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 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
264+ 1.81% |
$97.1K - $113K
|
14.8K
$6.1M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
264+ 0.49% |
$97.1K - $113K
|
54.5K
$22.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
263+ 0.86% |
$96.7K - $113K
|
30.8K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
263+ 0.59% |
$96.7K - $113K
|
44.5K
$18.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
262+ 3.38% |
$96.4K - $112K
|
8.01K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
261+ 7.49% |
$96K - $112K
|
3.75K
$1.54M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
261+ 0.98% |
$96K - $112K
|
26.9K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
261+ 4.64% |
$96K - $112K
|
5.89K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
260+ 1.99% |
$95.6K - $112K
|
13.3K
$5.48M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
260+ 12.81% |
$95.6K - $112K
|
2.29K
$942K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
259+ 12.76% |
$95.2K - $111K
|
2.29K
$941K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
258+ 0.03% |
$94.9K - $111K
|
944K
$388M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
258+ 9.61% |
$94.9K - $111K
|
2.94K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
257+ 8.25% |
$94.5K - $110K
|
3.37K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
257+ 2.42% |
$94.5K - $110K
|
10.9K
$4.48M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
257+ 2.48% |
$94.5K - $110K
|
10.6K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Granger Management LLC
|
BUY
|
- |
257+ 3.07% |
$94.5K - $110K
|
8.63K
$3.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
255+ 0.21% |
$93.8K - $109K
|
120K
$49.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
255+ 1.04% |
$93.8K - $109K
|
24.7K
$10.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
254+ 0.36% |
$93.4K - $109K
|
70.5K
$29M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
254+ 1.92% |
$93.4K - $109K
|
13.5K
$5.56M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
254+ 0.92% |
$93.4K - $109K
|
27.8K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
254+ 1.01% |
$93.4K - $109K
|
25.3K
$10.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
253+ 2.3% |
$93K - $109K
|
11.3K
$4.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
252+ 7.64% |
$92.7K - $108K
|
3.55K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
251+ 3.01% |
$92.3K - $108K
|
8.6K
$3.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
249+ 4.71% |
$91.6K - $107K
|
5.54K
$2.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
249+ 1.64% |
$91.6K - $107K
|
15.4K
$6.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
249+ 1.18% |
$91.6K - $107K
|
21.3K
$8.77M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
248+ 0.52% |
$91.2K - $106K
|
47.8K
$19.6M
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
247+ 3.63% |
$90.8K - $106K
|
7.05K
$2.9M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
247+ 3.02% |
$90.8K - $106K
|
8.42K
$3.46M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
245+ 7.19% |
$90.1K - $105K
|
3.65K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
244+ 3.64% |
$89.7K - $105K
|
6.95K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
244+ 2.83% |
$89.7K - $105K
|
8.87K
$3.65M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
244+ 8.28% |
$89.7K - $105K
|
3.19K
$1.31M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
243+ 11.38% |
$89.4K - $104K
|
2.38K
$979K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
242+ 1.95% |
$89K - $104K
|
12.7K
$5.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
241+ 20.51% |
$88.6K - $103K
|
1.42K
$583K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
240+ 2.22% |
$88.3K - $103K
|
11.1K
$4.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
239+ 43.61% |
$87.9K - $103K
|
787
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
239+ 7.09% |
$87.9K - $103K
|
3.61K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
238+ 7.7% |
$87.5K - $102K
|
3.33K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Parametrica Management LTD
|
BUY
|
- |
238+ 2.26% |
$87.5K - $102K
|
10.8K
$4.44M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
237+ 0.16% |
$87.2K - $102K
|
149K
$61.5M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
237+ 7.52% |
$87.2K - $102K
|
3.39K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
235+ 22.02% |
$86.4K - $101K
|
1.3K
$536K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
234+ 0.01% |
$86.1K - $100K
|
3.66M
$1.51B
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
233+ 21.96% |
$85.7K - $100K
|
1.29K
$532K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
233+ 3.05% |
$85.7K - $100K
|
7.86K
$3.24M
|