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 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-80- 1.11% |
$31.1K - $36.2K
|
7.15K
$3.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-80- 0.61% |
$31.1K - $36.2K
|
13K
$6.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-80- 0.03% |
$31.1K - $36.2K
|
297K
$152M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-80- 0.5% |
$31.1K - $36.2K
|
15.9K
$8.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-80- 0.35% |
$31.1K - $36.2K
|
22.6K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-80- 0.67% |
$31.1K - $36.2K
|
11.9K
$6.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-81- 1.11% |
$31.5K - $36.7K
|
7.21K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-81- 0.41% |
$31.5K - $36.7K
|
19.8K
$10.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-82- 0.58% |
$31.9K - $37.1K
|
14.2K
$7.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-82- 0.07% |
$31.9K - $37.1K
|
125K
$63.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-83- 0.24% |
$32.3K - $37.6K
|
34.7K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-84- 1.05% |
$32.7K - $38K
|
7.93K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-84- 0.12% |
$32.7K - $38K
|
68.5K
$35.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-85- 1.11% |
$33.1K - $38.5K
|
7.59K
$3.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-85- 1.17% |
$33.1K - $38.5K
|
7.2K
$3.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-86- 0.59% |
$33.5K - $38.9K
|
14.5K
$7.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-86- 0.79% |
$33.5K - $38.9K
|
10.8K
$5.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-87- 0.79% |
$33.9K - $39.4K
|
10.9K
$5.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-87- 5.33% |
$33.9K - $39.4K
|
1.54K
$790K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-88- 2.64% |
$34.3K - $39.9K
|
3.24K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-89- 2.02% |
$34.7K - $40.3K
|
4.32K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-89- 1.37% |
$34.7K - $40.3K
|
6.39K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-89- 7.09% |
$34.7K - $40.3K
|
1.17K
$597K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-89- 1.39% |
$34.7K - $40.3K
|
6.3K
$3.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-90- 13.95% |
$35K - $40.8K
|
555
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-90- 1.84% |
$35K - $40.8K
|
4.79K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-90- 1.53% |
$35K - $40.8K
|
5.8K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-90- 0.86% |
$35K - $40.8K
|
10.3K
$5.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-91- 0.35% |
$35.4K - $41.2K
|
25.6K
$13.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-92- 0.56% |
$35.8K - $41.7K
|
16.4K
$8.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-92- 2.82% |
$35.8K - $41.7K
|
3.17K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-92- 1.12% |
$35.8K - $41.7K
|
8.16K
$4.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-93- 2.26% |
$36.2K - $42.1K
|
4.02K
$2.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-93- 12.55% |
$36.2K - $42.1K
|
648
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-93- 1.13% |
$36.2K - $42.1K
|
8.17K
$4.18M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-93- 2.86% |
$36.2K - $42.1K
|
3.15K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-93- 0.17% |
$36.2K - $42.1K
|
53.9K
$27.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-94- 0.88% |
$36.6K - $42.6K
|
10.6K
$5.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-95- 2.12% |
$37K - $43K
|
4.39K
$2.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-95- 1.46% |
$37K - $43K
|
6.43K
$3.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-96- 1.75% |
$37.4K - $43.5K
|
5.38K
$2.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-96- 0.77% |
$37.4K - $43.5K
|
12.4K
$6.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-97- 4.84% |
$37.8K - $43.9K
|
1.91K
$977K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-97- 4.12% |
$37.8K - $43.9K
|
2.26K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-97- 10.35% |
$37.8K - $43.9K
|
840
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-97- 0.54% |
$37.8K - $43.9K
|
17.8K
$9.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-97- 14.7% |
$37.8K - $43.9K
|
563
$288K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-97- 1.43% |
$37.8K - $43.9K
|
6.67K
$3.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-98- 7.24% |
$38.2K - $44.4K
|
1.26K
$642K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-99- 0.45% |
$38.5K - $44.8K
|
22K
$11.2M
|