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
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-947- 19.41% |
$369K - $429K
|
3.93K
$1.65M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-949- 0.78% |
$369K - $430K
|
121K
$50.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-949- 2.78% |
$369K - $430K
|
33.2K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-956- 3.14% |
$372K - $433K
|
29.5K
$12.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-957- 1.09% |
$373K - $433K
|
86.6K
$36.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-961- 0.56% |
$374K - $435K
|
170K
$71.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-962- 0.91% |
$375K - $436K
|
105K
$43.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-966- 1.61% |
$376K - $437K
|
58.9K
$24.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-969- 7.62% |
$377K - $439K
|
11.8K
$4.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-970- 1.73% |
$378K - $439K
|
55K
$23.1M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-974- 54.57% |
$379K - $441K
|
811
$341K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-975- 13.7% |
$380K - $442K
|
6.14K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-978- 0.76% |
$381K - $443K
|
127K
$53.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-980- 12.85% |
$382K - $444K
|
6.65K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-980- 3.89% |
$382K - $444K
|
24.2K
$10.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-985- 6.57% |
$383K - $446K
|
14K
$5.89M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-989- 1.24% |
$385K - $448K
|
79K
$33.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-992- 4.86% |
$386K - $449K
|
19.4K
$8.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Herald Investment Management LTD
|
SELL
|
- |
-1K- 3.7% |
$389K - $453K
|
26K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1K- 33.33% |
$389K - $453K
|
2K
$840K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1K- 3.85% |
$390K - $453K
|
25K
$10.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1K- 1.84% |
$390K - $454K
|
53.5K
$22.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1K- 1.38% |
$390K - $454K
|
71.4K
$30M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 3.66% |
$391K - $455K
|
26.4K
$11.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.01K- 1.51% |
$392K - $456K
|
65.8K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-1.01K- 5.59% |
$394K - $458K
|
17.1K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.01K- 13.89% |
$394K - $459K
|
6.28K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.02K- 0.92% |
$397K - $461K
|
110K
$46.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 9.08% |
$397K - $461K
|
10.2K
$4.29M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 0.88% |
$398K - $462K
|
116K
$48.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.02K- 11.4% |
$398K - $463K
|
7.95K
$3.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.02K- 1.36% |
$398K - $463K
|
74.1K
$31.1M
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.02K- 1.57% |
$398K - $463K
|
64.2K
$27M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.03K- 1.72% |
$399K - $464K
|
58.7K
$24.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.37% |
$401K - $466K
|
18.2K
$7.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.03K- 0.64% |
$401K - $466K
|
161K
$67.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.03K- 1.92% |
$401K - $466K
|
52.5K
$22.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.04K- 11.35% |
$403K - $469K
|
8.08K
$3.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.04K- 28.38% |
$404K - $470K
|
2.62K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.04K- 2.16% |
$406K - $472K
|
47.2K
$19.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 9.48% |
$408K - $475K
|
10K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-1.05K- 29.58% |
$409K - $475K
|
2.5K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.05K- 3.83% |
$409K - $476K
|
26.4K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06K- 3.54% |
$413K - $481K
|
29K
$12.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.06K- 0.41% |
$414K - $482K
|
256K
$108M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.07K- 1.55% |
$415K - $482K
|
67.7K
$28.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.07K- 0.78% |
$417K - $485K
|
136K
$57M
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.08K- 6.88% |
$419K - $487K
|
14.6K
$6.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.08K- 2.55% |
$420K - $488K
|
41.1K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.08K- 1.87% |
$420K - $488K
|
56.5K
$23.8M
|