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 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-339- 0.34% |
$132K - $154K
|
98.2K
$36M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-340- 3.54% |
$132K - $154K
|
9.27K
$3.4M
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-340- 3.19% |
$132K - $154K
|
10.3K
$3.78M
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-343- 0.72% |
$134K - $155K
|
47.5K
$17.4M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-343- 1.06% |
$134K - $155K
|
32K
$11.7M
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-344- 1.42% |
$134K - $156K
|
23.9K
$8.77M
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-344- 1.02% |
$134K - $156K
|
33.4K
$12.3M
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-345- 3.94% |
$134K - $156K
|
8.41K
$3.08M
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-345- 4.62% |
$134K - $156K
|
7.12K
$2.61M
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-345- 1.92% |
$134K - $156K
|
17.6K
$6.45M
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-346- 1.53% |
$135K - $157K
|
22.3K
$8.16M
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-347- 1.17% |
$135K - $157K
|
29.2K
$10.7M
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-348- 20.23% |
$135K - $158K
|
1.37K
$503K
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-349- 3.71% |
$136K - $158K
|
9.06K
$3.32M
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-350- 2.65% |
$136K - $158K
|
12.9K
$4.72M
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-350- 2.09% |
$136K - $158K
|
16.4K
$6.02M
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-351- 3.21% |
$137K - $159K
|
10.6K
$3.88M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-354- 8.55% |
$138K - $160K
|
3.79K
$1.39M
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-355- 3.67% |
$138K - $161K
|
9.31K
$3.42M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-355- 2.14% |
$138K - $161K
|
16.2K
$5.95M
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-358- 2.02% |
$139K - $162K
|
17.4K
$6.37M
|
|
Aug 13, 2024
Q2 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-359- 1.8% |
$140K - $163K
|
19.6K
$7.19M
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-360- 1.64% |
$140K - $163K
|
21.6K
$7.92M
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-360- 2.28% |
$140K - $163K
|
15.5K
$5.67M
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-360- 0.66% |
$140K - $163K
|
54.2K
$19.9M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-363- 6.31% |
$141K - $164K
|
5.39K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-363- 7.66% |
$141K - $164K
|
4.38K
$1.61M
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-365- 1.71% |
$142K - $165K
|
20.9K
$7.68M
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-368- 10.37% |
$143K - $167K
|
3.18K
$1.17M
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-369- 0.8% |
$144K - $167K
|
45.9K
$16.9M
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-370- 4.82% |
$144K - $168K
|
7.3K
$2.68M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-370- 1.48% |
$144K - $168K
|
24.7K
$9.05M
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-371- 0.11% |
$144K - $168K
|
344K
$126M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-373- 1.51% |
$145K - $169K
|
24.4K
$8.95M
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-378- 1.34% |
$147K - $171K
|
27.9K
$10.2M
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-380- 15.73% |
$148K - $172K
|
2.04K
$747K
|
|
Jul 19, 2024
Q2 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-381- 0.53% |
$148K - $173K
|
72.2K
$26.5M
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-382- 0.7% |
$149K - $173K
|
54.2K
$19.9M
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-384- 3.67% |
$150K - $174K
|
10.1K
$3.7M
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-385- 0.55% |
$150K - $174K
|
69.6K
$25.5M
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-386- 2.57% |
$150K - $175K
|
14.7K
$5.38M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-389- 2.07% |
$151K - $176K
|
18.4K
$6.75M
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-389- 1.89% |
$151K - $176K
|
20.2K
$7.41M
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-389- 5.44% |
$151K - $176K
|
6.76K
$2.48M
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-389- 2.01% |
$151K - $176K
|
18.9K
$6.94M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-390- 0.9% |
$152K - $177K
|
42.7K
$15.7M
|
|
Aug 13, 2024
Q2 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-390- 0.59% |
$152K - $177K
|
66.2K
$24.3M
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-391- 1.41% |
$152K - $177K
|
27.3K
$10M
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-392- 1.15% |
$153K - $178K
|
33.7K
$12.4M
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-394- 2.49% |
$153K - $178K
|
15.4K
$5.65M
|