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 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-108- 0.37% |
$39.7K - $46.4K
|
28.7K
$11.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-108- 1.04% |
$39.7K - $46.4K
|
10.2K
$4.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-108- 3.13% |
$39.7K - $46.4K
|
3.34K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-108- 1.12% |
$39.7K - $46.4K
|
9.5K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-108- 3.32% |
$39.7K - $46.4K
|
3.14K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-109- 0.41% |
$40.1K - $46.8K
|
26.3K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-110- 0.32% |
$40.5K - $47.2K
|
34.2K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-110- 1.29% |
$40.5K - $47.2K
|
8.43K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-110- 4.86% |
$40.5K - $47.2K
|
2.15K
$881K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-112- 10.94% |
$41.2K - $48.1K
|
912
$373K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-112- 0.47% |
$41.2K - $48.1K
|
23.6K
$9.64M
|
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-112- 10.64% |
$41.2K - $48.1K
|
941
$385K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-112- 2.0% |
$41.2K - $48.1K
|
5.49K
$2.25M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-113- 0.74% |
$41.6K - $48.5K
|
15.2K
$6.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.18% |
$41.6K - $48.5K
|
9.45K
$3.87M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-113- 0.25% |
$41.6K - $48.5K
|
44.4K
$18.2M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-113- 4.86% |
$41.6K - $48.5K
|
2.21K
$906K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-114- 3.19% |
$41.9K - $48.9K
|
3.46K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-114- 1.3% |
$41.9K - $48.9K
|
8.63K
$3.53M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-114- 0.3% |
$41.9K - $48.9K
|
38.5K
$15.7M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-114- 1.19% |
$41.9K - $48.9K
|
9.45K
$3.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-116- 6.55% |
$42.7K - $49.8K
|
1.65K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-117- 0.4% |
$43K - $50.2K
|
29K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-117- 0.69% |
$43K - $50.2K
|
16.9K
$6.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-118- 6.01% |
$43.4K - $50.7K
|
1.85K
$755K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-118- 0.87% |
$43.4K - $50.7K
|
13.4K
$5.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-118- 0.54% |
$43.4K - $50.7K
|
21.8K
$8.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-119- 0.61% |
$43.8K - $51.1K
|
19.4K
$7.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-119- 0.28% |
$43.8K - $51.1K
|
42.1K
$17.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-119- 0.4% |
$43.8K - $51.1K
|
29.4K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-120- 0.39% |
$44.1K - $51.5K
|
30.7K
$12.6M
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-120- 3.71% |
$44.1K - $51.5K
|
3.12K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-120- 1.07% |
$44.1K - $51.5K
|
11.1K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-120- 0.59% |
$44.1K - $51.5K
|
20.4K
$8.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-121- 11.83% |
$44.5K - $52K
|
902
$369K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-121- 1.86% |
$44.5K - $52K
|
6.38K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-121- 1.83% |
$44.5K - $52K
|
6.48K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-121- 0.57% |
$44.5K - $52K
|
21K
$8.6M
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-122- 8.36% |
$44.9K - $52.4K
|
1.34K
$547K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-123- 5.15% |
$45.2K - $52.8K
|
2.26K
$926K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-124- 3.36% |
$45.6K - $53.2K
|
3.57K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-124- 0.33% |
$45.6K - $53.2K
|
36.9K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-124- 1.09% |
$45.6K - $53.2K
|
11.2K
$4.59M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-125- 0.51% |
$46K - $53.7K
|
24.5K
$10M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-125- 0.26% |
$46K - $53.7K
|
48.3K
$19.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-125- 2.8% |
$46K - $53.7K
|
4.33K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-125- 0.73% |
$46K - $53.7K
|
17.1K
$6.98M
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-125- 1.27% |
$46K - $53.7K
|
9.68K
$3.96M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-126- 0.36% |
$46.3K - $54.1K
|
35.3K
$14.4M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-126- 0.16% |
$46.3K - $54.1K
|
78.6K
$32.2M
|