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
|
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
$71.1M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.19K- 6.68% |
$438K - $512K
|
16.7K
$8.53M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.19K- 7.33% |
$439K - $512K
|
15.1K
$7.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.2K- 4.58% |
$441K - $514K
|
25K
$12.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.2K- 9.23% |
$441K - $514K
|
11.8K
$6.03M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.2K- 3.36% |
$441K - $515K
|
34.5K
$17.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.2K- 6.13% |
$442K - $516K
|
18.4K
$9.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.2K- 13.33% |
$443K - $517K
|
7.83K
$4M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.21K- 1.44% |
$444K - $518K
|
82.5K
$42.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.21K- 1.95% |
$444K - $518K
|
60.6K
$31M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.21K- 17.24% |
$444K - $519K
|
5.8K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.21K- 0.64% |
$445K - $519K
|
187K
$95.5M
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.21K- 0.69% |
$446K - $521K
|
175K
$89.8M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.22K- 2.13% |
$448K - $523K
|
56.1K
$28.7M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.22K- 1.09% |
$450K - $526K
|
111K
$56.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.23K- 7.92% |
$450K - $526K
|
14.2K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.23K- 4.48% |
$452K - $528K
|
26.2K
$13.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.24K- 12.07% |
$454K - $530K
|
9K
$4.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.24K- 6.16% |
$456K - $532K
|
18.9K
$9.66M
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-1.24K- 40.77% |
$457K - $533K
|
1.8K
$923K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.25K- 1.31% |
$458K - $535K
|
94K
$48.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-1.26K- 2.27% |
$462K - $539K
|
54.1K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.26K- 19.43% |
$462K - $540K
|
5.21K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-1.26K- 7.08% |
$462K - $540K
|
16.5K
$8.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.26K- 4.63% |
$464K - $542K
|
26K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 5.92% |
$465K - $543K
|
20.1K
$10.3M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 3.77% |
$466K - $544K
|
32.4K
$16.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.27K- 2.84% |
$467K - $545K
|
43.4K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.27K- 4.14% |
$468K - $547K
|
29.5K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.28K- 2.06% |
$469K - $547K
|
60.7K
$31M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.28K- 3.26% |
$469K - $547K
|
37.8K
$19.4M
|
|
|
May 03, 2024
Q1 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.28K- 1.59% |
$469K - $548K
|
79K
$40.4M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.28K- 0.76% |
$471K - $550K
|
167K
$85.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.28K- 3.81% |
$471K - $550K
|
32.3K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.28K- 12.41% |
$471K - $550K
|
9.05K
$4.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 67.7% |
$472K - $551K
|
612
$313K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.28K- 19.53% |
$472K - $551K
|
5.29K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.29K- 19.18% |
$473K - $552K
|
5.42K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.3K- 2.32% |
$477K - $556K
|
54.6K
$28M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.31K- 16.13% |
$480K - $561K
|
6.79K
$3.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.31K- 4.53% |
$483K - $564K
|
27.7K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.32K- 1.86% |
$487K - $568K
|
69.9K
$35.8M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.33K- 1.35% |
$489K - $571K
|
97K
$49.6M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.33K- 2.2% |
$489K - $571K
|
59.1K
$30.2M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.33K- 7.9% |
$490K - $572K
|
15.5K
$7.95M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.34K- 1.19% |
$492K - $574K
|
111K
$56.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-1.34K- 5.75% |
$492K - $574K
|
21.9K
$11.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.34K- 6.83% |
$493K - $575K
|
18.3K
$9.35M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.34K- 6.75% |
$494K - $577K
|
18.6K
$9.5M
|