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 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-370- 1.48% |
$144K - $168K
|
24.7K
$10.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-371- 0.11% |
$144K - $168K
|
344K
$142M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-373- 1.51% |
$145K - $169K
|
24.4K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-378- 1.34% |
$147K - $171K
|
27.9K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-380- 15.73% |
$148K - $172K
|
2.04K
$841K
|
|
|
Jul 19, 2024
Q2 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-381- 0.53% |
$148K - $173K
|
72.2K
$29.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-382- 0.7% |
$149K - $173K
|
54.2K
$22.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-384- 3.67% |
$150K - $174K
|
10.1K
$4.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-385- 0.55% |
$150K - $174K
|
69.6K
$28.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-386- 2.57% |
$150K - $175K
|
14.7K
$6.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-389- 2.07% |
$151K - $176K
|
18.4K
$7.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-389- 1.89% |
$151K - $176K
|
20.2K
$8.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-389- 5.44% |
$151K - $176K
|
6.76K
$2.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-389- 2.01% |
$151K - $176K
|
18.9K
$7.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-390- 0.9% |
$152K - $177K
|
42.7K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-390- 0.59% |
$152K - $177K
|
66.2K
$27.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-391- 1.41% |
$152K - $177K
|
27.3K
$11.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-392- 1.15% |
$153K - $178K
|
33.7K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-394- 2.49% |
$153K - $178K
|
15.4K
$6.37M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-395- 1.12% |
$154K - $179K
|
34.8K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-396- 0.32% |
$154K - $179K
|
122K
$50.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-399- 2.27% |
$155K - $181K
|
17.2K
$7.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-400- 1.23% |
$156K - $181K
|
32.1K
$13.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Privium Fund Management B.V.
|
SELL
|
- |
-400- 3.85% |
$156K - $181K
|
10K
$4.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-400- 2.41% |
$156K - $181K
|
16.2K
$6.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-400- 20.08% |
$156K - $181K
|
1.59K
$658K
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-401- 1.44% |
$156K - $182K
|
27.4K
$11.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-402- 1.88% |
$157K - $182K
|
20.9K
$8.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-405- 1.37% |
$158K - $183K
|
29.1K
$12M
|
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-405- 1.11% |
$158K - $183K
|
36K
$14.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-406- 0.58% |
$158K - $184K
|
70K
$28.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-406- 7.34% |
$158K - $184K
|
5.13K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-406- 0.43% |
$158K - $184K
|
93.3K
$38.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-408- 39.23% |
$159K - $185K
|
632
$261K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-410- 7.45% |
$160K - $186K
|
5.1K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-410- 1.71% |
$160K - $186K
|
23.6K
$9.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-410- 12.99% |
$160K - $186K
|
2.75K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-412- 3.37% |
$160K - $187K
|
11.8K
$4.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-414- 1.42% |
$161K - $187K
|
28.8K
$11.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-416- 3.22% |
$162K - $188K
|
12.5K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-416- 9.9% |
$162K - $188K
|
3.79K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-417- 0.82% |
$162K - $189K
|
50.3K
$20.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-418- 0.85% |
$163K - $189K
|
49K
$20.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-420- 0.9% |
$164K - $190K
|
46.1K
$19M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-421- 18.4% |
$164K - $191K
|
1.87K
$772K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-421- 0.56% |
$164K - $191K
|
75.4K
$31.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-423- 0.98% |
$165K - $192K
|
43K
$17.8M
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-425- 6.25% |
$165K - $192K
|
6.38K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-425- 0.33% |
$165K - $192K
|
127K
$52.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-425- 1.58% |
$165K - $192K
|
26.5K
$11M
|