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
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
133+ 1.78% |
$51.8K - $60.2K
|
7.6K
$3.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
131+ 0.62% |
$51K - $59.3K
|
21.1K
$8.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
131+ 4.42% |
$51K - $59.3K
|
3.1K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
130+ 4.51% |
$50.6K - $58.9K
|
3.01K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
130+ 0.15% |
$50.6K - $58.9K
|
87.8K
$37.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
130+ 0.63% |
$50.6K - $58.9K
|
20.8K
$8.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
129+ 0.32% |
$50.2K - $58.4K
|
40.6K
$17.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
129+ 6.91% |
$50.2K - $58.4K
|
2K
$846K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
129+ 1.29% |
$50.2K - $58.4K
|
10.1K
$4.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
128+ 3.19% |
$49.8K - $58K
|
4.14K
$1.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
127+ 8.62% |
$49.4K - $57.5K
|
1.6K
$678K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
127+ 5.46% |
$49.4K - $57.5K
|
2.45K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
126+ 4.62% |
$49.1K - $57.1K
|
2.86K
$1.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
125+ 0.22% |
$48.7K - $56.6K
|
56K
$23.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
124+ 1.66% |
$48.3K - $56.2K
|
7.61K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
124+ 1.99% |
$48.3K - $56.2K
|
6.35K
$2.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
123+ 25.47% |
$47.9K - $55.7K
|
606
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
122+ 2.46% |
$47.5K - $55.2K
|
5.07K
$2.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
121+ 0.65% |
$47.1K - $54.8K
|
18.9K
$7.98M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
120+ 1.88% |
$46.7K - $54.3K
|
6.49K
$2.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
120+ 4.14% |
$46.7K - $54.3K
|
3.02K
$1.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
120+ 1.25% |
$46.7K - $54.3K
|
9.75K
$4.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
120+ 5.05% |
$46.7K - $54.3K
|
2.5K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
120+ 3.24% |
$46.7K - $54.3K
|
3.83K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
120+ 3.35% |
$46.7K - $54.3K
|
3.71K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
120+ 3.3% |
$46.7K - $54.3K
|
3.76K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
120+ 1.2% |
$46.7K - $54.3K
|
10.2K
$4.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
119+ 3.92% |
$46.3K - $53.9K
|
3.16K
$1.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
117+ 4.97% |
$45.6K - $53K
|
2.47K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
117+ 0.21% |
$45.6K - $53K
|
56.2K
$23.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
117+ 1.36% |
$45.6K - $53K
|
8.75K
$3.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
116+ 2.17% |
$45.2K - $52.5K
|
5.45K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
116+ 17.39% |
$45.2K - $52.5K
|
783
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
116+ 1.61% |
$45.2K - $52.5K
|
7.31K
$3.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
115+ 6.36% |
$44.8K - $52.1K
|
1.92K
$814K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
115+ 2.64% |
$44.8K - $52.1K
|
4.48K
$1.89M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
115+ 0.98% |
$44.8K - $52.1K
|
11.9K
$5.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Folios Inc
|
BUY
|
- |
114+ 3.52% |
$44.4K - $51.6K
|
3.35K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
114+ 0.47% |
$44.4K - $51.6K
|
24.5K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
113+ 0.89% |
$44K - $51.2K
|
12.8K
$5.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
113+ 0.21% |
$44K - $51.2K
|
54K
$22.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
113+ 0.66% |
$44K - $51.2K
|
17.2K
$7.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
112+ 3.79% |
$43.6K - $50.7K
|
3.07K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
112+ 1.68% |
$43.6K - $50.7K
|
6.79K
$2.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
112+ 5.37% |
$43.6K - $50.7K
|
2.2K
$930K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
112+ 0.32% |
$43.6K - $50.7K
|
34.9K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
111+ 1.33% |
$43.2K - $50.3K
|
8.48K
$3.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
110+ 1.16% |
$42.8K - $49.8K
|
9.59K
$4.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
110+ 2.59% |
$42.8K - $49.8K
|
4.36K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
110+ 3.07% |
$42.8K - $49.8K
|
3.7K
$1.57M
|