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 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-732- 2.95% |
$269K - $314K
|
24.1K
$9.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-733- 1.71% |
$270K - $315K
|
42.2K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-734- 4.24% |
$270K - $315K
|
16.6K
$6.8M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-735- 0.53% |
$270K - $316K
|
138K
$56.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-740- 4.81% |
$272K - $318K
|
14.7K
$6.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-743- 3.41% |
$273K - $319K
|
21.1K
$8.65M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-744- 3.04% |
$274K - $319K
|
23.7K
$9.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-745- 0.91% |
$274K - $320K
|
80.7K
$33.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-745- 10.3% |
$274K - $320K
|
6.49K
$2.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-748- 0.64% |
$275K - $321K
|
116K
$47.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-750- 3.18% |
$276K - $322K
|
22.8K
$9.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-750- 1.57% |
$276K - $322K
|
47.1K
$19.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-750- 0.27% |
$276K - $322K
|
281K
$115M
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-750- 8.72% |
$276K - $322K
|
7.85K
$3.22M
|
|
|
May 03, 2024
Q1 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-751- 4.93% |
$276K - $322K
|
14.5K
$5.95M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-752- 1.86% |
$277K - $323K
|
39.6K
$16.3M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-753- 2.84% |
$277K - $323K
|
25.7K
$10.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-756- 2.33% |
$278K - $325K
|
31.7K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-756- 32.74% |
$278K - $325K
|
1.55K
$638K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-759- 4.52% |
$279K - $326K
|
16K
$6.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-764- 20.77% |
$281K - $328K
|
2.91K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-765- 3.35% |
$281K - $328K
|
22.1K
$9.05M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-771- 9.99% |
$284K - $331K
|
6.95K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-780- 4.11% |
$287K - $335K
|
18.2K
$7.46M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 6.06% |
$289K - $337K
|
12.2K
$4.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-786- 2.53% |
$289K - $337K
|
30.3K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-787- 2.83% |
$289K - $338K
|
27K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-789- 3.3% |
$290K - $339K
|
23.1K
$9.49M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-789- 9.34% |
$290K - $339K
|
7.66K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-789- 3.61% |
$290K - $339K
|
21K
$8.64M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-789- 3.62% |
$290K - $339K
|
21K
$8.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-791- 4.5% |
$291K - $340K
|
16.8K
$6.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-798- 1.91% |
$293K - $343K
|
41.1K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-803- 1.26% |
$295K - $345K
|
63K
$25.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-804- 4.97% |
$296K - $345K
|
15.4K
$6.31M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-808- 0.33% |
$297K - $347K
|
247K
$102M
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-809- 34.47% |
$298K - $347K
|
1.54K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-815- 2.5% |
$300K - $350K
|
31.8K
$13.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-816- 19.52% |
$300K - $350K
|
3.37K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-816- 40.5% |
$300K - $350K
|
1.2K
$492K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-816- 0.42% |
$300K - $350K
|
192K
$79M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-822- 5.36% |
$302K - $353K
|
14.5K
$5.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-824- 4.39% |
$303K - $354K
|
18K
$7.37M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-827- 3.26% |
$304K - $355K
|
24.5K
$10.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-832- 1.29% |
$306K - $357K
|
63.6K
$26.1M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-836- 0.89% |
$307K - $359K
|
93.2K
$38.3M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-836- 2.81% |
$307K - $359K
|
28.9K
$11.9M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-837- 0.91% |
$308K - $359K
|
91.6K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-838- 1.94% |
$308K - $360K
|
42.4K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-843- 11.53% |
$310K - $362K
|
6.47K
$2.66M
|