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
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
898+ 2.94% |
$350K - $407K
|
31.5K
$13.3M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
896+ 1.3% |
$349K - $406K
|
69.7K
$29.5M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
896+ 0.47% |
$349K - $406K
|
190K
$80.5M
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
890+ 2.57% |
$347K - $403K
|
35.5K
$15.1M
|
|
Aug 09, 2024
Q2 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
890New |
$347K - $403K
|
890
$377K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
888+ 3.11% |
$346K - $402K
|
29.5K
$12.5M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
887+ 41.06% |
$345K - $402K
|
3.05K
$1.29M
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
887+ 0.22% |
$345K - $402K
|
408K
$173M
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
885+ 0.08% |
$345K - $401K
|
1.06M
$449M
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
881+ 1.93% |
$343K - $399K
|
46.5K
$19.7M
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
878+ 146.33% |
$342K - $398K
|
1.48K
$626K
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
877+ 1.09% |
$341K - $397K
|
81.6K
$34.6M
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
876+ 2.41% |
$341K - $397K
|
37.3K
$15.8M
|
|
Aug 13, 2024
Q2 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
876+ 8.61% |
$341K - $397K
|
11.1K
$4.68M
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
875+ 4.87% |
$341K - $396K
|
18.8K
$7.98M
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
871New |
$339K - $394K
|
871
$369K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
868+ 77.92% |
$338K - $393K
|
1.98K
$839K
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
867+ 6.56% |
$338K - $393K
|
14.1K
$5.97M
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
866+ 19.18% |
$337K - $392K
|
5.38K
$2.28M
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
866+ 1.47% |
$337K - $392K
|
59.7K
$25.3M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
865+ 0.72% |
$337K - $392K
|
121K
$51.2M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
864+ 8.11% |
$336K - $391K
|
11.5K
$4.88M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
863+ 0.19% |
$336K - $391K
|
459K
$194M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
861+ 3.2% |
$335K - $390K
|
27.8K
$11.8M
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
861+ 2.55% |
$335K - $390K
|
34.6K
$14.7M
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
860New |
$335K - $389K
|
860
$364K
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
860+ 35.0% |
$335K - $389K
|
3.32K
$1.4M
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
858+ 4.1% |
$334K - $389K
|
21.8K
$9.23M
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
855+ 1.17% |
$333K - $387K
|
74K
$31.3M
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
851+ 3.44% |
$331K - $385K
|
25.6K
$10.8M
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
850+ 17.67% |
$331K - $385K
|
5.66K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
849+ 7.36% |
$331K - $384K
|
12.4K
$5.24M
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
847+ 3.28% |
$330K - $384K
|
26.7K
$11.3M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
845+ 4.91% |
$329K - $383K
|
18.1K
$7.65M
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
844+ 16.26% |
$329K - $382K
|
6.03K
$2.56M
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
844+ 23.81% |
$329K - $382K
|
4.39K
$1.86M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
843+ 32.27% |
$328K - $382K
|
3.46K
$1.46M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
840+ 12.0% |
$327K - $380K
|
7.84K
$3.32M
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
838+ 0.51% |
$326K - $379K
|
164K
$69.5M
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
834+ 6.51% |
$325K - $378K
|
13.6K
$5.78M
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
832+ 3.09% |
$324K - $377K
|
27.8K
$11.8M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
830+ 2.65% |
$323K - $376K
|
32.1K
$13.6M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
829+ 14.74% |
$323K - $375K
|
6.45K
$2.73M
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
826+ 1.4% |
$322K - $374K
|
60K
$25.4M
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
825+ 4.2% |
$321K - $374K
|
20.5K
$8.67M
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
825+ 2.05% |
$321K - $374K
|
41.1K
$17.4M
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
824+ 1.01% |
$321K - $373K
|
82.8K
$35.1M
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
821+ 5.47% |
$320K - $372K
|
15.8K
$6.71M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
821+ 17.32% |
$320K - $372K
|
5.56K
$2.36M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
818+ 5.34% |
$318K - $370K
|
16.1K
$6.83M
|