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 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
443+ 11.69% |
$172K - $201K
|
4.23K
$1.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
443+ 4.72% |
$172K - $201K
|
9.83K
$4.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
442+ 1.99% |
$172K - $200K
|
22.6K
$9.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
440+ 2.36% |
$171K - $199K
|
19.1K
$8.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
438+ 12.58% |
$171K - $198K
|
3.92K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
438+ 5.19% |
$171K - $198K
|
8.87K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
438+ 1.77% |
$171K - $198K
|
25.2K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
437+ 0.53% |
$170K - $198K
|
83K
$35.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
437+ 2.94% |
$170K - $198K
|
15.3K
$6.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
434+ 22.2% |
$169K - $197K
|
2.39K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
434+ 2.34% |
$169K - $197K
|
19K
$8.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
433+ 3.11% |
$169K - $196K
|
14.3K
$6.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
430+ 12.68% |
$167K - $195K
|
3.82K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
427+ 42.4% |
$166K - $193K
|
1.43K
$607K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
426+ 14.45% |
$166K - $193K
|
3.37K
$1.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
426+ 2.81% |
$166K - $193K
|
15.6K
$6.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
424+ 16.3% |
$165K - $192K
|
3.03K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
424+ 5.94% |
$165K - $192K
|
7.57K
$3.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
424+ 5.9% |
$165K - $192K
|
7.61K
$3.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
423+ 46.08% |
$165K - $192K
|
1.34K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
420+ 11.49% |
$164K - $190K
|
4.08K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
415+ 6.31% |
$162K - $188K
|
6.99K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
415+ 8.38% |
$162K - $188K
|
5.37K
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
413+ 10.44% |
$161K - $187K
|
4.37K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
412+ 3.8% |
$160K - $187K
|
11.3K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
412+ 2.11% |
$160K - $187K
|
20K
$8.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
410+ 2.01% |
$160K - $186K
|
20.8K
$8.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
409+ 0.85% |
$159K - $185K
|
48.6K
$20.6M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
409+ 2.24% |
$159K - $185K
|
18.7K
$7.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
406+ 8.4% |
$158K - $184K
|
5.24K
$2.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
406+ 0.47% |
$158K - $184K
|
86.8K
$36.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
BUY
|
- |
403+ 0.77% |
$157K - $182K
|
52.8K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
403+ 6.89% |
$157K - $182K
|
6.25K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
401+ 2.95% |
$156K - $182K
|
14K
$5.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
400+ 44.64% |
$156K - $181K
|
1.3K
$549K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
398+ 57.68% |
$155K - $180K
|
1.09K
$461K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
392+ 6.41% |
$153K - $178K
|
6.51K
$2.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
392+ 1.8% |
$153K - $178K
|
22.2K
$9.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
391+ 3.43% |
$152K - $177K
|
11.8K
$5M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
391+ 4.57% |
$152K - $177K
|
8.94K
$3.79M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
391+ 5.69% |
$152K - $177K
|
7.26K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
390+ 2.55% |
$152K - $177K
|
15.7K
$6.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
389+ 1.99% |
$151K - $176K
|
20K
$8.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
389+ 3.72% |
$151K - $176K
|
10.8K
$4.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
388+ 6.02% |
$151K - $176K
|
6.83K
$2.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
385+ 12.07% |
$150K - $174K
|
3.58K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
385+ 2.85% |
$150K - $174K
|
13.9K
$5.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
383+ 2.0% |
$149K - $173K
|
19.6K
$8.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
383+ 0.86% |
$149K - $173K
|
45.1K
$19.1M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
381+ 1.55% |
$148K - $173K
|
24.9K
$10.5M
|