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
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-978- 0.76% |
$381K - $443K
|
127K
$52.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-980- 12.85% |
$382K - $444K
|
6.65K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-980- 3.89% |
$382K - $444K
|
24.2K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-985- 6.57% |
$383K - $446K
|
14K
$5.79M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-989- 1.24% |
$385K - $448K
|
79K
$32.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-992- 4.86% |
$386K - $449K
|
19.4K
$8.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Herald Investment Management LTD
|
SELL
|
- |
-1K- 3.7% |
$389K - $453K
|
26K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-1K- 33.33% |
$389K - $453K
|
2K
$827K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1K- 3.85% |
$390K - $453K
|
25K
$10.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1K- 1.84% |
$390K - $454K
|
53.5K
$22.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1K- 1.38% |
$390K - $454K
|
71.4K
$29.5M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 3.66% |
$391K - $455K
|
26.4K
$10.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.01K- 1.51% |
$392K - $456K
|
65.8K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-1.01K- 5.59% |
$394K - $458K
|
17.1K
$7.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-1.01K- 13.89% |
$394K - $459K
|
6.28K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.02K- 0.92% |
$397K - $461K
|
110K
$45.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.02K- 9.08% |
$397K - $461K
|
10.2K
$4.22M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.02K- 0.88% |
$398K - $462K
|
116K
$47.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.02K- 11.4% |
$398K - $463K
|
7.95K
$3.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.02K- 1.36% |
$398K - $463K
|
74.1K
$30.6M
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.02K- 1.57% |
$398K - $463K
|
64.2K
$26.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.03K- 1.72% |
$399K - $464K
|
58.7K
$24.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.37% |
$401K - $466K
|
18.2K
$7.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.03K- 0.64% |
$401K - $466K
|
161K
$66.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.03K- 1.92% |
$401K - $466K
|
52.5K
$21.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.04K- 11.35% |
$403K - $469K
|
8.08K
$3.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.04K- 28.38% |
$404K - $470K
|
2.62K
$1.08M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.04K- 1.55% |
$405K - $471K
|
66.2K
$27.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.04K- 2.16% |
$406K - $472K
|
47.2K
$19.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 9.48% |
$408K - $475K
|
10K
$4.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-1.05K- 29.58% |
$409K - $475K
|
2.5K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.05K- 3.83% |
$409K - $476K
|
26.4K
$10.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.06K- 3.54% |
$413K - $481K
|
29K
$12M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.06K- 0.41% |
$414K - $482K
|
256K
$106M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.07K- 1.55% |
$415K - $482K
|
67.7K
$28M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.07K- 0.78% |
$417K - $485K
|
136K
$56M
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.08K- 6.88% |
$419K - $487K
|
14.6K
$6.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.08K- 2.55% |
$420K - $488K
|
41.1K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.08K- 1.87% |
$420K - $488K
|
56.5K
$23.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.08K- 46.06% |
$420K - $489K
|
1.27K
$523K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.08K- 4.12% |
$421K - $490K
|
25.2K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.09K- 4.3% |
$423K - $492K
|
24.2K
$9.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.09K- 1.35% |
$423K - $492K
|
79.5K
$32.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.09K- 1.39% |
$424K - $493K
|
77K
$31.8M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.09K- 65.37% |
$425K - $494K
|
578
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.09K- 16.86% |
$425K - $494K
|
5.38K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.11K- 2.49% |
$431K - $501K
|
43.3K
$17.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.12K- 0.88% |
$434K - $505K
|
125K
$51.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.12K- 7.82% |
$434K - $505K
|
13.2K
$5.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.12K- 9.62% |
$435K - $506K
|
10.5K
$4.34M
|