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
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-610- 1.31% |
$237K - $276K
|
45.9K
$19.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-614- 3.02% |
$239K - $278K
|
19.7K
$8.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-616- 10.34% |
$240K - $279K
|
5.34K
$2.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-617- 5.8% |
$240K - $279K
|
10K
$4.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-617- 4.79% |
$240K - $279K
|
12.3K
$5.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-618- 27.48% |
$241K - $280K
|
1.63K
$685K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-622- 3.6% |
$242K - $282K
|
16.6K
$6.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-623- 5.58% |
$243K - $282K
|
10.5K
$4.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-624- 2.24% |
$243K - $283K
|
27.3K
$11.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-632- 0.11% |
$246K - $286K
|
567K
$238M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-635- 2.79% |
$247K - $288K
|
22.1K
$9.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-636- 10.16% |
$248K - $288K
|
5.63K
$2.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-637- 7.21% |
$248K - $288K
|
8.2K
$3.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-637- 0.56% |
$248K - $288K
|
114K
$47.9M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-639- 8.84% |
$249K - $289K
|
6.59K
$2.77M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-639- 1.32% |
$249K - $289K
|
47.7K
$20.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-640- 6.03% |
$249K - $290K
|
9.97K
$4.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-641- 2.18% |
$250K - $290K
|
28.7K
$12.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-643- 1.49% |
$250K - $291K
|
42.6K
$17.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-644- 1.47% |
$251K - $292K
|
43.3K
$18.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-644- 0.86% |
$251K - $292K
|
74.4K
$31.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-650- 3.51% |
$253K - $294K
|
17.9K
$7.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-651- 13.19% |
$253K - $295K
|
4.29K
$1.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-652- 6.25% |
$254K - $295K
|
9.78K
$4.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-659- 1.35% |
$257K - $298K
|
48K
$20.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-660- 3.36% |
$257K - $299K
|
19K
$7.98M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-661- 5.0% |
$257K - $299K
|
12.6K
$5.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-661- 21.94% |
$257K - $299K
|
2.35K
$988K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-662- 4.34% |
$258K - $300K
|
14.6K
$6.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-664- 0.92% |
$259K - $301K
|
71.7K
$30.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-665- 2.21% |
$259K - $301K
|
29.4K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-666- 0.4% |
$259K - $302K
|
166K
$69.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-670- 1.38% |
$261K - $303K
|
48K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-672- 1.82% |
$262K - $304K
|
36.2K
$15.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-676- 7.55% |
$263K - $306K
|
8.28K
$3.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-676- 0.06% |
$263K - $306K
|
1.11M
$466M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-683- 1.19% |
$266K - $309K
|
56.9K
$23.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-684- 1.35% |
$266K - $310K
|
49.9K
$20.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-688- 4.82% |
$268K - $312K
|
13.6K
$5.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-689- 4.22% |
$268K - $312K
|
15.6K
$6.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-692- 3.36% |
$269K - $313K
|
19.9K
$8.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-692- 17.11% |
$269K - $313K
|
3.35K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-697- 2.2% |
$271K - $316K
|
30.9K
$13M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-705- 4.15% |
$274K - $319K
|
16.3K
$6.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-705- 58.17% |
$274K - $319K
|
507
$213K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-709- 1.54% |
$276K - $321K
|
45.3K
$19.1M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-712- 7.32% |
$277K - $322K
|
9.01K
$3.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-720- 15.88% |
$280K - $326K
|
3.81K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-721- 4.15% |
$281K - $327K
|
16.7K
$7M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-721- 0.65% |
$281K - $327K
|
110K
$46.1M
|