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 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.38K+ 1.16% |
$928K - $1.08M
|
209K
$89.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.38K+ 59.48% |
$925K - $1.08M
|
6.37K
$2.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.37K+ 4.43% |
$924K - $1.07M
|
56K
$23.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.37KNew |
$922K - $1.07M
|
2.37K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
2.37K+ 97.29% |
$922K - $1.07M
|
4.8K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.36KNew |
$919K - $1.07M
|
2.36K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Shaker Investments LLC
|
BUY
|
- |
2.36K+ 27.95% |
$918K - $1.07M
|
10.8K
$4.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.35K+ 3.1% |
$916K - $1.07M
|
78.3K
$33.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.35K+ 7.42% |
$915K - $1.06M
|
34K
$14.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.35K+ 42.0% |
$913K - $1.06M
|
7.93K
$3.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.34KNew |
$912K - $1.06M
|
2.34K
$1M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.34K+ 7.74% |
$910K - $1.06M
|
32.5K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
2.33K+ 2.54% |
$909K - $1.06M
|
94.3K
$40.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
2.33K+ 3.27% |
$907K - $1.06M
|
73.7K
$31.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.33K+ 7.37% |
$907K - $1.06M
|
33.9K
$14.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.33K+ 8.27% |
$906K - $1.05M
|
30.5K
$13M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.31K+ 88.62% |
$898K - $1.04M
|
4.91K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.3K+ 1.65% |
$895K - $1.04M
|
141K
$60.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 9.7% |
$894K - $1.04M
|
26K
$11.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
2.29K+ 32.52% |
$892K - $1.04M
|
9.34K
$4M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.29K+ 1.43% |
$892K - $1.04M
|
163K
$69.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.28K+ 17.79% |
$888K - $1.03M
|
15.1K
$6.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.28K+ 8.54% |
$888K - $1.03M
|
29K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.28KNew |
$887K - $1.03M
|
2.28K
$975K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.27K+ 3.9% |
$884K - $1.03M
|
60.5K
$25.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.26K+ 290.63% |
$881K - $1.03M
|
3.04K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.24K+ 7.25% |
$873K - $1.02M
|
33.2K
$14.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 2.99% |
$873K - $1.02M
|
77.3K
$33.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.24K+ 7.7% |
$871K - $1.01M
|
31.3K
$13.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.23K+ 4.0% |
$869K - $1.01M
|
58.1K
$24.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
2.23K+ 2.18% |
$866K - $1.01M
|
104K
$44.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
2.22KNew |
$865K - $1.01M
|
2.22K
$950K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.21K+ 45.34% |
$862K - $1M
|
7.1K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.2K+ 4.88% |
$857K - $997K
|
47.3K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.19K+ 8.07% |
$852K - $991K
|
29.3K
$12.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.19K+ 1.42% |
$851K - $990K
|
156K
$66.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.18K+ 2.49% |
$849K - $988K
|
89.7K
$38.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.17K+ 8.24% |
$846K - $984K
|
28.5K
$12.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.17K+ 4.55% |
$845K - $983K
|
49.8K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.17K+ 14.31% |
$843K - $981K
|
17.3K
$7.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.17K+ 8.67% |
$843K - $980K
|
27.1K
$11.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.15K+ 6.54% |
$838K - $975K
|
35K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.15K+ 2.12% |
$837K - $973K
|
104K
$44.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.14K+ 2.71% |
$832K - $968K
|
81.1K
$34.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.14K+ 1.98% |
$832K - $968K
|
110K
$47.1M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.14KNew |
$832K - $967K
|
2.14K
$914K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.13K+ 15.23% |
$830K - $965K
|
16.1K
$6.9M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.12K+ 0.65% |
$826K - $961K
|
331K
$142M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.12K+ 18.04% |
$825K - $959K
|
13.9K
$5.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.11K+ 1.15% |
$820K - $954K
|
185K
$79.2M
|