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
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-60- 2.45% |
$22.1K - $25.8K
|
2.39K
$978K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-62- 6.11% |
$22.8K - $26.6K
|
952
$389K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-62- 0.43% |
$22.8K - $26.6K
|
14.3K
$5.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-62- 4.02% |
$22.8K - $26.6K
|
1.48K
$606K
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-62- 5.58% |
$22.8K - $26.6K
|
1.05K
$429K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-62- 1.29% |
$22.8K - $26.6K
|
4.73K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-62- 2.67% |
$22.8K - $26.6K
|
2.26K
$924K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-63- 1.15% |
$23.2K - $27.1K
|
5.43K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-63- 0.69% |
$23.2K - $27.1K
|
9.1K
$3.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.96% |
$23.5K - $27.5K
|
6.63K
$2.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-64- 1.65% |
$23.5K - $27.5K
|
3.82K
$1.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-65- 0.8% |
$23.9K - $27.9K
|
8.11K
$3.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-65- 2.06% |
$23.9K - $27.9K
|
3.09K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.69% |
$23.9K - $27.9K
|
9.35K
$3.82M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-65- 0.23% |
$23.9K - $27.9K
|
27.7K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-65- 28.14% |
$23.9K - $27.9K
|
166
$67.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-65- 1.98% |
$23.9K - $27.9K
|
3.22K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-66- 0.12% |
$24.3K - $28.3K
|
56.3K
$23M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-66- 0.21% |
$24.3K - $28.3K
|
31.3K
$12.8M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-66- 1.4% |
$24.3K - $28.3K
|
4.64K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-66- 0.33% |
$24.3K - $28.3K
|
19.8K
$8.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-67- 2.92% |
$24.6K - $28.8K
|
2.23K
$911K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-67- 5.69% |
$24.6K - $28.8K
|
1.11K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 0.44% |
$24.6K - $28.8K
|
15K
$6.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-68- 0.49% |
$25K - $29.2K
|
13.7K
$5.62M
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-68- 8.68% |
$25K - $29.2K
|
715
$292K
|
|
|
May 15, 2024
Q1 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-68- 0.56% |
$25K - $29.2K
|
12K
$4.9M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-68- 3.98% |
$25K - $29.2K
|
1.64K
$670K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-69- 0.73% |
$25.4K - $29.6K
|
9.41K
$3.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-69- 7.57% |
$25.4K - $29.6K
|
842
$344K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-70- 2.89% |
$25.7K - $30.1K
|
2.36K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-70- 0.56% |
$25.7K - $30.1K
|
12.5K
$5.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Harbor Island Capital LLC
|
SELL
|
- |
-71- 0.17% |
$26.1K - $30.5K
|
42.3K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-71- 0.88% |
$26.1K - $30.5K
|
7.96K
$3.26M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-71- 0.94% |
$26.1K - $30.5K
|
7.49K
$3.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-72- 2.12% |
$26.5K - $30.9K
|
3.33K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-72- 0.95% |
$26.5K - $30.9K
|
7.47K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-72- 2.1% |
$26.5K - $30.9K
|
3.36K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-72- 0.85% |
$26.5K - $30.9K
|
8.39K
$3.43M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-72- 0.17% |
$26.5K - $30.9K
|
43.3K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-73- 10.53% |
$26.8K - $31.3K
|
620
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-74- 0.69% |
$27.2K - $31.8K
|
10.7K
$4.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-74- 1.5% |
$27.2K - $31.8K
|
4.84K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-74- 3.59% |
$27.2K - $31.8K
|
1.99K
$812K
|
|
|
May 10, 2024
Q1 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-75- 7.36% |
$27.6K - $32.2K
|
944
$386K
|
|
|
Apr 03, 2024
Q1 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-75- 6.75% |
$27.6K - $32.2K
|
1.04K
$424K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-75- 0.44% |
$27.6K - $32.2K
|
17K
$6.96M
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-75- 0.49% |
$27.6K - $32.2K
|
15.1K
$6.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-75- 0.4% |
$27.6K - $32.2K
|
18.8K
$7.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-75- 3.4% |
$27.6K - $32.2K
|
2.13K
$871K
|