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 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
82+ 0.95% |
$31.9K - $37.1K
|
8.71K
$3.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
82+ 2.12% |
$31.9K - $37.1K
|
3.95K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
82+ 13.44% |
$31.9K - $37.1K
|
692
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
82+ 1.86% |
$31.9K - $37.1K
|
4.5K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
81+ 1.35% |
$31.5K - $36.7K
|
6.07K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
81+ 5.41% |
$31.5K - $36.7K
|
1.58K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
80+ 0.6% |
$31.1K - $36.2K
|
13.4K
$5.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
80+ 1.32% |
$31.1K - $36.2K
|
6.16K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
80+ 0.66% |
$31.1K - $36.2K
|
12.2K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
79+ 2.43% |
$30.8K - $35.8K
|
3.33K
$1.31M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
77+ 0.51% |
$30K - $34.9K
|
15.3K
$5.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
77+ 1.46% |
$30K - $34.9K
|
5.37K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
76+ 1.11% |
$29.6K - $34.4K
|
6.94K
$2.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
76+ 1.51% |
$29.6K - $34.4K
|
5.11K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
76+ 0.35% |
$29.6K - $34.4K
|
21.8K
$8.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
76+ 1.46% |
$29.6K - $34.4K
|
5.28K
$2.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
76+ 2.09% |
$29.6K - $34.4K
|
3.7K
$1.45M
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
76+ 0.62% |
$29.6K - $34.4K
|
12.4K
$4.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
75+ 0.53% |
$29.2K - $34K
|
14.3K
$5.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
75+ 0.96% |
$29.2K - $34K
|
7.89K
$3.09M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
74+ 0.8% |
$28.8K - $33.5K
|
9.27K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
74+ 1.06% |
$28.8K - $33.5K
|
7.06K
$2.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
73+ 0.44% |
$28.4K - $33.1K
|
16.7K
$6.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
72+ 14.29% |
$28K - $32.6K
|
576
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
72+ 1.93% |
$28K - $32.6K
|
3.8K
$1.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
72+ 0.98% |
$28K - $32.6K
|
7.39K
$2.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
72+ 2.14% |
$28K - $32.6K
|
3.44K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
71+ 11.45% |
$27.6K - $32.2K
|
691
$271K
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
71+ 0.33% |
$27.6K - $32.2K
|
21.7K
$8.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
71+ 0.41% |
$27.6K - $32.2K
|
17.5K
$6.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
70+ 0.52% |
$27.3K - $31.7K
|
13.6K
$5.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
70+ 1.54% |
$27.3K - $31.7K
|
4.61K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
70+ 2.85% |
$27.3K - $31.7K
|
2.53K
$991K
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
69+ 0.19% |
$26.9K - $31.2K
|
37.3K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
69+ 0.2% |
$26.9K - $31.2K
|
34.1K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
69+ 2.44% |
$26.9K - $31.2K
|
2.9K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
69+ 0.67% |
$26.9K - $31.2K
|
10.4K
$4.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
68+ 0.91% |
$26.5K - $30.8K
|
7.54K
$2.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
68+ 0.09% |
$26.5K - $30.8K
|
73.6K
$28.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
68+ 0.18% |
$26.5K - $30.8K
|
38.9K
$15.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
68+ 0.33% |
$26.5K - $30.8K
|
20.8K
$8.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
67+ 7.29% |
$26.1K - $30.3K
|
986
$386K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
65+ 0.12% |
$25.3K - $29.4K
|
56.6K
$22.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
65+ 2.13% |
$25.3K - $29.4K
|
3.12K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
65+ 1.4% |
$25.3K - $29.4K
|
4.72K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
65+ 0.3% |
$25.3K - $29.4K
|
21.5K
$8.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
65+ 0.61% |
$25.3K - $29.4K
|
10.7K
$4.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
64+ 0.59% |
$24.9K - $29K
|
10.9K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
64+ 1.02% |
$24.9K - $29K
|
6.36K
$2.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
63+ 1.13% |
$24.5K - $28.5K
|
5.65K
$2.21M
|