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 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-178- 1.19% |
$65.5K - $76.4K
|
14.7K
$6.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-179- 0.35% |
$65.8K - $76.9K
|
51.4K
$21M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-179- 17.23% |
$65.8K - $76.9K
|
860
$352K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-180- 0.07% |
$66.2K - $77.3K
|
276K
$113M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-180- 0.24% |
$66.2K - $77.3K
|
75.1K
$30.7M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-182- 5.33% |
$66.9K - $78.1K
|
3.23K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-183- 0.24% |
$67.3K - $78.6K
|
75.9K
$31.1M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-183- 9.47% |
$67.3K - $78.6K
|
1.75K
$715K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-184- 0.73% |
$67.7K - $79K
|
24.9K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-185- 1.73% |
$68K - $79.4K
|
10.5K
$4.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-185- 0.45% |
$68K - $79.4K
|
41.1K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-185- 0.72% |
$68K - $79.4K
|
25.7K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-185- 1.14% |
$68K - $79.4K
|
16K
$6.54M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-187- 5.08% |
$68.8K - $80.3K
|
3.49K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-188- 1.61% |
$69.1K - $80.7K
|
11.5K
$4.7M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-188- 0.72% |
$69.1K - $80.7K
|
26K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-188- 1.69% |
$69.1K - $80.7K
|
10.9K
$4.46M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-189- 0.35% |
$69.5K - $81.2K
|
54.2K
$22.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Xxec, Inc.
|
SELL
|
- |
-190- 0.6% |
$69.9K - $81.6K
|
31.3K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-190- 0.5% |
$69.9K - $81.6K
|
37.6K
$15.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-191- 0.31% |
$70.2K - $82K
|
61.5K
$25.2M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-191- 0.6% |
$70.2K - $82K
|
31.7K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-191- 1.05% |
$70.2K - $82K
|
18.1K
$7.39M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-191- 0.89% |
$70.2K - $82K
|
21.3K
$8.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-192- 5.5% |
$70.6K - $82.4K
|
3.3K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-192- 1.66% |
$70.6K - $82.4K
|
11.4K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-192- 3.5% |
$70.6K - $82.4K
|
5.29K
$2.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-193- 0.71% |
$71K - $82.9K
|
27K
$11M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-194- 1.3% |
$71.3K - $83.3K
|
14.8K
$6.05M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-195- 1.34% |
$71.7K - $83.7K
|
14.3K
$5.85M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-195- 3.35% |
$71.7K - $83.7K
|
5.63K
$2.3M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-196- 11.58% |
$72.1K - $84.2K
|
1.5K
$612K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-197- 1.28% |
$72.4K - $84.6K
|
15.2K
$6.21M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-198- 4.03% |
$72.8K - $85K
|
4.71K
$1.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-198- 0.48% |
$72.8K - $85K
|
40.7K
$16.7M
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-200- 0.59% |
$73.6K - $85.9K
|
33.5K
$13.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-200- 1.32% |
$73.6K - $85.9K
|
15K
$6.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-200- 0.51% |
$73.6K - $85.9K
|
39K
$16M
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-200- 1.35% |
$73.6K - $85.9K
|
14.6K
$5.96M
|
|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-200- 2.67% |
$73.6K - $85.9K
|
7.3K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-200- 1.3% |
$73.6K - $85.9K
|
15.1K
$6.19M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 1.64% |
$73.6K - $85.9K
|
12K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-200- 28.57% |
$73.6K - $85.9K
|
500
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-202- 1.28% |
$74.3K - $86.7K
|
15.6K
$6.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-202- 5.34% |
$74.3K - $86.7K
|
3.58K
$1.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-203- 0.43% |
$74.7K - $87.2K
|
47K
$19.2M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-203- 1.29% |
$74.7K - $87.2K
|
15.6K
$6.37M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-203- 3.81% |
$74.7K - $87.2K
|
5.13K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-203- 4.91% |
$74.7K - $87.2K
|
3.94K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-204- 3.88% |
$75K - $87.6K
|
5.05K
$2.07M
|