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 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
154+ 0.06% |
$60K - $69.7K
|
241K
$102M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
154+ 0.17% |
$60K - $69.7K
|
91.6K
$38.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
154+ 6.72% |
$60K - $69.7K
|
2.44K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
153+ 12.76% |
$59.6K - $69.3K
|
1.35K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
153+ 1.59% |
$59.6K - $69.3K
|
9.77K
$4.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
152+ 19.31% |
$59.2K - $68.8K
|
939
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
152+ 0.66% |
$59.2K - $68.8K
|
23.3K
$9.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
152+ 0.87% |
$59.2K - $68.8K
|
17.6K
$7.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
151+ 0.18% |
$58.8K - $68.4K
|
85.3K
$36.1M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
150+ 0.99% |
$58.4K - $67.9K
|
15.3K
$6.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
150+ 2.03% |
$58.4K - $67.9K
|
7.53K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
149+ 0.48% |
$58K - $67.5K
|
30.9K
$13.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
148+ 0.74% |
$57.6K - $67K
|
20.2K
$8.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
147+ 3.1% |
$57.2K - $66.6K
|
4.89K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
146+ 13.51% |
$56.8K - $66.1K
|
1.23K
$520K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
145+ 1.68% |
$56.5K - $65.7K
|
8.8K
$3.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
145+ 3.34% |
$56.5K - $65.7K
|
4.49K
$1.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
145+ 8.73% |
$56.5K - $65.7K
|
1.81K
$765K
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
145+ 5.47% |
$56.5K - $65.7K
|
2.8K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
145+ 0.65% |
$56.5K - $65.7K
|
22.6K
$9.57M
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
145+ 1.0% |
$56.5K - $65.7K
|
14.6K
$6.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
144+ 0.26% |
$56.1K - $65.2K
|
54.7K
$23.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
144+ 2.9% |
$56.1K - $65.2K
|
5.12K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
144+ 0.47% |
$56.1K - $65.2K
|
30.6K
$13M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
143+ 0.71% |
$55.7K - $64.8K
|
20.3K
$8.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
143+ 17.74% |
$55.7K - $64.8K
|
949
$402K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
143+ 0.25% |
$55.7K - $64.8K
|
56.4K
$23.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
143+ 1.13% |
$55.7K - $64.8K
|
12.8K
$5.44M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
142+ 1.04% |
$55.3K - $64.3K
|
13.8K
$5.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
141+ 14.16% |
$54.9K - $63.9K
|
1.14K
$481K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
141+ 1.02% |
$54.9K - $63.9K
|
14K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
141+ 1.78% |
$54.9K - $63.9K
|
8.08K
$3.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
140+ 0.35% |
$54.5K - $63.4K
|
40.3K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
139+ 4.47% |
$54.1K - $62.9K
|
3.25K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
138+ 2.94% |
$53.7K - $62.5K
|
4.84K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
138+ 0.24% |
$53.7K - $62.5K
|
58.1K
$24.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
137+ 3.93% |
$53.3K - $62K
|
3.63K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
137+ 5.18% |
$53.3K - $62K
|
2.78K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
137+ 2.92% |
$53.3K - $62K
|
4.83K
$2.04M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
135+ 12.03% |
$52.6K - $61.1K
|
1.26K
$532K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
135+ 0.55% |
$52.6K - $61.1K
|
24.6K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
135+ 0.9% |
$52.6K - $61.1K
|
15.2K
$6.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
135+ 3.53% |
$52.6K - $61.1K
|
3.96K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135+ 0.96% |
$52.6K - $61.1K
|
14.2K
$6.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
134+ 0.93% |
$52.2K - $60.7K
|
14.5K
$6.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
134+ 6.28% |
$52.2K - $60.7K
|
2.27K
$960K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
133+ 0.84% |
$51.8K - $60.2K
|
15.9K
$6.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
133+ 0.66% |
$51.8K - $60.2K
|
20.3K
$8.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
133+ 1.48% |
$51.8K - $60.2K
|
9.12K
$3.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
133+ 5.26% |
$51.8K - $60.2K
|
2.66K
$1.13M
|