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
|
First United Bank & Trust
|
SELL
|
- |
-214- 1.14% |
$83.3K - $96.9K
|
18.6K
$7.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-215- 0.81% |
$83.7K - $97.4K
|
26.4K
$11.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-216- 2.65% |
$84.1K - $97.8K
|
7.95K
$3.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-216- 1.62% |
$84.1K - $97.8K
|
13.1K
$5.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-217- 2.19% |
$84.5K - $98.3K
|
9.69K
$4.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-217- 1.89% |
$84.5K - $98.3K
|
11.3K
$4.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-218- 0.69% |
$84.9K - $98.7K
|
31.6K
$13.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-219- 0.76% |
$85.3K - $99.2K
|
28.6K
$12M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-219- 6.53% |
$85.3K - $99.2K
|
3.13K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-220- 1.6% |
$85.7K - $99.6K
|
13.6K
$5.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-220- 3.14% |
$85.7K - $99.6K
|
6.78K
$2.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-221- 0.46% |
$86K - $100K
|
47.5K
$19.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-222- 2.5% |
$86.4K - $101K
|
8.65K
$3.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-222- 5.3% |
$86.4K - $101K
|
3.97K
$1.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-222- 0.95% |
$86.4K - $101K
|
23.2K
$9.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-222- 1.14% |
$86.4K - $101K
|
19.3K
$8.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-223- 0.78% |
$86.8K - $101K
|
28.5K
$12M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-223- 1.03% |
$86.8K - $101K
|
21.5K
$9.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-224- 3.96% |
$87.2K - $101K
|
5.44K
$2.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-224- 2.1% |
$87.2K - $101K
|
10.5K
$4.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-224- 2.32% |
$87.2K - $101K
|
9.45K
$3.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-224- 6.64% |
$87.2K - $101K
|
3.15K
$1.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-225- 1.09% |
$87.6K - $102K
|
20.4K
$8.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-225- 2.83% |
$87.6K - $102K
|
7.73K
$3.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-226- 8.04% |
$88K - $102K
|
2.59K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-227- 0.71% |
$88.4K - $103K
|
31.9K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-228- 2.36% |
$88.8K - $103K
|
9.45K
$3.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-228- 22.18% |
$88.8K - $103K
|
800
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-229- 1.55% |
$89.2K - $104K
|
14.6K
$6.11M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-230- 3.44% |
$89.5K - $104K
|
6.45K
$2.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-231- 7.18% |
$89.9K - $105K
|
2.99K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-231- 0.66% |
$89.9K - $105K
|
35K
$14.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-233- 0.64% |
$90.7K - $106K
|
36.4K
$15.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-234- 1.7% |
$91.1K - $106K
|
13.5K
$5.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-234- 10.95% |
$91.1K - $106K
|
1.9K
$800K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-235- 0.62% |
$91.5K - $106K
|
37.4K
$15.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-235- 5.99% |
$91.5K - $106K
|
3.69K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-237- 1.04% |
$92.3K - $107K
|
22.5K
$9.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-237- 3.28% |
$92.3K - $107K
|
6.98K
$2.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-237- 0.82% |
$92.3K - $107K
|
28.5K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-238- 3.18% |
$92.7K - $108K
|
7.24K
$3.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-238- 7.94% |
$92.7K - $108K
|
2.76K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-239- 4.85% |
$93K - $108K
|
4.69K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-240- 0.4% |
$93.4K - $109K
|
59.5K
$25M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-241- 9.74% |
$93.8K - $109K
|
2.23K
$938K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-241- 10.18% |
$93.8K - $109K
|
2.13K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-243- 3.38% |
$94.6K - $110K
|
6.95K
$2.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-244- 2.68% |
$95K - $110K
|
8.85K
$3.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-244- 0.63% |
$95K - $110K
|
38.5K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-246- 2.77% |
$95.8K - $111K
|
8.62K
$3.62M
|