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 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
172+ 3.36% |
$63.3K - $73.9K
|
5.3K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
172+ 0.38% |
$63.3K - $73.9K
|
45.8K
$18.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
171+ 1.25% |
$62.9K - $73.4K
|
13.9K
$5.71M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
171+ 0.56% |
$62.9K - $73.4K
|
30.9K
$12.7M
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
170+ 27.64% |
$62.5K - $73K
|
785
$323K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
168+ 0.97% |
$61.8K - $72.1K
|
17.4K
$7.18M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
168+ 0.68% |
$61.8K - $72.1K
|
25K
$10.3M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
168+ 1.37% |
$61.8K - $72.1K
|
12.4K
$5.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
167+ 0.68% |
$61.4K - $71.7K
|
24.8K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
167+ 0.29% |
$61.4K - $71.7K
|
58.2K
$23.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
165+ 14.67% |
$60.7K - $70.8K
|
1.29K
$531K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
165+ 0.2% |
$60.7K - $70.8K
|
81.3K
$33.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
165+ 1.93% |
$60.7K - $70.8K
|
8.69K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
165+ 0.44% |
$60.7K - $70.8K
|
37.6K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
164+ 1.96% |
$60.3K - $70.4K
|
8.53K
$3.51M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
164+ 0.3% |
$60.3K - $70.4K
|
55.6K
$22.9M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
164+ 0.88% |
$60.3K - $70.4K
|
18.7K
$7.71M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
164+ 0.47% |
$60.3K - $70.4K
|
35.1K
$14.4M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
164+ 4.46% |
$60.3K - $70.4K
|
3.84K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
163+ 1.06% |
$59.9K - $70K
|
15.6K
$6.4M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
161+ 1.53% |
$59.2K - $69.1K
|
10.7K
$4.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
160+ 9.45% |
$58.8K - $68.7K
|
1.85K
$763K
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
160+ 0.15% |
$58.8K - $68.7K
|
108K
$44.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
159+ 14.3% |
$58.5K - $68.3K
|
1.27K
$523K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
158+ 0.08% |
$58.1K - $67.8K
|
196K
$80.7M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
158+ 2.97% |
$58.1K - $67.8K
|
5.48K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
158+ 3.93% |
$58.1K - $67.8K
|
4.18K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
157+ 0.22% |
$57.7K - $67.4K
|
71.7K
$29.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
156+ 1.83% |
$57.4K - $67K
|
8.68K
$3.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
156+ 12.54% |
$57.4K - $67K
|
1.4K
$576K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
155+ 11.41% |
$57K - $66.6K
|
1.51K
$623K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
155+ 0.17% |
$57K - $66.6K
|
89.6K
$36.9M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
155+ 0.03% |
$57K - $66.6K
|
530K
$218M
|
|
|
May 15, 2024
Q1 2024
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
155+ 1.16% |
$57K - $66.6K
|
13.5K
$5.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
154+ 0.11% |
$56.6K - $66.1K
|
146K
$60.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
154+ 0.41% |
$56.6K - $66.1K
|
37.7K
$15.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
153+ 0.35% |
$56.3K - $65.7K
|
43.9K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
153+ 6.54% |
$56.3K - $65.7K
|
2.49K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
153+ 5.3% |
$56.3K - $65.7K
|
3.04K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
153+ 0.11% |
$56.3K - $65.7K
|
136K
$56.1M
|
|
|
May 15, 2024
Q1 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
153+ 13.88% |
$56.3K - $65.7K
|
1.26K
$516K
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
152+ 8.27% |
$55.9K - $65.3K
|
1.99K
$819K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
152+ 0.21% |
$55.9K - $65.3K
|
73.1K
$30.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
151+ 2.23% |
$55.5K - $64.8K
|
6.93K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
151+ 1.8% |
$55.5K - $64.8K
|
8.55K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
149+ 0.79% |
$54.8K - $64K
|
19.1K
$7.85M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
148+ 1.03% |
$54.4K - $63.5K
|
14.5K
$5.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
147+ 0.8% |
$54.1K - $63.1K
|
18.5K
$7.59M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
147+ 6.48% |
$54.1K - $63.1K
|
2.42K
$994K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
146+ 0.86% |
$53.7K - $62.7K
|
17K
$7.01M
|