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
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.08% |
$779 - $906
|
2.63K
$1.11M
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
2+ 0.08% |
$779 - $906
|
2.64K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.24% |
$779 - $906
|
838
$355K
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$779 - $906
|
3.18K
$1.34M
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2+ 0.02% |
$779 - $906
|
10.7K
$4.54M
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2+ 0.02% |
$779 - $906
|
9.25K
$3.92M
|
|
Aug 09, 2024
Q2 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.12% |
$779 - $906
|
1.62K
$685K
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.02% |
$779 - $906
|
10.4K
$4.42M
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
2+ 0.01% |
$779 - $906
|
16.9K
$7.14M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.12% |
$779 - $906
|
1.72K
$729K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1+ 0.03% |
$389 - $453
|
3.33K
$1.41M
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$389 - $453
|
803
$340K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.5% |
$389 - $453
|
201
$85.1K
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.02% |
$389 - $453
|
6.65K
$2.81M
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$389 - $453
|
1.39K
$590K
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1+ 0.08% |
$389 - $453
|
1.22K
$515K
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$389 - $453
|
1.85K
$782K
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1+ 0.19% |
$389 - $453
|
522
$221K
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.17% |
$389 - $453
|
598
$253K
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1+ 0.03% |
$389 - $453
|
3.62K
$1.53M
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1+ 0.11% |
$389 - $453
|
949
$402K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.07% |
$389 - $453
|
1.51K
$641K
|
|
Jul 29, 2024
Q2 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1+ 0.03% |
$389 - $453
|
3.54K
$1.5M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$389 - $453
|
4.29K
$1.82M
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$389 - $453
|
2.11K
$894K
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
BUY
|
- |
1+ 0.01% |
$389 - $453
|
7.31K
$3.09M
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.08% |
$389 - $453
|
1.23K
$521K
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$389 - $453
|
5.8K
$2.46M
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1+ 0.0% |
$389 - $453
|
32.8K
$13.9M
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1+ 0.1% |
$389 - $453
|
975
$413K
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$389 - $453
|
1.15K
$486K
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.06% |
$389 - $453
|
1.75K
$741K
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.05% |
$389 - $453
|
1.85K
$785K
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 0.04% |
$389 - $453
|
2.31K
$979K
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$389 - $453
|
7.83K
$3.31M
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.11% |
$389 - $453
|
897
$380K
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1- 0.03% |
$389 - $453
|
3.57K
$1.51M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-1- 0.03% |
$389 - $453
|
3.65K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-1- 0.56% |
$389 - $453
|
179
$75.8K
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$779 - $906
|
4.79K
$2.03M
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2- 0.04% |
$779 - $906
|
4.74K
$2.01M
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.02% |
$779 - $906
|
8.59K
$3.64M
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.01% |
$779 - $906
|
15.6K
$6.61M
|
|
Aug 14, 2024
Q2 2024
|
Channing Global Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$779 - $906
|
12K
$5.07M
|
|
Aug 14, 2024
Q2 2024
|
Portolan Capital Management, LLC
Boston, MA |
SELL
|
- |
-2- 0.04% |
$779 - $906
|
5.3K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2- 0.14% |
$779 - $906
|
1.41K
$597K
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.2% |
$779 - $906
|
1K
$424K
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3- 0.03% |
$1.17K - $1.36K
|
11.3K
$4.77M
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3- 0.02% |
$1.17K - $1.36K
|
13.3K
$5.62M
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-3- 0.3% |
$1.17K - $1.36K
|
1.01K
$429K
|