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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
17+ 0.18% |
$6.62K - $7.7K
|
9.58K
$4.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16+ 0.55% |
$6.23K - $7.25K
|
2.9K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
16+ 0.13% |
$6.23K - $7.25K
|
12.1K
$5.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
16+ 0.22% |
$6.23K - $7.25K
|
7.14K
$3.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16+ 0.52% |
$6.23K - $7.25K
|
3.1K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
16+ 0.11% |
$6.23K - $7.25K
|
15.2K
$6.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
16+ 0.14% |
$6.23K - $7.25K
|
11.8K
$5.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16+ 1.26% |
$6.23K - $7.25K
|
1.29K
$545K
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
15+ 0.01% |
$5.84K - $6.79K
|
107K
$45.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
15+ 0.58% |
$5.84K - $6.79K
|
2.6K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
15+ 0.3% |
$5.84K - $6.79K
|
5.06K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$5.84K - $6.79K
|
15
$6.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
15+ 0.58% |
$5.84K - $6.79K
|
2.61K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14+ 0.03% |
$5.45K - $6.34K
|
46.3K
$19.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14+ 1.56% |
$5.45K - $6.34K
|
913
$387K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
14+ 0.06% |
$5.45K - $6.34K
|
23.4K
$9.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.07% |
$5.45K - $6.34K
|
18.9K
$7.99M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
13+ 0.09% |
$5.06K - $5.89K
|
14.7K
$6.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
13+ 0.23% |
$5.06K - $5.89K
|
5.62K
$2.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
13+ 1.38% |
$5.06K - $5.89K
|
957
$405K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
13+ 0.32% |
$5.06K - $5.89K
|
4.06K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
12+ 2.36% |
$4.67K - $5.43K
|
521
$221K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11+ 1.39% |
$4.28K - $4.98K
|
804
$340K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11+ 0.12% |
$4.28K - $4.98K
|
9.35K
$3.96M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 0.2% |
$4.28K - $4.98K
|
5.53K
$2.34M
|
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
10+ 0.1% |
$3.89K - $4.53K
|
9.76K
$4.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
10+ 0.69% |
$3.89K - $4.53K
|
1.45K
$614K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
10+ 1.1% |
$3.89K - $4.53K
|
915
$387K
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
10+ 0.04% |
$3.89K - $4.53K
|
27.9K
$11.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
10+ 0.13% |
$3.89K - $4.53K
|
7.73K
$3.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
10+ 0.13% |
$3.89K - $4.53K
|
7.82K
$3.31M
|
|
|
Aug 07, 2024
Q2 2024
|
Saybrook Capital
|
BUY
|
- |
10+ 0.86% |
$3.89K - $4.53K
|
1.17K
$495K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
10+ 0.09% |
$3.89K - $4.53K
|
11K
$4.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
10+ 0.11% |
$3.89K - $4.53K
|
8.93K
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
10+ 0.36% |
$3.89K - $4.53K
|
2.76K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.45% |
$3.89K - $4.53K
|
2.22K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 0.06% |
$3.89K - $4.53K
|
16.1K
$6.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
9+ 0.21% |
$3.5K - $4.08K
|
4.34K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
9+ 0.95% |
$3.5K - $4.08K
|
961
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.16% |
$3.5K - $4.08K
|
5.48K
$2.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
9+ 0.05% |
$3.5K - $4.08K
|
17.7K
$7.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
9+ 0.06% |
$3.5K - $4.08K
|
15.5K
$6.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9+ 1.3% |
$3.5K - $4.08K
|
700
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
9+ 0.15% |
$3.5K - $4.08K
|
6.2K
$2.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$3.11K - $3.62K
|
5.27K
$2.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8+ 0.2% |
$3.11K - $3.62K
|
4.11K
$1.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$3.11K - $3.62K
|
32.6K
$13.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8+ 0.17% |
$3.11K - $3.62K
|
4.85K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8+ 0.12% |
$3.11K - $3.62K
|
6.66K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
8+ 0.54% |
$3.11K - $3.62K
|
1.48K
$627K
|