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 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
77+ 1.46% |
$28.3K - $33.1K
|
5.36K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
77+ 0.52% |
$28.3K - $33.1K
|
14.8K
$6.11M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
77+ 10.17% |
$28.3K - $33.1K
|
834
$343K
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
77+ 4.58% |
$28.3K - $33.1K
|
1.76K
$724K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
77+ 1.07% |
$28.3K - $33.1K
|
7.29K
$3M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
77+ 3.36% |
$28.3K - $33.1K
|
2.37K
$974K
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
76+ 1.69% |
$27.9K - $32.6K
|
4.56K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
76+ 1.07% |
$27.9K - $32.6K
|
7.2K
$2.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
75+ 0.33% |
$27.6K - $32.2K
|
22.7K
$9.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
74+ 0.59% |
$27.2K - $31.8K
|
12.6K
$5.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
74+ 0.42% |
$27.2K - $31.8K
|
17.8K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
74+ 0.54% |
$27.2K - $31.8K
|
13.8K
$5.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
73+ 0.76% |
$26.8K - $31.3K
|
9.64K
$3.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
73+ 0.16% |
$26.8K - $31.3K
|
46.7K
$19.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
73+ 0.79% |
$26.8K - $31.3K
|
9.29K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
73+ 3.2% |
$26.8K - $31.3K
|
2.36K
$969K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
72+ 0.81% |
$26.5K - $30.9K
|
8.93K
$3.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
72+ 2.88% |
$26.5K - $30.9K
|
2.57K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
72+ 0.05% |
$26.5K - $30.9K
|
139K
$57.4M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
72+ 2.2% |
$26.5K - $30.9K
|
3.35K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
71+ 2.26% |
$26.1K - $30.5K
|
3.22K
$1.32M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
70+ 2.61% |
$25.7K - $30.1K
|
2.75K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
70+ 1.0% |
$25.7K - $30.1K
|
7.09K
$2.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
70+ 6.65% |
$25.7K - $30.1K
|
1.12K
$462K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
70+ 0.75% |
$25.7K - $30.1K
|
9.41K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
70+ 1.31% |
$25.7K - $30.1K
|
5.41K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
69+ 1.45% |
$25.4K - $29.6K
|
4.83K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
69+ 0.59% |
$25.4K - $29.6K
|
11.7K
$4.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
69+ 1.25% |
$25.4K - $29.6K
|
5.61K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
69+ 0.21% |
$25.4K - $29.6K
|
32.3K
$13.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
68+ 0.54% |
$25K - $29.2K
|
12.7K
$5.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
68+ 1.08% |
$25K - $29.2K
|
6.34K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
68+ 1.93% |
$25K - $29.2K
|
3.59K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
67+ 1.52% |
$24.6K - $28.8K
|
4.48K
$1.84M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
67+ 1.15% |
$24.6K - $28.8K
|
5.91K
$2.43M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
67+ 0.44% |
$24.6K - $28.8K
|
15.2K
$6.26M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
67+ 0.76% |
$24.6K - $28.8K
|
8.88K
$3.65M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
67+ 2.88% |
$24.6K - $28.8K
|
2.4K
$986K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
67+ 0.96% |
$24.6K - $28.8K
|
7.07K
$2.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
66+ 0.47% |
$24.3K - $28.3K
|
14.1K
$5.82M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
66+ 1.4% |
$24.3K - $28.3K
|
4.77K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
66+ 8.4% |
$24.3K - $28.3K
|
852
$351K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
66+ 1.34% |
$24.3K - $28.3K
|
4.97K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
66+ 0.85% |
$24.3K - $28.3K
|
7.81K
$3.21M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
64+ 0.44% |
$23.5K - $27.5K
|
14.6K
$6M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.78% |
$23.5K - $27.5K
|
8.3K
$3.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
63+ 0.14% |
$23.2K - $27.1K
|
43.9K
$18.1M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
63+ 1.53% |
$23.2K - $27.1K
|
4.18K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
62+ 1.9% |
$22.8K - $26.6K
|
3.32K
$1.37M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
62+ 0.18% |
$22.8K - $26.6K
|
34.8K
$14.3M
|