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 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-26- 0.48% |
$10.1K - $11.8K
|
5.35K
$2.74M
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-26- 3.14% |
$10.1K - $11.8K
|
803
$411K
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-26- 0.36% |
$10.1K - $11.8K
|
7.12K
$3.64M
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-27- 0.1% |
$10.5K - $12.2K
|
28.3K
$14.5M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-27- 0.49% |
$10.5K - $12.2K
|
5.43K
$2.78M
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-27- 2.48% |
$10.5K - $12.2K
|
1.06K
$542K
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-27- 0.78% |
$10.5K - $12.2K
|
3.45K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-27- 0.05% |
$10.5K - $12.2K
|
53.4K
$27.3M
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-27- 0.39% |
$10.5K - $12.2K
|
6.86K
$3.51M
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-28- 0.77% |
$10.9K - $12.7K
|
3.61K
$1.85M
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-28- 0.37% |
$10.9K - $12.7K
|
7.56K
$3.87M
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-29- 0.1% |
$11.3K - $13.1K
|
30K
$15.4M
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-29- 0.17% |
$11.3K - $13.1K
|
16.7K
$8.55M
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-29- 0.68% |
$11.3K - $13.1K
|
4.25K
$2.18M
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-29- 0.32% |
$11.3K - $13.1K
|
9.01K
$4.61M
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-29- 1.08% |
$11.3K - $13.1K
|
2.67K
$1.36M
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-29- 4.79% |
$11.3K - $13.1K
|
577
$295K
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.12% |
$11.3K - $13.1K
|
23.4K
$12M
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.28% |
$11.3K - $13.1K
|
10.3K
$5.29M
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-30- 1.02% |
$11.7K - $13.6K
|
2.92K
$1.5M
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-30- 0.04% |
$11.7K - $13.6K
|
73.9K
$37.8M
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-30- 2.73% |
$11.7K - $13.6K
|
1.07K
$548K
|
|
Aug 12, 2024
Q2 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-30- 4.08% |
$11.7K - $13.6K
|
705
$361K
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-30- 0.28% |
$11.7K - $13.6K
|
10.9K
$5.57M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-31- 0.5% |
$12.1K - $14K
|
6.15K
$3.15M
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-32- 0.15% |
$12.5K - $14.5K
|
20.7K
$10.6M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-32- 0.32% |
$12.5K - $14.5K
|
9.85K
$5.04M
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-32- 2.14% |
$12.5K - $14.5K
|
1.46K
$747K
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-32- 0.18% |
$12.5K - $14.5K
|
17.8K
$9.09M
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
SELL
|
- |
-33- 0.35% |
$12.8K - $14.9K
|
9.38K
$4.8M
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-33- 0.18% |
$12.8K - $14.9K
|
18K
$9.24M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-33- 0.36% |
$12.8K - $14.9K
|
9.14K
$4.67M
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-34- 3.64% |
$13.2K - $15.4K
|
899
$460K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-34- 0.5% |
$13.2K - $15.4K
|
6.79K
$3.47M
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-34- 3.99% |
$13.2K - $15.4K
|
818
$419K
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-34- 3.11% |
$13.2K - $15.4K
|
1.06K
$543K
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-34- 0.95% |
$13.2K - $15.4K
|
3.53K
$1.81M
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-35- 0.74% |
$13.6K - $15.8K
|
4.72K
$2.42M
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-35- 0.36% |
$13.6K - $15.8K
|
9.6K
$4.91M
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-35- 0.19% |
$13.6K - $15.8K
|
17.9K
$9.17M
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-35- 1.09% |
$13.6K - $15.8K
|
3.18K
$1.63M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-35- 0.81% |
$13.6K - $15.8K
|
4.29K
$2.2M
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-35- 1.76% |
$13.6K - $15.8K
|
1.96K
$1M
|
|
Jul 12, 2024
Q2 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-36- 0.76% |
$14K - $16.3K
|
4.69K
$2.4M
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-36- 1.09% |
$14K - $16.3K
|
3.27K
$1.67M
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-36- 0.66% |
$14K - $16.3K
|
5.44K
$2.78M
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-37- 1.07% |
$14.4K - $16.8K
|
3.41K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-37- 6.55% |
$14.4K - $16.8K
|
528
$270K
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-38- 1.24% |
$14.8K - $17.2K
|
3.03K
$1.55M
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-38- 0.16% |
$14.8K - $17.2K
|
23.7K
$12.1M
|