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 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-24- 1.12% |
$9.34K - $10.9K
|
2.12K
$865K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-24- 0.36% |
$9.34K - $10.9K
|
6.66K
$2.72M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-24- 0.51% |
$9.34K - $10.9K
|
4.7K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-24- 0.19% |
$9.34K - $10.9K
|
12.6K
$5.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-24- 0.17% |
$9.34K - $10.9K
|
14.4K
$5.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-24- 3.13% |
$9.34K - $10.9K
|
743
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.16% |
$9.34K - $10.9K
|
14.9K
$6.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-25- 1.1% |
$9.73K - $11.3K
|
2.24K
$914K
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-25- 0.4% |
$9.73K - $11.3K
|
6.19K
$2.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-25- 0.7% |
$9.73K - $11.3K
|
3.52K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.24% |
$9.73K - $11.3K
|
10.5K
$4.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-25- 0.47% |
$9.73K - $11.3K
|
5.29K
$2.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 0.04% |
$9.73K - $11.3K
|
62.1K
$25.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 0.27% |
$9.73K - $11.3K
|
9.39K
$3.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-25- 12.2% |
$9.73K - $11.3K
|
180
$73.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-25- 0.07% |
$9.73K - $11.3K
|
37.1K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-25- 1.77% |
$9.73K - $11.3K
|
1.38K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25- 0.6% |
$9.73K - $11.3K
|
4.15K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 2.59% |
$9.73K - $11.3K
|
940
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-25- 0.31% |
$9.73K - $11.3K
|
8K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-25- 0.07% |
$9.73K - $11.3K
|
34.5K
$14.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-26- 2.53% |
$10.1K - $11.8K
|
1K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-26- 0.41% |
$10.1K - $11.8K
|
6.29K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-26- 0.48% |
$10.1K - $11.8K
|
5.35K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-26- 3.14% |
$10.1K - $11.8K
|
803
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-26- 0.36% |
$10.1K - $11.8K
|
7.12K
$2.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-27- 0.1% |
$10.5K - $12.2K
|
28.3K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-27- 0.49% |
$10.5K - $12.2K
|
5.43K
$2.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-27- 2.48% |
$10.5K - $12.2K
|
1.06K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-27- 0.78% |
$10.5K - $12.2K
|
3.45K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-27- 0.05% |
$10.5K - $12.2K
|
53.4K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-27- 0.39% |
$10.5K - $12.2K
|
6.86K
$2.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-28- 0.77% |
$10.9K - $12.7K
|
3.61K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-28- 0.37% |
$10.9K - $12.7K
|
7.56K
$3.09M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-29- 0.1% |
$11.3K - $13.1K
|
30K
$12.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-29- 0.17% |
$11.3K - $13.1K
|
16.7K
$6.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-29- 0.68% |
$11.3K - $13.1K
|
4.25K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-29- 0.32% |
$11.3K - $13.1K
|
9.01K
$3.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-29- 1.08% |
$11.3K - $13.1K
|
2.67K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-29- 4.79% |
$11.3K - $13.1K
|
577
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.12% |
$11.3K - $13.1K
|
23.4K
$9.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.28% |
$11.3K - $13.1K
|
10.3K
$4.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-30- 1.02% |
$11.7K - $13.6K
|
2.92K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-30- 0.04% |
$11.7K - $13.6K
|
73.9K
$30.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-30- 2.73% |
$11.7K - $13.6K
|
1.07K
$437K
|
|
|
Aug 12, 2024
Q2 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-30- 4.08% |
$11.7K - $13.6K
|
705
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-30- 0.28% |
$11.7K - $13.6K
|
10.9K
$4.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-31- 0.5% |
$12.1K - $14K
|
6.15K
$2.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-32- 0.15% |
$12.5K - $14.5K
|
20.7K
$8.46M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-32- 0.32% |
$12.5K - $14.5K
|
9.85K
$4.02M
|