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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
807+ 6.81% |
$314K - $365K
|
12.7K
$5.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
803+ 9.15% |
$313K - $364K
|
9.58K
$4.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
803+ 30.97% |
$313K - $364K
|
3.4K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
802+ 2.0% |
$312K - $363K
|
40.9K
$17.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
798+ 13.93% |
$311K - $361K
|
6.53K
$2.74M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
798+ 3.75% |
$311K - $361K
|
22.1K
$9.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
797+ 0.57% |
$310K - $361K
|
140K
$58.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
795+ 0.96% |
$310K - $360K
|
83.6K
$35.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
795+ 14.11% |
$310K - $360K
|
6.43K
$2.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
794+ 59.39% |
$309K - $360K
|
2.13K
$895K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
793+ 1.72% |
$309K - $359K
|
47K
$19.7M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
792+ 7.08% |
$308K - $359K
|
12K
$5.03M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
792New |
$308K - $359K
|
792
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
791+ 19.0% |
$308K - $358K
|
4.95K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
790+ 26.57% |
$308K - $358K
|
3.76K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
789+ 3.75% |
$307K - $357K
|
21.8K
$9.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
788+ 11.32% |
$307K - $357K
|
7.75K
$3.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
788+ 26.37% |
$307K - $357K
|
3.78K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
788+ 4.24% |
$307K - $357K
|
19.4K
$8.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
787+ 6.98% |
$306K - $356K
|
12.1K
$5.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
786+ 0.33% |
$306K - $356K
|
241K
$101M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
785+ 0.67% |
$306K - $355K
|
118K
$49.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
782+ 47.39% |
$304K - $354K
|
2.43K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
781+ 3.05% |
$304K - $354K
|
26.4K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
781+ 4.58% |
$304K - $354K
|
17.8K
$7.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
781+ 2.09% |
$304K - $354K
|
38.1K
$16M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
779+ 5.11% |
$303K - $353K
|
16K
$6.73M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
778+ 5.44% |
$303K - $352K
|
15.1K
$6.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
777+ 26.87% |
$303K - $352K
|
3.67K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
770+ 0.94% |
$300K - $349K
|
82.6K
$34.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
767+ 1.38% |
$299K - $347K
|
56.5K
$23.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
762+ 16.69% |
$297K - $345K
|
5.33K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
762New |
$297K - $345K
|
762
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
761New |
$296K - $345K
|
761
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
759+ 6.86% |
$296K - $344K
|
11.8K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
758+ 1.46% |
$295K - $343K
|
52.7K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
758+ 3.5% |
$295K - $343K
|
22.4K
$9.41M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
753+ 4.38% |
$293K - $341K
|
17.9K
$7.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
751+ 3.43% |
$292K - $340K
|
22.6K
$9.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
746+ 0.87% |
$290K - $338K
|
86.6K
$36.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
743+ 0.32% |
$289K - $336K
|
237K
$99.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
742+ 1.02% |
$289K - $336K
|
73.5K
$30.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
742+ 1.87% |
$289K - $336K
|
40.3K
$16.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
739+ 1.56% |
$288K - $335K
|
48K
$20.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
738+ 9.29% |
$287K - $334K
|
8.69K
$3.65M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
737+ 10.3% |
$287K - $334K
|
7.89K
$3.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
737+ 2.84% |
$287K - $334K
|
26.7K
$11.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
734New |
$286K - $332K
|
734
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
734+ 2.65% |
$286K - $332K
|
28.5K
$12M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
733+ 3.48% |
$285K - $332K
|
21.8K
$9.17M
|