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 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.3K- 0.64% |
$507K - $589K
|
203K
$85.1M
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.3K- 8.46% |
$507K - $590K
|
14.1K
$5.93M
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.3K- 2.88% |
$508K - $591K
|
43.9K
$18.5M
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.32K- 12.88% |
$512K - $595K
|
8.9K
$3.74M
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.32K- 13.37% |
$513K - $597K
|
8.54K
$3.59M
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.32K- 48.04% |
$514K - $598K
|
1.43K
$600K
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.33K- 2.75% |
$516K - $600K
|
46.9K
$19.7M
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.33K- 1.49% |
$517K - $602K
|
87.7K
$36.9M
|
|
Jul 16, 2024
Q2 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-1.34K- 2.61% |
$520K - $605K
|
49.8K
$20.9M
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.34K- 1.47% |
$520K - $605K
|
89.3K
$37.5M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.34K- 0.23% |
$522K - $608K
|
591K
$248M
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.35K- 0.94% |
$526K - $611K
|
142K
$59.5M
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.35K- 13.29% |
$526K - $611K
|
8.81K
$3.7M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.35K- 1.63% |
$526K - $612K
|
81.3K
$34.2M
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.35K- 1.27% |
$527K - $613K
|
105K
$44.2M
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.36K- 16.58% |
$529K - $616K
|
6.84K
$2.88M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.36K- 0.15% |
$529K - $616K
|
902K
$379M
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.37K- 13.79% |
$534K - $621K
|
8.57K
$3.6M
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.38K- 15.91% |
$536K - $624K
|
7.28K
$3.06M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.38K- 7.83% |
$537K - $625K
|
16.2K
$6.82M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 5.86% |
$538K - $625K
|
22.2K
$9.32M
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.38K- 11.54% |
$538K - $626K
|
10.6K
$4.45M
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.39K- 15.43% |
$541K - $629K
|
7.62K
$3.2M
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.4K- 12.27% |
$546K - $635K
|
10K
$4.21M
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.4K- 7.37% |
$546K - $635K
|
17.6K
$7.41M
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.4K- 1.97% |
$547K - $636K
|
69.7K
$29.3M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 2.27% |
$547K - $636K
|
60.3K
$25.4M
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.41K- 2.22% |
$548K - $638K
|
62.1K
$26.1M
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.41K- 1.73% |
$549K - $639K
|
79.9K
$33.6M
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.43K- 1.93% |
$556K - $647K
|
72.7K
$30.6M
|
|
Aug 14, 2024
Q2 2024
|
Armistice Capital, LLC
New York, NY |
SELL
|
- |
-1.43K- 2.88% |
$557K - $648K
|
48.3K
$20.3M
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.44K- 0.6% |
$559K - $650K
|
240K
$101M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 2.04% |
$559K - $651K
|
69K
$29M
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.44K- 3.41% |
$561K - $652K
|
40.8K
$17.1M
|
|
Aug 08, 2024
Q2 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.44K- 0.79% |
$562K - $654K
|
180K
$75.8M
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.45K- 4.35% |
$565K - $657K
|
31.9K
$13.4M
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.45K- 0.61% |
$565K - $658K
|
238K
$100M
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.45K- 5.03% |
$566K - $658K
|
27.4K
$11.5M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.46K- 1.22% |
$567K - $659K
|
118K
$49.4M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.46K- 14.93% |
$568K - $660K
|
8.31K
$3.49M
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.46K- 2.44% |
$568K - $661K
|
58.5K
$24.6M
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.46K- 12.61% |
$570K - $663K
|
10.2K
$4.26M
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.47K- 2.16% |
$572K - $665K
|
66.5K
$28M
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.48K- 18.64% |
$576K - $670K
|
6.46K
$2.71M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.48K- 4.17% |
$576K - $670K
|
34K
$14.3M
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.48K- 3.5% |
$577K - $671K
|
40.9K
$17.2M
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-1.48K- 5.49% |
$578K - $672K
|
25.5K
$10.7M
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.49K- 2.52% |
$580K - $675K
|
57.6K
$24.2M
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 38.6% |
$582K - $677K
|
2.38K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.5K- 5.82% |
$582K - $677K
|
24.2K
$10.2M
|