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 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.36K+ 61.46% |
$530K - $617K
|
3.58K
$1.5M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.36KNew |
$529K - $615K
|
1.36K
$571K
|
|
|
Aug 12, 2024
Q2 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
1.36K+ 1.31% |
$529K - $615K
|
105K
$44.1M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.36K+ 6.12% |
$528K - $614K
|
23.5K
$9.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 3.1% |
$527K - $613K
|
45K
$18.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.35K+ 17.32% |
$527K - $613K
|
9.17K
$3.85M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.35K+ 0.36% |
$527K - $613K
|
381K
$160M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.35K+ 0.97% |
$526K - $612K
|
141K
$59.3M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.35K+ 1.35% |
$526K - $611K
|
101K
$42.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.35K+ 0.61% |
$525K - $611K
|
221K
$93M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.35K+ 6.56% |
$525K - $610K
|
21.9K
$9.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 6.91% |
$524K - $610K
|
20.8K
$8.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.34K+ 1.83% |
$522K - $607K
|
74.8K
$31.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.33K+ 1.45% |
$517K - $601K
|
92.6K
$38.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.33K+ 43.44% |
$516K - $600K
|
4.38K
$1.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.32K+ 14.12% |
$515K - $600K
|
10.7K
$4.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.32K+ 2.56% |
$512K - $595K
|
52.7K
$22.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.32K+ 0.08% |
$512K - $595K
|
1.63M
$686M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.31K+ 0.99% |
$510K - $593K
|
134K
$56.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.31K+ 4.06% |
$508K - $591K
|
33.4K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 0.52% |
$508K - $591K
|
253K
$106M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.3K+ 3.95% |
$507K - $589K
|
34.2K
$14.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
1.3KNew |
$506K - $589K
|
1.3K
$546K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.3K+ 14.54% |
$506K - $588K
|
10.2K
$4.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
1.3K+ 17.09% |
$506K - $588K
|
8.9K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.3K+ 3.88% |
$505K - $588K
|
34.8K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.3K+ 13.58% |
$505K - $587K
|
10.8K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
1.3K+ 4.12% |
$505K - $587K
|
32.8K
$13.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.29K+ 10.43% |
$503K - $586K
|
13.7K
$5.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.29K+ 7.74% |
$503K - $585K
|
18K
$7.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.28K+ 23.86% |
$500K - $581K
|
6.67K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 4.32% |
$498K - $580K
|
30.9K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.27K+ 41.88% |
$496K - $577K
|
4.32K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.27K+ 1.08% |
$495K - $576K
|
119K
$50.2M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.27K+ 1.33% |
$495K - $576K
|
96.5K
$40.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.27K+ 130.52% |
$494K - $575K
|
2.24K
$942K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.27K+ 61.3% |
$494K - $575K
|
3.34K
$1.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.27K+ 1.83% |
$494K - $574K
|
70.7K
$29.7M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.27K+ 6.2% |
$493K - $574K
|
21.7K
$9.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
1.27K+ 1.47% |
$493K - $573K
|
87.2K
$36.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.26K+ 5.5% |
$492K - $572K
|
24.2K
$10.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.26K+ 78.83% |
$491K - $571K
|
2.86K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.26K+ 124.58% |
$489K - $569K
|
2.27K
$952K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 1.53% |
$489K - $569K
|
83.5K
$35.1M
|
|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.26K+ 46.66% |
$489K - $569K
|
3.95K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.25K+ 3.59% |
$487K - $567K
|
36.1K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 2.38% |
$484K - $562K
|
53.5K
$22.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.24K+ 12.3% |
$482K - $561K
|
11.3K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.24K+ 2.44% |
$482K - $561K
|
52K
$21.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.24KNew |
$481K - $560K
|
1.24K
$519K
|