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 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6- 0.19% |
$2.34K - $2.72K
|
3.07K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-6- 0.21% |
$2.34K - $2.72K
|
2.85K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-6- 0.07% |
$2.34K - $2.72K
|
9.1K
$3.71M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6- 0.02% |
$2.34K - $2.72K
|
30.6K
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-6- 0.07% |
$2.34K - $2.72K
|
8.49K
$3.46M
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-7- 0.16% |
$2.73K - $3.17K
|
4.28K
$1.75M
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7- 0.41% |
$2.73K - $3.17K
|
1.71K
$696K
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-8- 0.19% |
$3.11K - $3.62K
|
4.29K
$1.75M
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-8- 0.01% |
$3.11K - $3.62K
|
59.1K
$24.1M
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-8- 0.26% |
$3.11K - $3.62K
|
3.09K
$1.26M
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9- 0.19% |
$3.5K - $4.08K
|
4.76K
$1.94M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-9- 0.26% |
$3.5K - $4.08K
|
3.47K
$1.42M
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.08% |
$3.5K - $4.08K
|
11.6K
$4.73M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.16% |
$3.5K - $4.08K
|
5.64K
$2.3M
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-10- 0.44% |
$3.89K - $4.53K
|
2.28K
$930K
|
|
Jul 09, 2024
Q2 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-10- 0.08% |
$3.89K - $4.53K
|
11.8K
$4.83M
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$3.89K - $4.53K
|
9.14K
$3.73M
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10- 0.32% |
$3.89K - $4.53K
|
3.08K
$1.26M
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-10- 0.14% |
$3.89K - $4.53K
|
7.03K
$2.87M
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.11% |
$3.89K - $4.53K
|
8.82K
$3.6M
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-10- 0.1% |
$3.89K - $4.53K
|
10.2K
$4.18M
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10- 0.08% |
$3.89K - $4.53K
|
11.8K
$4.82M
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-10- 0.31% |
$3.89K - $4.53K
|
3.23K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-10- 0.16% |
$3.89K - $4.53K
|
6.37K
$2.6M
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-10- 0.24% |
$3.89K - $4.53K
|
4.12K
$1.68M
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-10- 0.47% |
$3.89K - $4.53K
|
2.1K
$856K
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-10- 0.28% |
$3.89K - $4.53K
|
3.57K
$1.46M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-11- 0.24% |
$4.28K - $4.98K
|
4.56K
$1.86M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-11- 0.03% |
$4.28K - $4.98K
|
38.5K
$15.7M
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-11- 0.31% |
$4.28K - $4.98K
|
3.48K
$1.42M
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-11- 0.61% |
$4.28K - $4.98K
|
1.79K
$729K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-12- 0.38% |
$4.67K - $5.43K
|
3.16K
$1.29M
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-12- 0.09% |
$4.67K - $5.43K
|
13.8K
$5.64M
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-12- 0.24% |
$4.67K - $5.43K
|
4.91K
$2M
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-12- 0.03% |
$4.67K - $5.43K
|
46.8K
$19.1M
|
|
Aug 13, 2024
Q2 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-12- 2.46% |
$4.67K - $5.43K
|
476
$194K
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-13- 0.23% |
$5.06K - $5.89K
|
5.52K
$2.25M
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-13- 0.2% |
$5.06K - $5.89K
|
6.61K
$2.7M
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-13- 0.02% |
$5.06K - $5.89K
|
83.2K
$33.9M
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-13- 0.19% |
$5.06K - $5.89K
|
6.94K
$2.83M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-14- 0.11% |
$5.45K - $6.34K
|
13K
$5.32M
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-14- 0.09% |
$5.45K - $6.34K
|
15.1K
$6.17M
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-14- 0.06% |
$5.45K - $6.34K
|
25K
$10.2M
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-14- 0.25% |
$5.45K - $6.34K
|
5.7K
$2.33M
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-14- 0.12% |
$5.45K - $6.34K
|
11.7K
$4.76M
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-14- 0.51% |
$5.45K - $6.34K
|
2.73K
$1.11M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-15- 0.03% |
$5.84K - $6.79K
|
52.1K
$21.3M
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-15- 0.46% |
$5.84K - $6.79K
|
3.25K
$1.33M
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-15- 1.09% |
$5.84K - $6.79K
|
1.37K
$558K
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-15- 0.08% |
$5.84K - $6.79K
|
18.7K
$7.64M
|