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 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
690New |
$254K - $296K
|
690
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
689+ 8.32% |
$253K - $296K
|
8.97K
$3.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
686New |
$252K - $295K
|
686
$282K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
685+ 0.35% |
$252K - $294K
|
196K
$80.5M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
683+ 3.07% |
$251K - $293K
|
23K
$9.42M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
679+ 10.91% |
$250K - $292K
|
6.9K
$2.83M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
678+ 2.7% |
$249K - $291K
|
25.8K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
677+ 0.05% |
$249K - $291K
|
1.29M
$530M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
675+ 0.67% |
$248K - $290K
|
102K
$41.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
670+ 4.59% |
$246K - $288K
|
15.3K
$6.26M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
669+ 2.92% |
$246K - $287K
|
23.6K
$9.67M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
668New |
$246K - $287K
|
668
$274K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
667+ 13.31% |
$245K - $286K
|
5.68K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
667New |
$245K - $286K
|
667
$274K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
665+ 17.23% |
$245K - $286K
|
4.52K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
664+ 0.94% |
$244K - $285K
|
71.4K
$29.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
663+ 2.31% |
$244K - $285K
|
29.4K
$12.1M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
663+ 3.09% |
$244K - $285K
|
22.1K
$9.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
662+ 44.19% |
$243K - $284K
|
2.16K
$887K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
662+ 4.54% |
$243K - $284K
|
15.2K
$6.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
658+ 4.86% |
$242K - $283K
|
14.2K
$5.83M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
658+ 22.51% |
$242K - $283K
|
3.58K
$1.47M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
658+ 13.23% |
$242K - $283K
|
5.63K
$2.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
651+ 183.9% |
$239K - $280K
|
1.01K
$413K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
651+ 5.03% |
$239K - $280K
|
13.6K
$5.58M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
651+ 1.14% |
$239K - $280K
|
57.5K
$23.6M
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
650New |
$239K - $279K
|
650
$267K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
650+ 11.95% |
$239K - $279K
|
6.09K
$2.5M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
648+ 0.72% |
$238K - $278K
|
90.7K
$37.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
647+ 9.94% |
$238K - $278K
|
7.16K
$2.94M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
645+ 2.46% |
$237K - $277K
|
26.8K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
645+ 5.82% |
$237K - $277K
|
11.7K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
644+ 3.95% |
$237K - $277K
|
16.9K
$6.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
642+ 1.87% |
$236K - $276K
|
34.9K
$14.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
638+ 0.75% |
$235K - $274K
|
85.8K
$35.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
635+ 1.12% |
$234K - $273K
|
57.2K
$23.5M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
635+ 5.73% |
$234K - $273K
|
11.7K
$4.81M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
633New |
$233K - $272K
|
633
$260K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
632+ 0.88% |
$232K - $271K
|
72.4K
$29.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
631+ 8.83% |
$232K - $271K
|
7.78K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
629+ 2.43% |
$231K - $270K
|
26.5K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
627+ 0.62% |
$231K - $269K
|
102K
$41.7M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
627+ 4.9% |
$231K - $269K
|
13.4K
$5.51M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
625+ 5.57% |
$230K - $268K
|
11.9K
$4.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
622+ 3.43% |
$229K - $267K
|
18.8K
$7.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
622+ 5.4% |
$229K - $267K
|
12.2K
$4.99M
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
622New |
$229K - $267K
|
622
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
620New |
$228K - $266K
|
620
$255K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
620+ 20.4% |
$228K - $266K
|
3.66K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
618+ 4.37% |
$227K - $265K
|
14.8K
$6.07M
|