Purchases and Sales Made in Q2 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-70- 0.29% |
$27.3K - $31.7K
|
24.2K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-71- 2.02% |
$27.6K - $32.2K
|
3.45K
$1.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 0.19% |
$28K - $32.6K
|
37.4K
$15.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-72- 5.6% |
$28K - $32.6K
|
1.21K
$516K
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-72- 0.16% |
$28K - $32.6K
|
44.4K
$18.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-72- 0.77% |
$28K - $32.6K
|
9.33K
$3.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-72- 0.16% |
$28K - $32.6K
|
45.7K
$19.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-73- 2.29% |
$28.4K - $33.1K
|
3.12K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-73- 0.97% |
$28.4K - $33.1K
|
7.42K
$3.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-73- 1.62% |
$28.4K - $33.1K
|
4.43K
$1.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-74- 1.5% |
$28.8K - $33.5K
|
4.85K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-74- 0.51% |
$28.8K - $33.5K
|
14.4K
$6.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-74- 0.13% |
$28.8K - $33.5K
|
54.9K
$23.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
SELL
|
- |
-75- 0.02% |
$29.2K - $34K
|
376K
$160M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-75- 0.6% |
$29.2K - $34K
|
12.5K
$5.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-75- 0.59% |
$29.2K - $34K
|
12.6K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-75- 0.44% |
$29.2K - $34K
|
17K
$7.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-75- 0.82% |
$29.2K - $34K
|
9.12K
$3.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-76- 9.45% |
$29.6K - $34.4K
|
728
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-77- 1.19% |
$30K - $34.9K
|
6.4K
$2.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
SELL
|
- |
-78- 0.37% |
$30.4K - $35.3K
|
21.2K
$9.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-78- 0.68% |
$30.4K - $35.3K
|
11.4K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-79- 0.61% |
$30.8K - $35.8K
|
12.9K
$5.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-79- 10.14% |
$30.8K - $35.8K
|
700
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-79- 0.93% |
$30.8K - $35.8K
|
8.44K
$3.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-79- 2.96% |
$30.8K - $35.8K
|
2.59K
$1.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-80- 0.22% |
$31.1K - $36.2K
|
36K
$15.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-80- 1.11% |
$31.1K - $36.2K
|
7.15K
$3.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-80- 0.61% |
$31.1K - $36.2K
|
13K
$5.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-80- 0.03% |
$31.1K - $36.2K
|
297K
$127M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-80- 0.5% |
$31.1K - $36.2K
|
15.9K
$6.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-80- 0.35% |
$31.1K - $36.2K
|
22.6K
$9.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-80- 0.67% |
$31.1K - $36.2K
|
11.9K
$5.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-81- 1.11% |
$31.5K - $36.7K
|
7.21K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-81- 0.41% |
$31.5K - $36.7K
|
19.8K
$8.44M
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-82- 0.58% |
$31.9K - $37.1K
|
14.2K
$6.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-82- 0.07% |
$31.9K - $37.1K
|
125K
$53M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-83- 0.24% |
$32.3K - $37.6K
|
34.7K
$14.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-84- 1.05% |
$32.7K - $38K
|
7.93K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-84- 0.12% |
$32.7K - $38K
|
68.5K
$29.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-85- 1.11% |
$33.1K - $38.5K
|
7.59K
$3.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-85- 1.17% |
$33.1K - $38.5K
|
7.2K
$3.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-86- 0.59% |
$33.5K - $38.9K
|
14.5K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-86- 0.79% |
$33.5K - $38.9K
|
10.8K
$4.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-87- 0.79% |
$33.9K - $39.4K
|
10.9K
$4.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-87- 5.33% |
$33.9K - $39.4K
|
1.54K
$657K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-88- 2.64% |
$34.3K - $39.9K
|
3.24K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-89- 2.02% |
$34.7K - $40.3K
|
4.32K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-89- 1.37% |
$34.7K - $40.3K
|
6.39K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-89- 7.09% |
$34.7K - $40.3K
|
1.17K
$496K
|