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 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
53+ 0.5% |
$20.6K - $24K
|
10.8K
$4.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
53+ 2.28% |
$20.6K - $24K
|
2.38K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
53+ 0.07% |
$20.6K - $24K
|
76.8K
$32.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
53+ 0.42% |
$20.6K - $24K
|
12.7K
$5.36M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
53+ 0.3% |
$20.6K - $24K
|
17.6K
$7.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
53+ 1.47% |
$20.6K - $24K
|
3.67K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
53+ 0.35% |
$20.6K - $24K
|
15.1K
$6.38M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
53+ 9.53% |
$20.6K - $24K
|
609
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
52New |
$20.2K - $23.5K
|
52
$22K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
51+ 1.03% |
$19.9K - $23.1K
|
4.99K
$2.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
51+ 2.15% |
$19.9K - $23.1K
|
2.42K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
50+ 0.31% |
$19.5K - $22.6K
|
16K
$6.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
50+ 0.37% |
$19.5K - $22.6K
|
13.5K
$5.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50+ 2.65% |
$19.5K - $22.6K
|
1.94K
$821K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
50+ 0.17% |
$19.5K - $22.6K
|
30.2K
$12.8M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
50+ 0.72% |
$19.5K - $22.6K
|
7.01K
$2.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
49+ 1.0% |
$19.1K - $22.2K
|
4.95K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
49+ 3.31% |
$19.1K - $22.2K
|
1.53K
$648K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
49+ 3.89% |
$19.1K - $22.2K
|
1.31K
$554K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
49+ 0.55% |
$19.1K - $22.2K
|
8.99K
$3.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 1.88% |
$18.7K - $21.7K
|
2.6K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
48+ 8.94% |
$18.7K - $21.7K
|
585
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
48+ 0.13% |
$18.7K - $21.7K
|
38.4K
$16.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
48+ 1.36% |
$18.7K - $21.7K
|
3.59K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
48+ 1.3% |
$18.7K - $21.7K
|
3.73K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
48+ 5.76% |
$18.7K - $21.7K
|
882
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48+ 0.53% |
$18.7K - $21.7K
|
9.1K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
48+ 0.37% |
$18.7K - $21.7K
|
13.2K
$5.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
47+ 0.81% |
$18.3K - $21.3K
|
5.83K
$2.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
47+ 0.44% |
$18.3K - $21.3K
|
10.6K
$4.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
47+ 0.29% |
$18.3K - $21.3K
|
16.3K
$6.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
46+ 1.17% |
$17.9K - $20.8K
|
3.98K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
46+ 0.67% |
$17.9K - $20.8K
|
6.87K
$2.91M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
45+ 0.43% |
$17.5K - $20.4K
|
10.6K
$4.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.17% |
$17.5K - $20.4K
|
3.88K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
45+ 0.42% |
$17.5K - $20.4K
|
10.7K
$4.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 0.56% |
$17.5K - $20.4K
|
8.11K
$3.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
45+ 1.07% |
$17.5K - $20.4K
|
4.26K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
45+ 0.29% |
$17.5K - $20.4K
|
15.4K
$6.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
45+ 0.67% |
$17.5K - $20.4K
|
6.78K
$2.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
44+ 0.5% |
$17.1K - $19.9K
|
8.77K
$3.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
44+ 169.23% |
$17.1K - $19.9K
|
70
$29.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
44+ 0.39% |
$17.1K - $19.9K
|
11.4K
$4.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 0.14% |
$17.1K - $19.9K
|
31.8K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44+ 3.53% |
$17.1K - $19.9K
|
1.29K
$547K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
43+ 1.36% |
$16.7K - $19.5K
|
3.2K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
43+ 0.94% |
$16.7K - $19.5K
|
4.6K
$1.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 0.06% |
$16.4K - $19K
|
76.3K
$32.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
42+ 0.12% |
$16.4K - $19K
|
33.8K
$14.3M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
42+ 0.02% |
$16.4K - $19K
|
193K
$81.9M
|