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 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
730+ 1.52% |
$284K - $331K
|
48.8K
$20.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
730+ 6.59% |
$284K - $331K
|
11.8K
$4.96M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
729+ 5.48% |
$284K - $330K
|
14K
$5.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
BUY
|
- |
724+ 2.55% |
$282K - $328K
|
29.1K
$12.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
723+ 0.67% |
$281K - $327K
|
109K
$45.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
718+ 5.32% |
$280K - $325K
|
14.2K
$5.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
714+ 1.07% |
$278K - $323K
|
67.6K
$28.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
710+ 16.95% |
$276K - $322K
|
4.9K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
708+ 3.72% |
$276K - $321K
|
19.7K
$8.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
707+ 14.57% |
$275K - $320K
|
5.56K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
705+ 9.61% |
$274K - $319K
|
8.04K
$3.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
704+ 22.03% |
$274K - $319K
|
3.9K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
701+ 13.94% |
$273K - $317K
|
5.73K
$2.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
701+ 0.78% |
$273K - $317K
|
90.8K
$38.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
699+ 5.94% |
$272K - $317K
|
12.5K
$5.24M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
697+ 2.53% |
$271K - $316K
|
28.2K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
694+ 0.68% |
$270K - $314K
|
103K
$43.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
689+ 4.42% |
$268K - $312K
|
16.3K
$6.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
689New |
$268K - $312K
|
689
$290K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
689+ 18.6% |
$268K - $312K
|
4.39K
$1.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
687+ 65.18% |
$267K - $311K
|
1.74K
$732K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
685+ 1.87% |
$267K - $310K
|
37.2K
$15.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
685+ 1.32% |
$267K - $310K
|
52.6K
$22.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
685+ 2.06% |
$267K - $310K
|
34K
$14.3M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
684+ 50.0% |
$266K - $310K
|
2.05K
$862K
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
680+ 1.9% |
$265K - $308K
|
36.4K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
680+ 18.92% |
$265K - $308K
|
4.28K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
680+ 1.67% |
$265K - $308K
|
41.3K
$17.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
679+ 2.38% |
$264K - $307K
|
29.2K
$12.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
674+ 7.27% |
$262K - $305K
|
9.95K
$4.18M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
674+ 2.24% |
$262K - $305K
|
30.7K
$12.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
673+ 4.54% |
$262K - $305K
|
15.5K
$6.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
673+ 13.55% |
$262K - $305K
|
5.64K
$2.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
672New |
$262K - $304K
|
672
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
672+ 9.92% |
$262K - $304K
|
7.44K
$3.13M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
668+ 1.01% |
$260K - $303K
|
66.5K
$27.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
666+ 2.52% |
$259K - $302K
|
27.1K
$11.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
663+ 3.74% |
$258K - $300K
|
18.4K
$7.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
663+ 0.35% |
$258K - $300K
|
189K
$79.6M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
661+ 1.15% |
$257K - $299K
|
58.2K
$24.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
661+ 3.9% |
$257K - $299K
|
17.6K
$7.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
659+ 33.9% |
$257K - $298K
|
2.6K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
659+ 16.57% |
$257K - $298K
|
4.64K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
657New |
$256K - $298K
|
657
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
654+ 1.2% |
$255K - $296K
|
55.3K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
650New |
$253K - $294K
|
650
$273K
|
|
|
Jul 05, 2024
Q2 2024
|
Trinity Street Asset Management LLP
|
BUY
|
- |
649+ 1.21% |
$253K - $294K
|
54.4K
$22.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
646+ 3.63% |
$252K - $293K
|
18.5K
$7.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
645+ 2.46% |
$251K - $292K
|
26.9K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
645+ 10.41% |
$251K - $292K
|
6.84K
$2.88M
|