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
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
459+ 1.32% |
$169K - $197K
|
35.3K
$18.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
458+ 1.27% |
$168K - $197K
|
36.4K
$18.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
455+ 0.66% |
$167K - $195K
|
68.9K
$35.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
455+ 8.47% |
$167K - $195K
|
5.83K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
454+ 0.55% |
$167K - $195K
|
82.6K
$42.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
452+ 1.91% |
$166K - $194K
|
24.2K
$12.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
452+ 2.72% |
$166K - $194K
|
17.1K
$8.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
451+ 24.04% |
$166K - $194K
|
2.33K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
447+ 7.14% |
$164K - $192K
|
6.71K
$3.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
446+ 36.0% |
$164K - $191K
|
1.69K
$862K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
444+ 0.15% |
$163K - $191K
|
289K
$148M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
443+ 17.24% |
$163K - $190K
|
3.01K
$1.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
443+ 5.68% |
$163K - $190K
|
8.25K
$4.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
442+ 0.53% |
$163K - $190K
|
84.3K
$43.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
441+ 3.04% |
$162K - $189K
|
15K
$7.65M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
437+ 4.03% |
$161K - $188K
|
11.3K
$5.77M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
435+ 0.23% |
$160K - $187K
|
189K
$96.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
433+ 1.4% |
$159K - $186K
|
31.3K
$16M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
433+ 0.52% |
$159K - $186K
|
84.4K
$43.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
433+ 0.59% |
$159K - $186K
|
74.2K
$37.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
433+ 4.82% |
$159K - $186K
|
9.41K
$4.82M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
433+ 79.45% |
$159K - $186K
|
978
$500K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
430+ 8.18% |
$158K - $185K
|
5.69K
$2.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
428+ 0.46% |
$157K - $184K
|
92.9K
$47.5M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
427+ 1.53% |
$157K - $183K
|
28.4K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
426+ 2.08% |
$157K - $183K
|
20.9K
$10.7M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
425+ 2.77% |
$156K - $182K
|
15.8K
$8.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
423+ 0.94% |
$156K - $182K
|
45.6K
$23.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
423+ 5.87% |
$156K - $182K
|
7.63K
$3.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
422+ 2.92% |
$155K - $181K
|
14.9K
$7.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
422+ 3.22% |
$155K - $181K
|
13.5K
$6.92M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
420+ 4.58% |
$154K - $180K
|
9.6K
$4.91M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
418+ 0.51% |
$154K - $179K
|
82.3K
$42.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
415+ 0.23% |
$153K - $178K
|
178K
$91.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
415+ 10.73% |
$153K - $178K
|
4.28K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
415+ 12.28% |
$153K - $178K
|
3.79K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Palmer Knight CO
|
BUY
|
- |
414+ 2.2% |
$152K - $178K
|
19.2K
$9.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
413+ 178.02% |
$152K - $177K
|
645
$330K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
413+ 2.78% |
$152K - $177K
|
15.3K
$7.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
413+ 1.66% |
$152K - $177K
|
25.2K
$12.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
412+ 3.86% |
$152K - $177K
|
11.1K
$5.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
409+ 2.9% |
$150K - $176K
|
14.5K
$7.42M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
409+ 8.15% |
$150K - $176K
|
5.43K
$2.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
408+ 3.87% |
$150K - $175K
|
10.9K
$5.6M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
405+ 2.08% |
$149K - $174K
|
19.9K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
405+ 0.5% |
$149K - $174K
|
81.1K
$41.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
403+ 1.78% |
$148K - $173K
|
23.1K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
402+ 4.55% |
$148K - $173K
|
9.25K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
401+ 3.26% |
$147K - $172K
|
12.7K
$6.5M
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
400+ 24.8% |
$147K - $172K
|
2.01K
$1.03M
|