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 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
379+ 4.99% |
$148K - $172K
|
7.98K
$3.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
378+ 2.16% |
$147K - $171K
|
17.9K
$7.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
378+ 0.25% |
$147K - $171K
|
152K
$64.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
376+ 2.91% |
$146K - $170K
|
13.3K
$5.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
374+ 1.47% |
$146K - $169K
|
25.8K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
374+ 8.27% |
$146K - $169K
|
4.9K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
373+ 0.71% |
$145K - $169K
|
52.9K
$22.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
373+ 0.7% |
$145K - $169K
|
53.5K
$22.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
373+ 2.27% |
$145K - $169K
|
16.8K
$7.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
372+ 7.88% |
$145K - $168K
|
5.09K
$2.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
370+ 74.75% |
$144K - $168K
|
865
$366K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
370+ 1.72% |
$144K - $168K
|
21.8K
$9.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
369+ 4.29% |
$144K - $167K
|
8.97K
$3.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
368+ 2.51% |
$143K - $167K
|
15K
$6.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
366+ 0.64% |
$142K - $166K
|
57.7K
$24.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
365+ 2.14% |
$142K - $165K
|
17.4K
$7.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
365+ 0.12% |
$142K - $165K
|
302K
$128M
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
363+ 8.32% |
$141K - $164K
|
4.73K
$2M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
362+ 7.61% |
$141K - $164K
|
5.12K
$2.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
362+ 17.94% |
$141K - $164K
|
2.38K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
361+ 1.5% |
$141K - $163K
|
24.5K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
361+ 8.89% |
$141K - $163K
|
4.42K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
360+ 7.09% |
$140K - $163K
|
5.44K
$2.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
360+ 0.99% |
$140K - $163K
|
36.6K
$15.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
360+ 0.92% |
$140K - $163K
|
39.7K
$16.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
360+ 3.29% |
$140K - $163K
|
11.3K
$4.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
359+ 1.26% |
$140K - $163K
|
28.8K
$12.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
358+ 10.65% |
$139K - $162K
|
3.72K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
358+ 4.03% |
$139K - $162K
|
9.24K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
358+ 0.33% |
$139K - $162K
|
109K
$46.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
357+ 4.87% |
$139K - $162K
|
7.69K
$3.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
356+ 2.9% |
$139K - $161K
|
12.6K
$5.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
354+ 4.69% |
$138K - $160K
|
7.9K
$3.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
353+ 1.41% |
$137K - $160K
|
25.4K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
353+ 11.78% |
$137K - $160K
|
3.35K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
353+ 0.76% |
$137K - $160K
|
46.5K
$19.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
352+ 9.87% |
$137K - $159K
|
3.92K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
352+ 0.32% |
$137K - $159K
|
112K
$47.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
352+ 1.09% |
$137K - $159K
|
32.6K
$13.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
351+ 41.69% |
$137K - $159K
|
1.19K
$505K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
351+ 13.24% |
$137K - $159K
|
3K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
351+ 1.22% |
$137K - $159K
|
29.1K
$12.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
348+ 8.52% |
$135K - $158K
|
4.43K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
348+ 1.93% |
$135K - $158K
|
18.4K
$7.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
346+ 51.26% |
$135K - $157K
|
1.02K
$432K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
345+ 17.14% |
$134K - $156K
|
2.36K
$999K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
345+ 16.34% |
$134K - $156K
|
2.46K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
342+ 4.4% |
$133K - $155K
|
8.12K
$3.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
341+ 0.21% |
$133K - $154K
|
163K
$69.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
340+ 32.82% |
$132K - $154K
|
1.38K
$583K
|