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 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.64K- 1.7% |
$604K - $705K
|
95K
$39.2M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-1.66K- 3.06% |
$610K - $712K
|
52.5K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.66K- 20.6% |
$610K - $713K
|
6.4K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.66K- 2.25% |
$611K - $713K
|
72.3K
$29.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.66K- 6.07% |
$612K - $714K
|
25.8K
$10.6M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.67K- 1.15% |
$612K - $715K
|
143K
$58.9M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1.69K- 19.8% |
$621K - $725K
|
6.84K
$2.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.69K- 6.03% |
$621K - $726K
|
26.3K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.7K- 3.11% |
$624K - $729K
|
52.8K
$21.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.7K- 12.74% |
$625K - $729K
|
11.6K
$4.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.7K- 2.21% |
$625K - $730K
|
75.4K
$31.1M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.7K- 6.25% |
$627K - $732K
|
25.6K
$10.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.71K- 5.67% |
$628K - $734K
|
28.5K
$11.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.71K- 5.14% |
$629K - $734K
|
31.5K
$13M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.72K- 4.54% |
$632K - $738K
|
36.1K
$14.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-1.72K- 4.07% |
$633K - $739K
|
40.6K
$16.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.75K- 3.73% |
$642K - $750K
|
45.1K
$18.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.75K- 2.53% |
$644K - $752K
|
67.5K
$27.8M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.75K- 1.17% |
$644K - $752K
|
148K
$60.8M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1.76K- 1.66% |
$646K - $754K
|
104K
$42.8M
|
|
|
May 15, 2024
Q1 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-1.76K- 21.0% |
$646K - $754K
|
6.61K
$2.72M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.76K- 2.54% |
$646K - $754K
|
67.5K
$27.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.77K- 3.7% |
$651K - $760K
|
46.1K
$19M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.78K- 26.0% |
$653K - $763K
|
5.06K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.78K- 7.85% |
$654K - $763K
|
20.9K
$8.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.78K- 2.39% |
$654K - $763K
|
72.5K
$29.9M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.78K- 5.5% |
$655K - $765K
|
30.6K
$12.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.79K- 2.51% |
$656K - $766K
|
69.3K
$28.6M
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-1.79K- 0.34% |
$658K - $768K
|
524K
$216M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.81K- 2.31% |
$666K - $777K
|
76.4K
$31.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.81K- 3.21% |
$666K - $778K
|
54.6K
$22.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.82K- 11.62% |
$669K - $781K
|
13.8K
$5.7M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.82K- 8.98% |
$670K - $782K
|
18.5K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
SELL
|
- |
-1.83K- 1.58% |
$672K - $784K
|
114K
$47M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.83K- 39.88% |
$672K - $785K
|
2.76K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1.83K- 9.02% |
$673K - $785K
|
18.4K
$7.6M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.83K- 1.61% |
$673K - $786K
|
112K
$46.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.83K- 48.87% |
$673K - $786K
|
1.92K
$790K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.84K- 1.69% |
$675K - $788K
|
106K
$43.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.84K- 0.99% |
$677K - $790K
|
184K
$75.7M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.84K- 7.43% |
$677K - $791K
|
23K
$9.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 5.46% |
$678K - $791K
|
31.9K
$13.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.85K- 6.7% |
$679K - $793K
|
25.7K
$10.6M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.85K- 13.25% |
$679K - $793K
|
12.1K
$4.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Ams Capital Ltda
|
SELL
|
- |
-1.85K- 2.87% |
$680K - $793K
|
62.4K
$25.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.86K- 58.8% |
$682K - $796K
|
1.3K
$536K
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1.86K- 0.88% |
$683K - $797K
|
208K
$85.8M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.86K- 0.51% |
$684K - $799K
|
364K
$150M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.87K- 0.73% |
$687K - $802K
|
253K
$104M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.87K- 5.34% |
$688K - $804K
|
33.2K
$13.7M
|