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
|
Wendell David Associates Inc
|
BUY
|
- |
535+ 0.39% |
$197K - $230K
|
138K
$56.8M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
535+ 13.48% |
$197K - $230K
|
4.5K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
534+ 8.54% |
$196K - $229K
|
6.79K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
534+ 0.42% |
$196K - $229K
|
128K
$52.8M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
532New |
$196K - $228K
|
532
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
531+ 0.8% |
$195K - $228K
|
67.3K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
531+ 0.23% |
$195K - $228K
|
236K
$97M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
530+ 1.56% |
$195K - $228K
|
34.6K
$14.2M
|
|
|
Sep 20, 2024
Q1 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
530New |
$195K - $228K
|
530
$218K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
528New |
$194K - $227K
|
528
$217K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
528+ 17.66% |
$194K - $227K
|
3.52K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
527+ 0.27% |
$194K - $226K
|
194K
$80M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
526+ 6.37% |
$193K - $226K
|
8.79K
$3.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
526+ 4.09% |
$193K - $226K
|
13.4K
$5.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
526+ 8.59% |
$193K - $226K
|
6.65K
$2.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
525+ 18.1% |
$193K - $225K
|
3.43K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
525New |
$193K - $225K
|
525
$216K
|
|
|
May 15, 2024
Q1 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
525+ 73.22% |
$193K - $225K
|
1.24K
$511K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
524+ 0.88% |
$193K - $225K
|
60.1K
$24.7M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
524+ 15.11% |
$193K - $225K
|
3.99K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
524+ 6.3% |
$193K - $225K
|
8.84K
$3.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
523New |
$192K - $225K
|
523
$215K
|
|
|
May 15, 2024
Q1 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
523+ 0.01% |
$192K - $225K
|
4.88M
$2.01B
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
522+ 34.89% |
$192K - $224K
|
2.02K
$830K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
522+ 3.14% |
$192K - $224K
|
17.2K
$7.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
521New |
$192K - $224K
|
521
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
520+ 12.47% |
$191K - $223K
|
4.69K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
514+ 5.07% |
$189K - $221K
|
10.7K
$4.38M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
514+ 16.2% |
$189K - $221K
|
3.69K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
514+ 1.79% |
$189K - $221K
|
29.3K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
513+ 0.48% |
$189K - $220K
|
107K
$43.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
513+ 1.67% |
$189K - $220K
|
31.3K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
511+ 26.03% |
$188K - $219K
|
2.47K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
509+ 2.4% |
$187K - $219K
|
21.7K
$8.93M
|
|
|
Aug 08, 2024
Q1 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
509New |
$187K - $219K
|
509
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
507New |
$186K - $218K
|
507
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
506+ 0.95% |
$186K - $217K
|
53.6K
$22M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
504+ 5.94% |
$185K - $216K
|
8.98K
$3.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
503+ 1.35% |
$185K - $216K
|
37.8K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
502+ 6.5% |
$185K - $216K
|
8.23K
$3.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
500+ 5.41% |
$184K - $215K
|
9.75K
$4.01M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
500+ 24.11% |
$184K - $215K
|
2.57K
$1.06M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
498+ 11.59% |
$183K - $214K
|
4.79K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
BUY
|
- |
497+ 2.44% |
$183K - $213K
|
20.8K
$8.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
497+ 4.99% |
$183K - $213K
|
10.5K
$4.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
496+ 30.13% |
$182K - $213K
|
2.14K
$881K
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
495New |
$182K - $213K
|
495
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
494New |
$182K - $212K
|
494
$203K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
494+ 1.47% |
$182K - $212K
|
34.2K
$14.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
493+ 4.5% |
$181K - $212K
|
11.4K
$4.71M
|