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 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
232+ 5.77% |
$85.3K - $99.6K
|
4.25K
$1.75M
|
|
|
May 07, 2024
Q1 2024
|
Paradice Investment Management LLC
|
BUY
|
- |
229+ 25.93% |
$84.2K - $98.3K
|
1.11K
$458K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
228+ 6.93% |
$83.8K - $97.9K
|
3.52K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
226+ 2.15% |
$83.1K - $97K
|
10.7K
$4.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
225+ 7.37% |
$82.7K - $96.6K
|
3.28K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
225+ 12.73% |
$82.7K - $96.6K
|
1.99K
$820K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
224+ 4.4% |
$82.4K - $96.2K
|
5.32K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
224+ 2.92% |
$82.4K - $96.2K
|
7.89K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
223+ 1.27% |
$82K - $95.7K
|
17.8K
$7.32M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
223+ 4.23% |
$82K - $95.7K
|
5.5K
$2.26M
|
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
223+ 0.56% |
$82K - $95.7K
|
40.2K
$16.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
222+ 2.97% |
$81.6K - $95.3K
|
7.7K
$3.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
222+ 4.47% |
$81.6K - $95.3K
|
5.19K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
222+ 1.7% |
$81.6K - $95.3K
|
13.3K
$5.45M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
222+ 0.45% |
$81.6K - $95.3K
|
49.1K
$20.2M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
221+ 2.57% |
$81.3K - $94.9K
|
8.83K
$3.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
220+ 2.66% |
$80.9K - $94.5K
|
8.49K
$3.49M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
217+ 1.09% |
$79.8K - $93.2K
|
20.2K
$8.3M
|
|
|
May 10, 2024
Q1 2024
|
Vista Finance, LLC
|
BUY
|
- |
217+ 35.11% |
$79.8K - $93.2K
|
835
$344K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
216+ 27.0% |
$79.4K - $92.7K
|
1.02K
$418K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
216+ 4.63% |
$79.4K - $92.7K
|
4.88K
$2.01M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
214+ 0.61% |
$78.7K - $91.9K
|
35.2K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
214+ 1.5% |
$78.7K - $91.9K
|
14.5K
$5.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
213+ 1.5% |
$78.3K - $91.5K
|
14.4K
$5.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
213+ 2.33% |
$78.3K - $91.5K
|
9.34K
$3.84M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
212+ 1.21% |
$78K - $91K
|
17.8K
$7.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
211+ 8.39% |
$77.6K - $90.6K
|
2.73K
$1.12M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
211+ 34.53% |
$77.6K - $90.6K
|
822
$338K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
210+ 2.65% |
$77.2K - $90.2K
|
8.15K
$3.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
210+ 5.7% |
$77.2K - $90.2K
|
3.89K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
209+ 2.2% |
$76.9K - $89.7K
|
9.69K
$3.99M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
209+ 0.6% |
$76.9K - $89.7K
|
34.9K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
208+ 5.06% |
$76.5K - $89.3K
|
4.32K
$1.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
207+ 2.98% |
$76.1K - $88.9K
|
7.16K
$2.94M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
206+ 2.19% |
$75.8K - $88.5K
|
9.61K
$3.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
206+ 14.16% |
$75.8K - $88.5K
|
1.66K
$683K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
206+ 16.69% |
$75.8K - $88.5K
|
1.44K
$592K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
205+ 5.36% |
$75.4K - $88K
|
4.03K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
204+ 1.42% |
$75K - $87.6K
|
14.5K
$5.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
202+ 0.78% |
$74.3K - $86.7K
|
26.1K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
201+ 8.68% |
$73.9K - $86.3K
|
2.52K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
200+ 0.99% |
$73.6K - $85.9K
|
20.4K
$8.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
199+ 0.78% |
$73.2K - $85.4K
|
25.6K
$10.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
198+ 11.35% |
$72.8K - $85K
|
1.94K
$799K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
198+ 0.31% |
$72.8K - $85K
|
64K
$26.3M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
198+ 2.81% |
$72.8K - $85K
|
7.23K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
197+ 3.4% |
$72.4K - $84.6K
|
5.99K
$2.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
196+ 1.11% |
$72.1K - $84.2K
|
17.8K
$7.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
196+ 2.65% |
$72.1K - $84.2K
|
7.6K
$3.13M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
196+ 6.39% |
$72.1K - $84.2K
|
3.26K
$1.34M
|