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 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
8+ 0.09% |
$3.11K - $3.62K
|
8.7K
$3.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
7New |
$2.73K - $3.17K
|
7
$2.96K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$2.73K - $3.17K
|
2.83K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.16% |
$2.73K - $3.17K
|
4.37K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
7+ 0.02% |
$2.73K - $3.17K
|
29.4K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$2.73K - $3.17K
|
3.02K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
7+ 0.58% |
$2.73K - $3.17K
|
1.22K
$515K
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
6+ 0.47% |
$2.34K - $2.72K
|
1.29K
$546K
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
6+ 0.22% |
$2.34K - $2.72K
|
2.73K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.13% |
$2.34K - $2.72K
|
4.65K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6New |
$2.34K - $2.72K
|
6
$2.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
6+ 0.15% |
$2.34K - $2.72K
|
4.03K
$1.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5+ 0.06% |
$1.95K - $2.26K
|
8.56K
$3.63M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
5+ 0.13% |
$1.95K - $2.26K
|
3.86K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$1.95K - $2.26K
|
3.8K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.01% |
$1.95K - $2.26K
|
40.1K
$17M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
5+ 0.03% |
$1.95K - $2.26K
|
15.2K
$6.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5+ 0.01% |
$1.95K - $2.26K
|
57.5K
$24.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.06% |
$1.95K - $2.26K
|
8.73K
$3.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
5+ 0.13% |
$1.95K - $2.26K
|
3.8K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5+ 2.58% |
$1.95K - $2.26K
|
199
$84.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Gagnon Securities LLC
|
BUY
|
- |
5+ 0.53% |
$1.95K - $2.26K
|
952
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
5+ 0.01% |
$1.95K - $2.26K
|
45.8K
$19.4M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
4+ 0.18% |
$1.56K - $1.81K
|
2.25K
$953K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4+ 0.16% |
$1.56K - $1.81K
|
2.48K
$1.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
4+ 0.02% |
$1.56K - $1.81K
|
19.4K
$8.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4+ 0.16% |
$1.56K - $1.81K
|
2.57K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4+ 0.06% |
$1.56K - $1.81K
|
7.27K
$3.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.07% |
$1.56K - $1.81K
|
5.56K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$1.56K - $1.81K
|
33K
$14M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
4+ 0.02% |
$1.56K - $1.81K
|
18.1K
$7.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
4+ 0.05% |
$1.56K - $1.81K
|
8.86K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.07% |
$1.56K - $1.81K
|
5.49K
$2.32M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4+ 2.78% |
$1.56K - $1.81K
|
148
$62.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$1.17K - $1.36K
|
5.21K
$2.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$1.17K - $1.36K
|
3.64K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3+ 0.33% |
$1.17K - $1.36K
|
904
$383K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$1.17K - $1.36K
|
5.29K
$2.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.04% |
$1.17K - $1.36K
|
7.58K
$3.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3+ 0.48% |
$1.17K - $1.36K
|
632
$268K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
3+ 0.02% |
$1.17K - $1.36K
|
13.5K
$5.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3+ 0.13% |
$1.17K - $1.36K
|
2.4K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3+ 0.2% |
$1.17K - $1.36K
|
1.48K
$625K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3+ 0.13% |
$1.17K - $1.36K
|
2.27K
$962K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3New |
$1.17K - $1.36K
|
3
$1.27K
|
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.18% |
$1.17K - $1.36K
|
1.68K
$710K
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
2+ 0.26% |
$779 - $906
|
782
$331K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2+ 0.03% |
$779 - $906
|
7.34K
$3.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
2+ 3.03% |
$779 - $906
|
68
$28.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.17% |
$779 - $906
|
1.2K
$510K
|