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 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-250- 5.67% |
$97.3K - $113K
|
4.16K
$1.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-250- 1.62% |
$97.3K - $113K
|
15.1K
$6.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-250- 27.78% |
$97.3K - $113K
|
650
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-250- 0.11% |
$97.3K - $113K
|
218K
$89.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-250- 0.87% |
$97.3K - $113K
|
28.4K
$11.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-251- 7.79% |
$97.7K - $114K
|
2.97K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-251- 0.57% |
$97.7K - $114K
|
44.1K
$18.1M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-251- 0.55% |
$97.7K - $114K
|
45K
$18.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-252- 2.4% |
$98.1K - $114K
|
10.3K
$4.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-253- 1.17% |
$98.5K - $115K
|
21.4K
$8.77M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-253- 0.22% |
$98.5K - $115K
|
116K
$47.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-256- 10.71% |
$99.7K - $116K
|
2.13K
$874K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-256- 4.48% |
$99.7K - $116K
|
5.46K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-256- 3.95% |
$99.7K - $116K
|
6.22K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-257- 1.08% |
$100K - $116K
|
23.6K
$9.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-257- 0.55% |
$100K - $116K
|
46.4K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-258- 1.23% |
$100K - $117K
|
20.8K
$8.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-259- 0.33% |
$101K - $117K
|
78.3K
$32.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-260- 10.43% |
$101K - $118K
|
2.23K
$914K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-260- 10.54% |
$101K - $118K
|
2.21K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-260- 0.52% |
$101K - $118K
|
49.4K
$20.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-261- 1.11% |
$102K - $118K
|
23.3K
$9.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-261- 0.78% |
$102K - $118K
|
33.4K
$13.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-263- 1.13% |
$102K - $119K
|
22.9K
$9.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-263- 7.91% |
$102K - $119K
|
3.06K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-264- 0.18% |
$103K - $120K
|
150K
$61.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-264- 0.83% |
$103K - $120K
|
31.4K
$12.9M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-265- 3.52% |
$103K - $120K
|
7.27K
$2.98M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-266- 5.8% |
$104K - $120K
|
4.32K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-267- 14.0% |
$104K - $121K
|
1.64K
$672K
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-268- 5.54% |
$104K - $121K
|
4.57K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-269- 1.32% |
$105K - $122K
|
20.2K
$8.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-269- 2.77% |
$105K - $122K
|
9.44K
$3.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-269- 3.13% |
$105K - $122K
|
8.34K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-269- 0.11% |
$105K - $122K
|
238K
$97.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
SELL
|
- |
-271- 1.99% |
$106K - $123K
|
13.3K
$5.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-272- 3.62% |
$106K - $123K
|
7.24K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-273- 1.38% |
$106K - $124K
|
19.5K
$7.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-276- 1.23% |
$107K - $125K
|
22.1K
$9.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-276- 4.14% |
$107K - $125K
|
6.4K
$2.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-276- 1.27% |
$107K - $125K
|
21.4K
$8.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-278- 1.06% |
$108K - $126K
|
25.8K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-278- 1.5% |
$108K - $126K
|
18.2K
$7.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-278- 4.03% |
$108K - $126K
|
6.62K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-279- 0.78% |
$109K - $126K
|
35.6K
$14.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-280- 0.38% |
$109K - $127K
|
72.9K
$29.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-281- 0.42% |
$109K - $127K
|
66.7K
$27.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-281- 0.53% |
$109K - $127K
|
52.3K
$21.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-282- 8.2% |
$110K - $128K
|
3.16K
$1.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-282- 1.1% |
$110K - $128K
|
25.4K
$10.4M
|