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 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-243- 0.15% |
$89.4K - $104K
|
161K
$65.7M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-244- 1.17% |
$89.7K - $105K
|
20.6K
$8.44M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-244- 0.42% |
$89.7K - $105K
|
58K
$23.7M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-244- 1.56% |
$89.7K - $105K
|
15.4K
$6.28M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-245- 3.99% |
$90.1K - $105K
|
5.89K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-245- 0.86% |
$90.1K - $105K
|
28.1K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-245- 5.55% |
$90.1K - $105K
|
4.17K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-247- 9.94% |
$90.8K - $106K
|
2.24K
$916K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-247- 2.24% |
$90.8K - $106K
|
10.8K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-247- 0.36% |
$90.8K - $106K
|
68K
$27.8M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-247- 1.28% |
$90.8K - $106K
|
19K
$7.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-249- 4.44% |
$91.6K - $107K
|
5.36K
$2.19M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-249- 0.97% |
$91.6K - $107K
|
25.5K
$10.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-250- 15.14% |
$91.9K - $107K
|
1.4K
$573K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-250- 0.92% |
$91.9K - $107K
|
27K
$11.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-250- 8.74% |
$91.9K - $107K
|
2.61K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-250- 0.99% |
$91.9K - $107K
|
25.1K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-250- 0.88% |
$91.9K - $107K
|
28.1K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-251- 1.28% |
$92.3K - $108K
|
19.4K
$7.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-251- 6.8% |
$92.3K - $108K
|
3.44K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-251- 3.34% |
$92.3K - $108K
|
7.27K
$2.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-252- 1.38% |
$92.7K - $108K
|
18K
$7.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-253- 1.75% |
$93K - $109K
|
14.2K
$5.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-253- 2.41% |
$93K - $109K
|
10.3K
$4.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-254- 0.31% |
$93.4K - $109K
|
81.8K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-255- 3.42% |
$93.8K - $109K
|
7.2K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-257- 1.64% |
$94.5K - $110K
|
15.4K
$6.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
SELL
|
- |
-257- 1.76% |
$94.5K - $110K
|
14.3K
$5.86M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-257- 1.03% |
$94.5K - $110K
|
24.8K
$10.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-258- 0.82% |
$94.9K - $111K
|
31.2K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-258- 3.8% |
$94.9K - $111K
|
6.53K
$2.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-259- 0.4% |
$95.2K - $111K
|
63.7K
$26.1M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-259- 4.32% |
$95.2K - $111K
|
5.74K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-259- 2.11% |
$95.2K - $111K
|
12K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-260- 1.97% |
$95.6K - $112K
|
13K
$5.3M
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-261- 3.34% |
$96K - $112K
|
7.55K
$3.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-262- 2.17% |
$96.4K - $112K
|
11.8K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-263- 2.72% |
$96.7K - $113K
|
9.42K
$3.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-265- 8.74% |
$97.5K - $114K
|
2.77K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-265- 4.49% |
$97.5K - $114K
|
5.64K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-267- 0.72% |
$98.2K - $115K
|
36.7K
$15M
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-268- 0.33% |
$98.6K - $115K
|
80K
$32.7M
|
|
|
May 13, 2024
Q1 2024
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-268- 1.23% |
$98.6K - $115K
|
21.5K
$8.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-269- 4.57% |
$98.9K - $116K
|
5.62K
$2.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-269- 2.07% |
$98.9K - $116K
|
12.7K
$5.19M
|
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-269- 7.97% |
$98.9K - $116K
|
3.11K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-272- 0.2% |
$100K - $117K
|
138K
$56.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-272- 1.14% |
$100K - $117K
|
23.6K
$9.66M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-273- 0.76% |
$100K - $117K
|
35.6K
$14.6M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-273- 2.06% |
$100K - $117K
|
13K
$5.3M
|