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 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.39K- 17.62% |
$932K - $1.08M
|
11.2K
$4.7M
|
|
Aug 14, 2024
Q2 2024
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-2.4K- 4.03% |
$934K - $1.09M
|
57.2K
$24M
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.4K- 16.17% |
$936K - $1.09M
|
12.5K
$5.24M
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.41K- 8.79% |
$939K - $1.09M
|
25K
$10.5M
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.42K- 3.07% |
$942K - $1.1M
|
76.5K
$32.1M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.45K- 7.83% |
$953K - $1.11M
|
28.8K
$12.1M
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.47K- 8.78% |
$961K - $1.12M
|
25.7K
$10.8M
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-2.48K- 24.19% |
$964K - $1.12M
|
7.76K
$3.26M
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.49K- 2.73% |
$969K - $1.13M
|
88.7K
$37.3M
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2.49K- 50.61% |
$971K - $1.13M
|
2.43K
$1.02M
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.51K- 19.69% |
$978K - $1.14M
|
10.2K
$4.3M
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.52K- 8.4% |
$980K - $1.14M
|
27.4K
$11.5M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.52K- 5.77% |
$983K - $1.14M
|
41.2K
$17.3M
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.53K- 5.67% |
$984K - $1.14M
|
42.1K
$17.7M
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.54K- 9.76% |
$990K - $1.15M
|
23.5K
$9.87M
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.55K- 10.65% |
$994K - $1.16M
|
21.4K
$9M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 1.55% |
$997K - $1.16M
|
163K
$68.5M
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-2.58K- 19.16% |
$1M - $1.17M
|
10.9K
$4.57M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.59K- 51.82% |
$1.01M - $1.17M
|
2.41K
$1.01M
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-2.6K- 3.72% |
$1.01M - $1.18M
|
67.3K
$28.3M
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.61K- 4.67% |
$1.02M - $1.18M
|
53.4K
$22.4M
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-2.62K- 2.89% |
$1.02M - $1.19M
|
88K
$37M
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.63K- 0.88% |
$1.02M - $1.19M
|
297K
$125M
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.63K- 5.0% |
$1.03M - $1.19M
|
50.1K
$21M
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
- |
-2.64K- 25.19% |
$1.03M - $1.19M
|
7.83K
$3.29M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 4.13% |
$1.03M - $1.2M
|
61.4K
$25.8M
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.64K- 10.34% |
$1.03M - $1.2M
|
22.9K
$9.63M
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.65K- 2.44% |
$1.03M - $1.2M
|
106K
$44.4M
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-2.66K- 2.99% |
$1.03M - $1.2M
|
86.2K
$36.2M
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-2.66K- 1.08% |
$1.03M - $1.2M
|
243K
$102M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.66K- 41.2% |
$1.04M - $1.21M
|
3.8K
$1.6M
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.67K- 20.21% |
$1.04M - $1.21M
|
10.5K
$4.43M
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
SELL
|
- |
-2.7K- 6.6% |
$1.05M - $1.22M
|
38.1K
$16M
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-2.7K- 70.92% |
$1.05M - $1.22M
|
1.11K
$464K
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-2.7K- 1.72% |
$1.05M - $1.22M
|
154K
$64.7M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.74K- 4.31% |
$1.07M - $1.24M
|
60.8K
$25.6M
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.74K- 0.93% |
$1.07M - $1.24M
|
293K
$123M
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.74K- 3.03% |
$1.07M - $1.24M
|
87.8K
$36.9M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.75K- 0.29% |
$1.07M - $1.24M
|
960K
$403M
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.75K- 13.1% |
$1.07M - $1.24M
|
18.2K
$7.66M
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-2.75K- 1.42% |
$1.07M - $1.25M
|
191K
$80.3M
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.77K- 0.87% |
$1.08M - $1.25M
|
317K
$133M
|
|
Aug 12, 2024
Q2 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-2.78K- 9.68% |
$1.08M - $1.26M
|
26K
$10.9M
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.79K- 1.54% |
$1.09M - $1.26M
|
179K
$75.1M
|
|
Jul 16, 2024
Q2 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-2.82K- 39.76% |
$1.1M - $1.28M
|
4.28K
$1.8M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.83K- 2.98% |
$1.1M - $1.28M
|
92.2K
$38.7M
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-2.84K- 2.61% |
$1.11M - $1.29M
|
106K
$44.6M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.84K- 9.97% |
$1.11M - $1.29M
|
25.7K
$10.8M
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.85K- 7.41% |
$1.11M - $1.29M
|
35.6K
$14.9M
|
|
Aug 14, 2024
Q2 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-2.85K- 6.51% |
$1.11M - $1.29M
|
41K
$17.2M
|