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
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
6+ 0.16% |
$2.21K - $2.58K
|
3.8K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6+ 0.14% |
$2.21K - $2.58K
|
4.42K
$1.82M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.03% |
$1.84K - $2.15K
|
14.6K
$6.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
5+ 0.01% |
$1.84K - $2.15K
|
90.7K
$37.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5+ 0.06% |
$1.84K - $2.15K
|
8.6K
$3.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.03% |
$1.84K - $2.15K
|
17K
$6.98M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5+ 0.04% |
$1.84K - $2.15K
|
12.1K
$4.98M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5+ 0.04% |
$1.84K - $2.15K
|
12.8K
$5.27M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
5+ 0.14% |
$1.84K - $2.15K
|
3.71K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 0.07% |
$1.84K - $2.15K
|
7K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.07% |
$1.84K - $2.15K
|
7.38K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$1.84K - $2.15K
|
4.46K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
5+ 0.07% |
$1.84K - $2.15K
|
6.93K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5+ 0.19% |
$1.84K - $2.15K
|
2.61K
$1.07M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.07% |
$1.47K - $1.72K
|
5.55K
$2.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$1.47K - $1.72K
|
2.59K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
4+ 0.08% |
$1.47K - $1.72K
|
4.76K
$1.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$1.47K - $1.72K
|
1.15K
$472K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
BUY
|
- |
4+ 0.06% |
$1.47K - $1.72K
|
6.28K
$2.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$1.47K - $1.72K
|
5.28K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4+ 0.04% |
$1.47K - $1.72K
|
9.94K
$4.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4+ 0.59% |
$1.47K - $1.72K
|
678
$279K
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4+ 0.16% |
$1.47K - $1.72K
|
2.43K
$1M
|
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
4+ 0.07% |
$1.47K - $1.72K
|
6.13K
$2.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.06% |
$1.1K - $1.29K
|
5.26K
$2.16M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
3+ 0.02% |
$1.1K - $1.29K
|
13K
$5.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$1.1K - $1.29K
|
4.79K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.18% |
$1.1K - $1.29K
|
1.67K
$689K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$1.1K - $1.29K
|
866
$356K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.08% |
$1.1K - $1.29K
|
3.63K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3+ 0.01% |
$1.1K - $1.29K
|
23.3K
$9.58M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.07% |
$1.1K - $1.29K
|
4.36K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3+ 0.14% |
$1.1K - $1.29K
|
2.21K
$911K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3+ 0.18% |
$1.1K - $1.29K
|
1.71K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3+ 0.51% |
$1.1K - $1.29K
|
586
$241K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$1.1K - $1.29K
|
3
$1.23K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$736 - $859
|
9.21K
$3.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2+ 0.09% |
$736 - $859
|
2.29K
$941K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2+ 0.12% |
$736 - $859
|
1.72K
$707K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.07% |
$736 - $859
|
2.73K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2+ 0.02% |
$736 - $859
|
9.01K
$3.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2+ 0.02% |
$736 - $859
|
9.92K
$4.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2+ 0.04% |
$736 - $859
|
5.49K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Martin Currie LTD
Edinburgh, X0 |
BUY
|
- |
2+ 0.0% |
$736 - $859
|
369K
$152M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2+ 0.08% |
$736 - $859
|
2.4K
$986K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$368 - $429
|
1.29K
$530K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$368 - $429
|
307
$126K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$368 - $429
|
1.39K
$573K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.06% |
$368 - $429
|
1.68K
$689K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$368 - $429
|
26.6K
$11M
|