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 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-18- 1.14% |
$7.01K - $8.15K
|
1.56K
$797K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-19- 0.1% |
$7.4K - $8.6K
|
18.6K
$9.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-19- 2.38% |
$7.4K - $8.6K
|
781
$400K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-19- 0.06% |
$7.4K - $8.6K
|
30.1K
$15.4M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-19- 0.66% |
$7.4K - $8.6K
|
2.87K
$1.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-19- 0.63% |
$7.4K - $8.6K
|
3.02K
$1.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-19- 1.15% |
$7.4K - $8.6K
|
1.64K
$837K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-19- 0.46% |
$7.4K - $8.6K
|
4.15K
$2.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-20- 0.33% |
$7.79K - $9.06K
|
5.98K
$3.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-20- 3.66% |
$7.79K - $9.06K
|
527
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-20- 0.44% |
$7.79K - $9.06K
|
4.57K
$2.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.23% |
$7.79K - $9.06K
|
8.86K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-20- 0.21% |
$7.79K - $9.06K
|
9.7K
$4.96M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-21- 0.03% |
$8.18K - $9.51K
|
64.2K
$32.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-21- 1.22% |
$8.18K - $9.51K
|
1.7K
$869K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-21- 0.05% |
$8.18K - $9.51K
|
43.9K
$22.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21- 0.32% |
$8.18K - $9.51K
|
6.45K
$3.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-21- 0.2% |
$8.18K - $9.51K
|
10.5K
$5.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-21- 0.34% |
$8.18K - $9.51K
|
6.2K
$3.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-21- 0.89% |
$8.18K - $9.51K
|
2.35K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-21- 0.12% |
$8.18K - $9.51K
|
17.3K
$8.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-22- 0.17% |
$8.57K - $9.96K
|
12.9K
$6.61M
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-23- 0.07% |
$8.95K - $10.4K
|
31.2K
$16M
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-23- 1.79% |
$8.95K - $10.4K
|
1.26K
$645K
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.08% |
$8.95K - $10.4K
|
29.4K
$15M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-23- 3.93% |
$8.95K - $10.4K
|
562
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-23- 0.19% |
$8.95K - $10.4K
|
12K
$6.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-24- 1.12% |
$9.34K - $10.9K
|
2.12K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-24- 0.36% |
$9.34K - $10.9K
|
6.66K
$3.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-24- 0.51% |
$9.34K - $10.9K
|
4.7K
$2.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-24- 0.19% |
$9.34K - $10.9K
|
12.6K
$6.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-24- 0.17% |
$9.34K - $10.9K
|
14.4K
$7.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-24- 3.13% |
$9.34K - $10.9K
|
743
$380K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.16% |
$9.34K - $10.9K
|
14.9K
$7.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-25- 1.1% |
$9.73K - $11.3K
|
2.24K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-25- 0.4% |
$9.73K - $11.3K
|
6.19K
$3.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-25- 0.7% |
$9.73K - $11.3K
|
3.52K
$1.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.24% |
$9.73K - $11.3K
|
10.5K
$5.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-25- 0.47% |
$9.73K - $11.3K
|
5.29K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 0.04% |
$9.73K - $11.3K
|
62.1K
$31.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 0.27% |
$9.73K - $11.3K
|
9.39K
$4.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-25- 12.2% |
$9.73K - $11.3K
|
180
$92.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-25- 0.07% |
$9.73K - $11.3K
|
37.1K
$19M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-25- 1.77% |
$9.73K - $11.3K
|
1.38K
$708K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25- 0.6% |
$9.73K - $11.3K
|
4.15K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 2.59% |
$9.73K - $11.3K
|
940
$481K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-25- 0.31% |
$9.73K - $11.3K
|
8K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-25- 0.07% |
$9.73K - $11.3K
|
34.5K
$17.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-26- 2.53% |
$10.1K - $11.8K
|
1K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-26- 0.41% |
$10.1K - $11.8K
|
6.29K
$3.22M
|