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 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.82K+ 42.22% |
$671K - $783K
|
6.14K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.82K+ 23.22% |
$670K - $782K
|
9.67K
$3.99M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.82K+ 77.83% |
$669K - $781K
|
4.15K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.82K+ 3.41% |
$668K - $780K
|
55.1K
$22.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.81KNew |
$666K - $778K
|
1.81K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.79K+ 1.46% |
$660K - $770K
|
125K
$51.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.79K+ 1.42% |
$658K - $769K
|
127K
$52.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 0.8% |
$656K - $766K
|
225K
$92.9M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 3.31% |
$650K - $759K
|
55.2K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.76K+ 3.87% |
$647K - $755K
|
47.2K
$19.5M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.76K+ 2.6% |
$646K - $754K
|
69.2K
$28.5M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.76K+ 9.87% |
$646K - $754K
|
19.5K
$8.06M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.75K+ 8.55% |
$645K - $753K
|
22.3K
$9.18M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.75K+ 143.69% |
$645K - $753K
|
2.97K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.74K+ 2.58% |
$641K - $748K
|
69.4K
$28.6M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.73K+ 0.49% |
$637K - $744K
|
357K
$147M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 25.49% |
$634K - $741K
|
8.49K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.72K+ 5.45% |
$633K - $739K
|
33.3K
$13.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.72K+ 9.14% |
$632K - $738K
|
20.5K
$8.46M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.72K+ 20.57% |
$632K - $738K
|
10.1K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.72K+ 2.73% |
$631K - $737K
|
64.7K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.71K+ 2.42% |
$630K - $736K
|
72.7K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.71K+ 21.03% |
$630K - $736K
|
9.86K
$4.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
1.71K+ 73.56% |
$628K - $733K
|
4.03K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.69K+ 2.74% |
$623K - $727K
|
63.6K
$26.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
1.68K+ 0.12% |
$616K - $719K
|
1.43M
$588M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.67K+ 7.57% |
$614K - $717K
|
23.7K
$9.79M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.67K+ 4.09% |
$613K - $715K
|
42.4K
$17.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.66K+ 29.37% |
$610K - $713K
|
7.31K
$3.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.66K+ 22.21% |
$609K - $711K
|
9.11K
$3.75M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.65K+ 10.45% |
$608K - $709K
|
17.5K
$7.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.64K+ 0.41% |
$605K - $706K
|
402K
$166M
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.64K+ 29.57% |
$603K - $704K
|
7.19K
$2.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.64K+ 10.35% |
$603K - $704K
|
17.5K
$7.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.64K+ 14.08% |
$601K - $702K
|
13.2K
$5.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.63K+ 1.9% |
$600K - $701K
|
87.5K
$36.1M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.63K+ 13.2% |
$600K - $701K
|
14K
$5.77M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.63KNew |
$600K - $700K
|
1.63K
$672K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.62K+ 14.3% |
$597K - $697K
|
13K
$5.35M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.62K+ 12.41% |
$596K - $696K
|
14.7K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.61K+ 0.79% |
$592K - $691K
|
206K
$84.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.6K+ 3.47% |
$588K - $687K
|
47.7K
$19.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.6KNew |
$588K - $686K
|
1.6K
$659K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.59K+ 12.34% |
$585K - $683K
|
14.5K
$5.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.59K+ 24.36% |
$584K - $681K
|
8.1K
$3.34M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.59K+ 27.29% |
$583K - $681K
|
7.39K
$3.05M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.58K+ 165.0% |
$583K - $680K
|
2.54K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.58K+ 0.56% |
$581K - $679K
|
284K
$117M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.57K+ 1.34% |
$579K - $676K
|
119K
$49.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.56K+ 1.05% |
$573K - $669K
|
150K
$61.9M
|