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
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7- 0.2% |
$2.57K - $3.01K
|
3.5K
$1.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-7- 0.07% |
$2.57K - $3.01K
|
10.6K
$4.34M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.04% |
$2.57K - $3.01K
|
15.8K
$6.51M
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-7- 0.07% |
$2.57K - $3.01K
|
9.61K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-7- 0.24% |
$2.57K - $3.01K
|
2.86K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-8- 0.04% |
$2.94K - $3.43K
|
22.5K
$9.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 0.04% |
$2.94K - $3.43K
|
21.7K
$8.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-8- 0.22% |
$2.94K - $3.43K
|
3.59K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-8- 0.59% |
$2.94K - $3.43K
|
1.36K
$559K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9- 0.52% |
$3.31K - $3.86K
|
1.71K
$704K
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-9- 0.18% |
$3.31K - $3.86K
|
4.9K
$2.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-9- 0.33% |
$3.31K - $3.86K
|
2.7K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-9- 0.14% |
$3.31K - $3.86K
|
6.56K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-9- 0.13% |
$3.31K - $3.86K
|
6.88K
$2.83M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-9- 0.12% |
$3.31K - $3.86K
|
7.37K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.26% |
$3.68K - $4.29K
|
3.84K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-10- 0.04% |
$3.68K - $4.29K
|
25.7K
$10.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10- 6.67% |
$3.68K - $4.29K
|
140
$57.6K
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-10- 4.65% |
$3.68K - $4.29K
|
205
$84.3K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.34% |
$3.68K - $4.29K
|
2.9K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-10- 0.37% |
$3.68K - $4.29K
|
2.73K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-11- 0.07% |
$4.05K - $4.72K
|
15K
$6.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-11- 0.13% |
$4.05K - $4.72K
|
8.44K
$3.47M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-11- 0.07% |
$4.05K - $4.72K
|
15.3K
$6.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-12- 0.34% |
$4.41K - $5.15K
|
3.56K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-12- 0.12% |
$4.41K - $5.15K
|
10.4K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.27% |
$4.41K - $5.15K
|
4.36K
$1.8M
|
|
|
Sep 06, 2024
Q1 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
SELL
|
- |
-12- 2.3% |
$4.41K - $5.15K
|
509
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.31% |
$4.78K - $5.58K
|
4.22K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-13- 0.06% |
$4.78K - $5.58K
|
21.2K
$8.73M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-13- 0.49% |
$4.78K - $5.58K
|
2.63K
$1.08M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-13- 0.51% |
$4.78K - $5.58K
|
2.55K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-14- 1.72% |
$5.15K - $6.01K
|
800
$329K
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.08% |
$5.15K - $6.01K
|
16.8K
$6.89M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-14- 0.03% |
$5.15K - $6.01K
|
48K
$19.7M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-14- 1.3% |
$5.15K - $6.01K
|
1.06K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-15- 0.1% |
$5.52K - $6.44K
|
14.7K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-15- 0.13% |
$5.52K - $6.44K
|
11.1K
$4.57M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-15- 0.64% |
$5.52K - $6.44K
|
2.34K
$963K
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-16- 1.95% |
$5.88K - $6.87K
|
804
$331K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-16- 0.12% |
$5.88K - $6.87K
|
13.8K
$5.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-16- 1.01% |
$5.88K - $6.87K
|
1.58K
$648K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-16- 0.52% |
$5.88K - $6.87K
|
3.08K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16- 0.29% |
$5.88K - $6.87K
|
5.42K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-16- 0.29% |
$5.88K - $6.87K
|
5.47K
$2.25M
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-16- 1.06% |
$5.88K - $6.87K
|
1.49K
$613K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-17- 0.64% |
$6.25K - $7.3K
|
2.65K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-17- 0.23% |
$6.25K - $7.3K
|
7.49K
$3.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-18- 0.42% |
$6.62K - $7.73K
|
4.22K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-18- 0.17% |
$6.62K - $7.73K
|
10.5K
$4.32M
|