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 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.1KNew |
$405K - $472K
|
1.1K
$453K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.1K+ 2.48% |
$403K - $471K
|
45.3K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.09K+ 17.26% |
$402K - $469K
|
7.42K
$3.06M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.09KNew |
$401K - $468K
|
1.09K
$450K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.09K+ 4.61% |
$400K - $468K
|
24.7K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.09K+ 35.67% |
$399K - $466K
|
4.13K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.08K+ 39.48% |
$398K - $465K
|
3.83K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.08K+ 2.72% |
$398K - $465K
|
40.8K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 2.0% |
$398K - $465K
|
55.2K
$22.7M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.08KNew |
$398K - $464K
|
1.08K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.08K+ 14.35% |
$397K - $464K
|
8.61K
$3.55M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.08K+ 64.14% |
$395K - $462K
|
2.75K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.07K+ 1.31% |
$395K - $461K
|
82.8K
$34.1M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 9.43% |
$394K - $460K
|
12.4K
$5.12M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.07K+ 10.03% |
$394K - $460K
|
11.7K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.07K+ 265.51% |
$393K - $459K
|
1.47K
$607K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.07K+ 0.26% |
$392K - $458K
|
407K
$168M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.07KNew |
$392K - $458K
|
1.07K
$439K
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.07K+ 2.26% |
$392K - $458K
|
48.3K
$19.9M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.06K+ 27.47% |
$391K - $457K
|
4.94K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.06K+ 1.42% |
$391K - $456K
|
75.7K
$31.2M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 1.43% |
$390K - $456K
|
75.1K
$31M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.06K+ 9.06% |
$388K - $453K
|
12.7K
$5.24M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.06K+ 33.65% |
$388K - $453K
|
4.19K
$1.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.05K+ 19.47% |
$387K - $452K
|
6.46K
$2.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.05KNew |
$386K - $451K
|
1.05K
$433K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.05K+ 304.94% |
$386K - $450K
|
1.39K
$574K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.05K+ 62.04% |
$385K - $449K
|
2.73K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.04K+ 1.97% |
$384K - $448K
|
54.1K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.04K+ 39.0% |
$384K - $448K
|
3.72K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.04K+ 5.82% |
$384K - $448K
|
19K
$7.82M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.04K+ 5.94% |
$384K - $448K
|
18.6K
$7.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.04K+ 7.92% |
$383K - $447K
|
14.2K
$5.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 15.63% |
$383K - $447K
|
7.7K
$3.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.04K+ 0.32% |
$382K - $446K
|
329K
$136M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.04K+ 4.59% |
$381K - $445K
|
23.6K
$9.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
1.04K+ 0.45% |
$381K - $445K
|
232K
$95.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 0.87% |
$381K - $444K
|
120K
$49.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.03K+ 5.66% |
$378K - $441K
|
19.2K
$7.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.02K+ 8.75% |
$377K - $440K
|
12.7K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.02K+ 2.74% |
$375K - $438K
|
38.2K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.02K+ 3.28% |
$374K - $437K
|
32.1K
$13.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.02KNew |
$373K - $436K
|
1.02K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.01K+ 70.69% |
$373K - $435K
|
2.45K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.01K+ 3.34% |
$373K - $435K
|
31.4K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.01K+ 11.85% |
$373K - $435K
|
9.56K
$3.94M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.01K+ 70.69% |
$373K - $435K
|
2.45K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.01K+ 20.66% |
$372K - $434K
|
5.9K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
1.01K+ 175.96% |
$371K - $434K
|
1.58K
$653K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1K+ 21.35% |
$369K - $431K
|
5.71K
$2.35M
|