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 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
229+ 1.61% |
$89.2K - $104K
|
14.4K
$6.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
228+ 0.32% |
$88.8K - $103K
|
70.5K
$29.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
228+ 2.89% |
$88.8K - $103K
|
8.11K
$3.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
226+ 4.83% |
$88K - $102K
|
4.91K
$2.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
225+ 9.65% |
$87.6K - $102K
|
2.56K
$1.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
225+ 2.12% |
$87.6K - $102K
|
10.9K
$4.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
225+ 4.57% |
$87.6K - $102K
|
5.15K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
225+ 1.04% |
$87.6K - $102K
|
21.8K
$9.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
223+ 5.99% |
$86.8K - $101K
|
3.94K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
223+ 1.52% |
$86.8K - $101K
|
14.9K
$6.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
222+ 2.68% |
$86.4K - $101K
|
8.5K
$3.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
221+ 14.23% |
$86K - $100K
|
1.77K
$751K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
221+ 7.53% |
$86K - $100K
|
3.16K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
220+ 2.14% |
$85.7K - $99.6K
|
10.5K
$4.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
220+ 0.19% |
$85.7K - $99.6K
|
116K
$49.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
220+ 1.11% |
$85.7K - $99.6K
|
20.1K
$8.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
220+ 30.77% |
$85.7K - $99.6K
|
935
$396K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
218+ 0.55% |
$84.9K - $98.7K
|
39.8K
$16.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
216+ 19.41% |
$84.1K - $97.8K
|
1.33K
$563K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
216+ 0.35% |
$84.1K - $97.8K
|
61.2K
$25.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
215+ 0.44% |
$83.7K - $97.4K
|
49.4K
$20.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
215+ 0.42% |
$83.7K - $97.4K
|
51.2K
$21.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
215+ 2.0% |
$83.7K - $97.4K
|
11K
$4.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
215+ 0.04% |
$83.7K - $97.4K
|
514K
$218M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
214+ 0.68% |
$83.3K - $96.9K
|
31.5K
$13.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
214+ 2.68% |
$83.3K - $96.9K
|
8.19K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
214+ 0.9% |
$83.3K - $96.9K
|
23.9K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
212+ 1.76% |
$82.5K - $96K
|
12.3K
$5.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
211+ 0.9% |
$82.1K - $95.6K
|
23.7K
$10M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
211+ 6.97% |
$82.1K - $95.6K
|
3.24K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
211+ 3.66% |
$82.1K - $95.6K
|
5.97K
$2.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
210+ 1.14% |
$81.8K - $95.1K
|
18.7K
$7.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
210+ 1.89% |
$81.8K - $95.1K
|
11.3K
$4.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
209+ 3.71% |
$81.4K - $94.6K
|
5.85K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
209+ 0.67% |
$81.4K - $94.6K
|
31.4K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Carroll Investors, Inc
|
BUY
|
- |
209+ 0.7% |
$81.4K - $94.6K
|
30K
$12.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
208+ 30.32% |
$81K - $94.2K
|
894
$379K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
208+ 1.54% |
$81K - $94.2K
|
13.7K
$5.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
207+ 3.37% |
$80.6K - $93.7K
|
6.35K
$2.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
206+ 6.06% |
$80.2K - $93.3K
|
3.6K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
206+ 0.95% |
$80.2K - $93.3K
|
21.9K
$9.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
206+ 1.02% |
$80.2K - $93.3K
|
20.4K
$8.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
205+ 0.73% |
$79.8K - $92.8K
|
28.5K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
205+ 1.15% |
$79.8K - $92.8K
|
18K
$7.63M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
205+ 1.36% |
$79.8K - $92.8K
|
15.3K
$6.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
204+ 5.75% |
$79.4K - $92.4K
|
3.75K
$1.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
204+ 3.91% |
$79.4K - $92.4K
|
5.42K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
203+ 13.68% |
$79K - $91.9K
|
1.69K
$714K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
202+ 7.29% |
$78.6K - $91.5K
|
2.97K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
202+ 20.26% |
$78.6K - $91.5K
|
1.2K
$508K
|