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 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
437+ 4.03% |
$161K - $188K
|
11.3K
$4.64M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
435+ 0.23% |
$160K - $187K
|
189K
$77.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
433+ 1.4% |
$159K - $186K
|
31.3K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
433+ 0.52% |
$159K - $186K
|
84.4K
$34.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
433+ 0.59% |
$159K - $186K
|
74.2K
$30.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
433+ 4.82% |
$159K - $186K
|
9.41K
$3.87M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
433+ 79.45% |
$159K - $186K
|
978
$402K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
430+ 8.18% |
$158K - $185K
|
5.69K
$2.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
428+ 0.46% |
$157K - $184K
|
92.9K
$38.2M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
427+ 1.53% |
$157K - $183K
|
28.4K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
426+ 2.08% |
$157K - $183K
|
20.9K
$8.61M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
425+ 2.77% |
$156K - $182K
|
15.8K
$6.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
423+ 0.94% |
$156K - $182K
|
45.6K
$18.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
423+ 5.87% |
$156K - $182K
|
7.63K
$3.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
422+ 2.92% |
$155K - $181K
|
14.9K
$6.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
422+ 3.22% |
$155K - $181K
|
13.5K
$5.56M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
420+ 4.58% |
$154K - $180K
|
9.6K
$3.95M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
418+ 0.51% |
$154K - $179K
|
82.3K
$33.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
415+ 0.23% |
$153K - $178K
|
178K
$73.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
415+ 10.73% |
$153K - $178K
|
4.28K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
415+ 12.28% |
$153K - $178K
|
3.79K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
414+ 2.2% |
$152K - $178K
|
19.2K
$7.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
413+ 178.02% |
$152K - $177K
|
645
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
413+ 2.78% |
$152K - $177K
|
15.3K
$6.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
413+ 1.66% |
$152K - $177K
|
25.2K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
412+ 3.86% |
$152K - $177K
|
11.1K
$4.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
409+ 2.9% |
$150K - $176K
|
14.5K
$5.97M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
409+ 8.15% |
$150K - $176K
|
5.43K
$2.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
408+ 3.87% |
$150K - $175K
|
10.9K
$4.5M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
405+ 2.08% |
$149K - $174K
|
19.9K
$8.17M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
405+ 0.5% |
$149K - $174K
|
81.1K
$33.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
403+ 1.78% |
$148K - $173K
|
23.1K
$9.5M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
402+ 4.55% |
$148K - $173K
|
9.25K
$3.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
401+ 3.26% |
$147K - $172K
|
12.7K
$5.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
399+ 30.67% |
$147K - $171K
|
1.7K
$699K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
398+ 4.25% |
$146K - $171K
|
9.77K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
396+ 1.87% |
$146K - $170K
|
21.6K
$8.88M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
396+ 6.08% |
$146K - $170K
|
6.91K
$2.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
BUY
|
- |
395+ 13.88% |
$145K - $170K
|
3.24K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
395+ 1.95% |
$145K - $170K
|
20.6K
$8.48M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
394+ 2.36% |
$145K - $169K
|
17.1K
$7.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
393+ 1.61% |
$145K - $169K
|
24.8K
$10.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
393+ 1.43% |
$145K - $169K
|
27.9K
$11.5M
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
393+ 0.76% |
$145K - $169K
|
52.3K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
393+ 14.48% |
$145K - $169K
|
3.11K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
391+ 0.87% |
$144K - $168K
|
45.5K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
391+ 4.55% |
$144K - $168K
|
8.98K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
391+ 0.89% |
$144K - $168K
|
44.5K
$18.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
390+ 15.71% |
$143K - $167K
|
2.87K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
390+ 9.06% |
$143K - $167K
|
4.7K
$1.93M
|