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 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
27+ 0.57% |
$10.5K - $12.2K
|
4.79K
$2.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
27+ 1.58% |
$10.5K - $12.2K
|
1.74K
$736K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27+ 1.24% |
$10.5K - $12.2K
|
2.2K
$930K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
27+ 0.14% |
$10.5K - $12.2K
|
19K
$8.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
27+ 0.78% |
$10.5K - $12.2K
|
3.49K
$1.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
27+ 0.39% |
$10.5K - $12.2K
|
6.97K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 2.02% |
$10.5K - $12.2K
|
1.36K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26+ 1.99% |
$10.1K - $11.8K
|
1.33K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
26+ 0.85% |
$10.1K - $11.8K
|
3.08K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
25+ 2.82% |
$9.73K - $11.3K
|
913
$387K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
25+ 0.13% |
$9.73K - $11.3K
|
19.2K
$8.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 0.26% |
$9.73K - $11.3K
|
9.64K
$4.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 0.71% |
$9.73K - $11.3K
|
3.54K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
25+ 0.77% |
$9.73K - $11.3K
|
3.26K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 0.0% |
$9.73K - $11.3K
|
1.16M
$492M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
25+ 0.09% |
$9.73K - $11.3K
|
27.3K
$11.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
25+ 0.77% |
$9.73K - $11.3K
|
3.29K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
25+ 0.36% |
$9.73K - $11.3K
|
6.99K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.13% |
$9.73K - $11.3K
|
18.7K
$7.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
24+ 0.7% |
$9.34K - $10.9K
|
3.45K
$1.46M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
24+ 0.38% |
$9.34K - $10.9K
|
6.34K
$2.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 0.91% |
$8.95K - $10.4K
|
2.56K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
23+ 0.02% |
$8.95K - $10.4K
|
95.1K
$40.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
23+ 0.79% |
$8.95K - $10.4K
|
2.92K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
22+ 0.65% |
$8.57K - $9.96K
|
3.39K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
22+ 1.94% |
$8.57K - $9.96K
|
1.15K
$489K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
22+ 0.42% |
$8.57K - $9.96K
|
5.3K
$2.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
22+ 0.09% |
$8.57K - $9.96K
|
23.8K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
22+ 0.03% |
$8.57K - $9.96K
|
63.2K
$26.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22+ 0.27% |
$8.57K - $9.96K
|
8.26K
$3.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
22+ 1.31% |
$8.57K - $9.96K
|
1.71K
$723K
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
21+ 0.47% |
$8.18K - $9.51K
|
4.47K
$1.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
21+ 0.39% |
$8.18K - $9.51K
|
5.44K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
20+ 0.2% |
$7.79K - $9.06K
|
9.89K
$4.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
20+ 0.14% |
$7.79K - $9.06K
|
14.2K
$6.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
20+ 1.13% |
$7.79K - $9.06K
|
1.78K
$755K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
20+ 0.22% |
$7.79K - $9.06K
|
9.18K
$3.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
20+ 2.33% |
$7.79K - $9.06K
|
878
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
20+ 0.97% |
$7.79K - $9.06K
|
2.09K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 0.07% |
$7.79K - $9.06K
|
30.5K
$12.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
20+ 0.73% |
$7.79K - $9.06K
|
2.75K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
20+ 1.61% |
$7.79K - $9.06K
|
1.26K
$534K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 0.27% |
$7.4K - $8.6K
|
7.14K
$3.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.11% |
$7.4K - $8.6K
|
17.3K
$7.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 0.16% |
$7.4K - $8.6K
|
12.2K
$5.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 0.32% |
$7.4K - $8.6K
|
5.87K
$2.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17+ 2.96% |
$6.62K - $7.7K
|
592
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
17+ 0.11% |
$6.62K - $7.7K
|
15.5K
$6.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17+ 3.99% |
$6.62K - $7.7K
|
443
$188K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17+ 0.25% |
$6.62K - $7.7K
|
6.8K
$2.88M
|