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 07, 2024
Q2 2024
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
1.06K+ 51.18% |
$413K - $481K
|
3.14K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.06K+ 4.96% |
$413K - $481K
|
22.5K
$9.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.06K+ 9.03% |
$413K - $480K
|
12.8K
$5.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.06K+ 2.56% |
$412K - $480K
|
42.5K
$17.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.05KNew |
$410K - $477K
|
1.05K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
1.05K+ 41.16% |
$410K - $477K
|
3.62K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.05K+ 3.37% |
$409K - $476K
|
32.3K
$13.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.05K+ 9.4% |
$408K - $474K
|
12.2K
$5.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.05K+ 29.7% |
$407K - $474K
|
4.57K
$1.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.05K+ 0.48% |
$407K - $473K
|
217K
$91.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.04K+ 3.22% |
$406K - $473K
|
33.4K
$14M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.04K+ 3.8% |
$406K - $472K
|
28.5K
$12M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.04K+ 5.44% |
$405K - $471K
|
20.1K
$8.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.04K+ 2.16% |
$403K - $469K
|
49K
$20.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.04K+ 9.75% |
$403K - $469K
|
11.7K
$4.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.04K+ 14.9% |
$403K - $469K
|
7.99K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03K+ 3.07% |
$402K - $468K
|
34.7K
$14.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.03K+ 16.64% |
$402K - $468K
|
7.24K
$3.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.03K+ 23.85% |
$401K - $467K
|
5.35K
$2.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 3.22% |
$401K - $466K
|
33K
$13.9M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 3.22% |
$401K - $466K
|
33K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.02K+ 0.95% |
$397K - $462K
|
109K
$45.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.02K+ 48.85% |
$397K - $461K
|
3.11K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.02K+ 19.46% |
$395K - $460K
|
6.23K
$2.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.02K+ 67.04% |
$395K - $460K
|
2.53K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1.01K+ 4.14% |
$395K - $459K
|
25.5K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.01K+ 0.41% |
$394K - $459K
|
247K
$104M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.01K+ 3.58% |
$394K - $458K
|
29.3K
$12.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.01K+ 8.29% |
$394K - $458K
|
13.2K
$5.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01K+ 1.68% |
$392K - $456K
|
60.8K
$25.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.01K+ 11.4% |
$392K - $456K
|
9.83K
$4.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
1K+ 7.36% |
$390K - $454K
|
14.6K
$6.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1K+ 10.65% |
$390K - $453K
|
10.4K
$4.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 2.11% |
$389K - $453K
|
48.4K
$20.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
1K+ 17.86% |
$389K - $453K
|
6.6K
$2.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
996+ 7.24% |
$388K - $451K
|
14.8K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
994+ 1.86% |
$387K - $450K
|
54.4K
$22.8M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
994+ 198.8% |
$387K - $450K
|
1.49K
$628K
|
|
|
Aug 12, 2024
Q2 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
993New |
$387K - $450K
|
993
$417K
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
990+ 2.0% |
$385K - $448K
|
50.5K
$21.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
985+ 7.34% |
$383K - $446K
|
14.4K
$6.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
985+ 7.48% |
$383K - $446K
|
14.2K
$5.95M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
985+ 4.4% |
$383K - $446K
|
23.4K
$9.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
984+ 3.91% |
$383K - $446K
|
26.1K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Westwood Wealth Management
|
BUY
|
- |
983+ 3.69% |
$383K - $445K
|
27.6K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
982+ 1.01% |
$382K - $445K
|
98K
$41.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
981+ 6.26% |
$382K - $444K
|
16.6K
$6.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
979+ 1.61% |
$381K - $443K
|
61.8K
$26M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
977+ 4.34% |
$380K - $442K
|
23.5K
$9.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
970+ 0.15% |
$378K - $439K
|
637K
$268M
|