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 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.96K+ 9.11% |
$2.71M - $3.15M
|
83.3K
$35M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.9K+ 165.5% |
$2.69M - $3.13M
|
11.1K
$4.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
6.9K+ 6.31% |
$2.69M - $3.12M
|
116K
$48.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.86K+ 10.5% |
$2.67M - $3.1M
|
72.1K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Anabranch Capital Management, LP
New York, NY |
BUY
|
- |
6.75K+ 13.93% |
$2.63M - $3.06M
|
55.2K
$23.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.75K+ 97.12% |
$2.63M - $3.06M
|
13.7K
$5.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
6.75K+ 26.2% |
$2.63M - $3.06M
|
32.5K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.74K+ 9.06% |
$2.63M - $3.05M
|
81.2K
$34.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.69KNew |
$2.6M - $3.03M
|
6.69K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.67K+ 8.94% |
$2.6M - $3.02M
|
81.3K
$34.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
6.66K+ 2.31% |
$2.59M - $3.02M
|
295K
$124M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.66K+ 43.9% |
$2.59M - $3.01M
|
21.8K
$9.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.62K+ 1.35% |
$2.58M - $3M
|
498K
$209M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.61K+ 0.73% |
$2.57M - $2.99M
|
911K
$383M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
6.59K+ 98.96% |
$2.57M - $2.98M
|
13.2K
$5.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.59K+ 42.5% |
$2.56M - $2.98M
|
22.1K
$9.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.55K+ 1.61% |
$2.55M - $2.97M
|
413K
$173M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.54KNew |
$2.55M - $2.96M
|
6.54K
$2.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.54K+ 80.13% |
$2.55M - $2.96M
|
14.7K
$6.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.46K+ 21.83% |
$2.51M - $2.92M
|
36K
$15.1M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.44KNew |
$2.51M - $2.92M
|
6.44K
$2.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.44K+ 25.6% |
$2.51M - $2.91M
|
31.6K
$13.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
6.41KNew |
$2.49M - $2.9M
|
6.41K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Newbrook Capital Advisors LP
New York, NY |
BUY
|
- |
6.39K+ 8.62% |
$2.49M - $2.89M
|
80.5K
$33.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
6.39K+ 26.51% |
$2.49M - $2.89M
|
30.5K
$12.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.36K+ 1.99% |
$2.48M - $2.88M
|
327K
$137M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
6.36K+ 19.76% |
$2.48M - $2.88M
|
38.5K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.36K+ 516.57% |
$2.48M - $2.88M
|
7.59K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Arvin Capital Management LP
Austin, TX |
BUY
|
- |
6.34K+ 67.16% |
$2.47M - $2.87M
|
15.8K
$6.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
6.33K+ 2.81% |
$2.46M - $2.86M
|
232K
$97.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.3K+ 3.01% |
$2.45M - $2.85M
|
216K
$90.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
6.3KNew |
$2.45M - $2.85M
|
6.3K
$2.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
6.27K+ 322.71% |
$2.44M - $2.84M
|
8.21K
$3.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
6.24K+ 45.96% |
$2.43M - $2.82M
|
19.8K
$8.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.21K+ 3.19% |
$2.42M - $2.81M
|
201K
$84.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.2K+ 15.36% |
$2.41M - $2.81M
|
46.6K
$19.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6.19KNew |
$2.41M - $2.8M
|
6.19K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
6.15K+ 18.74% |
$2.39M - $2.78M
|
38.9K
$16.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.13K+ 1.49% |
$2.39M - $2.78M
|
419K
$176M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
6.09K+ 17.17% |
$2.37M - $2.76M
|
41.5K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ratan Capital Management LP
Miami Beach, FL |
BUY
|
- |
6K+ 18.6% |
$2.34M - $2.72M
|
38.3K
$16.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.98K+ 13.45% |
$2.33M - $2.71M
|
50.5K
$21.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.94K+ 48.88% |
$2.31M - $2.69M
|
18.1K
$7.6M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
5.94KNew |
$2.31M - $2.69M
|
5.94K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.94K+ 1.05% |
$2.31M - $2.69M
|
572K
$240M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.94K+ 6.12% |
$2.31M - $2.69M
|
103K
$43.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.9K+ 2.23% |
$2.3M - $2.67M
|
271K
$114M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.88K+ 4.05% |
$2.29M - $2.66M
|
151K
$63.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.88K+ 3.57% |
$2.29M - $2.66M
|
170K
$71.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.86K+ 7.63% |
$2.28M - $2.65M
|
82.6K
$34.7M
|