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 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-62- 0.18% |
$24.1K - $28.1K
|
33.8K
$17.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-62- 1.01% |
$24.1K - $28.1K
|
6.07K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-62- 0.14% |
$24.1K - $28.1K
|
44.4K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-62- 1.52% |
$24.1K - $28.1K
|
4.01K
$2.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-63- 0.76% |
$24.5K - $28.5K
|
8.19K
$4.19M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-63- 0.41% |
$24.5K - $28.5K
|
15.3K
$7.82M
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-63- 1.55% |
$24.5K - $28.5K
|
3.99K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-64- 2.59% |
$24.9K - $29K
|
2.4K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-64- 2.97% |
$24.9K - $29K
|
2.09K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-64- 0.41% |
$24.9K - $29K
|
15.5K
$7.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-65- 2.49% |
$25.3K - $29.4K
|
2.55K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-65- 0.01% |
$25.3K - $29.4K
|
497K
$254M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-66- 0.45% |
$25.7K - $29.9K
|
14.5K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-66- 0.78% |
$25.7K - $29.9K
|
8.36K
$4.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-67- 0.55% |
$26.1K - $30.3K
|
12.1K
$6.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-67- 1.37% |
$26.1K - $30.3K
|
4.81K
$2.46M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-67- 2.78% |
$26.1K - $30.3K
|
2.34K
$1.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-68- 0.25% |
$26.5K - $30.8K
|
27.1K
$13.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-69- 0.51% |
$26.9K - $31.2K
|
13.5K
$6.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-70- 0.46% |
$27.3K - $31.7K
|
15K
$7.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-70- 0.31% |
$27.3K - $31.7K
|
22.5K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-70- 7.87% |
$27.3K - $31.7K
|
820
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-70- 0.29% |
$27.3K - $31.7K
|
24.2K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-71- 2.02% |
$27.6K - $32.2K
|
3.45K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 0.19% |
$28K - $32.6K
|
37.4K
$19.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-72- 5.6% |
$28K - $32.6K
|
1.21K
$621K
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-72- 0.16% |
$28K - $32.6K
|
44.4K
$22.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-72- 0.77% |
$28K - $32.6K
|
9.33K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-72- 0.16% |
$28K - $32.6K
|
45.7K
$23.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-73- 2.29% |
$28.4K - $33.1K
|
3.12K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-73- 0.97% |
$28.4K - $33.1K
|
7.42K
$3.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-73- 1.62% |
$28.4K - $33.1K
|
4.43K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-74- 1.5% |
$28.8K - $33.5K
|
4.85K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-74- 0.51% |
$28.8K - $33.5K
|
14.4K
$7.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-74- 0.13% |
$28.8K - $33.5K
|
54.9K
$28.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
SELL
|
- |
-75- 0.02% |
$29.2K - $34K
|
376K
$192M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-75- 0.6% |
$29.2K - $34K
|
12.5K
$6.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-75- 0.59% |
$29.2K - $34K
|
12.6K
$6.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-75- 0.44% |
$29.2K - $34K
|
17K
$8.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-75- 0.82% |
$29.2K - $34K
|
9.12K
$4.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-76- 9.45% |
$29.6K - $34.4K
|
728
$373K
|
|
|
Feb 24, 2025
Q2 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-76- 0.14% |
$29.6K - $34.4K
|
53.6K
$27.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-77- 1.19% |
$30K - $34.9K
|
6.4K
$3.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Fruth Investment Management
|
SELL
|
- |
-78- 0.37% |
$30.4K - $35.3K
|
21.2K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-78- 0.68% |
$30.4K - $35.3K
|
11.4K
$5.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-79- 0.61% |
$30.8K - $35.8K
|
12.9K
$6.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-79- 10.14% |
$30.8K - $35.8K
|
700
$358K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-79- 0.93% |
$30.8K - $35.8K
|
8.44K
$4.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-79- 2.96% |
$30.8K - $35.8K
|
2.59K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-80- 0.22% |
$31.1K - $36.2K
|
36K
$18.4M
|