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
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$389 - $453
|
1.15K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.06% |
$389 - $453
|
1.75K
$721K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.05% |
$389 - $453
|
1.85K
$764K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 0.04% |
$389 - $453
|
2.31K
$953K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$389 - $453
|
7.83K
$3.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.11% |
$389 - $453
|
897
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1- 0.03% |
$389 - $453
|
3.57K
$1.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$389 - $453
|
3.65K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-1- 0.56% |
$389 - $453
|
179
$73.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$779 - $906
|
4.79K
$1.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2- 0.04% |
$779 - $906
|
4.74K
$1.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.02% |
$779 - $906
|
8.59K
$3.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.01% |
$779 - $906
|
15.6K
$6.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$779 - $906
|
12K
$4.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-2- 0.04% |
$779 - $906
|
5.3K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2- 0.14% |
$779 - $906
|
1.41K
$581K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.2% |
$779 - $906
|
1K
$413K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3- 0.03% |
$1.17K - $1.36K
|
11.3K
$4.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3- 0.02% |
$1.17K - $1.36K
|
13.3K
$5.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 0.3% |
$1.17K - $1.36K
|
1.01K
$418K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3- 0.13% |
$1.17K - $1.36K
|
2.32K
$954K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-3- 0.06% |
$1.17K - $1.36K
|
5.08K
$2.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-4- 0.1% |
$1.56K - $1.81K
|
4.08K
$1.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4- 0.8% |
$1.56K - $1.81K
|
497
$205K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-4- 0.03% |
$1.56K - $1.81K
|
11.8K
$4.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-4- 0.16% |
$1.56K - $1.81K
|
2.43K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4- 0.13% |
$1.56K - $1.81K
|
3.14K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4- 0.65% |
$1.56K - $1.81K
|
616
$254K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5- 0.15% |
$1.95K - $2.26K
|
3.38K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Weybosset Research & Management LLC
|
SELL
|
- |
-5- 0.92% |
$1.95K - $2.26K
|
540
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-5- 0.07% |
$1.95K - $2.26K
|
7.15K
$2.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-5- 0.04% |
$1.95K - $2.26K
|
13.1K
$5.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-5- 0.02% |
$1.95K - $2.26K
|
31.5K
$13M
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$1.95K - $2.26K
|
28.1K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-5- 0.37% |
$1.95K - $2.26K
|
1.33K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-5- 0.03% |
$1.95K - $2.26K
|
16.2K
$6.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-6- 1.01% |
$2.34K - $2.72K
|
591
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-6- 0.3% |
$2.34K - $2.72K
|
1.98K
$817K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.14% |
$2.34K - $2.72K
|
4.22K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-6- 0.04% |
$2.34K - $2.72K
|
14.5K
$5.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-6- 13.33% |
$2.34K - $2.72K
|
39
$16.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6- 0.19% |
$2.34K - $2.72K
|
3.07K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-6- 0.21% |
$2.34K - $2.72K
|
2.85K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-6- 0.07% |
$2.34K - $2.72K
|
9.1K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6- 0.02% |
$2.34K - $2.72K
|
30.6K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-6- 0.07% |
$2.34K - $2.72K
|
8.49K
$3.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-7- 0.16% |
$2.73K - $3.17K
|
4.28K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7- 0.41% |
$2.73K - $3.17K
|
1.71K
$703K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-8- 0.19% |
$3.11K - $3.62K
|
4.29K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-8- 0.01% |
$3.11K - $3.62K
|
59.1K
$24.4M
|