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 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.41% |
$36.8K - $42.9K
|
24.6K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
99+ 14.08% |
$36.4K - $42.5K
|
802
$330K
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
99+ 8.89% |
$36.4K - $42.5K
|
1.21K
$499K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
98+ 2.24% |
$36K - $42.1K
|
4.48K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
98+ 0.73% |
$36K - $42.1K
|
13.5K
$5.55M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
98+ 0.99% |
$36K - $42.1K
|
10K
$4.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
97+ 5.67% |
$35.7K - $41.6K
|
1.81K
$743K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
96+ 1.05% |
$35.3K - $41.2K
|
9.27K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
96+ 3.41% |
$35.3K - $41.2K
|
2.91K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
96+ 8.46% |
$35.3K - $41.2K
|
1.23K
$506K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
95+ 0.59% |
$34.9K - $40.8K
|
16.3K
$6.7M
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
95+ 3.21% |
$34.9K - $40.8K
|
3.05K
$1.25M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
95+ 0.44% |
$34.9K - $40.8K
|
21.6K
$8.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
94+ 0.1% |
$34.6K - $40.4K
|
90.5K
$37.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
94+ 0.72% |
$34.6K - $40.4K
|
13.2K
$5.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
93+ 1.11% |
$34.2K - $39.9K
|
8.5K
$3.5M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
92+ 0.26% |
$33.8K - $39.5K
|
34.8K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
92+ 0.99% |
$33.8K - $39.5K
|
9.39K
$3.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
BUY
|
- |
91+ 1.3% |
$33.5K - $39.1K
|
7.1K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
91+ 1.6% |
$33.5K - $39.1K
|
5.78K
$2.38M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
91+ 1.22% |
$33.5K - $39.1K
|
7.53K
$3.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
90+ 0.93% |
$33.1K - $38.6K
|
9.75K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
90+ 0.64% |
$33.1K - $38.6K
|
14.2K
$5.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
90+ 1.62% |
$33.1K - $38.6K
|
5.65K
$2.32M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
90+ 0.94% |
$33.1K - $38.6K
|
9.62K
$3.96M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
90+ 1.69% |
$33.1K - $38.6K
|
5.41K
$2.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
89+ 0.73% |
$32.7K - $38.2K
|
12.3K
$5.06M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
89+ 0.19% |
$32.7K - $38.2K
|
48K
$19.8M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
89+ 1.15% |
$32.7K - $38.2K
|
7.84K
$3.22M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
88+ 0.78% |
$32.4K - $37.8K
|
11.4K
$4.7M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
87+ 10.26% |
$32K - $37.4K
|
935
$385K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
86+ 0.61% |
$31.6K - $36.9K
|
14.2K
$5.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
86+ 8.71% |
$31.6K - $36.9K
|
1.07K
$441K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
86+ 8.51% |
$31.6K - $36.9K
|
1.1K
$451K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
85+ 4.3% |
$31.3K - $36.5K
|
2.06K
$848K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
84+ 4.48% |
$30.9K - $36.1K
|
1.96K
$806K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
84+ 1.59% |
$30.9K - $36.1K
|
5.38K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
84+ 0.28% |
$30.9K - $36.1K
|
30.1K
$12.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
83+ 2.85% |
$30.5K - $35.6K
|
3K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83+ 24.13% |
$30.5K - $35.6K
|
427
$176K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
82+ 36.77% |
$30.2K - $35.2K
|
305
$125K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
82+ 4.82% |
$30.2K - $35.2K
|
1.79K
$734K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
82+ 1.91% |
$30.2K - $35.2K
|
4.37K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
82+ 0.48% |
$30.2K - $35.2K
|
17.3K
$7.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
81+ 0.41% |
$29.8K - $34.8K
|
19.6K
$8.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
81+ 0.39% |
$29.8K - $34.8K
|
20.7K
$8.51M
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
80+ 1.73% |
$29.4K - $34.3K
|
4.69K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
79+ 0.7% |
$29.1K - $33.9K
|
11.4K
$4.7M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
79+ 10.3% |
$29.1K - $33.9K
|
846
$348K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
78+ 9.08% |
$28.7K - $33.5K
|
937
$386K
|