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 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$368 - $429
|
4.12K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$368 - $429
|
4.88K
$2.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1+ 0.04% |
$368 - $429
|
2.46K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1+ 0.02% |
$368 - $429
|
4.65K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1+ 0.08% |
$368 - $429
|
1.22K
$500K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$368 - $429
|
2.57K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1+ 0.02% |
$368 - $429
|
6.38K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1+ 0.07% |
$368 - $429
|
1.34K
$551K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$368 - $429
|
14.1K
$5.8M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.0% |
$368 - $429
|
21.4K
$8.8M
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.11% |
$368 - $429
|
905
$372K
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1+ 0.03% |
$368 - $429
|
2.89K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$368 - $429
|
3.24K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$368 - $429
|
23.2K
$9.56M
|
|
|
May 15, 2024
Q1 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$368 - $429
|
1.35K
$554K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$368 - $429
|
2.88K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1- -0.0% |
$368 - $429
|
39.5K
$16.2M
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1- 0.03% |
$368 - $429
|
3.93K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2- 1.72% |
$736 - $859
|
114
$46.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-2- 0.11% |
$736 - $859
|
1.8K
$739K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2- 0.09% |
$736 - $859
|
2.2K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-2- 0.02% |
$736 - $859
|
12.7K
$5.22M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2- 0.18% |
$736 - $859
|
1.1K
$451K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-3- 0.01% |
$1.1K - $1.29K
|
30.2K
$12.4M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-3- 0.01% |
$1.1K - $1.29K
|
37.1K
$15.3M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3- 0.5% |
$1.1K - $1.29K
|
597
$246K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$1.1K - $1.29K
|
1.8K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 0.24% |
$1.1K - $1.29K
|
1.23K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3- 0.04% |
$1.1K - $1.29K
|
7.02K
$2.89M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-3- 0.01% |
$1.1K - $1.29K
|
25.9K
$10.7M
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-3- 0.08% |
$1.1K - $1.29K
|
3.54K
$1.46M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 0.02% |
$1.1K - $1.29K
|
12.8K
$5.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-4- 0.14% |
$1.47K - $1.72K
|
2.96K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-4- 0.51% |
$1.47K - $1.72K
|
777
$320K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 0.79% |
$1.47K - $1.72K
|
501
$206K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-4- 0.05% |
$1.47K - $1.72K
|
8.75K
$3.6M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.1% |
$1.47K - $1.72K
|
4.06K
$1.67M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-5- 0.11% |
$1.84K - $2.15K
|
4.55K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-5- 0.2% |
$1.84K - $2.15K
|
2.54K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-5- 0.12% |
$1.84K - $2.15K
|
4.19K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-5- 4.31% |
$1.84K - $2.15K
|
111
$45.7K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-5- 0.79% |
$1.84K - $2.15K
|
625
$257K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.02% |
$1.84K - $2.15K
|
28.8K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5- 0.06% |
$1.84K - $2.15K
|
8.12K
$3.34M
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5- 0.2% |
$1.84K - $2.15K
|
2.44K
$1M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-6- 0.03% |
$2.21K - $2.58K
|
17.7K
$7.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6- 0.23% |
$2.21K - $2.58K
|
2.63K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-6- 1.05% |
$2.21K - $2.58K
|
565
$232K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.11% |
$2.57K - $3.01K
|
6.16K
$2.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-7- 1.09% |
$2.57K - $3.01K
|
634
$261K
|