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 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
579+ 2.67% |
$225K - $262K
|
22.3K
$9.54M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
578+ 2.96% |
$225K - $262K
|
20.1K
$8.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
577New |
$225K - $261K
|
577
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
577+ 2.55% |
$225K - $261K
|
23.2K
$9.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
574+ 2.72% |
$223K - $260K
|
21.7K
$9.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
573+ 2.95% |
$223K - $259K
|
20K
$8.54M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
572+ 2.79% |
$223K - $259K
|
21.1K
$9.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
572+ 1.46% |
$223K - $259K
|
39.7K
$17M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
572+ 4.32% |
$223K - $259K
|
13.8K
$5.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
BUY
|
- |
568New |
$221K - $257K
|
568
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
568+ 19.32% |
$221K - $257K
|
3.51K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
567+ 0.24% |
$221K - $257K
|
239K
$102M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
566+ 5.2% |
$220K - $256K
|
11.5K
$4.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
565+ 16.17% |
$220K - $256K
|
4.06K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
565+ 3.82% |
$220K - $256K
|
15.3K
$6.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
562+ 2.96% |
$219K - $255K
|
19.5K
$8.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
562New |
$219K - $255K
|
562
$240K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
561+ 2.96% |
$218K - $254K
|
19.5K
$8.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
560+ 8.37% |
$218K - $254K
|
7.25K
$3.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
560+ 16.65% |
$218K - $254K
|
3.92K
$1.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
559+ 1.58% |
$218K - $253K
|
36K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
559+ 2.99% |
$218K - $253K
|
19.2K
$8.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
558+ 0.37% |
$217K - $253K
|
151K
$64.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
557+ 2.3% |
$217K - $252K
|
24.7K
$10.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
556+ 1.75% |
$216K - $252K
|
32.3K
$13.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
555+ 6.51% |
$216K - $251K
|
9.08K
$3.89M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
555+ 1.5% |
$216K - $251K
|
37.7K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
555+ 2.13% |
$216K - $251K
|
26.6K
$11.4M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
553+ 3.32% |
$215K - $250K
|
17.2K
$7.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
552+ 17.75% |
$215K - $250K
|
3.66K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
551+ 1.57% |
$215K - $250K
|
35.6K
$15.2M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
550+ 9.52% |
$214K - $249K
|
6.33K
$2.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
549+ 1.48% |
$214K - $249K
|
37.6K
$16.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
547+ 14.61% |
$213K - $248K
|
4.29K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
547+ 4.31% |
$213K - $248K
|
13.2K
$5.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
546+ 2.31% |
$213K - $247K
|
24.2K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
546+ 0.85% |
$213K - $247K
|
65K
$27.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
545+ 0.28% |
$212K - $247K
|
195K
$83.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
544+ 4.93% |
$212K - $246K
|
11.6K
$4.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
544+ 2.11% |
$212K - $246K
|
26.3K
$11.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
544+ 18.53% |
$212K - $246K
|
3.48K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
543+ 0.71% |
$211K - $246K
|
76.9K
$32.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
543+ 11.98% |
$211K - $246K
|
5.07K
$2.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
542New |
$211K - $245K
|
542
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
542+ 2.27% |
$211K - $245K
|
24.5K
$10.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
542+ 2.54% |
$211K - $245K
|
21.9K
$9.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
542+ 1.34% |
$211K - $245K
|
40.9K
$17.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
539+ 0.87% |
$210K - $244K
|
62.6K
$26.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
539+ 1.67% |
$210K - $244K
|
32.8K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
539+ 4.24% |
$210K - $244K
|
13.3K
$5.68M
|