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 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.56K+ 48.16% |
$607K - $706K
|
4.8K
$1.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.55K+ 3.67% |
$603K - $702K
|
43.7K
$18.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.55K+ 5.3% |
$603K - $702K
|
30.8K
$12.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 2.52% |
$603K - $701K
|
63.1K
$26.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.55K+ 0.41% |
$602K - $701K
|
380K
$157M
|
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.55K+ 3.53% |
$602K - $700K
|
45.3K
$18.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.54K+ 8.94% |
$600K - $698K
|
18.8K
$7.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
1.54K+ 4.73% |
$600K - $698K
|
34.1K
$14.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.53K+ 5.66% |
$597K - $695K
|
28.6K
$11.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.53K+ 6.69% |
$597K - $695K
|
24.5K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.53K+ 1.27% |
$597K - $695K
|
122K
$50.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.52K+ 4.41% |
$590K - $687K
|
35.9K
$14.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.51K+ 2.29% |
$589K - $686K
|
67.7K
$28M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.51K+ 62.67% |
$589K - $686K
|
3.93K
$1.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.51K+ 7.49% |
$587K - $683K
|
21.6K
$8.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
1.51K+ 5.41% |
$587K - $682K
|
29.4K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
1.51K+ 15.96% |
$587K - $682K
|
10.9K
$4.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.5K+ 2.73% |
$585K - $681K
|
56.5K
$23.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.5K+ 15.91% |
$584K - $679K
|
10.9K
$4.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.49K+ 16.35% |
$580K - $674K
|
10.6K
$4.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.49K+ 26.57% |
$580K - $674K
|
7.09K
$2.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.48K+ 263.57% |
$575K - $668K
|
2.04K
$841K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
1.47K+ 18.78% |
$572K - $666K
|
9.3K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.47K+ 12.05% |
$572K - $666K
|
13.7K
$5.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.47K+ 0.16% |
$571K - $664K
|
911K
$377M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.47K+ 0.2% |
$571K - $664K
|
718K
$297M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.47K+ 7.04% |
$570K - $663K
|
22.3K
$9.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.45K+ 18.46% |
$566K - $658K
|
9.32K
$3.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 26.43% |
$565K - $657K
|
6.94K
$2.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.45K+ 7.63% |
$565K - $657K
|
20.4K
$8.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.45K+ 8.2% |
$563K - $655K
|
19.1K
$7.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.45K+ 5.12% |
$563K - $655K
|
29.7K
$12.3M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.44K+ 6.77% |
$559K - $650K
|
22.6K
$9.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 25.27% |
$559K - $650K
|
7.11K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.44K+ 3.75% |
$559K - $650K
|
39.7K
$16.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 2.97% |
$558K - $649K
|
49.7K
$20.5M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.43K+ 6.25% |
$557K - $648K
|
24.3K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.43K+ 1.51% |
$556K - $647K
|
96.3K
$39.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.43K+ 12.48% |
$556K - $646K
|
12.9K
$5.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.42K+ 3.79% |
$554K - $644K
|
38.9K
$16.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.42KNew |
$552K - $643K
|
1.42K
$586K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.41K+ 0.91% |
$551K - $640K
|
157K
$65.1M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.41K+ 1.08% |
$550K - $640K
|
132K
$54.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.4K+ 4.56% |
$546K - $635K
|
32.2K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 0.62% |
$544K - $633K
|
228K
$94.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.39K+ 1.01% |
$542K - $630K
|
140K
$57.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.39K+ 23.83% |
$541K - $629K
|
7.22K
$2.98M
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.39K+ 2.67% |
$540K - $628K
|
53.3K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.38K+ 0.65% |
$537K - $625K
|
215K
$88.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.38K+ 21.56% |
$537K - $625K
|
7.78K
$3.22M
|