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
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-642- 0.49% |
$236K - $276K
|
130K
$50.4M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-646- 14.94% |
$238K - $277K
|
3.68K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-648- 22.01% |
$238K - $278K
|
2.3K
$890K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-649- 28.45% |
$239K - $279K
|
1.63K
$633K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-650- 5.74% |
$239K - $279K
|
10.7K
$4.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-650- 0.71% |
$239K - $279K
|
90.8K
$35.2M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-650- 1.03% |
$239K - $279K
|
62.4K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-652- 3.76% |
$240K - $280K
|
16.7K
$6.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-654- 0.73% |
$241K - $281K
|
88.9K
$34.5M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-655- 8.78% |
$241K - $281K
|
6.81K
$2.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-656- 8.44% |
$241K - $282K
|
7.12K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-656- 8.28% |
$241K - $282K
|
7.26K
$2.82M
|
|
|
Mar 18, 2025
Q1 2024
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
SELL
|
- |
-657- 0.79% |
$242K - $282K
|
82.3K
$31.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-658- 2.79% |
$242K - $283K
|
22.9K
$8.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-658- 5.6% |
$242K - $283K
|
11.1K
$4.3M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-658- 0.41% |
$242K - $283K
|
160K
$62.2M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-662- 4.27% |
$243K - $284K
|
14.8K
$5.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-663- 1.54% |
$244K - $285K
|
42.4K
$16.4M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-663- 4.77% |
$244K - $285K
|
13.2K
$5.14M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-663- 0.41% |
$244K - $285K
|
159K
$61.8M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-665- 12.55% |
$245K - $286K
|
4.63K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-665- 3.85% |
$245K - $286K
|
16.6K
$6.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-666- 0.85% |
$245K - $286K
|
78.1K
$30.3M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-668- 2.83% |
$246K - $287K
|
22.9K
$8.89M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-670- 0.33% |
$246K - $288K
|
201K
$77.8M
|
|
|
May 14, 2024
Q1 2024
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-670- 5.0% |
$246K - $288K
|
12.7K
$4.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-672- 4.55% |
$247K - $289K
|
14.1K
$5.47M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-675- 1.67% |
$248K - $290K
|
39.7K
$15.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-676- 7.11% |
$249K - $290K
|
8.83K
$3.43M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-677- 19.75% |
$249K - $291K
|
2.75K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-678- 1.77% |
$249K - $291K
|
37.7K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-679- 5.29% |
$250K - $292K
|
12.2K
$4.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-681- 6.99% |
$250K - $292K
|
9.07K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-683- 1.26% |
$251K - $293K
|
53.4K
$20.7M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-684- 33.33% |
$252K - $294K
|
1.37K
$531K
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-686- 3.32% |
$252K - $295K
|
20K
$7.74M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-687- 0.8% |
$253K - $295K
|
85K
$33M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-691- 3.27% |
$254K - $297K
|
20.4K
$7.92M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-691- 6.8% |
$254K - $297K
|
9.48K
$3.68M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-694- 10.32% |
$255K - $298K
|
6.03K
$2.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-695- 6.39% |
$256K - $298K
|
10.2K
$3.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-696- 2.76% |
$256K - $299K
|
24.5K
$9.52M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-700- 1.43% |
$257K - $301K
|
48.2K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-700- 10.27% |
$257K - $301K
|
6.12K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-700- 3.07% |
$257K - $301K
|
22.1K
$8.57M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-704- 30.54% |
$259K - $302K
|
1.6K
$621K
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-705- 6.45% |
$259K - $303K
|
10.2K
$3.96M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-708- 1.02% |
$260K - $304K
|
69K
$26.8M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-709- 3.39% |
$261K - $304K
|
20.2K
$7.84M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-718- 3.71% |
$264K - $308K
|
18.6K
$7.22M
|