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 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
503+ 4.8% |
$196K - $228K
|
11K
$4.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
501New |
$195K - $227K
|
501
$207K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
500+ 3.73% |
$195K - $226K
|
13.9K
$5.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
500New |
$195K - $226K
|
500
$207K
|
|
|
Aug 07, 2024
Q2 2024
|
Gruss & Co., LLC
|
BUY
|
- |
500+ 14.29% |
$195K - $226K
|
4K
$1.65M
|
|
|
Dec 02, 2024
Q2 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
500+ 5.1% |
$195K - $226K
|
10.3K
$4.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
499+ 8.61% |
$194K - $226K
|
6.29K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
498+ 1.23% |
$194K - $226K
|
40.9K
$16.9M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
494+ 2.25% |
$192K - $224K
|
22.5K
$9.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
493New |
$192K - $223K
|
493
$204K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
492+ 11.76% |
$192K - $223K
|
4.68K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
492+ 11.78% |
$192K - $223K
|
4.67K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
492+ 6.95% |
$192K - $223K
|
7.57K
$3.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
488+ 0.75% |
$190K - $221K
|
65.8K
$27.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
487+ 0.6% |
$190K - $221K
|
81.3K
$33.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
486+ 5.91% |
$189K - $220K
|
8.71K
$3.6M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
486+ 22.17% |
$189K - $220K
|
2.68K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
486+ 2.17% |
$189K - $220K
|
22.8K
$9.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
486+ 34.23% |
$189K - $220K
|
1.91K
$788K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
484+ 0.98% |
$188K - $219K
|
49.9K
$20.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
484+ 3.6% |
$188K - $219K
|
13.9K
$5.75M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
482+ 16.66% |
$188K - $218K
|
3.38K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
480+ 3.91% |
$187K - $217K
|
12.8K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
480+ 11.89% |
$187K - $217K
|
4.52K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
479+ 1.36% |
$186K - $217K
|
35.6K
$14.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
479New |
$186K - $217K
|
479
$198K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
477+ 1.07% |
$186K - $216K
|
45K
$18.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
476+ 0.86% |
$185K - $216K
|
56.1K
$23.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
474+ 3.75% |
$185K - $215K
|
13.1K
$5.42M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
472+ 6.44% |
$184K - $214K
|
7.8K
$3.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
472+ 7.08% |
$184K - $214K
|
7.14K
$2.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
471+ 0.78% |
$183K - $213K
|
60.6K
$25.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
471+ 1.49% |
$183K - $213K
|
32K
$13.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
471+ 0.06% |
$183K - $213K
|
746K
$308M
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
471New |
$183K - $213K
|
471
$195K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
470New |
$183K - $213K
|
470
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
470+ 0.52% |
$183K - $213K
|
90.4K
$37.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
469+ 1.44% |
$183K - $212K
|
33.1K
$13.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
469New |
$183K - $212K
|
469
$194K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
469+ 0.53% |
$183K - $212K
|
88.4K
$36.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
466+ 5.66% |
$181K - $211K
|
8.7K
$3.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
466+ 2.81% |
$181K - $211K
|
17K
$7.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
464+ 5.14% |
$181K - $210K
|
9.5K
$3.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
464+ 6.18% |
$181K - $210K
|
7.97K
$3.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
462+ 1.01% |
$180K - $209K
|
46K
$19M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
461+ 2.53% |
$179K - $209K
|
18.7K
$7.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
461+ 8.38% |
$179K - $209K
|
5.96K
$2.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
461+ 1.06% |
$179K - $209K
|
43.9K
$18.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
459+ 22.64% |
$179K - $208K
|
2.49K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
458+ 0.48% |
$178K - $207K
|
95.1K
$39.3M
|