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 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-8.63K- 2.9% |
$3.17M - $3.71M
|
290K
$122M
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-8.71K- 42.23% |
$3.2M - $3.74M
|
11.9K
$5.01M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.72K- 4.25% |
$3.21M - $3.75M
|
196K
$82.5M
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-8.78K- 8.42% |
$3.23M - $3.77M
|
95.5K
$40.1M
|
|
May 06, 2024
Q1 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-8.87K- 20.18% |
$3.26M - $3.81M
|
35.1K
$14.7M
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-8.89K- 4.67% |
$3.27M - $3.82M
|
182K
$76.3M
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-8.9K- 8.79% |
$3.27M - $3.82M
|
92.3K
$38.8M
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.93K- 17.5% |
$3.28M - $3.83M
|
42.1K
$17.7M
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-8.94K- 0.45% |
$3.29M - $3.84M
|
1.97M
$826M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.99K- 0.43% |
$3.31M - $3.86M
|
2.08M
$872M
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-9.03K- 3.61% |
$3.32M - $3.88M
|
241K
$101M
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.04K- 7.09% |
$3.32M - $3.88M
|
118K
$49.7M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.04K- 7.16% |
$3.32M - $3.88M
|
117K
$49.2M
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-9.04K- 9.07% |
$3.32M - $3.88M
|
90.6K
$38.1M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.13K- 1.26% |
$3.36M - $3.92M
|
717K
$301M
|
|
May 06, 2024
Q1 2024
|
Ycg, LLC
|
SELL
|
- |
-9.17K- 3.73% |
$3.37M - $3.94M
|
236K
$99.3M
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-9.18K- 6.97% |
$3.38M - $3.94M
|
122K
$51.5M
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9.2K- 20.63% |
$3.38M - $3.95M
|
35.4K
$14.9M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.24K- 1.34% |
$3.4M - $3.97M
|
679K
$285M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-9.29K- 26.79% |
$3.41M - $3.99M
|
25.4K
$10.7M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.3K- 5.08% |
$3.42M - $3.99M
|
174K
$73M
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-9.3K- 7.48% |
$3.42M - $3.99M
|
115K
$48.4M
|
|
Apr 12, 2024
Q1 2024
|
Caledonia Investments PLC
|
SELL
|
- |
-9.3K- 3.54% |
$3.42M - $3.99M
|
253K
$106M
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-9.32K- 4.96% |
$3.43M - $4M
|
179K
$75.1M
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-9.35K- 8.48% |
$3.44M - $4.02M
|
101K
$42.4M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-9.36K- 2.26% |
$3.44M - $4.02M
|
404K
$170M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9.42K- 3.22% |
$3.47M - $4.05M
|
283K
$119M
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-9.54K- 7.11% |
$3.51M - $4.09M
|
125K
$52.4M
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-9.62K- 38.57% |
$3.54M - $4.13M
|
15.3K
$6.43M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-9.65K- 12.84% |
$3.55M - $4.14M
|
65.5K
$27.5M
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-9.69K- 3.06% |
$3.56M - $4.16M
|
307K
$129M
|
|
May 15, 2024
Q1 2024
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-9.71K- 27.27% |
$3.57M - $4.17M
|
25.9K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.71K- 39.26% |
$3.57M - $4.17M
|
15K
$6.31M
|
|
May 01, 2024
Q1 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-9.75K- 1.18% |
$3.59M - $4.19M
|
815K
$342M
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-9.77K- 1.11% |
$3.59M - $4.19M
|
870K
$365M
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
SELL
|
- |
-9.79K- 2.68% |
$3.6M - $4.2M
|
356K
$149M
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.79K- 9.42% |
$3.6M - $4.2M
|
94.1K
$39.5M
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-9.88K- 16.65% |
$3.63M - $4.24M
|
49.5K
$20.8M
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.96K- 53.99% |
$3.66M - $4.28M
|
8.49K
$3.57M
|
|
May 14, 2024
Q1 2024
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-10K- 6.25% |
$3.68M - $4.29M
|
150K
$63M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-10.1K- 3.34% |
$3.7M - $4.32M
|
291K
$122M
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10.3K- 2.28% |
$3.79M - $4.42M
|
442K
$186M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.3K- 10.96% |
$3.79M - $4.43M
|
83.8K
$35.2M
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-10.5K- 12.04% |
$3.85M - $4.5M
|
76.6K
$32.2M
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-10.5K- 3.66% |
$3.88M - $4.53M
|
278K
$117M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-10.6K- 17.51% |
$3.9M - $4.55M
|
49.9K
$21M
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-10.7K- 56.51% |
$3.92M - $4.58M
|
8.21K
$3.45M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-10.8K- 3.42% |
$3.96M - $4.62M
|
304K
$128M
|
|
May 14, 2024
Q1 2024
|
Bain Capital Public Equity, LP
Boston, MA |
SELL
|
- |
-10.8K- 54.22% |
$3.97M - $4.64M
|
9.12K
$3.83M
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.8K- 20.15% |
$3.98M - $4.64M
|
42.9K
$18M
|