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 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 3.89% |
$381K - $445K
|
25.6K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.04K- 4.1% |
$382K - $447K
|
24.3K
$10M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.96% |
$382K - $447K
|
12K
$4.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.04K- 3.57% |
$384K - $448K
|
28.1K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.04K- 0.18% |
$384K - $448K
|
575K
$237M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.05K- 1.99% |
$384K - $449K
|
51.5K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 49.2% |
$385K - $449K
|
1.08K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.05K- 2.25% |
$385K - $450K
|
45.6K
$18.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.05K- 3.13% |
$387K - $452K
|
32.6K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-1.06K- 3.24% |
$388K - $453K
|
31.5K
$13M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.06K- 2.87% |
$389K - $454K
|
35.7K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.06K- 17.62% |
$389K - $454K
|
4.95K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.06K- 0.33% |
$390K - $456K
|
318K
$131M
|
|
|
May 15, 2024
Q1 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 1.7% |
$391K - $456K
|
61.5K
$25.3M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.06K- 15.99% |
$391K - $456K
|
5.58K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 1.38% |
$391K - $457K
|
76.3K
$31.4M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-1.06K- 1.22% |
$391K - $457K
|
86.1K
$35.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.07K- 9.36% |
$393K - $459K
|
10.4K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.07K- 3.45% |
$395K - $461K
|
30K
$12.4M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.08K- 3.77% |
$396K - $462K
|
27.4K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.09K- 9.67% |
$400K - $467K
|
10.2K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.09K- 2.15% |
$400K - $467K
|
49.5K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.09K- 0.12% |
$400K - $468K
|
942K
$388M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.09K- 3.78% |
$401K - $468K
|
27.8K
$11.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.09K- 0.94% |
$401K - $468K
|
115K
$47.2M
|
|
|
May 16, 2024
Q1 2024
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.09K- 1.52% |
$401K - $468K
|
70.6K
$29.1M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.09K- 0.7% |
$402K - $469K
|
154K
$63.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-1.09K- 1.14% |
$402K - $469K
|
94.8K
$39M
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 2.91% |
$405K - $472K
|
36.7K
$15.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.11K- 34.91% |
$407K - $475K
|
2.06K
$848K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 1.28% |
$407K - $475K
|
85.3K
$35.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.11K- 3.17% |
$407K - $475K
|
33.8K
$13.9M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.12K- 7.63% |
$411K - $480K
|
13.5K
$5.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-1.12K- 0.99% |
$413K - $482K
|
113K
$46.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.12K- 1.57% |
$413K - $482K
|
70.4K
$29M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.13K- 2.76% |
$414K - $483K
|
39.6K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.13K- 0.74% |
$415K - $484K
|
151K
$62.1M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.14K- 3.14% |
$417K - $487K
|
35K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.14K- 14.37% |
$418K - $488K
|
6.77K
$2.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.14K- 6.88% |
$418K - $489K
|
15.4K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-1.14K- 12.77% |
$421K - $491K
|
7.82K
$3.22M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.15K- 8.17% |
$423K - $494K
|
12.9K
$5.32M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.15K- 32.9% |
$423K - $494K
|
2.35K
$965K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.15K- 4.02% |
$423K - $494K
|
27.5K
$11.3M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.15K- 1.79% |
$424K - $495K
|
63.2K
$26M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.15K- 1.89% |
$424K - $495K
|
59.9K
$24.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.16K- 3.07% |
$425K - $496K
|
36.5K
$15M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.16K- 26.47% |
$426K - $497K
|
3.22K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.17K- 1.46% |
$430K - $502K
|
78.9K
$32.5M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.17K- 3.44% |
$430K - $502K
|
32.8K
$13.5M
|