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 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
617+ 54.55% |
$227K - $265K
|
1.75K
$719K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
613+ 3.93% |
$225K - $263K
|
16.2K
$6.66M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
611+ 1.85% |
$225K - $262K
|
33.7K
$13.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
610+ 1.92% |
$224K - $262K
|
32.4K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
610+ 1.16% |
$224K - $262K
|
53.1K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
610New |
$224K - $262K
|
610
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
608+ 1.44% |
$224K - $261K
|
42.9K
$17.6M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
607+ 0.44% |
$223K - $261K
|
140K
$57.5M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
605+ 9.1% |
$222K - $260K
|
7.25K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
602+ 0.56% |
$221K - $258K
|
109K
$44.6M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
602+ 2.04% |
$221K - $258K
|
30.1K
$12.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
600New |
$221K - $258K
|
600
$247K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600+ 3.08% |
$221K - $258K
|
20.1K
$8.26M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
599+ 20.06% |
$220K - $257K
|
3.59K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
597New |
$220K - $256K
|
597
$246K
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
594New |
$218K - $255K
|
594
$244K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
585+ 4.31% |
$215K - $251K
|
14.2K
$5.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
584+ 4.77% |
$215K - $251K
|
12.8K
$5.28M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
584+ 2.05% |
$215K - $251K
|
29.1K
$12M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
582+ 3.38% |
$214K - $250K
|
17.8K
$7.32M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
579+ 33.26% |
$213K - $249K
|
2.32K
$955K
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
578+ 1.36% |
$213K - $248K
|
43.2K
$17.8M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
577+ 4.21% |
$212K - $248K
|
14.3K
$5.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
576New |
$212K - $247K
|
576
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
575+ 14.53% |
$211K - $247K
|
4.53K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
575+ 2.23% |
$211K - $247K
|
26.4K
$10.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
573+ 0.82% |
$211K - $246K
|
70.4K
$29M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
572+ 10.8% |
$210K - $246K
|
5.87K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
571+ 0.39% |
$210K - $245K
|
145K
$59.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
571+ 3.51% |
$210K - $245K
|
16.8K
$6.93M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
571+ 0.67% |
$210K - $245K
|
85.2K
$35.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
569+ 1.82% |
$209K - $244K
|
31.8K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
568+ 3.81% |
$209K - $244K
|
15.5K
$6.36M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
566+ 12.67% |
$208K - $243K
|
5.03K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
566+ 2.48% |
$208K - $243K
|
23.4K
$9.62M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
562+ 1.18% |
$207K - $241K
|
48.4K
$19.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
558+ 1.88% |
$205K - $240K
|
30.2K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
557+ 5.88% |
$205K - $239K
|
10K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
554+ 18.53% |
$204K - $238K
|
3.54K
$1.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
551+ 5.49% |
$203K - $237K
|
10.6K
$4.36M
|
|
|
May 10, 2024
Q1 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
551+ 8.85% |
$203K - $237K
|
6.78K
$2.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
547+ 8.68% |
$201K - $235K
|
6.85K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
545+ 0.62% |
$200K - $234K
|
89.1K
$36.7M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
545+ 26.59% |
$200K - $234K
|
2.6K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
542+ 10.38% |
$199K - $233K
|
5.76K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
542New |
$199K - $233K
|
542
$223K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
541+ 4.47% |
$199K - $232K
|
12.6K
$5.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
540+ 22.96% |
$199K - $232K
|
2.89K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
540+ 0.17% |
$199K - $232K
|
309K
$127M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
538+ 5.12% |
$198K - $231K
|
11.1K
$4.55M
|