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
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
860New |
$335K - $389K
|
860
$435K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
860+ 35.0% |
$335K - $389K
|
3.32K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
858+ 4.1% |
$334K - $389K
|
21.8K
$11M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
855+ 1.17% |
$333K - $387K
|
74K
$37.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
851+ 3.44% |
$331K - $385K
|
25.6K
$12.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
850+ 17.67% |
$331K - $385K
|
5.66K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
849+ 7.36% |
$331K - $384K
|
12.4K
$6.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
847+ 3.28% |
$330K - $384K
|
26.7K
$13.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
845+ 4.91% |
$329K - $383K
|
18.1K
$9.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
844+ 16.26% |
$329K - $382K
|
6.03K
$3.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
844+ 23.81% |
$329K - $382K
|
4.39K
$2.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
843+ 32.27% |
$328K - $382K
|
3.46K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
840+ 12.0% |
$327K - $380K
|
7.84K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
838+ 0.51% |
$326K - $379K
|
164K
$82.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
834+ 6.51% |
$325K - $378K
|
13.6K
$6.89M
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
832+ 3.09% |
$324K - $377K
|
27.8K
$14M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
830+ 2.65% |
$323K - $376K
|
32.1K
$16.2M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
829+ 14.74% |
$323K - $375K
|
6.45K
$3.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
826+ 1.4% |
$322K - $374K
|
60K
$30.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
825+ 4.2% |
$321K - $374K
|
20.5K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
825+ 2.05% |
$321K - $374K
|
41.1K
$20.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
824+ 1.01% |
$321K - $373K
|
82.8K
$41.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
821+ 5.47% |
$320K - $372K
|
15.8K
$8M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
821+ 17.32% |
$320K - $372K
|
5.56K
$2.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
818+ 5.34% |
$318K - $370K
|
16.1K
$8.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
818New |
$318K - $370K
|
818
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
815+ 4.13% |
$317K - $369K
|
20.5K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
814+ 1.85% |
$317K - $369K
|
44.9K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
814New |
$317K - $369K
|
814
$411K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
813+ 11.16% |
$317K - $368K
|
8.1K
$4.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
813New |
$317K - $368K
|
813
$411K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
810+ 2.99% |
$315K - $367K
|
27.9K
$14.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
807+ 6.81% |
$314K - $365K
|
12.7K
$6.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
803+ 9.15% |
$313K - $364K
|
9.58K
$4.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
803+ 30.97% |
$313K - $364K
|
3.4K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
802+ 2.0% |
$312K - $363K
|
40.9K
$20.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
798+ 13.93% |
$311K - $361K
|
6.53K
$3.3M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
798+ 3.75% |
$311K - $361K
|
22.1K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
797+ 0.57% |
$310K - $361K
|
140K
$70.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
795+ 0.96% |
$310K - $360K
|
83.6K
$42.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
795+ 14.11% |
$310K - $360K
|
6.43K
$3.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
794+ 59.39% |
$309K - $360K
|
2.13K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
793+ 1.72% |
$309K - $359K
|
47K
$23.7M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
792+ 7.08% |
$308K - $359K
|
12K
$6.05M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
792New |
$308K - $359K
|
792
$400K
|
|
|
Aug 02, 2024
Q2 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
791+ 19.0% |
$308K - $358K
|
4.95K
$2.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
790+ 26.57% |
$308K - $358K
|
3.76K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
789+ 3.75% |
$307K - $357K
|
21.8K
$11M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
788+ 11.32% |
$307K - $357K
|
7.75K
$3.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
788+ 26.37% |
$307K - $357K
|
3.78K
$1.91M
|