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 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
196+ 2.65% |
$72.1K - $84.2K
|
7.6K
$3.12M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
196+ 6.39% |
$72.1K - $84.2K
|
3.26K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
196+ 0.18% |
$72.1K - $84.2K
|
106K
$43.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
195+ 1.01% |
$71.7K - $83.7K
|
19.5K
$8M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
195+ 1.43% |
$71.7K - $83.7K
|
13.8K
$5.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
194+ 3.24% |
$71.3K - $83.3K
|
6.18K
$2.54M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
194+ 0.84% |
$71.3K - $83.3K
|
23.4K
$9.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
192+ 14.24% |
$70.6K - $82.4K
|
1.54K
$632K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
192+ 2.59% |
$70.6K - $82.4K
|
7.59K
$3.12M
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
192+ 4.77% |
$70.6K - $82.4K
|
4.21K
$1.73M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
190New |
$69.9K - $81.6K
|
190
$78K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
189+ 7.07% |
$69.5K - $81.2K
|
2.86K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
189+ 1.22% |
$69.5K - $81.2K
|
15.7K
$6.43M
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
189+ 17.97% |
$69.5K - $81.2K
|
1.24K
$509K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
188+ 3.33% |
$69.1K - $80.7K
|
5.84K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
186+ 1.48% |
$68.4K - $79.9K
|
12.7K
$5.22M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
185+ 0.19% |
$68K - $79.4K
|
100K
$41.1M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
184+ 0.54% |
$67.7K - $79K
|
34.1K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
184+ 5.64% |
$67.7K - $79K
|
3.44K
$1.41M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
184+ 1.3% |
$67.7K - $79K
|
14.4K
$5.89M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
183+ 6.28% |
$67.3K - $78.6K
|
3.1K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
183+ 3.43% |
$67.3K - $78.6K
|
5.52K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
183+ 11.91% |
$67.3K - $78.6K
|
1.72K
$706K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
182+ 0.4% |
$66.9K - $78.1K
|
45.2K
$18.6M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
182+ 1.58% |
$66.9K - $78.1K
|
11.7K
$4.81M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
182+ 0.85% |
$66.9K - $78.1K
|
21.6K
$8.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
181+ 1.15% |
$66.6K - $77.7K
|
15.9K
$6.52M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
181+ 1.67% |
$66.6K - $77.7K
|
11K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Unio Capital LLC
|
BUY
|
- |
181+ 0.63% |
$66.6K - $77.7K
|
29K
$11.9M
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
180+ 0.49% |
$66.2K - $77.3K
|
37.1K
$15.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
180+ 1.99% |
$66.2K - $77.3K
|
9.22K
$3.79M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
180+ 5.18% |
$66.2K - $77.3K
|
3.65K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
180+ 2.85% |
$66.2K - $77.3K
|
6.5K
$2.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
179+ 0.6% |
$65.8K - $76.9K
|
29.8K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
179+ 2.54% |
$65.8K - $76.9K
|
7.23K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
179+ 2.8% |
$65.8K - $76.9K
|
6.58K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
179+ 1.19% |
$65.8K - $76.9K
|
15.2K
$6.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
178+ 4.09% |
$65.5K - $76.4K
|
4.53K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
178+ 2.13% |
$65.5K - $76.4K
|
8.53K
$3.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
178+ 5.9% |
$65.5K - $76.4K
|
3.2K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
177+ 0.65% |
$65.1K - $76K
|
27.4K
$11.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
177+ 2.39% |
$65.1K - $76K
|
7.6K
$3.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
177+ 6.28% |
$65.1K - $76K
|
3K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
176+ 0.52% |
$64.7K - $75.6K
|
34.1K
$14M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
176+ 0.21% |
$64.7K - $75.6K
|
82.5K
$33.9M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
175+ 1.45% |
$64.4K - $75.1K
|
12.2K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
175+ 0.88% |
$64.4K - $75.1K
|
20.1K
$8.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
174+ 28.11% |
$64K - $74.7K
|
793
$326K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
174+ 2.7% |
$64K - $74.7K
|
6.62K
$2.72M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
174+ 0.99% |
$64K - $74.7K
|
17.7K
$7.27M
|