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 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16+ 0.12% |
$5.88K - $6.87K
|
13.1K
$5.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
16+ 2.04% |
$5.88K - $6.87K
|
800
$329K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16+ 0.19% |
$5.88K - $6.87K
|
8.23K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
16+ 0.05% |
$5.88K - $6.87K
|
30.3K
$12.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
16+ 0.43% |
$5.88K - $6.87K
|
3.73K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
15+ 0.6% |
$5.52K - $6.44K
|
2.53K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$5.52K - $6.44K
|
5.16K
$2.12M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 0.38% |
$5.52K - $6.44K
|
4.01K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
14+ 1.02% |
$5.15K - $6.01K
|
1.39K
$573K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 0.25% |
$5.15K - $6.01K
|
5.61K
$2.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
13+ 0.05% |
$4.78K - $5.58K
|
24.1K
$9.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$4.78K - $5.58K
|
2.94K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
13+ 1.46% |
$4.78K - $5.58K
|
901
$371K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
13+ 0.23% |
$4.78K - $5.58K
|
5.78K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
12+ 0.6% |
$4.41K - $5.15K
|
2.01K
$825K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
12+ 0.09% |
$4.41K - $5.15K
|
13.8K
$5.67M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12+ 1.12% |
$4.41K - $5.15K
|
1.08K
$445K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12+ 1.56% |
$4.41K - $5.15K
|
779
$321K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
12+ 0.44% |
$4.41K - $5.15K
|
2.74K
$1.13M
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
11+ 0.69% |
$4.05K - $4.72K
|
1.6K
$658K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
11+ 0.07% |
$4.05K - $4.72K
|
16.2K
$6.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
11+ 0.31% |
$4.05K - $4.72K
|
3.57K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11+ 0.05% |
$4.05K - $4.72K
|
21.5K
$8.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
10+ 0.12% |
$3.68K - $4.29K
|
8.2K
$3.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
10+ 0.02% |
$3.68K - $4.29K
|
44.4K
$18.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
10+ 0.32% |
$3.68K - $4.29K
|
3.09K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
10+ 0.14% |
$3.68K - $4.29K
|
6.98K
$2.87M
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
10+ 1.05% |
$3.68K - $4.29K
|
965
$397K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 5.43% |
$3.68K - $4.29K
|
194
$79.8K
|
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10+ 1.14% |
$3.68K - $4.29K
|
890
$366K
|
|
|
May 13, 2024
Q1 2024
|
Gagnon Securities LLC
|
BUY
|
- |
10+ 1.07% |
$3.68K - $4.29K
|
947
$390K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
10+ 0.41% |
$3.68K - $4.29K
|
2.44K
$1M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1.06% |
$3.68K - $4.29K
|
949
$390K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
9+ 0.04% |
$3.31K - $3.86K
|
20.1K
$8.27M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9+ 0.18% |
$3.31K - $3.86K
|
4.98K
$2.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8+ 0.12% |
$2.94K - $3.43K
|
6.65K
$2.74M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.22% |
$2.94K - $3.43K
|
3.59K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8+ 0.2% |
$2.94K - $3.43K
|
3.91K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8+ 0.13% |
$2.94K - $3.43K
|
6.16K
$2.54M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
7+ 0.18% |
$2.57K - $3.01K
|
3.84K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7+ 0.01% |
$2.57K - $3.01K
|
54.5K
$22.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$2.57K - $3.01K
|
32.6K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.57K - $3.01K
|
4.03K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
6+ 0.14% |
$2.21K - $2.58K
|
4.29K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.13% |
$2.21K - $2.58K
|
4.68K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
6+ 0.29% |
$2.21K - $2.58K
|
2.09K
$858K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6+ 0.48% |
$2.21K - $2.58K
|
1.26K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6+ 0.08% |
$2.21K - $2.58K
|
7.52K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
6+ 0.03% |
$2.21K - $2.58K
|
17.8K
$7.33M
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.07% |
$2.21K - $2.58K
|
8.49K
$3.49M
|