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 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-139- 4.24% |
$54.1K - $62.9K
|
3.14K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-139- 5.42% |
$54.1K - $62.9K
|
2.43K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-139- 0.26% |
$54.1K - $62.9K
|
53.6K
$22.1M
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-139- 5.7% |
$54.1K - $62.9K
|
2.3K
$949K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-140- 0.62% |
$54.5K - $63.4K
|
22.3K
$9.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-140- 0.24% |
$54.5K - $63.4K
|
57.5K
$23.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-141- 0.35% |
$54.9K - $63.9K
|
40.5K
$16.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-141- 1.96% |
$54.9K - $63.9K
|
7.06K
$2.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-141- 2.19% |
$54.9K - $63.9K
|
6.3K
$2.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-141- 0.46% |
$54.9K - $63.9K
|
30.5K
$12.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-142- 0.08% |
$55.3K - $64.3K
|
178K
$73.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-142- 4.94% |
$55.3K - $64.3K
|
2.73K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-142- 0.74% |
$55.3K - $64.3K
|
18.9K
$7.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-142- 1.74% |
$55.3K - $64.3K
|
8K
$3.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-142- 1.22% |
$55.3K - $64.3K
|
11.5K
$4.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-143- 9.15% |
$55.7K - $64.8K
|
1.42K
$585K
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-143- 3.05% |
$55.7K - $64.8K
|
4.55K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-143- 3.95% |
$55.7K - $64.8K
|
3.48K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-143- 1.8% |
$55.7K - $64.8K
|
7.79K
$3.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-144- 5.56% |
$56.1K - $65.2K
|
2.45K
$1.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-144- 0.87% |
$56.1K - $65.2K
|
16.4K
$6.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-145- 0.12% |
$56.5K - $65.7K
|
124K
$51M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-145- 0.21% |
$56.5K - $65.7K
|
69.9K
$28.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-146- 1.73% |
$56.8K - $66.1K
|
8.27K
$3.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-146- 1.47% |
$56.8K - $66.1K
|
9.78K
$4.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-146- 1.81% |
$56.8K - $66.1K
|
7.93K
$3.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-146- 2.84% |
$56.8K - $66.1K
|
5K
$2.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-147- 0.24% |
$57.2K - $66.6K
|
61.2K
$25.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-147- 1.1% |
$57.2K - $66.6K
|
13.2K
$5.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-147- 0.1% |
$57.2K - $66.6K
|
153K
$63.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-149- 0.92% |
$58K - $67.5K
|
16K
$6.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-149- 1.23% |
$58K - $67.5K
|
12K
$4.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-149- 1.72% |
$58K - $67.5K
|
8.54K
$3.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-150- 0.98% |
$58.4K - $67.9K
|
15.1K
$6.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Farley Capital L.P.
New York, NY |
SELL
|
- |
-150- 0.29% |
$58.4K - $67.9K
|
51.3K
$21.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-150- 0.34% |
$58.4K - $67.9K
|
44.4K
$18.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-151- 1.95% |
$58.8K - $68.4K
|
7.59K
$3.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-151- 2.05% |
$58.8K - $68.4K
|
7.21K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-151- 0.71% |
$58.8K - $68.4K
|
21K
$8.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-152- 2.09% |
$59.2K - $68.8K
|
7.11K
$2.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-153- 1.75% |
$59.6K - $69.3K
|
8.6K
$3.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-153- 2.92% |
$59.6K - $69.3K
|
5.08K
$2.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-154- 1.12% |
$60K - $69.7K
|
13.6K
$5.61M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-155- 1.19% |
$60.3K - $70.2K
|
12.8K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Mirova
Paris, I0 |
SELL
|
- |
-155- 0.28% |
$60.3K - $70.2K
|
54.2K
$22.4M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-156- 4.66% |
$60.7K - $70.6K
|
3.2K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-157- 0.04% |
$61.1K - $71.1K
|
402K
$166M
|
|
|
Aug 13, 2024
Q2 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-157- 2.93% |
$61.1K - $71.1K
|
5.21K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-159- 11.81% |
$61.9K - $72K
|
1.19K
$489K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-160- 0.35% |
$62.3K - $72.5K
|
45.8K
$18.9M
|