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
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
14.3K+ 43.3% |
$5.27M - $6.15M
|
47.4K
$19.9M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
14.3K+ 9.61% |
$5.25M - $6.13M
|
163K
$68.5M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
14.3K+ 1.79% |
$5.25M - $6.13M
|
810K
$341M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
14.1K+ 18.84% |
$5.2M - $6.07M
|
89.2K
$37.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
14.1K+ 9.57% |
$5.18M - $6.05M
|
161K
$67.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
14.1K+ 25.19% |
$5.17M - $6.04M
|
69.9K
$29.4M
|
|
|
May 08, 2024
Q1 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
14.1KNew |
$5.17M - $6.03M
|
14.1K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
14K+ 6.54% |
$5.16M - $6.02M
|
228K
$96M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14K+ 27.77% |
$5.14M - $6M
|
64.3K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
13.9K+ 27.97% |
$5.1M - $5.96M
|
63.5K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
13.9K+ 444.29% |
$5.1M - $5.95M
|
17K
$7.14M
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
13.6KNew |
$5.02M - $5.86M
|
13.6K
$5.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13.6K+ 35.5% |
$5.01M - $5.84M
|
51.9K
$21.8M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
13.4K+ 0.78% |
$4.93M - $5.75M
|
1.74M
$730M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13.4KNew |
$4.91M - $5.74M
|
13.4K
$5.61M
|
|
|
May 09, 2024
Q1 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
13.2KNew |
$4.87M - $5.69M
|
13.2K
$5.56M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
13.1K+ 23.65% |
$4.82M - $5.63M
|
68.5K
$28.8M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13K+ 102.4% |
$4.79M - $5.6M
|
25.8K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Guardcap Asset Management LTD
London, X0 |
BUY
|
- |
13K+ 1.08% |
$4.78M - $5.58M
|
1.21M
$510M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13K+ 7.79% |
$4.76M - $5.56M
|
179K
$75.3M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12.8K+ 4.42% |
$4.7M - $5.49M
|
302K
$127M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.7K+ 25.85% |
$4.69M - $5.47M
|
62K
$26.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
12.7K+ 0.65% |
$4.67M - $5.45M
|
1.97M
$830M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
12.5K+ 7.18% |
$4.61M - $5.39M
|
187K
$78.7M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
12.5K+ 9.97% |
$4.61M - $5.38M
|
138K
$58.1M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.5K+ 19.61% |
$4.6M - $5.38M
|
76.4K
$32.1M
|
|
|
May 13, 2024
Q1 2024
|
Greenbrier Partners Capital Management, LLC
|
BUY
|
- |
12.5K+ 13.43% |
$4.6M - $5.37M
|
106K
$44.4M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
12.4K+ 36.97% |
$4.57M - $5.34M
|
46.1K
$19.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.4K+ 33.6% |
$4.57M - $5.34M
|
49.4K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.4K+ 66.6% |
$4.57M - $5.33M
|
31.1K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
12.4KNew |
$4.56M - $5.32M
|
12.4K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
12.3K+ 0.44% |
$4.51M - $5.27M
|
2.83M
$1.19B
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
12.2K+ 136.97% |
$4.5M - $5.25M
|
21.2K
$8.89M
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
12.2K+ 14.23% |
$4.47M - $5.22M
|
97.6K
$41M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
12.1K+ 1.92% |
$4.45M - $5.19M
|
642K
$270M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
12.1K+ 0.19% |
$4.44M - $5.18M
|
6.52M
$2.74B
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
12K+ 15.26% |
$4.43M - $5.17M
|
91K
$38.2M
|
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
12K+ 14.12% |
$4.42M - $5.16M
|
97.1K
$40.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 6.06% |
$4.41M - $5.14M
|
210K
$88.1M
|
|
|
May 15, 2024
Q1 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
12KNew |
$4.4M - $5.14M
|
12K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
11.9K+ 0.65% |
$4.38M - $5.11M
|
1.84M
$772M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
BUY
|
- |
11.9K+ 13.17% |
$4.37M - $5.1M
|
102K
$42.9M
|
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.8K+ 35.86% |
$4.34M - $5.07M
|
44.7K
$18.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
11.8K+ 5.15% |
$4.34M - $5.07M
|
241K
$101M
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
11.8K+ 8.47% |
$4.34M - $5.06M
|
151K
$63.5M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
11.8K+ 119.89% |
$4.33M - $5.06M
|
21.6K
$9.08M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.7K+ 17.41% |
$4.29M - $5M
|
78.6K
$33M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11.6K+ 5.83% |
$4.28M - $5M
|
212K
$88.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.6K+ 8.98% |
$4.26M - $4.98M
|
141K
$59.2M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.5K+ 794.18% |
$4.22M - $4.92M
|
12.9K
$5.43M
|