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 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
201+ 10.6% |
$78.3K - $91K
|
2.1K
$888K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
201+ 9.52% |
$78.3K - $91K
|
2.31K
$979K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
201+ 12.43% |
$78.3K - $91K
|
1.82K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
201+ 0.72% |
$78.3K - $91K
|
28.1K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
201+ 0.38% |
$78.3K - $91K
|
52.5K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
201+ 0.08% |
$78.3K - $91K
|
240K
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
201+ 1.3% |
$78.3K - $91K
|
15.7K
$6.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
200+ 0.72% |
$77.9K - $90.6K
|
27.9K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
200+ 1.54% |
$77.9K - $90.6K
|
13.2K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
200+ 20.0% |
$77.9K - $90.6K
|
1.2K
$508K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
199+ 1.3% |
$77.5K - $90.1K
|
15.5K
$6.57M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
198+ 9.65% |
$77.1K - $89.7K
|
2.25K
$952K
|
|
|
Jul 17, 2024
Q2 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
197+ 0.08% |
$76.7K - $89.2K
|
233K
$98.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
197+ 9.56% |
$76.7K - $89.2K
|
2.26K
$956K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
197+ 2.42% |
$76.7K - $89.2K
|
8.35K
$3.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
197+ 0.41% |
$76.7K - $89.2K
|
47.8K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
197+ 0.66% |
$76.7K - $89.2K
|
30.3K
$12.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
196+ 1.67% |
$76.3K - $88.8K
|
11.9K
$5.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
195+ 4.85% |
$75.9K - $88.3K
|
4.21K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
195+ 9.62% |
$75.9K - $88.3K
|
2.22K
$941K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
194+ 1.44% |
$75.5K - $87.9K
|
13.6K
$5.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
193+ 6.62% |
$75.1K - $87.4K
|
3.11K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
192+ 1.99% |
$74.8K - $86.9K
|
9.86K
$4.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
191+ 0.69% |
$74.4K - $86.5K
|
27.9K
$11.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
191+ 5.22% |
$74.4K - $86.5K
|
3.85K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
191+ 0.3% |
$74.4K - $86.5K
|
64.9K
$27.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
189+ 2.25% |
$73.6K - $85.6K
|
8.59K
$3.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
189+ 0.09% |
$73.6K - $85.6K
|
208K
$88M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
189+ 2.61% |
$73.6K - $85.6K
|
7.42K
$3.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
188+ 1.72% |
$73.2K - $85.1K
|
11.1K
$4.7M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
187+ 1.53% |
$72.8K - $84.7K
|
12.4K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
187+ 0.4% |
$72.8K - $84.7K
|
47.4K
$20.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
185+ 12.28% |
$72K - $83.8K
|
1.69K
$716K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
185+ 1.68% |
$72K - $83.8K
|
11.2K
$4.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Vista Finance, LLC
|
BUY
|
- |
185+ 22.16% |
$72K - $83.8K
|
1.02K
$432K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
184+ 2.56% |
$71.6K - $83.3K
|
7.38K
$3.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
182+ 1.87% |
$70.9K - $82.4K
|
9.93K
$4.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
182+ 1.88% |
$70.9K - $82.4K
|
9.87K
$4.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
182+ 1.71% |
$70.9K - $82.4K
|
10.8K
$4.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
181+ 3.34% |
$70.5K - $82K
|
5.6K
$2.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
181+ 5.11% |
$70.5K - $82K
|
3.72K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
181+ 3.63% |
$70.5K - $82K
|
5.17K
$2.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
181+ 8.05% |
$70.5K - $82K
|
2.43K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
181+ 7.47% |
$70.5K - $82K
|
2.61K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
180+ 1.2% |
$70.1K - $81.5K
|
15.1K
$6.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
180+ 1.92% |
$70.1K - $81.5K
|
9.56K
$4.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
179+ 8.28% |
$69.7K - $81.1K
|
2.34K
$992K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
179+ 1.7% |
$69.7K - $81.1K
|
10.7K
$4.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
178+ 1.74% |
$69.3K - $80.6K
|
10.4K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
177+ 0.98% |
$68.9K - $80.2K
|
18.3K
$7.73M
|