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 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-477- 15.61% |
$186K - $216K
|
2.58K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-477- 14.51% |
$186K - $216K
|
2.81K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-483- 0.76% |
$188K - $219K
|
62.7K
$26.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-484- 0.68% |
$188K - $219K
|
70.6K
$29.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-485- 1.02% |
$189K - $220K
|
46.8K
$19.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-486- 1.45% |
$189K - $220K
|
33.1K
$13.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-486- 8.47% |
$189K - $220K
|
5.25K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-486- 5.38% |
$189K - $220K
|
8.55K
$3.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-487- 9.98% |
$190K - $221K
|
4.39K
$1.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-488- 0.81% |
$190K - $221K
|
60K
$25.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-490- 1.13% |
$191K - $222K
|
42.9K
$18M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-493- 2.72% |
$192K - $223K
|
17.6K
$7.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-493- 26.04% |
$192K - $223K
|
1.4K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-493- 0.15% |
$192K - $223K
|
332K
$140M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-494- 0.63% |
$192K - $224K
|
78.2K
$32.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-494- 0.73% |
$192K - $224K
|
67.1K
$28.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-495- 2.7% |
$193K - $224K
|
17.8K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-495- 1.0% |
$193K - $224K
|
49K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-497- 1.61% |
$193K - $225K
|
30.3K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jackson Hill Advisors, LLC
|
SELL
|
- |
-500- 1.75% |
$195K - $226K
|
28K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Eulav Asset Management
|
SELL
|
- |
-501- 0.86% |
$195K - $227K
|
58K
$24.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-502- 1.26% |
$195K - $227K
|
39.5K
$16.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Xxec, Inc.
|
SELL
|
- |
-504- 1.61% |
$196K - $228K
|
30.8K
$12.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-505- 2.13% |
$197K - $229K
|
23.2K
$9.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-506- 2.99% |
$197K - $229K
|
16.4K
$6.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-506- 9.45% |
$197K - $229K
|
4.85K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-506- 0.68% |
$197K - $229K
|
73.5K
$30.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-507- 5.73% |
$197K - $230K
|
8.34K
$3.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-508- 7.93% |
$198K - $230K
|
5.9K
$2.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-508- 6.11% |
$198K - $230K
|
7.81K
$3.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-509- 6.61% |
$198K - $231K
|
7.19K
$3.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-509- 0.41% |
$198K - $231K
|
124K
$52M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-509- 34.74% |
$198K - $231K
|
956
$402K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-512- 3.94% |
$199K - $232K
|
12.5K
$5.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-512- 12.99% |
$199K - $232K
|
3.43K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-512- 0.4% |
$199K - $232K
|
129K
$54.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-513- 1.9% |
$200K - $232K
|
26.5K
$11.1M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-515- 15.26% |
$201K - $233K
|
2.86K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-516- 1.23% |
$201K - $234K
|
41.3K
$17.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-519- 0.36% |
$202K - $235K
|
142K
$59.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-523- 0.2% |
$204K - $237K
|
258K
$108M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-524- 23.17% |
$204K - $237K
|
1.74K
$730K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-524- 3.82% |
$204K - $237K
|
13.2K
$5.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-524- 1.02% |
$204K - $237K
|
50.9K
$21.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-525- 1.31% |
$204K - $238K
|
39.4K
$16.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-526- 3.8% |
$205K - $238K
|
13.3K
$5.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-528- 3.84% |
$206K - $239K
|
13.2K
$5.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-534- 1.18% |
$208K - $242K
|
44.8K
$18.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-538- 3.14% |
$209K - $244K
|
16.6K
$6.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-538- 5.76% |
$209K - $244K
|
8.81K
$3.7M
|