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 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-863- 3.3% |
$336K - $391K
|
25.3K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-863- 2.83% |
$336K - $391K
|
29.7K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-868- 10.21% |
$338K - $393K
|
7.64K
$3.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-875- 2.3% |
$341K - $396K
|
37.2K
$15.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-875- 3.11% |
$341K - $396K
|
27.3K
$11.3M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-876- 3.84% |
$341K - $397K
|
21.9K
$9.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-876- 1.24% |
$341K - $397K
|
70K
$28.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-878- 2.57% |
$342K - $398K
|
33.3K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-879- 6.37% |
$342K - $398K
|
12.9K
$5.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-883- 2.1% |
$344K - $400K
|
41.2K
$17M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-888- 3.4% |
$346K - $402K
|
25.3K
$10.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-888- 1.76% |
$346K - $402K
|
49.7K
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-893- 0.78% |
$348K - $404K
|
114K
$47.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-895- 3.71% |
$348K - $405K
|
23.2K
$9.59M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-900- 1.05% |
$350K - $408K
|
85.2K
$35.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-901- 1.13% |
$351K - $408K
|
78.5K
$32.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-903- 3.02% |
$352K - $409K
|
29K
$12M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-907- 6.24% |
$353K - $411K
|
13.6K
$5.63M
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-910- 0.82% |
$354K - $412K
|
110K
$45.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-910- 4.21% |
$354K - $412K
|
20.7K
$8.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-911- 2.75% |
$355K - $413K
|
32.2K
$13.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-915- 10.78% |
$356K - $414K
|
7.58K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-916- 0.11% |
$357K - $415K
|
869K
$359M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-918- 0.55% |
$357K - $416K
|
165K
$68.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-918- 0.76% |
$357K - $416K
|
120K
$49.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-918- 1.75% |
$357K - $416K
|
51.4K
$21.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-919- 0.59% |
$358K - $416K
|
156K
$64.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-925- 31.82% |
$360K - $419K
|
1.98K
$819K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-925- 5.9% |
$360K - $419K
|
14.8K
$6.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-925- 0.05% |
$360K - $419K
|
1.73M
$715M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-927- 1.12% |
$361K - $420K
|
81.6K
$33.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-930- 1.84% |
$362K - $421K
|
49.5K
$20.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-930- 1.77% |
$362K - $421K
|
51.7K
$21.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-941- 8.64% |
$366K - $426K
|
9.95K
$4.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-942- 1.21% |
$367K - $427K
|
76.7K
$31.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-942- 0.87% |
$367K - $427K
|
108K
$44.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-943- 3.2% |
$367K - $427K
|
28.5K
$11.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-946- 18.13% |
$368K - $428K
|
4.27K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-947- 19.41% |
$369K - $429K
|
3.93K
$1.63M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-949- 0.78% |
$369K - $430K
|
121K
$49.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-949- 2.78% |
$369K - $430K
|
33.2K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-956- 3.14% |
$372K - $433K
|
29.5K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-957- 1.09% |
$373K - $433K
|
86.6K
$35.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-961- 0.56% |
$374K - $435K
|
170K
$70.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-962- 0.91% |
$375K - $436K
|
105K
$43.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-966- 1.61% |
$376K - $437K
|
58.9K
$24.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-969- 7.62% |
$377K - $439K
|
11.8K
$4.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-970- 1.73% |
$378K - $439K
|
55K
$22.7M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-974- 54.57% |
$379K - $441K
|
811
$335K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-975- 13.7% |
$380K - $442K
|
6.14K
$2.54M
|