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 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-599- 4.54% |
$220K - $257K
|
12.6K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-602- 4.12% |
$221K - $258K
|
14K
$7.17M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-607- 2.78% |
$223K - $261K
|
21.2K
$10.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-610- 1.01% |
$224K - $262K
|
59.9K
$30.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-610- 4.83% |
$224K - $262K
|
12K
$6.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-612- 7.23% |
$225K - $263K
|
7.85K
$4.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-612- 50.92% |
$225K - $263K
|
590
$302K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-613- 0.88% |
$225K - $263K
|
68.8K
$35.2M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-617- 0.7% |
$227K - $265K
|
88.1K
$45.1M
|
|
|
May 13, 2024
Q1 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-617- 1.93% |
$227K - $265K
|
31.3K
$16M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-620- 5.08% |
$228K - $266K
|
11.6K
$5.93M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-625- 1.12% |
$230K - $268K
|
55K
$28.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-627- 4.47% |
$231K - $269K
|
13.4K
$6.86M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-629- 3.78% |
$231K - $270K
|
16K
$8.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-630- 2.09% |
$232K - $271K
|
29.5K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-631- 6.43% |
$232K - $271K
|
9.18K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-635- 2.5% |
$234K - $273K
|
24.8K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-637- 0.47% |
$234K - $274K
|
134K
$68.7M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-638- 0.48% |
$235K - $274K
|
132K
$67.5M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-638- 2.1% |
$235K - $274K
|
29.7K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-640- 14.18% |
$235K - $275K
|
3.87K
$1.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-642- 2.93% |
$236K - $276K
|
21.3K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-642- 0.49% |
$236K - $276K
|
130K
$66.4M
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-646- 14.94% |
$238K - $277K
|
3.68K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-648- 22.01% |
$238K - $278K
|
2.3K
$1.17M
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-649- 28.45% |
$239K - $279K
|
1.63K
$835K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-650- 5.74% |
$239K - $279K
|
10.7K
$5.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-650- 0.71% |
$239K - $279K
|
90.8K
$46.5M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-650- 1.03% |
$239K - $279K
|
62.4K
$31.9M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-652- 3.76% |
$240K - $280K
|
16.7K
$8.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-654- 0.73% |
$241K - $281K
|
88.9K
$45.5M
|
|
|
Apr 12, 2024
Q1 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-655- 8.78% |
$241K - $281K
|
6.81K
$3.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-656- 8.44% |
$241K - $282K
|
7.12K
$3.64M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-656- 8.28% |
$241K - $282K
|
7.26K
$3.72M
|
|
|
Mar 18, 2025
Q1 2024
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
SELL
|
- |
-657- 0.79% |
$242K - $282K
|
82.3K
$42.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-658- 2.79% |
$242K - $283K
|
22.9K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-658- 5.6% |
$242K - $283K
|
11.1K
$5.68M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-658- 0.41% |
$242K - $283K
|
160K
$82M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-662- 4.27% |
$243K - $284K
|
14.8K
$7.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-663- 1.54% |
$244K - $285K
|
42.4K
$21.7M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-663- 4.77% |
$244K - $285K
|
13.2K
$6.78M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-663- 0.41% |
$244K - $285K
|
159K
$81.6M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-665- 12.55% |
$245K - $286K
|
4.63K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-665- 3.85% |
$245K - $286K
|
16.6K
$8.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-666- 0.85% |
$245K - $286K
|
78.1K
$40M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-668- 2.83% |
$246K - $287K
|
22.9K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-670- 0.33% |
$246K - $288K
|
201K
$103M
|
|
|
May 14, 2024
Q1 2024
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-670- 5.0% |
$246K - $288K
|
12.7K
$6.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-672- 4.55% |
$247K - $289K
|
14.1K
$7.22M
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-675- 1.67% |
$248K - $290K
|
39.7K
$20.3M
|