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 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-222- 1.14% |
$86.4K - $101K
|
19.3K
$7.98M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-223- 0.78% |
$86.8K - $101K
|
28.5K
$11.8M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-223- 1.03% |
$86.8K - $101K
|
21.5K
$8.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-224- 3.96% |
$87.2K - $101K
|
5.44K
$2.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-224- 2.1% |
$87.2K - $101K
|
10.5K
$4.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-224- 2.32% |
$87.2K - $101K
|
9.45K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-224- 6.64% |
$87.2K - $101K
|
3.15K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-225- 1.09% |
$87.6K - $102K
|
20.4K
$8.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-225- 2.83% |
$87.6K - $102K
|
7.73K
$3.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-226- 8.04% |
$88K - $102K
|
2.59K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-227- 0.71% |
$88.4K - $103K
|
31.9K
$13.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-228- 2.36% |
$88.8K - $103K
|
9.45K
$3.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-228- 22.18% |
$88.8K - $103K
|
800
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-229- 1.55% |
$89.2K - $104K
|
14.6K
$6.01M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-230- 3.44% |
$89.5K - $104K
|
6.45K
$2.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-231- 7.18% |
$89.9K - $105K
|
2.99K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-231- 0.66% |
$89.9K - $105K
|
35K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-233- 0.64% |
$90.7K - $106K
|
36.4K
$15.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-234- 1.7% |
$91.1K - $106K
|
13.5K
$5.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-234- 10.95% |
$91.1K - $106K
|
1.9K
$786K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-235- 0.62% |
$91.5K - $106K
|
37.4K
$15.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-235- 5.99% |
$91.5K - $106K
|
3.69K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-237- 1.04% |
$92.3K - $107K
|
22.5K
$9.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-237- 3.28% |
$92.3K - $107K
|
6.98K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-237- 0.82% |
$92.3K - $107K
|
28.5K
$11.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-238- 3.18% |
$92.7K - $108K
|
7.24K
$2.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-238- 7.94% |
$92.7K - $108K
|
2.76K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-239- 4.85% |
$93K - $108K
|
4.69K
$1.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-240- 0.4% |
$93.4K - $109K
|
59.5K
$24.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-241- 9.74% |
$93.8K - $109K
|
2.23K
$923K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-241- 10.18% |
$93.8K - $109K
|
2.13K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-243- 3.38% |
$94.6K - $110K
|
6.95K
$2.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-244- 2.68% |
$95K - $110K
|
8.85K
$3.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-244- 0.63% |
$95K - $110K
|
38.5K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-246- 2.77% |
$95.8K - $111K
|
8.62K
$3.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-249- 23.06% |
$96.9K - $113K
|
831
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-249- 0.67% |
$96.9K - $113K
|
37.2K
$15.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-250- 10.67% |
$97.3K - $113K
|
2.09K
$865K
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-250- 1.41% |
$97.3K - $113K
|
17.5K
$7.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-250- 5.67% |
$97.3K - $113K
|
4.16K
$1.72M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-250- 1.62% |
$97.3K - $113K
|
15.1K
$6.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-250- 27.78% |
$97.3K - $113K
|
650
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-250- 0.11% |
$97.3K - $113K
|
218K
$90.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-250- 0.87% |
$97.3K - $113K
|
28.4K
$11.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-251- 7.79% |
$97.7K - $114K
|
2.97K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-251- 0.57% |
$97.7K - $114K
|
44.1K
$18.2M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-251- 0.55% |
$97.7K - $114K
|
45K
$18.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-252- 2.4% |
$98.1K - $114K
|
10.3K
$4.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-253- 1.17% |
$98.5K - $115K
|
21.4K
$8.84M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-253- 0.22% |
$98.5K - $115K
|
116K
$48M
|