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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-90- 13.95% |
$35K - $40.8K
|
555
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-90- 1.84% |
$35K - $40.8K
|
4.79K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-90- 1.53% |
$35K - $40.8K
|
5.8K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-90- 0.86% |
$35K - $40.8K
|
10.3K
$4.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-91- 0.35% |
$35.4K - $41.2K
|
25.6K
$10.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-92- 0.56% |
$35.8K - $41.7K
|
16.4K
$6.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-92- 2.82% |
$35.8K - $41.7K
|
3.17K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-92- 1.12% |
$35.8K - $41.7K
|
8.16K
$3.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-93- 2.26% |
$36.2K - $42.1K
|
4.02K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-93- 12.55% |
$36.2K - $42.1K
|
648
$276K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-93- 1.13% |
$36.2K - $42.1K
|
8.17K
$3.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-93- 2.86% |
$36.2K - $42.1K
|
3.15K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-93- 0.17% |
$36.2K - $42.1K
|
53.9K
$22.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-94- 0.88% |
$36.6K - $42.6K
|
10.6K
$4.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-95- 2.12% |
$37K - $43K
|
4.39K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-95- 1.46% |
$37K - $43K
|
6.43K
$2.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-96- 1.75% |
$37.4K - $43.5K
|
5.38K
$2.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-96- 0.77% |
$37.4K - $43.5K
|
12.4K
$5.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-97- 4.84% |
$37.8K - $43.9K
|
1.91K
$812K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-97- 4.12% |
$37.8K - $43.9K
|
2.26K
$961K
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-97- 10.35% |
$37.8K - $43.9K
|
840
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-97- 0.54% |
$37.8K - $43.9K
|
17.8K
$7.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-97- 14.7% |
$37.8K - $43.9K
|
563
$240K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-97- 1.43% |
$37.8K - $43.9K
|
6.67K
$2.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-98- 7.24% |
$38.2K - $44.4K
|
1.26K
$534K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-99- 0.45% |
$38.5K - $44.8K
|
22K
$9.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-99- 0.31% |
$38.5K - $44.8K
|
31.4K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-99- 0.48% |
$38.5K - $44.8K
|
20.6K
$8.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 0.36% |
$38.9K - $45.3K
|
27.7K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-100- 0.85% |
$38.9K - $45.3K
|
11.7K
$4.97M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-101- 0.44% |
$39.3K - $45.7K
|
22.6K
$9.61M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-102- 0.38% |
$39.7K - $46.2K
|
26.9K
$11.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-102- 2.51% |
$39.7K - $46.2K
|
3.97K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-103- 1.21% |
$40.1K - $46.6K
|
8.44K
$3.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-103- 1.92% |
$40.1K - $46.6K
|
5.25K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-103- 0.66% |
$40.1K - $46.6K
|
15.5K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-103- 2.85% |
$40.1K - $46.6K
|
3.51K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-104- 0.45% |
$40.5K - $47.1K
|
23.2K
$9.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-104- 1.43% |
$40.5K - $47.1K
|
7.15K
$3.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-105- 6.63% |
$40.9K - $47.5K
|
1.48K
$629K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-105- 4.29% |
$40.9K - $47.5K
|
2.34K
$996K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-105- 2.28% |
$40.9K - $47.5K
|
4.51K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-105- 1.82% |
$40.9K - $47.5K
|
5.68K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-105- 0.98% |
$40.9K - $47.5K
|
10.6K
$4.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-106- 0.89% |
$41.3K - $48K
|
11.8K
$5.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-106- 2.42% |
$41.3K - $48K
|
4.27K
$1.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-106- 0.35% |
$41.3K - $48K
|
30.6K
$13M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-106- 3.23% |
$41.3K - $48K
|
3.18K
$1.35M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 0.58% |
$41.7K - $48.5K
|
18.3K
$7.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-107- 0.43% |
$41.7K - $48.5K
|
24.7K
$10.5M
|