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 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-35- 0.19% |
$13.6K - $15.8K
|
17.9K
$7.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-35- 1.09% |
$13.6K - $15.8K
|
3.18K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-35- 0.81% |
$13.6K - $15.8K
|
4.29K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-35- 1.76% |
$13.6K - $15.8K
|
1.96K
$809K
|
|
|
Jul 12, 2024
Q2 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-36- 0.76% |
$14K - $16.3K
|
4.69K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-36- 1.09% |
$14K - $16.3K
|
3.27K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-36- 0.66% |
$14K - $16.3K
|
5.44K
$2.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-37- 1.07% |
$14.4K - $16.8K
|
3.41K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-37- 6.55% |
$14.4K - $16.8K
|
528
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-38- 1.24% |
$14.8K - $17.2K
|
3.03K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-38- 0.16% |
$14.8K - $17.2K
|
23.7K
$9.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-38- 0.34% |
$14.8K - $17.2K
|
11.1K
$4.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-38- 2.57% |
$14.8K - $17.2K
|
1.44K
$596K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 8.9% |
$14.8K - $17.2K
|
389
$161K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-38- 1.18% |
$14.8K - $17.2K
|
3.18K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-38- 0.56% |
$14.8K - $17.2K
|
6.71K
$2.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-39- 0.24% |
$15.2K - $17.7K
|
16K
$6.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-39- 0.18% |
$15.2K - $17.7K
|
21.8K
$9.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-39- 3.94% |
$15.2K - $17.7K
|
951
$393K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-39- 0.53% |
$15.2K - $17.7K
|
7.27K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-39- 1.06% |
$15.2K - $17.7K
|
3.63K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-39- 1.49% |
$15.2K - $17.7K
|
2.57K
$1.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-40- 0.08% |
$15.6K - $18.1K
|
48.2K
$19.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-40- 0.88% |
$15.6K - $18.1K
|
4.53K
$1.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-40- 1.81% |
$15.6K - $18.1K
|
2.17K
$898K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 1.57% |
$15.6K - $18.1K
|
2.51K
$1.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-41- 4.55% |
$16K - $18.6K
|
861
$356K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-41- 0.46% |
$16K - $18.6K
|
8.79K
$3.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-41- 2.07% |
$16K - $18.6K
|
1.94K
$802K
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-41- 5.26% |
$16K - $18.6K
|
738
$305K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-42- 0.29% |
$16.4K - $19K
|
14.3K
$5.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
SELL
|
- |
-42- 0.45% |
$16.4K - $19K
|
9.25K
$3.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-42- 0.18% |
$16.4K - $19K
|
23.8K
$9.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-42- 0.36% |
$16.4K - $19K
|
11.7K
$4.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-42- 0.23% |
$16.4K - $19K
|
18.6K
$7.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-42- 0.06% |
$16.4K - $19K
|
71.9K
$29.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-42- 0.14% |
$16.4K - $19K
|
29.2K
$12.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-42- 0.35% |
$16.4K - $19K
|
11.8K
$4.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-43- 0.34% |
$16.7K - $19.5K
|
12.5K
$5.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-44- 0.66% |
$17.1K - $19.9K
|
6.66K
$2.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.47% |
$17.1K - $19.9K
|
9.41K
$3.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-44- 0.25% |
$17.1K - $19.9K
|
17.7K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-44- 0.88% |
$17.1K - $19.9K
|
4.93K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-44- 0.19% |
$17.1K - $19.9K
|
23.2K
$9.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-45- 5.32% |
$17.5K - $20.4K
|
801
$331K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-46- 0.16% |
$17.9K - $20.8K
|
28.9K
$12M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-46- 4.86% |
$17.9K - $20.8K
|
901
$372K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-46- 5.04% |
$17.9K - $20.8K
|
866
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-47- 2.01% |
$18.3K - $21.3K
|
2.29K
$947K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-47- 0.33% |
$18.3K - $21.3K
|
14.2K
$5.86M
|