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 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-30- 0.41% |
$11K - $12.9K
|
7.25K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-30- 2.69% |
$11K - $12.9K
|
1.09K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-30- 0.11% |
$11K - $12.9K
|
26.3K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-30- 0.51% |
$11K - $12.9K
|
5.9K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-30- 1.52% |
$11K - $12.9K
|
1.95K
$802K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-30- 4.41% |
$11K - $12.9K
|
650
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-31- 16.49% |
$11.4K - $13.3K
|
157
$64.6K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-31- 0.44% |
$11.4K - $13.3K
|
6.96K
$2.86M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-31- 0.05% |
$11.4K - $13.3K
|
63.4K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-31- 0.66% |
$11.4K - $13.3K
|
4.68K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-32- 0.35% |
$11.8K - $13.7K
|
9.15K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-32- 0.73% |
$11.8K - $13.7K
|
4.36K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-33- 1.51% |
$12.1K - $14.2K
|
2.16K
$887K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-33- 0.96% |
$12.1K - $14.2K
|
3.42K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-33- 5.38% |
$12.1K - $14.2K
|
580
$239K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-33- 0.94% |
$12.1K - $14.2K
|
3.49K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-33- 0.82% |
$12.1K - $14.2K
|
3.97K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-33- 0.24% |
$12.1K - $14.2K
|
13.9K
$5.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-34- 1.95% |
$12.5K - $14.6K
|
1.71K
$705K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-35- 0.37% |
$12.9K - $15K
|
9.34K
$3.84M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-35- 1.69% |
$12.9K - $15K
|
2.04K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-35- 0.97% |
$12.9K - $15K
|
3.57K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-35- 1.77% |
$12.9K - $15K
|
1.95K
$801K
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-36- 1.92% |
$13.2K - $15.5K
|
1.84K
$758K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-36- 1.15% |
$13.2K - $15.5K
|
3.08K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-36- 0.01% |
$13.2K - $15.5K
|
569K
$234M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-37- 3.76% |
$13.6K - $15.9K
|
947
$390K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-38- 0.2% |
$14K - $16.3K
|
19.2K
$7.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-38- 0.2% |
$14K - $16.3K
|
18.7K
$7.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-38- 0.61% |
$14K - $16.3K
|
6.18K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-38- 0.16% |
$14K - $16.3K
|
24.3K
$9.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-39- 0.71% |
$14.3K - $16.7K
|
5.42K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-39- 0.21% |
$14.3K - $16.7K
|
18.5K
$7.63M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-39- 0.98% |
$14.3K - $16.7K
|
3.93K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-39- -0.0% |
$14.3K - $16.7K
|
1.94M
$800M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-40- 0.49% |
$14.7K - $17.2K
|
8.16K
$3.36M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-40- 0.58% |
$14.7K - $17.2K
|
6.89K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-40- 1.02% |
$14.7K - $17.2K
|
3.88K
$1.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-41- 0.3% |
$15.1K - $17.6K
|
13.5K
$5.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.11% |
$15.1K - $17.6K
|
3.64K
$1.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-41- 0.83% |
$15.1K - $17.6K
|
4.93K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-41- 0.08% |
$15.1K - $17.6K
|
51.4K
$21.1M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-42- 2.59% |
$15.4K - $18K
|
1.58K
$650K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-42- 1.13% |
$15.4K - $18K
|
3.67K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-42- 0.27% |
$15.4K - $18K
|
15.6K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-42- 1.14% |
$15.4K - $18K
|
3.64K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-43- 0.28% |
$15.8K - $18.5K
|
15.1K
$6.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-43- 0.3% |
$15.8K - $18.5K
|
14.3K
$5.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-43- 0.41% |
$15.8K - $18.5K
|
10.4K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-43- 6.21% |
$15.8K - $18.5K
|
649
$267K
|