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 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-797- 7.29% |
$310K - $361K
|
10.1K
$3.64M
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-798- 2.25% |
$311K - $361K
|
34.6K
$12.4M
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-802- 5.58% |
$312K - $363K
|
13.6K
$4.87M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-802- 6.48% |
$312K - $363K
|
11.6K
$4.16M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-804- 0.93% |
$313K - $364K
|
85.8K
$30.8M
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-806- 3.9% |
$314K - $365K
|
19.9K
$7.14M
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-807- 2.93% |
$314K - $365K
|
26.8K
$9.61M
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-807- 1.17% |
$314K - $365K
|
68.3K
$24.5M
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-808- 6.65% |
$315K - $366K
|
11.3K
$4.07M
|
|
Jul 26, 2024
Q2 2024
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-812- 46.45% |
$316K - $368K
|
936
$336K
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-815- 1.16% |
$317K - $369K
|
69.7K
$25M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-816- 3.29% |
$318K - $370K
|
24K
$8.61M
|
|
Aug 01, 2024
Q2 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-816- 5.88% |
$318K - $370K
|
13.1K
$4.69M
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-818- 0.86% |
$318K - $370K
|
93.9K
$33.7M
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-820- 4.93% |
$319K - $371K
|
15.8K
$5.67M
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-820- 3.42% |
$319K - $371K
|
23.1K
$8.31M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-824- 0.92% |
$321K - $373K
|
88.9K
$31.9M
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
SELL
|
- |
-826- 4.45% |
$322K - $374K
|
17.7K
$6.36M
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-831- 2.74% |
$324K - $376K
|
29.5K
$10.6M
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-831- 0.91% |
$324K - $376K
|
90.8K
$32.6M
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-840- 0.13% |
$327K - $380K
|
644K
$231M
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-841- 32.95% |
$327K - $381K
|
1.71K
$614K
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-842- 1.47% |
$328K - $381K
|
56.6K
$20.3M
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-842- 2.23% |
$328K - $381K
|
37K
$13.3M
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-844- 1.94% |
$329K - $382K
|
42.7K
$15.3M
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-846- 3.15% |
$329K - $383K
|
26K
$9.33M
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-850- 3.48% |
$331K - $385K
|
23.6K
$8.48M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-851- 10.34% |
$331K - $385K
|
7.38K
$2.65M
|
|
Aug 13, 2024
Q2 2024
|
Bain Capital Public Equity, LP
Boston, MA |
SELL
|
- |
-851- 9.33% |
$331K - $385K
|
8.27K
$2.97M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-853- 1.22% |
$332K - $386K
|
68.9K
$24.7M
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-855- 14.6% |
$333K - $387K
|
5K
$1.8M
|
|
Aug 13, 2024
Q2 2024
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-857- 4.48% |
$334K - $388K
|
18.3K
$6.57M
|
|
Jul 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-863- 3.3% |
$336K - $391K
|
25.3K
$9.08M
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-863- 2.83% |
$336K - $391K
|
29.7K
$10.7M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-868- 10.21% |
$338K - $393K
|
7.64K
$2.74M
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-875- 2.3% |
$341K - $396K
|
37.2K
$13.4M
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-875- 3.11% |
$341K - $396K
|
27.3K
$9.79M
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-876- 3.84% |
$341K - $397K
|
21.9K
$7.88M
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-876- 1.24% |
$341K - $397K
|
70K
$25.1M
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-878- 2.57% |
$342K - $398K
|
33.3K
$12M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-879- 6.37% |
$342K - $398K
|
12.9K
$4.64M
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-883- 2.1% |
$344K - $400K
|
41.2K
$14.8M
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-888- 3.4% |
$346K - $402K
|
25.3K
$9.07M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-888- 1.76% |
$346K - $402K
|
49.7K
$17.8M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-893- 0.78% |
$348K - $404K
|
114K
$41M
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-895- 3.71% |
$348K - $405K
|
23.2K
$8.33M
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-900- 1.05% |
$350K - $408K
|
85.2K
$30.6M
|
|
Aug 01, 2024
Q2 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-901- 1.13% |
$351K - $408K
|
78.5K
$28.2M
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-903- 3.02% |
$352K - $409K
|
29K
$10.4M
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-907- 6.24% |
$353K - $411K
|
13.6K
$4.9M
|