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 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3.9KNew |
$1.52M - $1.77M
|
3.9K
$1.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.87K+ 11.23% |
$1.51M - $1.75M
|
38.4K
$16.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
3.86K+ 1.6% |
$1.5M - $1.75M
|
245K
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.85K+ 2.58% |
$1.5M - $1.74M
|
153K
$64.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.84K+ 10.29% |
$1.5M - $1.74M
|
41.1K
$17.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.83K+ 20.98% |
$1.49M - $1.73M
|
22.1K
$9.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.82K+ 15.86% |
$1.49M - $1.73M
|
27.9K
$11.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.82KNew |
$1.49M - $1.73M
|
3.82K
$1.61M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.78K+ 38.73% |
$1.47M - $1.71M
|
13.5K
$5.69M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.78K+ 1.51% |
$1.47M - $1.71M
|
254K
$107M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.78K+ 14.24% |
$1.47M - $1.71M
|
30.3K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.78K+ 17.08% |
$1.47M - $1.71M
|
25.9K
$10.9M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.77K+ 16.94% |
$1.47M - $1.71M
|
26K
$10.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.74K+ 2.21% |
$1.46M - $1.69M
|
173K
$72.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.73K+ 93.89% |
$1.45M - $1.69M
|
7.71K
$3.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.73K+ 11.26% |
$1.45M - $1.69M
|
36.9K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
3.7K+ 0.21% |
$1.44M - $1.68M
|
1.77M
$744M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.7K+ 1.74% |
$1.44M - $1.68M
|
216K
$90.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.69K+ 56.32% |
$1.44M - $1.67M
|
10.2K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
3.69K+ 7.63% |
$1.44M - $1.67M
|
52K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 100.05% |
$1.43M - $1.67M
|
7.36K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.66K+ 6.4% |
$1.42M - $1.66M
|
60.8K
$25.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
3.63K+ 0.78% |
$1.41M - $1.64M
|
467K
$196M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.62K+ 27.08% |
$1.41M - $1.64M
|
17K
$7.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.58K+ 3.56% |
$1.39M - $1.62M
|
104K
$43.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.56K+ 6.89% |
$1.39M - $1.61M
|
55.3K
$23.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.53K+ 5.88% |
$1.37M - $1.6M
|
63.5K
$26.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.53K+ 2.96% |
$1.37M - $1.6M
|
123K
$51.6M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.52K+ 3.29% |
$1.37M - $1.6M
|
111K
$46.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.52K+ 34.31% |
$1.37M - $1.59M
|
13.8K
$5.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.49K+ 4.55% |
$1.36M - $1.58M
|
80.3K
$33.7M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.49K+ 5.11% |
$1.36M - $1.58M
|
71.8K
$30.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.48K+ 6.94% |
$1.35M - $1.57M
|
53.6K
$22.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 6.82% |
$1.35M - $1.57M
|
54.3K
$22.8M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.44KNew |
$1.34M - $1.56M
|
3.44K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.44K+ 50.45% |
$1.34M - $1.56M
|
10.3K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.43K+ 6.98% |
$1.33M - $1.55M
|
52.5K
$22.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.42K+ 2.36% |
$1.33M - $1.55M
|
149K
$62.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.42K+ 14.32% |
$1.33M - $1.55M
|
27.3K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
3.41K+ 1.83% |
$1.33M - $1.54M
|
190K
$79.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.4K+ 2.07% |
$1.32M - $1.54M
|
168K
$70.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3.4K+ 23.88% |
$1.32M - $1.54M
|
17.6K
$7.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.38K+ 0.96% |
$1.32M - $1.53M
|
356K
$149M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.38K+ 8.2% |
$1.32M - $1.53M
|
44.6K
$18.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.35K+ 12.97% |
$1.31M - $1.52M
|
29.2K
$12.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.34K+ 9.85% |
$1.3M - $1.51M
|
37.2K
$15.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3.34K+ 26.7% |
$1.3M - $1.51M
|
15.8K
$6.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.31K+ 3.05% |
$1.29M - $1.5M
|
112K
$46.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.29K+ 19.22% |
$1.28M - $1.49M
|
20.4K
$8.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.27K+ 6.61% |
$1.27M - $1.48M
|
52.7K
$22.2M
|