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 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-5K- 8.41% |
$1.84M - $2.15M
|
54.4K
$22.9M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-5K- 14.75% |
$1.84M - $2.15M
|
28.9K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Alight Capital Management LP
New York, NY |
SELL
|
- |
-5K- 9.09% |
$1.84M - $2.15M
|
50K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.03K- 0.45% |
$1.85M - $2.16M
|
1.11M
$465M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.08K- 18.35% |
$1.87M - $2.18M
|
22.6K
$9.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-5.09K- 26.03% |
$1.87M - $2.19M
|
14.5K
$6.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.14K- 2.17% |
$1.89M - $2.21M
|
232K
$97.3M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.14K- 11.36% |
$1.89M - $2.21M
|
40.1K
$16.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.14K- 1.96% |
$1.89M - $2.21M
|
257K
$108M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.15K- 0.89% |
$1.89M - $2.21M
|
574K
$241M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-5.19K- 0.29% |
$1.91M - $2.23M
|
1.77M
$746M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.21K- 13.91% |
$1.92M - $2.24M
|
32.3K
$13.6M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.23K- 3.23% |
$1.92M - $2.25M
|
157K
$65.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
SELL
|
- |
-5.23K- 1.41% |
$1.92M - $2.25M
|
366K
$154M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-5.24K- 2.74% |
$1.93M - $2.25M
|
186K
$78M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-5.25K- 3.39% |
$1.93M - $2.26M
|
150K
$62.9M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-5.26K- 63.23% |
$1.93M - $2.26M
|
3.06K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.3K- 1.38% |
$1.95M - $2.28M
|
379K
$159M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5.31K- 20.4% |
$1.95M - $2.28M
|
20.7K
$8.7M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.31K- 0.58% |
$1.95M - $2.28M
|
905K
$380M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.32K- 4.75% |
$1.96M - $2.29M
|
107K
$44.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-5.33K- 7.74% |
$1.96M - $2.29M
|
63.5K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.36K- 3.97% |
$1.97M - $2.3M
|
129K
$54.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-5.36K- 1.77% |
$1.97M - $2.3M
|
298K
$125M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.37K- 1.44% |
$1.97M - $2.3M
|
368K
$155M
|
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-5.37K- 3.18% |
$1.98M - $2.31M
|
163K
$68.7M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.37K- 17.2% |
$1.98M - $2.31M
|
25.9K
$10.9M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.41K- 4.96% |
$1.99M - $2.32M
|
104K
$43.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.45K- 2.67% |
$2.01M - $2.34M
|
199K
$83.6M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-5.45K- 25.14% |
$2.01M - $2.34M
|
16.2K
$6.82M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.47K- 4.06% |
$2.01M - $2.35M
|
129K
$54.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-5.49K- 24.31% |
$2.02M - $2.36M
|
17.1K
$7.18M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.49K- 9.48% |
$2.02M - $2.36M
|
52.5K
$22M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.51K- 2.64% |
$2.02M - $2.36M
|
203K
$85.2M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-5.52K- 29.35% |
$2.03M - $2.37M
|
13.3K
$5.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5.53K- 65.71% |
$2.03M - $2.37M
|
2.89K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-5.57K- 19.62% |
$2.05M - $2.39M
|
22.8K
$9.58M
|
|
|
May 03, 2024
Q1 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-5.6K- 6.37% |
$2.06M - $2.4M
|
82.3K
$34.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Privium Fund Management B.V.
|
SELL
|
- |
-5.6K- 35.0% |
$2.06M - $2.4M
|
10.4K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-5.6K- 69.42% |
$2.06M - $2.4M
|
2.47K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.64K- 19.9% |
$2.07M - $2.42M
|
22.7K
$9.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-5.64K- 7.42% |
$2.07M - $2.42M
|
70.3K
$29.5M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.67K- 7.13% |
$2.09M - $2.43M
|
73.9K
$31.1M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5.67K- 10.27% |
$2.09M - $2.43M
|
49.5K
$20.8M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5.7K- 11.52% |
$2.09M - $2.45M
|
43.7K
$18.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-5.71K- 59.85% |
$2.1M - $2.45M
|
3.83K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-5.73K- 3.49% |
$2.11M - $2.46M
|
158K
$66.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-5.78K- 6.02% |
$2.12M - $2.48M
|
90.1K
$37.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5.79K- 2.65% |
$2.13M - $2.49M
|
212K
$89.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.8K- 56.21% |
$2.13M - $2.49M
|
4.52K
$1.9M
|