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 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-287- 2.96% |
$106K - $123K
|
9.4K
$4.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-288- 13.51% |
$106K - $124K
|
1.84K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-290- 0.52% |
$107K - $125K
|
55.8K
$28.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-291- 4.79% |
$107K - $125K
|
5.79K
$2.96M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-291- 3.59% |
$107K - $125K
|
7.83K
$4M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-291- 6.65% |
$107K - $125K
|
4.08K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Carroll Investors, Inc
|
SELL
|
- |
-291- 0.97% |
$107K - $125K
|
29.8K
$15.3M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-293- 1.5% |
$108K - $126K
|
19.2K
$9.85M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-293- 1.32% |
$108K - $126K
|
22K
$11.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-294- 11.28% |
$108K - $126K
|
2.31K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-294- 5.99% |
$108K - $126K
|
4.61K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-295- 1.85% |
$108K - $127K
|
15.6K
$7.99M
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-295- 1.67% |
$108K - $127K
|
17.3K
$8.87M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-295- 1.62% |
$108K - $127K
|
17.9K
$9.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-296- 9.11% |
$109K - $127K
|
2.95K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-296- 24.77% |
$109K - $127K
|
899
$460K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-296- 4.43% |
$109K - $127K
|
6.39K
$3.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-297- 2.02% |
$109K - $128K
|
14.4K
$7.36M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-299- 2.6% |
$110K - $128K
|
11.2K
$5.74M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.6% |
$110K - $129K
|
18.5K
$9.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-300- 9.24% |
$110K - $129K
|
2.95K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-300- 3.56% |
$110K - $129K
|
8.12K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 14.99% |
$110K - $129K
|
1.7K
$871K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-301- 0.27% |
$111K - $129K
|
110K
$56.4M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-302- 5.49% |
$111K - $130K
|
5.2K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-303- 0.91% |
$111K - $130K
|
33K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-303- 0.17% |
$111K - $130K
|
177K
$90.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-304- 3.37% |
$112K - $131K
|
8.73K
$4.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-304- 3.71% |
$112K - $131K
|
7.88K
$4.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-304- 3.29% |
$112K - $131K
|
8.93K
$4.57M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-306- 1.46% |
$113K - $131K
|
20.7K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-307- 8.21% |
$113K - $132K
|
3.43K
$1.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-308- 3.53% |
$113K - $132K
|
8.42K
$4.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-308- 4.38% |
$113K - $132K
|
6.72K
$3.44M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-308- 2.12% |
$113K - $132K
|
14.2K
$7.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-309- 2.9% |
$114K - $133K
|
10.3K
$5.29M
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-309- 4.05% |
$114K - $133K
|
7.32K
$3.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-312- 0.63% |
$115K - $134K
|
49K
$25.1M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-312- 0.04% |
$115K - $134K
|
788K
$403M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-313- 38.64% |
$115K - $134K
|
497
$254K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-315- 1.28% |
$116K - $135K
|
24.4K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-315- 1.91% |
$116K - $135K
|
16.2K
$8.27M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-315- 0.2% |
$116K - $135K
|
153K
$78.5M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-315- 0.38% |
$116K - $135K
|
82.3K
$42.1M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-316- 0.47% |
$116K - $136K
|
67.1K
$34.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-317- 2.27% |
$117K - $136K
|
13.6K
$6.97M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-317- 6.83% |
$117K - $136K
|
4.32K
$2.21M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-318- 6.17% |
$117K - $137K
|
4.84K
$2.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-318- 1.89% |
$117K - $137K
|
16.5K
$8.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-318- 2.26% |
$117K - $137K
|
13.7K
$7.03M
|