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 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
41+ 3.09% |
$16K - $18.6K
|
1.37K
$579K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
41+ 0.43% |
$16K - $18.6K
|
9.64K
$4.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
41+ 0.34% |
$16K - $18.6K
|
12K
$5.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
41+ 2.27% |
$16K - $18.6K
|
1.85K
$783K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
40+ 1.71% |
$15.6K - $18.1K
|
2.38K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40+ 2.15% |
$15.6K - $18.1K
|
1.9K
$803K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
40+ 0.19% |
$15.6K - $18.1K
|
20.6K
$8.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
40+ 0.65% |
$15.6K - $18.1K
|
6.19K
$2.62M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
39+ 0.01% |
$15.2K - $17.7K
|
318K
$135M
|
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
39+ 0.24% |
$15.2K - $17.7K
|
16.6K
$7.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
39+ 0.43% |
$15.2K - $17.7K
|
9.11K
$3.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
38+ 1.17% |
$14.8K - $17.2K
|
3.29K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38+ 1.11% |
$14.8K - $17.2K
|
3.46K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
38+ 0.3% |
$14.8K - $17.2K
|
12.7K
$5.36M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
38+ 3.48% |
$14.8K - $17.2K
|
1.13K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
38+ 1.23% |
$14.8K - $17.2K
|
3.13K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
37+ 0.23% |
$14.4K - $16.8K
|
16.1K
$6.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
37+ 3.07% |
$14.4K - $16.8K
|
1.24K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
37+ 1.5% |
$14.4K - $16.8K
|
2.51K
$1.06M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
36+ 0.5% |
$14K - $16.3K
|
7.29K
$3.09M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
35+ 0.2% |
$13.6K - $15.8K
|
17.4K
$7.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
35+ 0.28% |
$13.6K - $15.8K
|
12.4K
$5.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
35+ 1.57% |
$13.6K - $15.8K
|
2.27K
$960K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
35+ 0.62% |
$13.6K - $15.8K
|
5.65K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
35+ 1.52% |
$13.6K - $15.8K
|
2.33K
$987K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
34+ 0.38% |
$13.2K - $15.4K
|
9.04K
$3.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
34+ 0.35% |
$13.2K - $15.4K
|
9.67K
$4.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
34+ 0.04% |
$13.2K - $15.4K
|
77K
$32.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
33+ 0.49% |
$12.8K - $14.9K
|
6.76K
$2.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
33+ 0.9% |
$12.8K - $14.9K
|
3.69K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.49% |
$12.8K - $14.9K
|
6.74K
$2.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
32+ 0.81% |
$12.5K - $14.5K
|
4K
$1.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
32+ 0.01% |
$12.5K - $14.5K
|
244K
$103M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
31+ 2.8% |
$12.1K - $14K
|
1.14K
$483K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
31+ 3.99% |
$12.1K - $14K
|
808
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
31+ 0.05% |
$12.1K - $14K
|
61.6K
$26.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
31+ 1.12% |
$12.1K - $14K
|
2.8K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 1.61% |
$12.1K - $14K
|
1.96K
$828K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
30+ 2.33% |
$11.7K - $13.6K
|
1.32K
$559K
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
30+ 1.88% |
$11.7K - $13.6K
|
1.63K
$689K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30+ 0.8% |
$11.7K - $13.6K
|
3.76K
$1.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
29+ 0.7% |
$11.3K - $13.1K
|
4.18K
$1.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
29+ 0.15% |
$11.3K - $13.1K
|
19.9K
$8.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
29+ 0.21% |
$11.3K - $13.1K
|
14.2K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29+ 0.08% |
$11.3K - $13.1K
|
37.6K
$15.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
28+ 0.26% |
$10.9K - $12.7K
|
10.7K
$4.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
28+ 0.78% |
$10.9K - $12.7K
|
3.61K
$1.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
28+ 0.9% |
$10.9K - $12.7K
|
3.14K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 0.4% |
$10.9K - $12.7K
|
7.09K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
28+ 1.64% |
$10.9K - $12.7K
|
1.74K
$737K
|