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 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
351+ 13.24% |
$137K - $159K
|
3K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
351+ 1.22% |
$137K - $159K
|
29.1K
$12M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
348+ 8.52% |
$135K - $158K
|
4.43K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
348+ 1.93% |
$135K - $158K
|
18.4K
$7.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
346+ 51.26% |
$135K - $157K
|
1.02K
$422K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
345+ 17.14% |
$134K - $156K
|
2.36K
$975K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
345+ 16.34% |
$134K - $156K
|
2.46K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
342+ 4.4% |
$133K - $155K
|
8.12K
$3.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
341+ 0.21% |
$133K - $154K
|
163K
$67.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
340+ 32.82% |
$132K - $154K
|
1.38K
$569K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
340+ 0.95% |
$132K - $154K
|
36.2K
$15M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
340+ 7.15% |
$132K - $154K
|
5.1K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
339+ 1.72% |
$132K - $154K
|
20K
$8.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
338+ 0.74% |
$132K - $153K
|
46.2K
$19.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
337+ 5.85% |
$131K - $153K
|
6.09K
$2.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
337+ 3.43% |
$131K - $153K
|
10.2K
$4.2M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
337+ 1.76% |
$131K - $153K
|
19.5K
$8.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
335+ 0.69% |
$130K - $152K
|
48.7K
$20.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
333+ 0.84% |
$130K - $151K
|
39.8K
$16.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
332+ 0.86% |
$129K - $150K
|
38.8K
$16M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
332+ 10.95% |
$129K - $150K
|
3.36K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
331+ 3.33% |
$129K - $150K
|
10.3K
$4.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330+ 18.33% |
$128K - $149K
|
2.13K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
329+ 0.72% |
$128K - $149K
|
46.2K
$19.1M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
329+ 7.66% |
$128K - $149K
|
4.62K
$1.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
327+ 2.25% |
$127K - $148K
|
14.8K
$6.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
326+ 33.54% |
$127K - $148K
|
1.3K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
324+ 12.09% |
$126K - $147K
|
3K
$1.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
322+ 11.06% |
$125K - $146K
|
3.23K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
321+ 29.89% |
$125K - $145K
|
1.4K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
320+ 43.42% |
$125K - $145K
|
1.06K
$437K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
319+ 0.73% |
$124K - $144K
|
44K
$18.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
319+ 7.28% |
$124K - $144K
|
4.7K
$1.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
319+ 4.8% |
$124K - $144K
|
6.97K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
318+ 1.9% |
$124K - $144K
|
17.1K
$7.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
316+ 1.02% |
$123K - $143K
|
31.3K
$12.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
316+ 14.91% |
$123K - $143K
|
2.44K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
315+ 2.04% |
$123K - $143K
|
15.7K
$6.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
315+ 0.97% |
$123K - $143K
|
32.7K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
315+ 0.54% |
$123K - $143K
|
58.4K
$24.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
314+ 3.99% |
$122K - $142K
|
8.18K
$3.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
313+ 1.56% |
$122K - $142K
|
20.4K
$8.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
313+ 4.08% |
$122K - $142K
|
7.99K
$3.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
310+ 10.42% |
$121K - $140K
|
3.28K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
310+ 11.93% |
$121K - $140K
|
2.91K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
307+ 0.81% |
$120K - $139K
|
38.1K
$15.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
305+ 1.81% |
$119K - $138K
|
17.2K
$7.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
305+ 2.81% |
$119K - $138K
|
11.2K
$4.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
303+ 3.29% |
$118K - $137K
|
9.52K
$3.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
302+ 2.36% |
$118K - $137K
|
13.1K
$5.42M
|