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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
147+ 6.48% |
$54.1K - $63.1K
|
2.42K
$992K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
146+ 0.86% |
$53.7K - $62.7K
|
17K
$6.99M
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
146+ 2.46% |
$53.7K - $62.7K
|
6.07K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
145+ 0.06% |
$53.3K - $62.3K
|
260K
$107M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
145+ 1.37% |
$53.3K - $62.3K
|
10.7K
$4.4M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
145+ 1.09% |
$53.3K - $62.3K
|
13.4K
$5.5M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145+ 6.89% |
$53.3K - $62.3K
|
2.25K
$923K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
145+ 1.96% |
$53.3K - $62.3K
|
7.55K
$3.1M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
144+ 1.91% |
$53K - $61.8K
|
7.68K
$3.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
144+ 1.02% |
$53K - $61.8K
|
14.2K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
144+ 2.76% |
$53K - $61.8K
|
5.36K
$2.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
143+ 4.12% |
$52.6K - $61.4K
|
3.62K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
143+ 0.28% |
$52.6K - $61.4K
|
50.7K
$20.8M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
143+ 0.36% |
$52.6K - $61.4K
|
40.4K
$16.6M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
143+ 14.56% |
$52.6K - $61.4K
|
1.13K
$462K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
141+ 0.67% |
$51.9K - $60.5K
|
21.1K
$8.66M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
140+ 4.95% |
$51.5K - $60.1K
|
2.97K
$1.22M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
139+ 1.35% |
$51.1K - $59.7K
|
10.5K
$4.29M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
139+ 0.29% |
$51.1K - $59.7K
|
47.7K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
139+ 2.26% |
$51.1K - $59.7K
|
6.3K
$2.59M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
139+ 3.34% |
$51.1K - $59.7K
|
4.3K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
138+ 2.82% |
$50.7K - $59.3K
|
5.03K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
138+ 1.4% |
$50.7K - $59.3K
|
9.99K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
138+ 9.75% |
$50.7K - $59.3K
|
1.55K
$638K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
136+ 1.03% |
$50K - $58.4K
|
13.3K
$5.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
135+ 0.37% |
$49.6K - $58K
|
36.7K
$15.1M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
135+ 5.71% |
$49.6K - $58K
|
2.5K
$1.03M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
134+ 0.62% |
$49.3K - $57.5K
|
21.9K
$8.98M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
133+ 1.82% |
$48.9K - $57.1K
|
7.44K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
133+ 3.78% |
$48.9K - $57.1K
|
3.66K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
131+ 0.39% |
$48.2K - $56.2K
|
33.5K
$13.7M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
130+ 3.4% |
$47.8K - $55.8K
|
3.96K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Saybrook Capital
|
BUY
|
- |
130+ 12.65% |
$47.8K - $55.8K
|
1.16K
$475K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
130+ 1.29% |
$47.8K - $55.8K
|
10.2K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
130+ 0.1% |
$47.8K - $55.8K
|
134K
$55M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
129+ 0.99% |
$47.4K - $55.4K
|
13.2K
$5.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
129+ 1290.0% |
$47.4K - $55.4K
|
139
$57.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
128+ 2.39% |
$47.1K - $55K
|
5.48K
$2.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
127+ 4.73% |
$46.7K - $54.5K
|
2.81K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
126+ 18.53% |
$46.3K - $54.1K
|
806
$331K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
126+ 1.01% |
$46.3K - $54.1K
|
12.6K
$5.16M
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
126+ 1.3% |
$46.3K - $54.1K
|
9.79K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
126+ 0.55% |
$46.3K - $54.1K
|
23.2K
$9.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
125+ 3.15% |
$46K - $53.7K
|
4.1K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
125+ 4.01% |
$46K - $53.7K
|
3.24K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
125+ 2.58% |
$46K - $53.7K
|
4.97K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
125+ 4.33% |
$46K - $53.7K
|
3.02K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
125+ 0.16% |
$46K - $53.7K
|
78.8K
$32.4M
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
125+ 0.21% |
$46K - $53.7K
|
59.7K
$24.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
124+ 7.6% |
$45.6K - $53.2K
|
1.76K
$721K
|