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 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.06K- 0.41% |
$414K - $482K
|
256K
$102M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-1.07K- 1.55% |
$415K - $482K
|
67.7K
$27.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.07K- 0.78% |
$417K - $485K
|
136K
$54.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.08K- 6.88% |
$419K - $487K
|
14.6K
$5.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.08K- 2.55% |
$420K - $488K
|
41.1K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.08K- 1.87% |
$420K - $488K
|
56.5K
$22.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.08K- 46.06% |
$420K - $489K
|
1.27K
$506K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.08K- 4.12% |
$421K - $490K
|
25.2K
$10.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.09K- 4.3% |
$423K - $492K
|
24.2K
$9.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.09K- 1.35% |
$423K - $492K
|
79.5K
$31.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.09K- 1.39% |
$424K - $493K
|
77K
$30.8M
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.09K- 65.37% |
$425K - $494K
|
578
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.09K- 16.86% |
$425K - $494K
|
5.38K
$2.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.11K- 2.49% |
$431K - $501K
|
43.3K
$17.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.12K- 0.88% |
$434K - $505K
|
125K
$50M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.12K- 7.82% |
$434K - $505K
|
13.2K
$5.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.12K- 9.62% |
$435K - $506K
|
10.5K
$4.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.13K- 0.15% |
$438K - $509K
|
752K
$301M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-1.13K- 4.19% |
$442K - $514K
|
25.9K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-1.14K- 0.41% |
$442K - $514K
|
275K
$110M
|
|
|
Jul 17, 2024
Q2 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-1.14K- 13.1% |
$443K - $515K
|
7.54K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.14K- 3.87% |
$443K - $515K
|
28.2K
$11.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.15K- 1.7% |
$448K - $521K
|
66.4K
$26.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-1.15K- 1.2% |
$448K - $521K
|
95.1K
$38M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-1.15K- 1.72% |
$448K - $521K
|
66K
$26.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-1.16K- 4.17% |
$453K - $527K
|
26.8K
$10.7M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.17K- 3.56% |
$455K - $529K
|
31.6K
$12.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.17K- 1.93% |
$456K - $530K
|
59.5K
$23.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.18K- 28.81% |
$459K - $534K
|
2.91K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-1.18K- 1.32% |
$461K - $536K
|
88.1K
$35.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.19K- 2.47% |
$463K - $539K
|
47.1K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.19K- 13.26% |
$464K - $539K
|
7.79K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.19K- 4.87% |
$464K - $540K
|
23.3K
$9.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-1.2K- 16.66% |
$465K - $541K
|
5.98K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.2K- 1.07% |
$467K - $543K
|
111K
$44.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 9.12% |
$468K - $544K
|
12K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-1.2K- 33.31% |
$468K - $544K
|
2.41K
$962K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.21K- 1.94% |
$469K - $546K
|
61K
$24.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.21K- 1.32% |
$472K - $549K
|
90.8K
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.23K- 2.25% |
$478K - $557K
|
53.3K
$21.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.23K- 36.29% |
$480K - $558K
|
2.17K
$865K
|
|
|
Jul 25, 2024
Q2 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.24K- 0.22% |
$484K - $563K
|
562K
$225M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.25K- 10.78% |
$488K - $567K
|
10.4K
$4.14M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.25K- 1.54% |
$488K - $568K
|
80.2K
$32M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 0.2% |
$491K - $571K
|
625K
$250M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.26K- 0.64% |
$491K - $571K
|
195K
$77.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.27K- 1.36% |
$493K - $573K
|
91.7K
$36.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.28K- 2.32% |
$496K - $577K
|
53.7K
$21.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.28K- 3.35% |
$497K - $578K
|
36.8K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.28K- 0.79% |
$497K - $578K
|
161K
$64.3M
|