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 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-513- 1.66% |
$189K - $220K
|
30.5K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-513- 1.11% |
$189K - $220K
|
45.8K
$18.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-514- 6.23% |
$189K - $221K
|
7.74K
$3.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-514- 13.49% |
$189K - $221K
|
3.3K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-514- 4.13% |
$189K - $221K
|
11.9K
$4.88M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-518- 2.12% |
$190K - $222K
|
23.9K
$9.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-519- 21.25% |
$191K - $223K
|
1.92K
$787K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-519- 3.48% |
$191K - $223K
|
14.4K
$5.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-519- 0.81% |
$191K - $223K
|
63.2K
$25.9M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-520- 0.77% |
$191K - $223K
|
67.1K
$27.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-521- 4.05% |
$192K - $224K
|
12.3K
$5.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-525- 1.38% |
$193K - $225K
|
37.5K
$15.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-525- 2.53% |
$193K - $225K
|
20.3K
$8.29M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-525- 0.54% |
$193K - $225K
|
96.4K
$39.4M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-525- 5.33% |
$193K - $225K
|
9.32K
$3.81M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-530- 4.6% |
$195K - $228K
|
11K
$4.5M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-530- 2.7% |
$195K - $228K
|
19.1K
$7.82M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-532- 14.3% |
$196K - $228K
|
3.19K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-534- 1.17% |
$196K - $229K
|
45.1K
$18.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-534- 11.07% |
$196K - $229K
|
4.29K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-534- 4.72% |
$196K - $229K
|
10.8K
$4.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-535- 4.82% |
$197K - $230K
|
10.6K
$4.33M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-535- 1.63% |
$197K - $230K
|
32.3K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-536- 35.54% |
$197K - $230K
|
972
$398K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-543- 18.3% |
$200K - $233K
|
2.42K
$992K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-545- 1.98% |
$200K - $234K
|
27K
$11M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-546- 0.71% |
$201K - $234K
|
75.8K
$31M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-546- 3.19% |
$201K - $234K
|
16.6K
$6.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-547- 6.34% |
$201K - $235K
|
8.08K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-548- 3.65% |
$202K - $235K
|
14.5K
$5.92M
|
|
|
May 07, 2024
Q1 2024
|
Windward Capital Management CO
|
SELL
|
- |
-551- 1.81% |
$203K - $237K
|
29.9K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-554- 4.22% |
$204K - $238K
|
12.6K
$5.14M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-554- 1.18% |
$204K - $238K
|
46.6K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-556- 4.32% |
$204K - $239K
|
12.3K
$5.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-558- 1.73% |
$205K - $240K
|
31.7K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-560- 3.53% |
$206K - $240K
|
15.3K
$6.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-562- 5.51% |
$207K - $241K
|
9.64K
$3.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-563- 2.73% |
$207K - $242K
|
20K
$8.2M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-563- 27.02% |
$207K - $242K
|
1.52K
$622K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-566- 56.83% |
$208K - $243K
|
430
$176K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-570- 38.85% |
$210K - $245K
|
897
$367K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-570- 4.2% |
$210K - $245K
|
13K
$5.32M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-571- 1.58% |
$210K - $245K
|
35.5K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-571- 2.65% |
$210K - $245K
|
21K
$8.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-572- 2.2% |
$210K - $246K
|
25.5K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-572- 1.71% |
$210K - $246K
|
32.8K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-573- 2.72% |
$211K - $246K
|
20.5K
$8.39M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-573- 16.31% |
$211K - $246K
|
2.94K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-574- 0.22% |
$211K - $246K
|
257K
$105M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-575- 0.8% |
$211K - $247K
|
71.1K
$29.1M
|