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 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-59- 0.93% |
$23K - $26.7K
|
6.32K
$2.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.18% |
$23.4K - $27.2K
|
2.69K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-60- 2.4% |
$23.4K - $27.2K
|
2.44K
$1.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-61- 0.25% |
$23.7K - $27.6K
|
24.4K
$10.1M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-61- 0.42% |
$23.7K - $27.6K
|
14.4K
$5.96M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-61- 0.33% |
$23.7K - $27.6K
|
18.5K
$7.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-61- 0.34% |
$23.7K - $27.6K
|
17.9K
$7.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-62- 0.49% |
$24.1K - $28.1K
|
12.6K
$5.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-62- 0.46% |
$24.1K - $28.1K
|
13.3K
$5.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-62- 0.52% |
$24.1K - $28.1K
|
12K
$4.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-62- 0.18% |
$24.1K - $28.1K
|
33.8K
$14M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-62- 1.01% |
$24.1K - $28.1K
|
6.07K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-62- 0.14% |
$24.1K - $28.1K
|
44.4K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-62- 1.52% |
$24.1K - $28.1K
|
4.01K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-63- 0.76% |
$24.5K - $28.5K
|
8.19K
$3.38M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-63- 0.41% |
$24.5K - $28.5K
|
15.3K
$6.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-64- 2.59% |
$24.9K - $29K
|
2.4K
$994K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-64- 2.97% |
$24.9K - $29K
|
2.09K
$864K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-64- 0.41% |
$24.9K - $29K
|
15.5K
$6.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-65- 2.49% |
$25.3K - $29.4K
|
2.55K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-65- 0.01% |
$25.3K - $29.4K
|
497K
$205M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-66- 0.45% |
$25.7K - $29.9K
|
14.5K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-66- 0.78% |
$25.7K - $29.9K
|
8.36K
$3.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-67- 0.55% |
$26.1K - $30.3K
|
12.1K
$4.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-67- 1.37% |
$26.1K - $30.3K
|
4.81K
$1.99M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-67- 2.78% |
$26.1K - $30.3K
|
2.34K
$968K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-68- 0.25% |
$26.5K - $30.8K
|
27.1K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-69- 0.51% |
$26.9K - $31.2K
|
13.5K
$5.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-70- 0.46% |
$27.3K - $31.7K
|
15K
$6.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-70- 0.31% |
$27.3K - $31.7K
|
22.5K
$9.28M
|
|
|
Aug 13, 2024
Q2 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-70- 7.87% |
$27.3K - $31.7K
|
820
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-70- 0.29% |
$27.3K - $31.7K
|
24.2K
$10M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-71- 2.02% |
$27.6K - $32.2K
|
3.45K
$1.42M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 0.19% |
$28K - $32.6K
|
37.4K
$15.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-72- 5.6% |
$28K - $32.6K
|
1.21K
$501K
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-72- 0.16% |
$28K - $32.6K
|
44.4K
$18.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-72- 0.77% |
$28K - $32.6K
|
9.33K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-72- 0.16% |
$28K - $32.6K
|
45.7K
$18.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-73- 2.29% |
$28.4K - $33.1K
|
3.12K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-73- 0.97% |
$28.4K - $33.1K
|
7.42K
$3.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-73- 1.62% |
$28.4K - $33.1K
|
4.43K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-74- 1.5% |
$28.8K - $33.5K
|
4.85K
$2M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-74- 0.51% |
$28.8K - $33.5K
|
14.4K
$5.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-74- 0.13% |
$28.8K - $33.5K
|
54.9K
$22.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
SELL
|
- |
-75- 0.02% |
$29.2K - $34K
|
376K
$155M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-75- 0.6% |
$29.2K - $34K
|
12.5K
$5.17M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-75- 0.59% |
$29.2K - $34K
|
12.6K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-75- 0.44% |
$29.2K - $34K
|
17K
$7.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-75- 0.82% |
$29.2K - $34K
|
9.12K
$3.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-76- 9.45% |
$29.6K - $34.4K
|
728
$301K
|