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 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
984+ 3.91% |
$383K - $446K
|
26.1K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Westwood Wealth Management
|
BUY
|
- |
983+ 3.69% |
$383K - $445K
|
27.6K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
982+ 1.01% |
$382K - $445K
|
98K
$41.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
981+ 6.26% |
$382K - $444K
|
16.6K
$7.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
979+ 1.61% |
$381K - $443K
|
61.8K
$26.4M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
977+ 4.34% |
$380K - $442K
|
23.5K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
970+ 0.15% |
$378K - $439K
|
637K
$273M
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
969+ 1.95% |
$377K - $439K
|
50.7K
$21.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
969+ 34.43% |
$377K - $439K
|
3.78K
$1.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
BUY
|
- |
969+ 11.45% |
$377K - $439K
|
9.43K
$4.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
966+ 0.4% |
$376K - $437K
|
243K
$104M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
966+ 5.2% |
$376K - $437K
|
19.5K
$8.36M
|
|
|
Aug 14, 2024
Q2 2024
|
C Partners Holding Gmb H
Zurich, V8 |
BUY
|
- |
963+ 2.94% |
$375K - $436K
|
33.7K
$14.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
962+ 5.24% |
$375K - $436K
|
19.3K
$8.27M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
961+ 7.74% |
$374K - $435K
|
13.4K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
959+ 5.08% |
$373K - $434K
|
19.8K
$8.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
956+ 1.21% |
$372K - $433K
|
80K
$34.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
955+ 5.67% |
$372K - $432K
|
17.8K
$7.61M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
949+ 21.1% |
$369K - $430K
|
5.45K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
948+ 6.7% |
$369K - $429K
|
15.1K
$6.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
947+ 0.35% |
$369K - $429K
|
270K
$115M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
945+ 1.4% |
$368K - $428K
|
68.5K
$29.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
945+ 5.23% |
$368K - $428K
|
19K
$8.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
943+ 0.9% |
$367K - $427K
|
105K
$45.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
942New |
$367K - $427K
|
942
$403K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
942+ 2.0% |
$367K - $427K
|
48.1K
$20.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
942+ 61.93% |
$367K - $427K
|
2.46K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
938+ 173.06% |
$365K - $425K
|
1.48K
$633K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
935+ 1.74% |
$364K - $423K
|
54.7K
$23.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
935+ 9.08% |
$364K - $423K
|
11.2K
$4.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
934+ 3.2% |
$364K - $423K
|
30.1K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
933+ 5.03% |
$363K - $423K
|
19.5K
$8.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
931+ 18.41% |
$362K - $422K
|
5.99K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
930+ 38.8% |
$362K - $421K
|
3.33K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
929+ 7.78% |
$362K - $421K
|
12.9K
$5.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
926+ 7.41% |
$361K - $419K
|
13.4K
$5.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
BUY
|
- |
922+ 0.97% |
$359K - $418K
|
96.4K
$41.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
920+ 5.27% |
$358K - $417K
|
18.4K
$7.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
917+ 3.18% |
$357K - $415K
|
29.8K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
917+ 31.81% |
$357K - $415K
|
3.8K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
914+ 5.23% |
$356K - $414K
|
18.4K
$7.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
912+ 3.64% |
$355K - $413K
|
26K
$11.1M
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
912+ 1.86% |
$355K - $413K
|
49.9K
$21.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
911+ 3.11% |
$355K - $413K
|
30.2K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
909+ 1.0% |
$354K - $412K
|
91.6K
$39.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
908+ 1.5% |
$354K - $411K
|
61.3K
$26.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
907+ 23.61% |
$353K - $411K
|
4.75K
$2.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
906+ 1.72% |
$353K - $410K
|
53.7K
$23M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
902New |
$351K - $408K
|
902
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
900+ 19.49% |
$350K - $408K
|
5.52K
$2.36M
|