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 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
361+ 1.5% |
$141K - $163K
|
24.5K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
361+ 8.89% |
$141K - $163K
|
4.42K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
360+ 7.09% |
$140K - $163K
|
5.44K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
360+ 0.99% |
$140K - $163K
|
36.6K
$18.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
360+ 0.92% |
$140K - $163K
|
39.7K
$20.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
360+ 3.29% |
$140K - $163K
|
11.3K
$5.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
359+ 1.26% |
$140K - $163K
|
28.8K
$14.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
358+ 10.65% |
$139K - $162K
|
3.72K
$1.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
358+ 4.03% |
$139K - $162K
|
9.24K
$4.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
358+ 0.33% |
$139K - $162K
|
109K
$55.7M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
358+ 6.17% |
$139K - $162K
|
6.16K
$3.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
357+ 4.87% |
$139K - $162K
|
7.69K
$3.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
356+ 2.9% |
$139K - $161K
|
12.6K
$6.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
354+ 4.69% |
$138K - $160K
|
7.9K
$4.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
353+ 1.41% |
$137K - $160K
|
25.4K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
353+ 11.78% |
$137K - $160K
|
3.35K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
353+ 0.76% |
$137K - $160K
|
46.5K
$23.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
352+ 9.87% |
$137K - $159K
|
3.92K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
352+ 0.32% |
$137K - $159K
|
112K
$57.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
352+ 1.09% |
$137K - $159K
|
32.6K
$16.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
351+ 41.69% |
$137K - $159K
|
1.19K
$610K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
351+ 13.24% |
$137K - $159K
|
3K
$1.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
351+ 1.22% |
$137K - $159K
|
29.1K
$14.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
348+ 8.52% |
$135K - $158K
|
4.43K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
348+ 1.93% |
$135K - $158K
|
18.4K
$9.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
346+ 51.26% |
$135K - $157K
|
1.02K
$522K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
345+ 17.14% |
$134K - $156K
|
2.36K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
345+ 16.34% |
$134K - $156K
|
2.46K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
342+ 4.4% |
$133K - $155K
|
8.12K
$4.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
341+ 0.21% |
$133K - $154K
|
163K
$83.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
340+ 32.82% |
$132K - $154K
|
1.38K
$704K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
340+ 0.95% |
$132K - $154K
|
36.2K
$18.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
340+ 7.15% |
$132K - $154K
|
5.1K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
339+ 1.72% |
$132K - $154K
|
20K
$10.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
338+ 0.74% |
$132K - $153K
|
46.2K
$23.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
337+ 5.85% |
$131K - $153K
|
6.09K
$3.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
337+ 3.43% |
$131K - $153K
|
10.2K
$5.2M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
337+ 1.76% |
$131K - $153K
|
19.5K
$9.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
335+ 0.69% |
$130K - $152K
|
48.7K
$24.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
333+ 0.84% |
$130K - $151K
|
39.8K
$20.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
332+ 0.86% |
$129K - $150K
|
38.8K
$19.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
332+ 10.95% |
$129K - $150K
|
3.36K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
331+ 3.33% |
$129K - $150K
|
10.3K
$5.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330+ 18.33% |
$128K - $149K
|
2.13K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
329+ 0.72% |
$128K - $149K
|
46.2K
$23.6M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
329+ 7.66% |
$128K - $149K
|
4.62K
$2.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
327+ 2.25% |
$127K - $148K
|
14.8K
$7.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
326+ 33.54% |
$127K - $148K
|
1.3K
$664K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
324+ 12.09% |
$126K - $147K
|
3K
$1.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
322+ 11.06% |
$125K - $146K
|
3.23K
$1.65M
|