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 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
70+ 0.52% |
$27.3K - $31.7K
|
13.6K
$5.74M
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
70+ 1.54% |
$27.3K - $31.7K
|
4.61K
$1.95M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
70+ 2.85% |
$27.3K - $31.7K
|
2.53K
$1.07M
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
69+ 0.19% |
$26.9K - $31.2K
|
37.3K
$15.8M
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
69+ 0.2% |
$26.9K - $31.2K
|
34.1K
$14.5M
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
69+ 2.44% |
$26.9K - $31.2K
|
2.9K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69+ 0.67% |
$26.9K - $31.2K
|
10.4K
$4.42M
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
68+ 0.91% |
$26.5K - $30.8K
|
7.54K
$3.19M
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
68+ 0.09% |
$26.5K - $30.8K
|
73.6K
$31.2M
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
68+ 0.18% |
$26.5K - $30.8K
|
38.9K
$16.5M
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
68+ 0.33% |
$26.5K - $30.8K
|
20.8K
$8.82M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
67+ 7.29% |
$26.1K - $30.3K
|
986
$418K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65+ 0.12% |
$25.3K - $29.4K
|
56.6K
$24M
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
65+ 2.13% |
$25.3K - $29.4K
|
3.12K
$1.32M
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
65+ 1.4% |
$25.3K - $29.4K
|
4.72K
$2M
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
65+ 0.3% |
$25.3K - $29.4K
|
21.5K
$9.11M
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
65+ 0.61% |
$25.3K - $29.4K
|
10.7K
$4.52M
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
64+ 0.59% |
$24.9K - $29K
|
10.9K
$4.62M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
64+ 1.02% |
$24.9K - $29K
|
6.36K
$2.69M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
63+ 1.13% |
$24.5K - $28.5K
|
5.65K
$2.39M
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
63+ 1.2% |
$24.5K - $28.5K
|
5.32K
$2.25M
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
62+ 0.96% |
$24.1K - $28.1K
|
6.53K
$2.76M
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
62+ 0.81% |
$24.1K - $28.1K
|
7.76K
$3.29M
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
61+ 0.28% |
$23.7K - $27.6K
|
21.7K
$9.17M
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
60+ 0.31% |
$23.4K - $27.2K
|
19.5K
$8.24M
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
60+ 2.19% |
$23.4K - $27.2K
|
2.8K
$1.19M
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
60+ 1.21% |
$23.4K - $27.2K
|
5.01K
$2.12M
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
60+ 6.04% |
$23.4K - $27.2K
|
1.05K
$446K
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
60+ 0.43% |
$23.4K - $27.2K
|
14.2K
$5.99M
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
60+ 0.49% |
$23.4K - $27.2K
|
12.4K
$5.24M
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
60+ 0.41% |
$23.4K - $27.2K
|
14.5K
$6.15M
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
58+ 3.15% |
$22.6K - $26.3K
|
1.9K
$805K
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
58+ 0.46% |
$22.6K - $26.3K
|
12.6K
$5.33M
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
57+ 0.07% |
$22.2K - $25.8K
|
87.7K
$37.1M
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
56+ 1.46% |
$21.8K - $25.4K
|
3.89K
$1.65M
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
56+ 0.65% |
$21.8K - $25.4K
|
8.65K
$3.66M
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
56+ 2.48% |
$21.8K - $25.4K
|
2.32K
$981K
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
56+ 3.19% |
$21.8K - $25.4K
|
1.81K
$767K
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
56+ 0.83% |
$21.8K - $25.4K
|
6.84K
$2.89M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
56+ 1.22% |
$21.8K - $25.4K
|
4.64K
$1.96M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
55+ 0.55% |
$21.4K - $24.9K
|
10K
$4.24M
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
55+ 3.15% |
$21.4K - $24.9K
|
1.8K
$763K
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
55+ 0.04% |
$21.4K - $24.9K
|
138K
$58.4M
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
54+ 2.21% |
$21K - $24.5K
|
2.49K
$1.06M
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
54+ 0.24% |
$21K - $24.5K
|
22.8K
$9.67M
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
54+ 1.3% |
$21K - $24.5K
|
4.22K
$1.79M
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
54+ 1.16% |
$21K - $24.5K
|
4.71K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
54+ 0.34% |
$21K - $24.5K
|
16K
$6.79M
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
54+ 0.95% |
$21K - $24.5K
|
5.74K
$2.43M
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
53+ 0.28% |
$20.6K - $24K
|
19.3K
$8.17M
|