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 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.09K+ 5.16% |
$815K - $948K
|
42.7K
$18.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.09K+ 38.25% |
$813K - $946K
|
7.55K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.07K+ 4.88% |
$806K - $938K
|
44.5K
$19M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.06K+ 8.95% |
$803K - $934K
|
25.1K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.06KNew |
$801K - $932K
|
2.06K
$880K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.06K+ 46.4% |
$800K - $931K
|
6.49K
$2.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.05K+ 3.23% |
$800K - $930K
|
65.7K
$28.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.05K+ 1.08% |
$797K - $927K
|
192K
$82.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
2.04K+ 8.98% |
$795K - $925K
|
24.8K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.04K+ 16.82% |
$795K - $924K
|
14.2K
$6.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.04KNew |
$795K - $924K
|
2.04K
$873K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
2.03K+ 18.97% |
$792K - $921K
|
12.8K
$5.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.03K+ 27.68% |
$790K - $919K
|
9.36K
$4M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
2.03K+ 9.15% |
$788K - $917K
|
24.2K
$10.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.02K+ 2.46% |
$788K - $917K
|
84.3K
$36.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.02K+ 3.12% |
$786K - $914K
|
66.7K
$28.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.01K+ 8.46% |
$783K - $910K
|
25.8K
$11M
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
BUY
|
- |
2.01K+ 13.41% |
$781K - $908K
|
17K
$7.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2K+ 10.81% |
$779K - $906K
|
20.5K
$8.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2K+ 323.62% |
$779K - $906K
|
2.62K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.97KNew |
$765K - $890K
|
1.97K
$841K
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.96KNew |
$764K - $889K
|
1.96K
$840K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.96K+ 5.18% |
$763K - $888K
|
39.8K
$17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.94K+ 6.47% |
$753K - $876K
|
31.8K
$13.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.93K+ 13.48% |
$751K - $873K
|
16.2K
$6.95M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.92K+ 14.27% |
$748K - $869K
|
15.4K
$6.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.91K+ 10.68% |
$745K - $867K
|
19.8K
$8.49M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.91K+ 6.47% |
$743K - $864K
|
31.4K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 8.99% |
$743K - $864K
|
23.1K
$9.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.91K+ 2.88% |
$742K - $864K
|
68.2K
$29.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.91K+ 5.75% |
$742K - $863K
|
35K
$15M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.9K+ 3.74% |
$741K - $862K
|
52.7K
$22.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
1.9K+ 20.64% |
$740K - $861K
|
11.1K
$4.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Parus Finance (Uk) LTD
London, X0 |
BUY
|
- |
1.89K+ 3.95% |
$736K - $856K
|
49.8K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.88K+ 6.06% |
$733K - $853K
|
33K
$14.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.88K+ 13.57% |
$732K - $851K
|
15.7K
$6.73M
|
|
|
Nov 14, 2024
Q2 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
1.88K+ 18.54% |
$730K - $850K
|
12K
$5.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.86K+ 5.51% |
$725K - $843K
|
35.6K
$15.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.86K+ 4.94% |
$723K - $841K
|
39.5K
$16.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
1.86K+ 7.79% |
$722K - $840K
|
25.7K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.85K+ 33.26% |
$721K - $838K
|
7.42K
$3.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.85K+ 7.67% |
$720K - $837K
|
26K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.84K+ 0.91% |
$714K - $831K
|
205K
$87.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.83KNew |
$712K - $829K
|
1.83K
$783K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.83K+ 3.25% |
$711K - $826K
|
57.9K
$24.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.82K+ 29.55% |
$708K - $824K
|
7.97K
$3.41M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.81K+ 53.34% |
$706K - $821K
|
5.22K
$2.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Hendley & CO Inc
|
BUY
|
- |
1.81K+ 3.47% |
$706K - $821K
|
54.1K
$23.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.8K+ 2.14% |
$702K - $816K
|
85.9K
$36.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.79K+ 3.48% |
$698K - $812K
|
53.3K
$22.8M
|