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 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-205- 1.78% |
$75.4K - $88K
|
11.3K
$4.63M
|
|
|
May 07, 2024
Q1 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-205- 0.54% |
$75.4K - $88K
|
37.4K
$15.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-206- 1.47% |
$75.8K - $88.5K
|
13.8K
$5.64M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-208- 0.16% |
$76.5K - $89.3K
|
130K
$53.3M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-209- 0.68% |
$76.9K - $89.7K
|
30.6K
$12.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-210- 6.57% |
$77.2K - $90.2K
|
2.99K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-211- 2.89% |
$77.6K - $90.6K
|
7.08K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-211- 3.27% |
$77.6K - $90.6K
|
6.24K
$2.55M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-212- 1.08% |
$78K - $91K
|
19.4K
$7.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-212- 1.96% |
$78K - $91K
|
10.6K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-212- 1.78% |
$78K - $91K
|
11.7K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
SELL
|
- |
-213- 1.48% |
$78.3K - $91.5K
|
14.2K
$5.8M
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-215- 2.59% |
$79.1K - $92.3K
|
8.08K
$3.3M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-215- 1.74% |
$79.1K - $92.3K
|
12.1K
$4.96M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-216- 7.68% |
$79.4K - $92.7K
|
2.6K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-216- 10.46% |
$79.4K - $92.7K
|
1.85K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-217- 0.74% |
$79.8K - $93.2K
|
29.2K
$12M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-218- 7.3% |
$80.2K - $93.6K
|
2.77K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-218- 1.15% |
$80.2K - $93.6K
|
18.8K
$7.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-218- 0.39% |
$80.2K - $93.6K
|
55K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-218- 7.58% |
$80.2K - $93.6K
|
2.66K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-219- 9.79% |
$80.5K - $94K
|
2.02K
$826K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
SELL
|
- |
-220- 12.99% |
$80.9K - $94.5K
|
1.47K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-220- 3.12% |
$80.9K - $94.5K
|
6.84K
$2.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-222- 0.42% |
$81.6K - $95.3K
|
52.7K
$21.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-222- 0.92% |
$81.6K - $95.3K
|
23.9K
$9.76M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-222- 0.7% |
$81.6K - $95.3K
|
31.6K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-223- 2.0% |
$82K - $95.7K
|
10.9K
$4.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-224- 0.91% |
$82.4K - $96.2K
|
24.5K
$10M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-224- 0.95% |
$82.4K - $96.2K
|
23.4K
$9.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-225- 2.34% |
$82.7K - $96.6K
|
9.4K
$3.84M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-230- 26.59% |
$84.6K - $98.8K
|
635
$260K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-230- 1.47% |
$84.6K - $98.8K
|
15.4K
$6.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-232- 4.37% |
$85.3K - $99.6K
|
5.08K
$2.08M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-232- 1.82% |
$85.3K - $99.6K
|
12.5K
$5.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-233- 2.57% |
$85.7K - $100K
|
8.84K
$3.61M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-234- 1.6% |
$86.1K - $100K
|
14.4K
$5.88M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-235- 1.55% |
$86.4K - $101K
|
14.9K
$6.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-235- 4.12% |
$86.4K - $101K
|
5.46K
$2.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-235- 31.38% |
$86.4K - $101K
|
514
$210K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-237- 0.83% |
$87.2K - $102K
|
28.3K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-238- 0.52% |
$87.5K - $102K
|
45.3K
$18.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-239- 1.31% |
$87.9K - $103K
|
18K
$7.38M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-239- 7.5% |
$87.9K - $103K
|
2.95K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-239- 8.81% |
$87.9K - $103K
|
2.48K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-240- 7.74% |
$88.3K - $103K
|
2.86K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-240- 2.83% |
$88.3K - $103K
|
8.25K
$3.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-241- 10.96% |
$88.6K - $103K
|
1.96K
$801K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-242- 6.1% |
$89K - $104K
|
3.73K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-242- 0.22% |
$89K - $104K
|
111K
$45.6M
|