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 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-48- 0.25% |
$18.7K - $21.7K
|
19.4K
$8M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-48- 0.15% |
$18.7K - $21.7K
|
32.9K
$13.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-49- 6.02% |
$19.1K - $22.2K
|
765
$316K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-49- 0.03% |
$19.1K - $22.2K
|
155K
$64M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-49- 0.25% |
$19.1K - $22.2K
|
19.6K
$8.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-49- 0.21% |
$19.1K - $22.2K
|
23.5K
$9.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-49- 0.66% |
$19.1K - $22.2K
|
7.36K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-49- 1.01% |
$19.1K - $22.2K
|
4.8K
$1.98M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-49- 1.99% |
$19.1K - $22.2K
|
2.41K
$996K
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-50- 1.55% |
$19.5K - $22.6K
|
3.17K
$1.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.17% |
$19.5K - $22.6K
|
29.5K
$12.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-50- 0.33% |
$19.5K - $22.6K
|
15.1K
$6.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-50- 0.04% |
$19.5K - $22.6K
|
111K
$46M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 8.7% |
$19.5K - $22.6K
|
525
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-50- 1.96% |
$19.5K - $22.6K
|
2.5K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-50- 2.51% |
$19.5K - $22.6K
|
1.94K
$802K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-50- 2.21% |
$19.5K - $22.6K
|
2.21K
$915K
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
SELL
|
- |
-50- 0.72% |
$19.5K - $22.6K
|
6.93K
$2.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-50- 8.67% |
$19.5K - $22.6K
|
527
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-50- 0.07% |
$19.5K - $22.6K
|
72.3K
$29.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-50- 0.64% |
$19.5K - $22.6K
|
7.8K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-50- 1.88% |
$19.5K - $22.6K
|
2.61K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Hel Ved Capital Management LTD
Central, K3 |
SELL
|
- |
-50- 0.29% |
$19.5K - $22.6K
|
16.9K
$6.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 0.28% |
$19.5K - $22.6K
|
18.1K
$7.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-51- 1.2% |
$19.9K - $23.1K
|
4.19K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-51- 1.1% |
$19.9K - $23.1K
|
4.59K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-51- 0.11% |
$19.9K - $23.1K
|
46K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-51- 0.81% |
$19.9K - $23.1K
|
6.22K
$2.57M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-51- 1.11% |
$19.9K - $23.1K
|
4.56K
$1.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-52- 1.21% |
$20.2K - $23.5K
|
4.24K
$1.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-52- 0.44% |
$20.2K - $23.5K
|
11.8K
$4.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-53- 0.57% |
$20.6K - $24K
|
9.29K
$3.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-53- 0.32% |
$20.6K - $24K
|
16.6K
$6.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-53- 0.36% |
$20.6K - $24K
|
14.5K
$5.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-54- 10.65% |
$21K - $24.5K
|
453
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-54- 0.51% |
$21K - $24.5K
|
10.6K
$4.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-55- 0.71% |
$21.4K - $24.9K
|
7.65K
$3.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-55- 0.52% |
$21.4K - $24.9K
|
10.6K
$4.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-56- 1.36% |
$21.8K - $25.4K
|
4.05K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-56- 2.44% |
$21.8K - $25.4K
|
2.24K
$925K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-56- 0.24% |
$21.8K - $25.4K
|
23.5K
$9.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-57- 0.92% |
$22.2K - $25.8K
|
6.12K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-57- 0.71% |
$22.2K - $25.8K
|
7.97K
$3.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-58- 0.35% |
$22.6K - $26.3K
|
16.3K
$6.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-58- 0.87% |
$22.6K - $26.3K
|
6.6K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-59- 4.75% |
$23K - $26.7K
|
1.18K
$489K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-59- 2.13% |
$23K - $26.7K
|
2.71K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-59- 0.28% |
$23K - $26.7K
|
21K
$8.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-59- 4.8% |
$23K - $26.7K
|
1.17K
$483K
|
|
|
Aug 01, 2024
Q2 2024
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-59- 0.12% |
$23K - $26.7K
|
50.4K
$20.8M
|