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 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-427- 3.1% |
$166K - $193K
|
13.4K
$5.52M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-427- 3.88% |
$166K - $193K
|
10.6K
$4.37M
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-427- 0.47% |
$166K - $193K
|
90.1K
$37.2M
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-428- 29.97% |
$167K - $194K
|
1K
$413K
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-428- 3.15% |
$167K - $194K
|
13.2K
$5.44M
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
SELL
|
- |
-430- 1.45% |
$167K - $195K
|
29.3K
$12.1M
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-430- 2.39% |
$167K - $195K
|
17.5K
$7.25M
|
|
Aug 07, 2024
Q2 2024
|
Exane Asset Management
|
SELL
|
- |
-430- 22.63% |
$167K - $195K
|
1.47K
$608K
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-430- 1.01% |
$167K - $195K
|
42.1K
$17.4M
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-432- 5.64% |
$168K - $196K
|
7.23K
$2.99M
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-433- 0.49% |
$169K - $196K
|
88.4K
$36.6M
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
SELL
|
- |
-436- 0.84% |
$170K - $197K
|
51.7K
$21.3M
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-437- 49.05% |
$170K - $198K
|
454
$188K
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-439- 10.28% |
$171K - $199K
|
3.83K
$1.58M
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-441- 0.68% |
$172K - $200K
|
64.2K
$26.5M
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-441- 2.64% |
$172K - $200K
|
16.3K
$6.72M
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-442- 3.48% |
$172K - $200K
|
12.3K
$5.07M
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-445- 1.61% |
$173K - $202K
|
27.2K
$11.2M
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-445- 3.91% |
$173K - $202K
|
10.9K
$4.52M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-446- 0.61% |
$174K - $202K
|
72.1K
$29.8M
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-449- 3.37% |
$175K - $203K
|
12.9K
$5.32M
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-451- 13.4% |
$176K - $204K
|
2.91K
$1.2M
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-451- 3.02% |
$176K - $204K
|
14.5K
$5.98M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-452- 8.99% |
$176K - $205K
|
4.57K
$1.89M
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-452- 2.55% |
$176K - $205K
|
17.3K
$7.14M
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-454- 12.01% |
$177K - $206K
|
3.33K
$1.38M
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
SELL
|
- |
-455- 0.19% |
$177K - $206K
|
236K
$97.5M
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-456- 2.4% |
$178K - $206K
|
18.6K
$7.68M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-459- 2.9% |
$179K - $208K
|
15.4K
$6.34M
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-460- 2.33% |
$179K - $208K
|
19.3K
$7.97M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-464- 0.87% |
$181K - $210K
|
53.2K
$22M
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-464- 4.28% |
$181K - $210K
|
10.4K
$4.29M
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-467- 2.66% |
$182K - $211K
|
17.1K
$7.05M
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-468- 2.24% |
$182K - $212K
|
20.4K
$8.43M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-471- 0.12% |
$183K - $213K
|
405K
$167M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-473- 2.79% |
$184K - $214K
|
16.5K
$6.81M
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-474- 24.38% |
$185K - $215K
|
1.47K
$608K
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-477- 15.61% |
$186K - $216K
|
2.58K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-477- 14.51% |
$186K - $216K
|
2.81K
$1.16M
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-483- 0.76% |
$188K - $219K
|
62.7K
$25.9M
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-484- 0.68% |
$188K - $219K
|
70.6K
$29.2M
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-485- 1.02% |
$189K - $220K
|
46.8K
$19.4M
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-486- 1.45% |
$189K - $220K
|
33.1K
$13.7M
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-486- 8.47% |
$189K - $220K
|
5.25K
$2.17M
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-486- 5.38% |
$189K - $220K
|
8.55K
$3.53M
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-487- 9.98% |
$190K - $221K
|
4.39K
$1.82M
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-488- 0.81% |
$190K - $221K
|
60K
$24.8M
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-490- 1.13% |
$191K - $222K
|
42.9K
$17.7M
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-493- 2.72% |
$192K - $223K
|
17.6K
$7.27M
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-493- 26.04% |
$192K - $223K
|
1.4K
$579K
|