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 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-151- 2.05% |
$58.8K - $68.4K
|
7.21K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-151- 0.71% |
$58.8K - $68.4K
|
21K
$8.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-152- 2.09% |
$59.2K - $68.8K
|
7.11K
$3.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-153- 1.75% |
$59.6K - $69.3K
|
8.6K
$3.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-153- 2.92% |
$59.6K - $69.3K
|
5.08K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-154- 1.12% |
$60K - $69.7K
|
13.6K
$5.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-155- 1.19% |
$60.3K - $70.2K
|
12.8K
$5.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Mirova
Paris, I0 |
SELL
|
- |
-155- 0.28% |
$60.3K - $70.2K
|
54.2K
$23.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-157- 0.04% |
$61.1K - $71.1K
|
402K
$171M
|
|
|
Aug 13, 2024
Q2 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-157- 2.93% |
$61.1K - $71.1K
|
5.21K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-159- 11.81% |
$61.9K - $72K
|
1.19K
$505K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-160- 0.35% |
$62.3K - $72.5K
|
45.8K
$19.5M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-162- 1.44% |
$63.1K - $73.4K
|
11.1K
$4.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-162- 2.78% |
$63.1K - $73.4K
|
5.67K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-162- 5.0% |
$63.1K - $73.4K
|
3.08K
$1.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-163- 4.54% |
$63.5K - $73.8K
|
3.42K
$1.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-164- 1.1% |
$63.9K - $74.3K
|
14.8K
$6.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-164- 4.58% |
$63.9K - $74.3K
|
3.42K
$1.45M
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-165- 0.28% |
$64.2K - $74.7K
|
58.6K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-165- 4.09% |
$64.2K - $74.7K
|
3.87K
$1.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-166- 3.19% |
$64.6K - $75.2K
|
5.04K
$2.14M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-166- 21.36% |
$64.6K - $75.2K
|
611
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-167- 3.67% |
$65K - $75.6K
|
4.39K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-167- 4.05% |
$65K - $75.6K
|
3.96K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-168- 2.91% |
$65.4K - $76.1K
|
5.6K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-169- 0.06% |
$65.8K - $76.5K
|
260K
$111M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-170- 0.72% |
$66.2K - $77K
|
23.5K
$9.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-170- 0.27% |
$66.2K - $77K
|
63.4K
$27M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-171- 1.31% |
$66.6K - $77.4K
|
12.9K
$5.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-171- 0.22% |
$66.6K - $77.4K
|
77.3K
$32.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-171- 0.6% |
$66.6K - $77.4K
|
28.1K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-172- 1.47% |
$67K - $77.9K
|
11.6K
$4.91M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-173- 0.5% |
$67.4K - $78.3K
|
34.6K
$14.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-175- 0.56% |
$68.1K - $79.2K
|
31.1K
$13.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-175- 5.22% |
$68.1K - $79.2K
|
3.18K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-175- 0.37% |
$68.1K - $79.2K
|
47.2K
$20.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-175- 6.16% |
$68.1K - $79.2K
|
2.67K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-176- 0.84% |
$68.5K - $79.7K
|
20.9K
$8.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-179- 0.44% |
$69.7K - $81.1K
|
40.8K
$17.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-179- 22.32% |
$69.7K - $81.1K
|
623
$265K
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-179- 0.68% |
$69.7K - $81.1K
|
26.2K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Account Management LLC
|
SELL
|
- |
-180- 3.48% |
$70.1K - $81.5K
|
5K
$2.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-181- 1.01% |
$70.5K - $82K
|
17.7K
$7.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-181- 0.41% |
$70.5K - $82K
|
44.2K
$18.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-182- 10.14% |
$70.9K - $82.4K
|
1.61K
$686K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-182- 0.59% |
$70.9K - $82.4K
|
30.7K
$13M
|
|
|
Jul 29, 2024
Q2 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-182- 0.49% |
$70.9K - $82.4K
|
37K
$15.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-182- 1.76% |
$70.9K - $82.4K
|
10.2K
$4.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-183- 1.32% |
$71.2K - $82.9K
|
13.7K
$5.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-186- 0.95% |
$72.4K - $84.2K
|
19.5K
$8.28M
|