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 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.79K+ 15.88% |
$1.08M - $1.26M
|
20.3K
$8.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.78K+ 10.78% |
$1.08M - $1.26M
|
28.6K
$12M
|
|
|
Aug 07, 2024
Q2 2024
|
Parametrica Management LTD
|
BUY
|
- |
2.76K+ 25.6% |
$1.08M - $1.25M
|
13.6K
$5.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.76K+ 19.09% |
$1.07M - $1.25M
|
17.2K
$7.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.72K+ 14.49% |
$1.06M - $1.23M
|
21.5K
$9.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.72K+ 18.45% |
$1.06M - $1.23M
|
17.5K
$7.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Marks Wealth, LLC
|
BUY
|
- |
2.7KNew |
$1.05M - $1.22M
|
2.7K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.7K+ 45.83% |
$1.05M - $1.22M
|
8.59K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.69K+ 2.01% |
$1.05M - $1.22M
|
137K
$57.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.66K+ 3.15% |
$1.04M - $1.2M
|
87K
$36.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.66K+ 2.57% |
$1.04M - $1.2M
|
106K
$44.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2.65K+ 123.12% |
$1.03M - $1.2M
|
4.8K
$2.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.65K+ 4.89% |
$1.03M - $1.2M
|
56.7K
$23.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.64K+ 20.45% |
$1.03M - $1.19M
|
15.5K
$6.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.62K+ 3.54% |
$1.02M - $1.18M
|
76.4K
$32.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.61KNew |
$1.01M - $1.18M
|
2.61K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.58K+ 0.58% |
$1.01M - $1.17M
|
445K
$187M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.58KNew |
$1M - $1.17M
|
2.58K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 2.48% |
$1M - $1.17M
|
107K
$44.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.56K+ 1.61% |
$998K - $1.16M
|
161K
$67.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.56K+ 29.18% |
$996K - $1.16M
|
11.3K
$4.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.56K+ 9.01% |
$995K - $1.16M
|
30.9K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.55K+ 6.52% |
$994K - $1.16M
|
41.7K
$17.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.55K+ 23.94% |
$993K - $1.15M
|
13.2K
$5.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.55K+ 7.23% |
$992K - $1.15M
|
37.8K
$15.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.54K+ 10.05% |
$987K - $1.15M
|
27.8K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.53K+ 28.32% |
$985K - $1.15M
|
11.5K
$4.82M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.52K+ 16.82% |
$982K - $1.14M
|
17.5K
$7.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.52K+ 1.38% |
$981K - $1.14M
|
186K
$78M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.51K+ 9.91% |
$977K - $1.14M
|
27.8K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.48K+ 276.81% |
$967K - $1.12M
|
3.38K
$1.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.48K+ 37.21% |
$966K - $1.12M
|
9.15K
$3.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
2.48K+ 15.61% |
$964K - $1.12M
|
18.3K
$7.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.47K+ 5.51% |
$963K - $1.12M
|
47.3K
$19.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.47KNew |
$962K - $1.12M
|
2.47K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.47K+ 0.56% |
$961K - $1.12M
|
446K
$187M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.45KNew |
$955K - $1.11M
|
2.45K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
2.45K+ 1.38% |
$955K - $1.11M
|
180K
$75.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
2.44K+ 3.41% |
$950K - $1.1M
|
74K
$31.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.44K+ 6.95% |
$950K - $1.1M
|
37.6K
$15.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
2.44K+ 13.8% |
$949K - $1.1M
|
20.1K
$8.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.43K+ 1.22% |
$948K - $1.1M
|
202K
$84.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.43K+ 100.0% |
$948K - $1.1M
|
4.87K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.41K+ 0.64% |
$937K - $1.09M
|
381K
$160M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.39K+ 3.65% |
$929K - $1.08M
|
67.7K
$28.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.38K+ 1.16% |
$928K - $1.08M
|
209K
$87.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.38K+ 59.48% |
$925K - $1.08M
|
6.37K
$2.68M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.37K+ 4.43% |
$924K - $1.07M
|
56K
$23.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.37KNew |
$922K - $1.07M
|
2.37K
$995K
|
|
|
Aug 01, 2024
Q2 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.37K+ 97.29% |
$922K - $1.07M
|
4.8K
$2.02M
|