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 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.4K+ 3.5% |
$516K - $602K
|
41.4K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 4.66% |
$515K - $602K
|
31.5K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.4K+ 0.45% |
$514K - $600K
|
312K
$129M
|
|
|
May 15, 2024
Q1 2024
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
BUY
|
- |
1.4K+ 2.73% |
$514K - $600K
|
52.5K
$21.7M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.4K+ 11.43% |
$513K - $599K
|
13.6K
$5.61M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.39K+ 149.3% |
$512K - $598K
|
2.33K
$959K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 5.53% |
$512K - $597K
|
26.5K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
1.39K+ 0.77% |
$510K - $596K
|
181K
$74.8M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.38K+ 3.18% |
$509K - $594K
|
44.9K
$18.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 2.75% |
$508K - $593K
|
51.7K
$21.3M
|
|
|
May 03, 2024
Q1 2024
|
Avalon Advisory Group
Wexford, PA |
BUY
|
- |
1.38KNew |
$508K - $593K
|
1.38K
$569K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.38K+ 156.82% |
$507K - $593K
|
2.26K
$932K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.38K+ 0.15% |
$507K - $592K
|
905K
$373M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.38K+ 17.1% |
$506K - $591K
|
9.43K
$3.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.37K+ 39.16% |
$505K - $590K
|
4.88K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.36K+ 2.31% |
$502K - $586K
|
60.4K
$24.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.36K+ 14.69% |
$501K - $585K
|
10.6K
$4.39M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.36K+ 13.52% |
$501K - $585K
|
11.4K
$4.71M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.36K+ 33.91% |
$499K - $582K
|
5.36K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 2.14% |
$498K - $582K
|
64.7K
$26.7M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.35K+ 2.58% |
$498K - $581K
|
53.9K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.35K+ 2.98% |
$498K - $581K
|
46.8K
$19.3M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.35K+ 0.54% |
$498K - $581K
|
254K
$105M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
1.35K+ 2.01% |
$497K - $580K
|
68.6K
$28.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.35K+ 2.48% |
$496K - $579K
|
55.8K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.35K+ 2.01% |
$496K - $579K
|
68.3K
$28.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.35K+ 24.55% |
$495K - $578K
|
6.83K
$2.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.35K+ 2.86% |
$495K - $578K
|
48.4K
$20M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.35K+ 3.76% |
$495K - $578K
|
37.1K
$15.3M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.34K+ 1.57% |
$493K - $575K
|
86.6K
$35.7M
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
1.34K+ 2.16% |
$493K - $575K
|
63.4K
$26.1M
|
|
|
May 14, 2024
Q1 2024
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
1.34KNew |
$492K - $575K
|
1.34K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.34K+ 13.57% |
$492K - $574K
|
11.2K
$4.62M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.34K+ 2.46% |
$491K - $574K
|
55.7K
$23M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.33K+ 5.6% |
$490K - $572K
|
25.1K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.33K+ 4.34% |
$489K - $571K
|
32K
$13.2M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.33K+ 4.43% |
$489K - $571K
|
31.3K
$12.9M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.33K+ 4.34% |
$489K - $571K
|
32K
$13.2M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.33K+ 2.87% |
$488K - $570K
|
47.5K
$19.6M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.33K+ 77.88% |
$488K - $570K
|
3.03K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.32K+ 8.63% |
$486K - $568K
|
16.6K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.32K+ 1.24% |
$486K - $567K
|
108K
$44.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.31K+ 12.52% |
$483K - $564K
|
11.8K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 4.13% |
$483K - $564K
|
33.1K
$13.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.31K+ 5.75% |
$481K - $562K
|
24.1K
$9.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.3K+ 2.83% |
$478K - $559K
|
47.3K
$19.5M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
1.3K+ 21.52% |
$478K - $558K
|
7.33K
$3.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 7.74% |
$475K - $554K
|
18K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.29K+ 0.43% |
$474K - $554K
|
301K
$124M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 2.3% |
$474K - $553K
|
57.4K
$23.7M
|