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 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11.6K+ 5.83% |
$4.28M - $5M
|
212K
$87.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.6K+ 8.98% |
$4.26M - $4.98M
|
141K
$58M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.5K+ 794.18% |
$4.22M - $4.92M
|
12.9K
$5.32M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.5K+ 5.3% |
$4.21M - $4.92M
|
228K
$93.9M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
11.5K+ 3.55% |
$4.21M - $4.92M
|
334K
$138M
|
|
|
May 15, 2024
Q1 2024
|
Governors Lane LP
New York, NY |
BUY
|
- |
11.3K+ 86.92% |
$4.16M - $4.85M
|
24.3K
$10M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
11.3K+ 0.87% |
$4.14M - $4.84M
|
1.31M
$541M
|
|
|
May 13, 2024
Q1 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
11.2K+ 0.39% |
$4.11M - $4.8M
|
2.85M
$1.18B
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
11.2KNew |
$4.1M - $4.79M
|
11.2K
$4.6M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.1KNew |
$4.1M - $4.78M
|
11.1K
$4.59M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11K+ 1.91% |
$4.05M - $4.73M
|
588K
$242M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 44.65% |
$4.01M - $4.69M
|
35.4K
$14.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
10.8KNew |
$3.99M - $4.66M
|
10.8K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
10.8K+ 4.3% |
$3.97M - $4.64M
|
262K
$108M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
10.8K+ 1.19% |
$3.97M - $4.63M
|
915K
$377M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
10.8K+ 132.06% |
$3.96M - $4.62M
|
18.9K
$7.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10.6K+ 12.89% |
$3.89M - $4.54M
|
92.7K
$38.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.6K+ 176.25% |
$3.89M - $4.54M
|
16.6K
$6.83M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
10.5K+ 59.6% |
$3.88M - $4.53M
|
28.2K
$11.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
10.5KNew |
$3.86M - $4.51M
|
10.5K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
10.5K+ 98.95% |
$3.86M - $4.5M
|
21.1K
$8.69M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
10.5KNew |
$3.85M - $4.49M
|
10.5K
$4.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
10.4K+ 352.13% |
$3.83M - $4.47M
|
13.4K
$5.51M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.4K+ 4.79% |
$3.83M - $4.47M
|
228K
$94M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
10.3K+ 1.39% |
$3.8M - $4.44M
|
756K
$312M
|
|
|
May 10, 2024
Q1 2024
|
Intermede Investment Partners LTD
|
BUY
|
- |
10.3K+ 1.32% |
$3.8M - $4.44M
|
796K
$328M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.3K+ 36.82% |
$3.8M - $4.43M
|
38.4K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
10.2K+ 6.58% |
$3.75M - $4.38M
|
165K
$68.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
10.2K+ 6.94% |
$3.74M - $4.37M
|
157K
$64.6M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
10.2K+ 655.32% |
$3.74M - $4.36M
|
11.7K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
10.1K+ 99.94% |
$3.7M - $4.32M
|
20.1K
$8.3M
|
|
|
May 15, 2024
Q1 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
10K+ 3.96% |
$3.69M - $4.31M
|
263K
$109M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.98K+ 21.0% |
$3.67M - $4.28M
|
57.5K
$23.7M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
9.92K+ 38.47% |
$3.65M - $4.26M
|
35.7K
$14.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9.89K+ 36.39% |
$3.64M - $4.25M
|
37.1K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.82K+ 10.37% |
$3.61M - $4.22M
|
105K
$43.1M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
9.82KNew |
$3.61M - $4.22M
|
9.82K
$4.05M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
9.63KNew |
$3.54M - $4.14M
|
9.63K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9.61K+ 3.77% |
$3.53M - $4.12M
|
265K
$109M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.57K+ 1.32% |
$3.52M - $4.11M
|
735K
$303M
|
|
|
May 10, 2024
Q1 2024
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
9.48K+ 107.67% |
$3.48M - $4.07M
|
18.3K
$7.53M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.47K+ 4.86% |
$3.48M - $4.06M
|
204K
$84.1M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
9.42K+ 14.64% |
$3.46M - $4.04M
|
73.8K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.4K+ 2.07% |
$3.46M - $4.03M
|
464K
$191M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.33K+ 58.12% |
$3.43M - $4.01M
|
25.4K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.29K+ 38.95% |
$3.42M - $3.99M
|
33.1K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.28K+ 110.75% |
$3.41M - $3.98M
|
17.7K
$7.28M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9.2KNew |
$3.38M - $3.95M
|
9.2K
$3.79M
|
|
|
May 10, 2024
Q1 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
9.15K+ 1.33% |
$3.36M - $3.93M
|
697K
$287M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.15KNew |
$3.36M - $3.93M
|
9.15K
$3.77M
|