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 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-509- 0.41% |
$198K - $231K
|
124K
$44.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-509- 34.74% |
$198K - $231K
|
956
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-512- 3.94% |
$199K - $232K
|
12.5K
$4.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-512- 12.99% |
$199K - $232K
|
3.43K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-512- 0.4% |
$199K - $232K
|
129K
$46.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-513- 1.9% |
$200K - $232K
|
26.5K
$9.53M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-515- 15.26% |
$201K - $233K
|
2.86K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-516- 1.23% |
$201K - $234K
|
41.3K
$14.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-519- 0.36% |
$202K - $235K
|
142K
$50.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-523- 0.2% |
$204K - $237K
|
258K
$92.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-524- 23.17% |
$204K - $237K
|
1.74K
$624K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-524- 3.82% |
$204K - $237K
|
13.2K
$4.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-524- 1.02% |
$204K - $237K
|
50.9K
$18.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-525- 1.31% |
$204K - $238K
|
39.4K
$14.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-526- 3.8% |
$205K - $238K
|
13.3K
$4.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-528- 3.84% |
$206K - $239K
|
13.2K
$4.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-534- 1.18% |
$208K - $242K
|
44.8K
$16.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-538- 3.14% |
$209K - $244K
|
16.6K
$5.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-538- 5.76% |
$209K - $244K
|
8.81K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-539- 2.91% |
$210K - $244K
|
18K
$6.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-540- 11.45% |
$210K - $245K
|
4.18K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-540- 0.72% |
$210K - $245K
|
74.1K
$26.6M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-541- 6.12% |
$211K - $245K
|
8.3K
$2.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-544- 3.83% |
$212K - $246K
|
13.7K
$4.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-546- 0.72% |
$213K - $247K
|
74.8K
$26.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-547- 2.31% |
$213K - $248K
|
23.2K
$8.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-547- 4.53% |
$213K - $248K
|
11.5K
$4.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-548- 11.77% |
$213K - $248K
|
4.11K
$1.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-549- 1.98% |
$214K - $249K
|
27.2K
$9.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-550- 3.64% |
$214K - $249K
|
14.6K
$5.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-552- 1.18% |
$215K - $250K
|
46.2K
$16.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-554- 3.11% |
$216K - $251K
|
17.2K
$6.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-554- 0.08% |
$216K - $251K
|
734K
$264M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-555- 3.42% |
$216K - $251K
|
15.7K
$5.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-557- 2.38% |
$217K - $252K
|
22.8K
$8.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-559- 1.21% |
$218K - $253K
|
45.5K
$16.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-561- 1.19% |
$218K - $254K
|
46.4K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-561- 3.04% |
$218K - $254K
|
17.9K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-562- 1.3% |
$219K - $255K
|
42.5K
$15.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-564- 0.54% |
$220K - $255K
|
103K
$37M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-567- 1.24% |
$221K - $257K
|
45.3K
$16.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-570- 4.43% |
$222K - $258K
|
12.3K
$4.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-571- 0.59% |
$222K - $259K
|
95.9K
$34.4M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-573- 5.88% |
$223K - $259K
|
9.17K
$3.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-575- 3.22% |
$224K - $260K
|
17.3K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-577- 11.27% |
$225K - $261K
|
4.54K
$1.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-584- 3.16% |
$227K - $264K
|
17.9K
$6.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-585- 2.04% |
$228K - $265K
|
28.1K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-585- 0.57% |
$228K - $265K
|
102K
$36.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-588- 6.4% |
$229K - $266K
|
8.6K
$3.09M
|