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 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
31+ 0.6% |
$11.4K - $13.3K
|
5.2K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.13% |
$11K - $12.9K
|
23.4K
$9.64M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
30+ 1.42% |
$11K - $12.9K
|
2.15K
$883K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
30+ 1.36% |
$11K - $12.9K
|
2.23K
$918K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
29+ 1.33% |
$10.7K - $12.5K
|
2.21K
$911K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
29+ 0.52% |
$10.7K - $12.5K
|
5.56K
$2.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
28+ 3.5% |
$10.3K - $12K
|
829
$341K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
28+ 0.66% |
$10.3K - $12K
|
4.24K
$1.74M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
26+ 0.64% |
$9.56K - $11.2K
|
4.07K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
26+ 1.0% |
$9.56K - $11.2K
|
2.64K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
26New |
$9.56K - $11.2K
|
26
$10.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
26+ 0.19% |
$9.56K - $11.2K
|
13.5K
$5.55M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
26+ 0.68% |
$9.56K - $11.2K
|
3.85K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
25+ 0.39% |
$9.19K - $10.7K
|
6.4K
$2.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
25+ 0.4% |
$9.19K - $10.7K
|
6.2K
$2.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
25+ 0.22% |
$9.19K - $10.7K
|
11.1K
$4.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
25+ 0.39% |
$9.19K - $10.7K
|
6.48K
$2.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
25+ 0.18% |
$9.19K - $10.7K
|
13.6K
$5.58M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25+ 0.29% |
$9.19K - $10.7K
|
8.66K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25+ 0.55% |
$9.19K - $10.7K
|
4.54K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
24+ 3.69% |
$8.83K - $10.3K
|
675
$278K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
24+ 0.71% |
$8.83K - $10.3K
|
3.4K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
24+ 0.69% |
$8.83K - $10.3K
|
3.48K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
24+ 1.55% |
$8.83K - $10.3K
|
1.58K
$648K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.34% |
$8.46K - $9.88K
|
6.71K
$2.76M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
22+ 1.74% |
$8.09K - $9.45K
|
1.28K
$528K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
22+ 0.84% |
$8.09K - $9.45K
|
2.65K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
22+ 0.32% |
$8.09K - $9.45K
|
6.95K
$2.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
21+ 0.17% |
$7.72K - $9.02K
|
12.2K
$5.02M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
20+ 3.73% |
$7.36K - $8.59K
|
556
$229K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
20+ 0.42% |
$7.36K - $8.59K
|
4.75K
$1.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
20+ 0.28% |
$7.36K - $8.59K
|
7.23K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 1.05% |
$7.36K - $8.59K
|
1.92K
$792K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
19+ 1.05% |
$6.99K - $8.16K
|
1.84K
$756K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
19+ 0.13% |
$6.99K - $8.16K
|
14.4K
$5.93M
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
19+ 3.27% |
$6.99K - $8.16K
|
600
$247K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
19+ 0.33% |
$6.99K - $8.16K
|
5.8K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
19+ 0.57% |
$6.99K - $8.16K
|
3.35K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
19+ 0.49% |
$6.99K - $8.16K
|
3.89K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
18+ 0.49% |
$6.62K - $7.73K
|
3.7K
$1.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
18+ 0.41% |
$6.62K - $7.73K
|
4.45K
$1.83M
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
18+ 0.03% |
$6.62K - $7.73K
|
51.9K
$21.3M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 0.57% |
$6.62K - $7.73K
|
3.16K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
18+ 0.62% |
$6.62K - $7.73K
|
2.94K
$1.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
17+ 0.65% |
$6.25K - $7.3K
|
2.64K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
17+ 0.42% |
$6.25K - $7.3K
|
4.07K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17+ 0.61% |
$6.25K - $7.3K
|
2.79K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
17+ 0.21% |
$6.25K - $7.3K
|
8.17K
$3.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
17+ 0.38% |
$6.25K - $7.3K
|
4.45K
$1.83M
|
|
|
Jan 30, 2025
Q1 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
17+ 0.13% |
$6.25K - $7.3K
|
13.4K
$5.53M
|