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 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
$32.4M
|
|
|
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
|
|
|
May 08, 2024
Q1 2024
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
SELL
|
- |
-1.17K- 5.75% |
$431K - $503K
|
19.2K
$7.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1.17K- 5.4% |
$432K - $504K
|
20.6K
$8.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-1.18K- 1.93% |
$432K - $505K
|
59.6K
$24.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.18K- 4.78% |
$434K - $506K
|
23.5K
$9.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.18K- 2.2% |
$434K - $507K
|
52.6K
$21.6M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.18K- 0.55% |
$435K - $508K
|
214K
$87.7M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.18K- 10.82% |
$435K - $508K
|
9.75K
$4M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 1.15% |
$436K - $509K
|
102K
$41.7M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.19K- 2.27% |
$436K - $509K
|
51.1K
$21M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.19KClosed |
$437K - $510K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.19K- 0.85% |
$437K - $510K
|
139K
$57.1M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.19K- 6.68% |
$438K - $512K
|
16.7K
$6.84M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.19K- 7.33% |
$439K - $512K
|
15.1K
$6.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.2K- 4.58% |
$441K - $514K
|
25K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2K- 9.23% |
$441K - $514K
|
11.8K
$4.84M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.2K- 3.36% |
$441K - $515K
|
34.5K
$14.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.2K- 6.13% |
$442K - $516K
|
18.4K
$7.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.2K- 13.33% |
$443K - $517K
|
7.83K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.21K- 1.44% |
$444K - $518K
|
82.5K
$33.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.21K- 1.95% |
$444K - $518K
|
60.6K
$24.9M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.21K- 17.24% |
$444K - $519K
|
5.8K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.21K- 0.64% |
$445K - $519K
|
187K
$76.6M
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.21K- 0.69% |
$446K - $521K
|
175K
$72M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.22K- 2.13% |
$448K - $523K
|
56.1K
$23M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.22K- 1.09% |
$450K - $526K
|
111K
$45.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.23K- 7.92% |
$450K - $526K
|
14.2K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.23K- 4.48% |
$452K - $528K
|
26.2K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.24K- 12.07% |
$454K - $530K
|
9K
$3.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.24K- 6.16% |
$456K - $532K
|
18.9K
$7.75M
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-1.24K- 40.77% |
$457K - $533K
|
1.8K
$741K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.25K- 1.31% |
$458K - $535K
|
94K
$38.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-1.26K- 2.27% |
$462K - $539K
|
54.1K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.26K- 19.43% |
$462K - $540K
|
5.21K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-1.26K- 7.08% |
$462K - $540K
|
16.5K
$6.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.26K- 4.63% |
$464K - $542K
|
26K
$10.7M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 5.92% |
$465K - $543K
|
20.1K
$8.25M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 3.77% |
$466K - $544K
|
32.4K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.27K- 2.84% |
$467K - $545K
|
43.4K
$17.8M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.27K- 4.14% |
$468K - $547K
|
29.5K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.28K- 2.06% |
$469K - $547K
|
60.7K
$24.9M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.28K- 3.26% |
$469K - $547K
|
37.8K
$15.5M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.28K- 1.59% |
$469K - $548K
|
79K
$32.4M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.28K- 0.76% |
$471K - $550K
|
167K
$68.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.28K- 3.81% |
$471K - $550K
|
32.3K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.28K- 12.41% |
$471K - $550K
|
9.05K
$3.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 67.7% |
$472K - $551K
|
612
$251K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.28K- 19.53% |
$472K - $551K
|
5.29K
$2.17M
|