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 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.29K- 19.18% |
$473K - $552K
|
5.42K
$2.22M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 2.32% |
$477K - $556K
|
54.6K
$22.4M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.31K- 16.13% |
$480K - $561K
|
6.79K
$2.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.31K- 4.53% |
$483K - $564K
|
27.7K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.32K- 1.86% |
$487K - $568K
|
69.9K
$28.7M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.33K- 1.35% |
$489K - $571K
|
97K
$39.8M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.33K- 2.2% |
$489K - $571K
|
59.1K
$24.2M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.33K- 7.9% |
$490K - $572K
|
15.5K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.34K- 1.19% |
$492K - $574K
|
111K
$45.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-1.34K- 5.75% |
$492K - $574K
|
21.9K
$9.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.34K- 6.83% |
$493K - $575K
|
18.3K
$7.51M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.34K- 6.75% |
$494K - $577K
|
18.6K
$7.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1.35K- 4.32% |
$497K - $580K
|
29.9K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-1.35K- 38.15% |
$497K - $581K
|
2.19K
$900K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.35K- 27.34% |
$498K - $581K
|
3.6K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-1.35K- 2.3% |
$498K - $581K
|
57.5K
$23.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 1.13% |
$499K - $583K
|
119K
$48.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.36K- 1.28% |
$500K - $584K
|
105K
$43M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 3.14% |
$500K - $584K
|
42K
$17.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.37K- 0.1% |
$502K - $586K
|
1.43M
$589M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.37K- 0.57% |
$502K - $586K
|
240K
$98.4M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.37K- 5.46% |
$503K - $587K
|
23.7K
$9.72M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.37K- 4.57% |
$504K - $588K
|
28.6K
$11.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.38K- 3.08% |
$506K - $591K
|
43.4K
$17.8M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.38K- 8.52% |
$507K - $592K
|
14.8K
$6.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.38K- 2.25% |
$507K - $593K
|
60K
$24.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.38K- 2.52% |
$509K - $594K
|
53.6K
$22M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.38K- 0.22% |
$509K - $594K
|
626K
$257M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.39K- 5.02% |
$510K - $595K
|
26.2K
$10.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.39K- 1.78% |
$512K - $597K
|
76.7K
$31.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.39K- 9.17% |
$512K - $597K
|
13.8K
$5.66M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.39K- 5.25% |
$512K - $598K
|
25.1K
$10.3M
|
|
|
May 02, 2024
Q1 2024
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.4K- 3.42% |
$513K - $599K
|
39.5K
$16.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.4K- 2.24% |
$515K - $601K
|
61.1K
$25.1M
|
|
|
May 13, 2024
Q1 2024
|
Strategic Vision Investment LTD
Hong Kong, K3 |
SELL
|
- |
-1.4K- 2.26% |
$515K - $601K
|
60.7K
$24.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.4K- 0.62% |
$515K - $602K
|
225K
$92.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
SELL
|
- |
-1.41K- 7.94% |
$517K - $604K
|
16.3K
$6.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-1.41K- 5.75% |
$517K - $604K
|
23.1K
$9.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.41K- 6.87% |
$519K - $605K
|
19.1K
$7.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-1.42K- 4.21% |
$520K - $608K
|
32.2K
$13.2M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.42K- 6.44% |
$524K - $611K
|
20.7K
$8.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.42K- 1.36% |
$524K - $611K
|
104K
$42.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.43K- 16.73% |
$526K - $614K
|
7.12K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.43K- 2.09% |
$526K - $614K
|
66.9K
$27.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.43K- 1.88% |
$527K - $615K
|
74.6K
$30.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.43K- 4.49% |
$527K - $616K
|
30.5K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.44K- 4.45% |
$528K - $617K
|
30.8K
$12.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.44K- 6.02% |
$531K - $620K
|
22.5K
$9.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.45K- 4.4% |
$533K - $622K
|
31.5K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.45K- 8.29% |
$533K - $623K
|
16.1K
$6.59M
|