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 26, 2024
Q2 2024
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-197- 6.89% |
$76.7K - $89.2K
|
2.66K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-198- 1.17% |
$77.1K - $89.7K
|
16.7K
$6.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-199- 5.76% |
$77.5K - $90.1K
|
3.26K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-199- 3.22% |
$77.5K - $90.1K
|
5.98K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 1.91% |
$77.5K - $90.1K
|
10.2K
$4.22M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 1.79% |
$77.5K - $90.1K
|
10.9K
$4.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-200- 9.8% |
$77.9K - $90.6K
|
1.84K
$760K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-200- 1.75% |
$77.9K - $90.6K
|
11.2K
$4.64M
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-200- 7.3% |
$77.9K - $90.6K
|
2.54K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-200- 2.82% |
$77.9K - $90.6K
|
6.88K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-200- 1.1% |
$77.9K - $90.6K
|
18K
$7.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
SELL
|
- |
-201- 8.01% |
$78.3K - $91K
|
2.31K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-202- 1.37% |
$78.6K - $91.5K
|
14.5K
$6M
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-202- 1.31% |
$78.6K - $91.5K
|
15.2K
$6.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-203- 1.05% |
$79K - $91.9K
|
19K
$7.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-203- 3.39% |
$79K - $91.9K
|
5.79K
$2.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-203- 0.19% |
$79K - $91.9K
|
107K
$44.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-204- 2.4% |
$79.4K - $92.4K
|
8.29K
$3.43M
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-206- 2.91% |
$80.2K - $93.3K
|
6.86K
$2.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-206- 2.7% |
$80.2K - $93.3K
|
7.43K
$3.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-206- 0.67% |
$80.2K - $93.3K
|
30.4K
$12.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-206- 4.77% |
$80.2K - $93.3K
|
4.12K
$1.7M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-207- 0.47% |
$80.6K - $93.7K
|
43.5K
$18M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-207- 1.24% |
$80.6K - $93.7K
|
16.5K
$6.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-208- 4.49% |
$81K - $94.2K
|
4.43K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-209- 0.68% |
$81.4K - $94.6K
|
30.6K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-210- 0.5% |
$81.8K - $95.1K
|
41.9K
$17.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-210- 50.0% |
$81.8K - $95.1K
|
210
$86.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-210- 0.72% |
$81.8K - $95.1K
|
29K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-211- 0.4% |
$82.1K - $95.6K
|
52.6K
$21.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-211- 1.47% |
$82.1K - $95.6K
|
14.2K
$5.86M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-212- 2.64% |
$82.5K - $96K
|
7.83K
$3.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-212- 4.02% |
$82.5K - $96K
|
5.06K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-212- 1.05% |
$82.5K - $96K
|
19.9K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-212- 40.23% |
$82.5K - $96K
|
315
$130K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-214- 1.14% |
$83.3K - $96.9K
|
18.6K
$7.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-215- 0.81% |
$83.7K - $97.4K
|
26.4K
$10.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-216- 2.65% |
$84.1K - $97.8K
|
7.95K
$3.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-216- 1.62% |
$84.1K - $97.8K
|
13.1K
$5.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-217- 2.19% |
$84.5K - $98.3K
|
9.69K
$4M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-217- 1.89% |
$84.5K - $98.3K
|
11.3K
$4.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-218- 0.69% |
$84.9K - $98.7K
|
31.6K
$13.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-219- 0.76% |
$85.3K - $99.2K
|
28.6K
$11.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-219- 6.53% |
$85.3K - $99.2K
|
3.13K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-220- 1.6% |
$85.7K - $99.6K
|
13.6K
$5.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-220- 3.14% |
$85.7K - $99.6K
|
6.78K
$2.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-221- 0.46% |
$86K - $100K
|
47.5K
$19.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-222- 2.5% |
$86.4K - $101K
|
8.65K
$3.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-222- 5.3% |
$86.4K - $101K
|
3.97K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-222- 0.95% |
$86.4K - $101K
|
23.2K
$9.58M
|