$777K - $907K
|
272K
$130M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.13K- 1.13% |
$783K - $915K
|
187K
$89.3M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-2.14K- 6.71% |
$788K - $920K
|
29.8K
$14.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.14K- 3.93% |
$788K - $921K
|
52.4K
$25.1M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.15K- 4.3% |
$791K - $923K
|
47.9K
$22.9M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-2.16K- 13.4% |
$796K - $929K
|
14K
$6.68M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.18K- 1.22% |
$800K - $934K
|
176K
$84.4M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.18K- 15.21% |
$800K - $934K
|
12.1K
$5.8M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.18K- 1.68% |
$800K - $934K
|
128K
$61.1M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.18K- 4.33% |
$801K - $935K
|
48.2K
$23M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.18K- 3.58% |
$802K - $936K
|
58.8K
$28.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.18K- 4.14% |
$802K - $937K
|
50.5K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.2K- 15.22% |
$809K - $945K
|
12.3K
$5.86M
|