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
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
531+ 3.5% |
$207K - $240K
|
15.7K
$6.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
531+ 8.05% |
$207K - $240K
|
7.13K
$2.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
530+ 15.51% |
$206K - $240K
|
3.95K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
528+ 7.26% |
$206K - $239K
|
7.8K
$3.28M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
527+ 37.62% |
$205K - $239K
|
1.93K
$810K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
527+ 4.92% |
$205K - $239K
|
11.2K
$4.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
524+ 5.68% |
$204K - $237K
|
9.75K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
524+ 2.61% |
$204K - $237K
|
20.6K
$8.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
521New |
$203K - $236K
|
521
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
521+ 4.52% |
$203K - $236K
|
12.1K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
520+ 32.54% |
$202K - $235K
|
2.12K
$890K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
520+ 2.23% |
$202K - $235K
|
23.9K
$10M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
519+ 4.09% |
$202K - $235K
|
13.2K
$5.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Dillon & Associates Inc
|
BUY
|
- |
519+ 3.33% |
$202K - $235K
|
16.1K
$6.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
519New |
$202K - $235K
|
519
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
519+ 7.98% |
$202K - $235K
|
7.02K
$2.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
518+ 3.14% |
$202K - $235K
|
17K
$7.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
516+ 3.7% |
$201K - $234K
|
14.5K
$6.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
515+ 4.41% |
$201K - $233K
|
12.2K
$5.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
514+ 3.62% |
$200K - $233K
|
14.7K
$6.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
514+ 3.63% |
$200K - $233K
|
14.7K
$6.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
513+ 32.06% |
$200K - $232K
|
2.11K
$888K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
513New |
$200K - $232K
|
513
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
511+ 2.08% |
$199K - $231K
|
25.1K
$10.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
511+ 1.62% |
$199K - $231K
|
32K
$13.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
510+ 1.4% |
$199K - $231K
|
36.9K
$15.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
508+ 2.71% |
$198K - $230K
|
19.3K
$8.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
507+ 1.67% |
$197K - $230K
|
30.8K
$12.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Cortland Associates Inc
|
BUY
|
- |
506+ 8.05% |
$197K - $229K
|
6.79K
$2.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
505+ 3.47% |
$197K - $229K
|
15.1K
$6.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
505+ 6.97% |
$197K - $229K
|
7.75K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
505+ 3.14% |
$197K - $229K
|
16.6K
$6.97M
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
504+ 1.98% |
$196K - $228K
|
25.9K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
503+ 4.49% |
$196K - $228K
|
11.7K
$4.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
503+ 0.34% |
$196K - $228K
|
148K
$62.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
503+ 4.8% |
$196K - $228K
|
11K
$4.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
501New |
$195K - $227K
|
501
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
500+ 3.73% |
$195K - $226K
|
13.9K
$5.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
500New |
$195K - $226K
|
500
$210K
|
|
|
Aug 07, 2024
Q2 2024
|
Gruss & Co., LLC
|
BUY
|
- |
500+ 14.29% |
$195K - $226K
|
4K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
499+ 8.61% |
$194K - $226K
|
6.29K
$2.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
498+ 1.23% |
$194K - $226K
|
40.9K
$17.2M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
494+ 2.25% |
$192K - $224K
|
22.5K
$9.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
493New |
$192K - $223K
|
493
$207K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
492+ 11.76% |
$192K - $223K
|
4.68K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
492+ 11.78% |
$192K - $223K
|
4.67K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
492+ 6.95% |
$192K - $223K
|
7.57K
$3.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
488+ 0.75% |
$190K - $221K
|
65.8K
$27.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
487+ 0.6% |
$190K - $221K
|
81.3K
$34.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
486+ 5.91% |
$189K - $220K
|
8.71K
$3.66M
|