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 05, 2024
Q1 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
294+ 9.19% |
$108K - $126K
|
3.49K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
294+ 9.47% |
$108K - $126K
|
3.4K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
294+ 13.27% |
$108K - $126K
|
2.51K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
294+ 2.49% |
$108K - $126K
|
12.1K
$4.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
293+ 2.23% |
$108K - $126K
|
13.4K
$5.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
293+ 7.2% |
$108K - $126K
|
4.36K
$1.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
292+ 34.56% |
$107K - $125K
|
1.14K
$468K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
292+ 0.73% |
$107K - $125K
|
40.4K
$16.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
292+ 0.57% |
$107K - $125K
|
51.5K
$21.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
290+ 6.86% |
$107K - $125K
|
4.52K
$1.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
289+ 1.51% |
$106K - $124K
|
19.4K
$8M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
288+ 5.66% |
$106K - $124K
|
5.38K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
287+ 6.49% |
$106K - $123K
|
4.71K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
287+ 1.26% |
$106K - $123K
|
23K
$9.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
286+ 3.52% |
$105K - $123K
|
8.4K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
286+ 13.1% |
$105K - $123K
|
2.47K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
286+ 0.6% |
$105K - $123K
|
48.3K
$19.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
285+ 1.46% |
$105K - $122K
|
19.7K
$8.12M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
285+ 1.56% |
$105K - $122K
|
18.6K
$7.65M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
285+ 2.22% |
$105K - $122K
|
13.1K
$5.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
284+ 2.0% |
$104K - $122K
|
14.5K
$5.96M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
283+ 0.83% |
$104K - $122K
|
34.2K
$14.1M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
282+ 1.93% |
$104K - $121K
|
14.9K
$6.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
281+ 29.67% |
$103K - $121K
|
1.23K
$505K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
281+ 3.26% |
$103K - $121K
|
8.91K
$3.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
280+ 0.44% |
$103K - $120K
|
64.6K
$26.6M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
280+ 2.14% |
$103K - $120K
|
13.4K
$5.51M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
280+ 7.25% |
$103K - $120K
|
4.14K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
279+ 3.86% |
$103K - $120K
|
7.51K
$3.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
277+ 6.18% |
$102K - $119K
|
4.76K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
277+ 7.35% |
$102K - $119K
|
4.05K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
276+ 0.12% |
$101K - $119K
|
225K
$92.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
275+ 2.56% |
$101K - $118K
|
11K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
274New |
$101K - $118K
|
274
$113K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
274+ 1.19% |
$101K - $118K
|
23.2K
$9.56M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
274+ 6.98% |
$101K - $118K
|
4.2K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
273+ 1.95% |
$100K - $117K
|
14.3K
$5.88M
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
272+ 18.45% |
$100K - $117K
|
1.75K
$718K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
272+ 1.46% |
$100K - $117K
|
19K
$7.8M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
272+ 1.53% |
$100K - $117K
|
18.1K
$7.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
270+ 0.65% |
$99.3K - $116K
|
42.1K
$17.3M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
270+ 10.51% |
$99.3K - $116K
|
2.84K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
270+ 0.57% |
$99.3K - $116K
|
47.7K
$19.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
269+ 9.47% |
$98.9K - $116K
|
3.11K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
268+ 3.86% |
$98.6K - $115K
|
7.2K
$2.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
268+ 1.14% |
$98.6K - $115K
|
23.8K
$9.77M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
268+ 3.35% |
$98.6K - $115K
|
8.26K
$3.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
267+ 2.31% |
$98.2K - $115K
|
11.8K
$4.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
267+ 1.25% |
$98.2K - $115K
|
21.6K
$8.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
266+ 42.77% |
$97.8K - $114K
|
888
$365K
|