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 |
|---|---|---|---|---|---|---|---|
|
Sep 27, 2024
Q2 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.26K+ 46.66% |
$489K - $569K
|
3.95K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.25K+ 3.59% |
$487K - $567K
|
36.1K
$15.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 2.38% |
$484K - $562K
|
53.5K
$22.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.24K+ 12.3% |
$482K - $561K
|
11.3K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.24K+ 2.44% |
$482K - $561K
|
52K
$22M
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.24KNew |
$481K - $560K
|
1.24K
$523K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.23K+ 8.96% |
$478K - $557K
|
14.9K
$6.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.81% |
$476K - $554K
|
68.9K
$29.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.22K+ 2.81% |
$476K - $554K
|
44.8K
$19M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.21K+ 15.65% |
$473K - $550K
|
8.97K
$3.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.21K+ 31.18% |
$473K - $550K
|
5.11K
$2.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.21K+ 5.86% |
$472K - $549K
|
21.9K
$9.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.21K+ 0.59% |
$472K - $549K
|
207K
$87.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.19KNew |
$463K - $538K
|
1.19K
$503K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.19K+ 1.46% |
$462K - $537K
|
82.5K
$34.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.19K+ 1.33% |
$462K - $537K
|
90.4K
$38.3M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19K+ 20.03% |
$461K - $537K
|
7.1K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
BUY
|
- |
1.18K+ 4.08% |
$460K - $535K
|
30.2K
$12.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.18K+ 20.95% |
$458K - $533K
|
6.8K
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
1.18K+ 12.69% |
$458K - $533K
|
10.5K
$4.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.18K+ 9.23% |
$457K - $532K
|
13.9K
$5.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.17K+ 19.21% |
$456K - $530K
|
7.26K
$3.07M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 1.19% |
$456K - $530K
|
99.4K
$42.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.17K+ 1.73% |
$454K - $528K
|
68.6K
$29.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.16K+ 3.02% |
$453K - $527K
|
39.7K
$16.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.16K+ 8.49% |
$452K - $526K
|
14.8K
$6.29M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.16K+ 5.13% |
$452K - $526K
|
23.8K
$10.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 8.99% |
$452K - $526K
|
14.1K
$5.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.16K+ 50.74% |
$452K - $526K
|
3.45K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.16K+ 1.0% |
$451K - $525K
|
117K
$49.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
1.15K+ 1.64% |
$447K - $520K
|
71.3K
$30.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.13K+ 1.66% |
$441K - $513K
|
69.6K
$29.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.13K+ 6.21% |
$440K - $512K
|
19.3K
$8.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.13K+ 1.62% |
$440K - $511K
|
71K
$30.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.13K+ 2.38% |
$438K - $510K
|
48.4K
$20.5M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 4.88% |
$438K - $509K
|
24.1K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 7.24% |
$436K - $508K
|
16.6K
$7.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
1.11K+ 1.73% |
$432K - $503K
|
65.4K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.1KNew |
$428K - $498K
|
1.1K
$466K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.1K+ 0.48% |
$427K - $496K
|
231K
$97.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.1KNew |
$426K - $496K
|
1.1K
$464K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.09K+ 7.52% |
$426K - $495K
|
15.6K
$6.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.09K+ 8.36% |
$426K - $495K
|
14.2K
$6M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.09K+ 0.69% |
$426K - $495K
|
159K
$67.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.09K+ 13.11% |
$425K - $495K
|
9.42K
$3.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.09K+ 1.51% |
$424K - $494K
|
73.2K
$31M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.09K+ 1.76% |
$424K - $494K
|
63K
$26.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 7.77% |
$424K - $493K
|
15.1K
$6.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.09K+ 0.83% |
$424K - $493K
|
133K
$56.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.09K+ 3.58% |
$423K - $492K
|
31.4K
$13.3M
|