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
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-7.03K- 4.17% |
$2.58M - $3.02M
|
162K
$67.9M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-7.05K- 7.44% |
$2.59M - $3.03M
|
87.7K
$36.8M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7.06K- 8.36% |
$2.6M - $3.03M
|
77.4K
$32.5M
|
|
|
May 14, 2024
Q1 2024
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-7.15K- 12.07% |
$2.63M - $3.07M
|
52.1K
$21.9M
|
|
|
May 08, 2024
Q1 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.2K- 7.41% |
$2.65M - $3.09M
|
90K
$37.8M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-7.27K- 29.5% |
$2.67M - $3.12M
|
17.4K
$7.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-7.27K- 2.06% |
$2.67M - $3.12M
|
345K
$145M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-7.28K- 3.85% |
$2.68M - $3.12M
|
182K
$76.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
SELL
|
- |
-7.31K- 49.92% |
$2.69M - $3.14M
|
7.33K
$3.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.33K- 1.76% |
$2.7M - $3.15M
|
410K
$172M
|
|
|
May 15, 2024
Q1 2024
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-7.34K- 10.96% |
$2.7M - $3.15M
|
59.6K
$25M
|
|
|
May 02, 2024
Q1 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-7.36K- 89.2% |
$2.71M - $3.16M
|
891
$374K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-7.41K- 16.24% |
$2.72M - $3.18M
|
38.2K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-7.42K- 9.2% |
$2.73M - $3.19M
|
73.3K
$30.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.42K- 5.59% |
$2.73M - $3.19M
|
125K
$52.7M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-7.45K- 2.99% |
$2.74M - $3.2M
|
241K
$101M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.46K- 58.82% |
$2.74M - $3.2M
|
5.22K
$2.19M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-7.6K- 0.92% |
$2.79M - $3.26M
|
814K
$342M
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.64K- 9.36% |
$2.81M - $3.28M
|
74K
$31.1M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-7.67K- 41.07% |
$2.82M - $3.29M
|
11K
$4.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-7.69K- 0.56% |
$2.83M - $3.3M
|
1.36M
$570M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.7K- 8.79% |
$2.83M - $3.31M
|
79.9K
$33.6M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-7.75K- 65.01% |
$2.85M - $3.33M
|
4.17K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-7.8K- 5.74% |
$2.87M - $3.35M
|
128K
$53.8M
|
|
|
May 15, 2024
Q1 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-7.82K- 15.36% |
$2.88M - $3.36M
|
43.1K
$18.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.87K- 82.17% |
$2.89M - $3.38M
|
1.71K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Albar Capital LTD
London, X0 |
SELL
|
- |
-7.9K- 6.22% |
$2.91M - $3.39M
|
119K
$50.1M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-7.91K- 2.03% |
$2.91M - $3.4M
|
381K
$160M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.99K- 0.75% |
$2.94M - $3.43M
|
1.06M
$445M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.03K- 3.59% |
$2.95M - $3.45M
|
216K
$90.6M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.09K- 20.76% |
$2.97M - $3.47M
|
30.9K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.09K- 3.13% |
$2.98M - $3.47M
|
250K
$105M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-8.1K- 12.09% |
$2.98M - $3.48M
|
58.9K
$24.7M
|
|
|
May 09, 2024
Q1 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8.15K- 11.41% |
$3M - $3.5M
|
63.3K
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-8.16K- 10.24% |
$3M - $3.51M
|
71.6K
$30.1M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.17K- 17.26% |
$3.01M - $3.51M
|
39.2K
$16.5M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-8.17K- 80.3% |
$3.01M - $3.51M
|
2.01K
$842K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-8.19K- 58.55% |
$3.01M - $3.52M
|
5.8K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-8.22K- 12.81% |
$3.02M - $3.53M
|
55.9K
$23.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-8.28K- 2.72% |
$3.04M - $3.55M
|
296K
$124M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.32K- 10.06% |
$3.06M - $3.57M
|
74.4K
$31.3M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.32K- 1.97% |
$3.06M - $3.57M
|
414K
$174M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-8.35K- 21.31% |
$3.07M - $3.58M
|
30.8K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-8.4K- 4.16% |
$3.09M - $3.61M
|
193K
$81.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-8.4K- 2.63% |
$3.09M - $3.61M
|
312K
$131M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-8.41K- 32.94% |
$3.09M - $3.61M
|
17.1K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-8.5K- 19.54% |
$3.13M - $3.65M
|
35K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-8.54K- 1.31% |
$3.14M - $3.67M
|
642K
$270M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-8.56K- 1.42% |
$3.15M - $3.67M
|
593K
$249M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-8.57K- 44.06% |
$3.15M - $3.68M
|
10.9K
$4.57M
|