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 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-325- 1.04% |
$127K - $147K
|
30.8K
$12.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-325- 1.36% |
$127K - $147K
|
23.5K
$9.73M
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-325- 14.19% |
$127K - $147K
|
1.97K
$812K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-326- 2.33% |
$127K - $148K
|
13.7K
$5.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-328- 22.51% |
$128K - $149K
|
1.13K
$467K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-330- 1.33% |
$128K - $149K
|
24.5K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-330- 1.19% |
$128K - $149K
|
27.3K
$11.3M
|
|
|
Aug 29, 2024
Q2 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-330- 5.44% |
$128K - $149K
|
5.74K
$2.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-331- 14.78% |
$129K - $150K
|
1.91K
$789K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-331- 16.76% |
$129K - $150K
|
1.64K
$679K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-331- 1.63% |
$129K - $150K
|
19.9K
$8.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-333- 0.42% |
$130K - $151K
|
78.7K
$32.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-333- 2.75% |
$130K - $151K
|
11.8K
$4.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-334- 1.08% |
$130K - $151K
|
30.5K
$12.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-334- 2.76% |
$130K - $151K
|
11.8K
$4.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-335- 1.19% |
$130K - $152K
|
27.8K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-338- 3.56% |
$132K - $153K
|
9.16K
$3.78M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-339- 1.31% |
$132K - $154K
|
25.6K
$10.6M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-339- 4.76% |
$132K - $154K
|
6.78K
$2.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-339- 3.52% |
$132K - $154K
|
9.3K
$3.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-339- 0.34% |
$132K - $154K
|
98.2K
$40.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-340- 3.54% |
$132K - $154K
|
9.27K
$3.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-340- 3.19% |
$132K - $154K
|
10.3K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-343- 0.72% |
$134K - $155K
|
47.5K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-343- 1.06% |
$134K - $155K
|
32K
$13.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-344- 1.42% |
$134K - $156K
|
23.9K
$9.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-344- 1.02% |
$134K - $156K
|
33.4K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-345- 3.94% |
$134K - $156K
|
8.41K
$3.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-345- 4.62% |
$134K - $156K
|
7.12K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-345- 1.92% |
$134K - $156K
|
17.6K
$7.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-346- 1.53% |
$135K - $157K
|
22.3K
$9.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-347- 1.17% |
$135K - $157K
|
29.2K
$12.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-348- 20.23% |
$135K - $158K
|
1.37K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-349- 3.71% |
$136K - $158K
|
9.06K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-350- 2.65% |
$136K - $158K
|
12.9K
$5.32M
|
|
|
Jul 26, 2024
Q2 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-350- 2.09% |
$136K - $158K
|
16.4K
$6.78M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-351- 3.21% |
$137K - $159K
|
10.6K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-354- 8.55% |
$138K - $160K
|
3.79K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-355- 3.67% |
$138K - $161K
|
9.31K
$3.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-355- 2.14% |
$138K - $161K
|
16.2K
$6.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-358- 2.02% |
$139K - $162K
|
17.4K
$7.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-359- 1.8% |
$140K - $163K
|
19.6K
$8.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-360- 1.64% |
$140K - $163K
|
21.6K
$8.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-360- 2.28% |
$140K - $163K
|
15.5K
$6.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-360- 0.66% |
$140K - $163K
|
54.2K
$22.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-363- 6.31% |
$141K - $164K
|
5.39K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-363- 7.66% |
$141K - $164K
|
4.38K
$1.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-365- 1.71% |
$142K - $165K
|
20.9K
$8.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-369- 0.8% |
$144K - $167K
|
45.9K
$19M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-370- 4.82% |
$144K - $168K
|
7.3K
$3.02M
|