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 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
108+ 6.14% |
$42K - $48.9K
|
1.87K
$791K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
106+ 0.82% |
$41.3K - $48K
|
13.1K
$5.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
105+ 0.6% |
$40.9K - $47.5K
|
17.6K
$7.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
105+ 0.54% |
$40.9K - $47.5K
|
19.7K
$8.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
105+ 2.64% |
$40.9K - $47.5K
|
4.08K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
105+ 0.18% |
$40.9K - $47.5K
|
59.7K
$25.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
BUY
|
- |
105+ 2.85% |
$40.9K - $47.5K
|
3.79K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
105+ 0.43% |
$40.9K - $47.5K
|
24.4K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
105+ 0.37% |
$40.9K - $47.5K
|
28.2K
$11.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
104+ 0.68% |
$40.5K - $47.1K
|
15.3K
$6.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
104+ 0.71% |
$40.5K - $47.1K
|
14.7K
$6.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
103+ 5.61% |
$40.1K - $46.6K
|
1.94K
$822K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
103+ 4.99% |
$40.1K - $46.6K
|
2.17K
$918K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
102+ 0.88% |
$39.7K - $46.2K
|
11.6K
$4.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
102+ 8.96% |
$39.7K - $46.2K
|
1.24K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
102+ 16.89% |
$39.7K - $46.2K
|
706
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
102+ 0.59% |
$39.7K - $46.2K
|
17.4K
$7.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
101+ 0.76% |
$39.3K - $45.7K
|
13.5K
$5.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
100+ 0.67% |
$38.9K - $45.3K
|
15.1K
$6.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
100+ 0.7% |
$38.9K - $45.3K
|
14.4K
$6.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
BUY
|
- |
100+ 1.74% |
$38.9K - $45.3K
|
5.84K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
100+ 0.3% |
$38.9K - $45.3K
|
33.1K
$14M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
100+ 0.94% |
$38.9K - $45.3K
|
10.7K
$4.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
100+ 0.33% |
$38.9K - $45.3K
|
30.8K
$13.1M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
100+ 0.12% |
$38.9K - $45.3K
|
81.2K
$34.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 0.49% |
$38.9K - $45.3K
|
20.7K
$8.77M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
100+ 3.76% |
$38.9K - $45.3K
|
2.76K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
100+ 1.46% |
$38.9K - $45.3K
|
6.94K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
100New |
$38.9K - $45.3K
|
100
$42.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
98+ 3.02% |
$38.2K - $44.4K
|
3.34K
$1.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
96+ 1.38% |
$37.4K - $43.5K
|
7.04K
$2.98M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
96+ 3.49% |
$37.4K - $43.5K
|
2.85K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
96+ 2.45% |
$37.4K - $43.5K
|
4.02K
$1.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
95+ 0.71% |
$37K - $43K
|
13.5K
$5.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
94+ 0.6% |
$36.6K - $42.6K
|
15.7K
$6.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
94+ 0.2% |
$36.6K - $42.6K
|
47.2K
$20M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
94+ 1.81% |
$36.6K - $42.6K
|
5.29K
$2.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
94+ 2.52% |
$36.6K - $42.6K
|
3.83K
$1.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
94+ 0.15% |
$36.6K - $42.6K
|
61.2K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
94+ 1.41% |
$36.6K - $42.6K
|
6.75K
$2.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
92+ 0.22% |
$35.8K - $41.7K
|
42K
$17.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
92+ 7.07% |
$35.8K - $41.7K
|
1.39K
$590K
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
92+ 0.66% |
$35.8K - $41.7K
|
13.9K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
92+ 0.36% |
$35.8K - $41.7K
|
25.8K
$10.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
91+ 0.31% |
$35.4K - $41.2K
|
29.2K
$12.4M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
91+ 1.16% |
$35.4K - $41.2K
|
7.93K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
91+ 6.91% |
$35.4K - $41.2K
|
1.41K
$596K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
91+ 1.74% |
$35.4K - $41.2K
|
5.31K
$2.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
90+ 0.69% |
$35K - $40.8K
|
13.1K
$5.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
90+ 15.28% |
$35K - $40.8K
|
679
$288K
|