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
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.77K+ 0.71% |
$689K - $802K
|
251K
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.76K+ 13.31% |
$687K - $799K
|
15K
$6.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.76K+ 12.5% |
$685K - $797K
|
15.8K
$6.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.76K+ 15.82% |
$684K - $795K
|
12.9K
$5.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.76K+ 1.59% |
$683K - $795K
|
112K
$47.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76K+ 164.63% |
$683K - $795K
|
2.82K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.75K+ 46.18% |
$682K - $793K
|
5.55K
$2.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.75K+ 2.3% |
$680K - $791K
|
77.7K
$32.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.74K+ 29.49% |
$678K - $788K
|
7.64K
$3.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.71K+ 15.12% |
$666K - $774K
|
13K
$5.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
1.71K+ 0.54% |
$665K - $773K
|
319K
$134M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.71K+ 31.88% |
$665K - $773K
|
7.06K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.7K+ 6.67% |
$663K - $772K
|
27.3K
$11.5M
|
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.7K+ 36.51% |
$661K - $769K
|
6.35K
$2.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.7K+ 2.81% |
$660K - $768K
|
62.1K
$26.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.69KNew |
$656K - $764K
|
1.69K
$708K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.68K+ 22.54% |
$655K - $762K
|
9.14K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
1.68K+ 25.42% |
$654K - $761K
|
8.29K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.65KNew |
$642K - $747K
|
1.65K
$693K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.64K+ 2.85% |
$637K - $740K
|
59K
$24.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.63K+ 4.86% |
$636K - $740K
|
35.3K
$14.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.63K+ 1.48% |
$634K - $737K
|
111K
$46.8M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.63K+ 2.84% |
$633K - $736K
|
59K
$24.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 1.91% |
$629K - $731K
|
86K
$36.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.61K+ 18.1% |
$628K - $730K
|
10.5K
$4.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.61K+ 1.07% |
$628K - $730K
|
152K
$63.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.61K+ 37.74% |
$626K - $729K
|
5.87K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.6K+ 1.5% |
$624K - $726K
|
108K
$45.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
1.6K+ 10.39% |
$624K - $726K
|
17K
$7.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.6K+ 7.45% |
$623K - $725K
|
23.1K
$9.7M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.6KNew |
$623K - $725K
|
1.6K
$672K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.6KNew |
$621K - $723K
|
1.6K
$671K
|
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.59K+ 1.89% |
$619K - $720K
|
85.8K
$36M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.57K+ 29.17% |
$613K - $713K
|
6.97K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.57K+ 23.46% |
$612K - $712K
|
8.28K
$3.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.57K+ 82.3% |
$610K - $710K
|
3.47K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.57K+ 10.33% |
$609K - $709K
|
16.7K
$7.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.56K+ 7.31% |
$608K - $707K
|
22.9K
$9.63M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.56K+ 10.73% |
$608K - $707K
|
16.1K
$6.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.56K+ 48.16% |
$607K - $706K
|
4.8K
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.55K+ 3.67% |
$603K - $702K
|
43.7K
$18.4M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.55K+ 5.3% |
$603K - $702K
|
30.8K
$12.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 2.52% |
$603K - $701K
|
63.1K
$26.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.55K+ 0.41% |
$602K - $701K
|
380K
$160M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.55K+ 3.53% |
$602K - $700K
|
45.3K
$19M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.54K+ 8.94% |
$600K - $698K
|
18.8K
$7.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
1.54K+ 4.73% |
$600K - $698K
|
34.1K
$14.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.53K+ 5.66% |
$597K - $695K
|
28.6K
$12M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.53K+ 6.69% |
$597K - $695K
|
24.5K
$10.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.53K+ 1.27% |
$597K - $695K
|
122K
$51.4M
|