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 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-9- 0.26% |
$3.5K - $4.08K
|
3.47K
$1.43M
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.08% |
$3.5K - $4.08K
|
11.6K
$4.79M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.16% |
$3.5K - $4.08K
|
5.64K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-10- 0.44% |
$3.89K - $4.53K
|
2.28K
$941K
|
|
Jul 09, 2024
Q2 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-10- 0.08% |
$3.89K - $4.53K
|
11.8K
$4.89M
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$3.89K - $4.53K
|
9.14K
$3.78M
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10- 0.32% |
$3.89K - $4.53K
|
3.08K
$1.27M
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-10- 0.14% |
$3.89K - $4.53K
|
7.03K
$2.9M
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$3.89K - $4.53K
|
8.82K
$3.65M
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-10- 0.1% |
$3.89K - $4.53K
|
10.2K
$4.23M
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10- 0.08% |
$3.89K - $4.53K
|
11.8K
$4.88M
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-10- 0.31% |
$3.89K - $4.53K
|
3.23K
$1.33M
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-10- 0.16% |
$3.89K - $4.53K
|
6.37K
$2.63M
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-10- 0.24% |
$3.89K - $4.53K
|
4.12K
$1.7M
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-10- 0.47% |
$3.89K - $4.53K
|
2.1K
$867K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.24% |
$4.28K - $4.98K
|
4.56K
$1.88M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.03% |
$4.28K - $4.98K
|
38.5K
$15.9M
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-11- 0.31% |
$4.28K - $4.98K
|
3.48K
$1.44M
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-11- 0.61% |
$4.28K - $4.98K
|
1.79K
$738K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-12- 0.38% |
$4.67K - $5.43K
|
3.16K
$1.31M
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-12- 0.09% |
$4.67K - $5.43K
|
13.8K
$5.71M
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12- 0.24% |
$4.67K - $5.43K
|
4.91K
$2.03M
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-12- 0.03% |
$4.67K - $5.43K
|
46.8K
$19.3M
|
|
Aug 13, 2024
Q2 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-12- 2.46% |
$4.67K - $5.43K
|
476
$197K
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-13- 0.23% |
$5.06K - $5.89K
|
5.52K
$2.28M
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-13- 0.2% |
$5.06K - $5.89K
|
6.61K
$2.73M
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-13- 0.02% |
$5.06K - $5.89K
|
83.2K
$34.4M
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-13- 0.19% |
$5.06K - $5.89K
|
6.94K
$2.87M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 0.11% |
$5.45K - $6.34K
|
13K
$5.38M
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-14- 0.09% |
$5.45K - $6.34K
|
15.1K
$6.24M
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-14- 0.06% |
$5.45K - $6.34K
|
25K
$10.3M
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-14- 0.25% |
$5.45K - $6.34K
|
5.7K
$2.35M
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-14- 0.12% |
$5.45K - $6.34K
|
11.7K
$4.82M
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-14- 0.51% |
$5.45K - $6.34K
|
2.73K
$1.13M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-15- 0.03% |
$5.84K - $6.79K
|
52.1K
$21.5M
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-15- 0.46% |
$5.84K - $6.79K
|
3.25K
$1.34M
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-15- 1.09% |
$5.84K - $6.79K
|
1.37K
$565K
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-15- 0.08% |
$5.84K - $6.79K
|
18.7K
$7.73M
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-15- 0.1% |
$5.84K - $6.79K
|
14.3K
$5.91M
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-16- 0.35% |
$6.23K - $7.25K
|
4.55K
$1.88M
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.15% |
$6.23K - $7.25K
|
10.7K
$4.43M
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-16- 0.43% |
$6.23K - $7.25K
|
3.72K
$1.54M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-16- 1.04% |
$6.23K - $7.25K
|
1.52K
$630K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-16- 0.16% |
$6.23K - $7.25K
|
9.76K
$4.03M
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-16- 10.19% |
$6.23K - $7.25K
|
141
$58.3K
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-16- 0.21% |
$6.23K - $7.25K
|
7.5K
$3.1M
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16- 0.3% |
$6.23K - $7.25K
|
5.4K
$2.23M
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-16- 0.43% |
$6.23K - $7.25K
|
3.72K
$1.54M
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-17- 1.01% |
$6.62K - $7.7K
|
1.66K
$686K
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-17- 0.09% |
$6.62K - $7.7K
|
19.4K
$8.02M
|