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 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
302+ 9.41% |
$118K - $137K
|
3.51K
$1.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
301+ 57.55% |
$117K - $136K
|
824
$341K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
300+ 98.36% |
$117K - $136K
|
605
$250K
|
|
|
Aug 09, 2024
Q2 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
300+ 0.65% |
$117K - $136K
|
46.4K
$19.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
300+ 60.0% |
$117K - $136K
|
800
$331K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
297+ 0.61% |
$116K - $134K
|
49.1K
$20.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
297+ 1.52% |
$116K - $134K
|
19.9K
$8.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
297+ 2.79% |
$116K - $134K
|
10.9K
$4.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
296+ 2.86% |
$115K - $134K
|
10.6K
$4.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
296+ 5.04% |
$115K - $134K
|
6.17K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
295+ 2.31% |
$115K - $134K
|
13.1K
$5.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
294+ 18.92% |
$114K - $133K
|
1.85K
$764K
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
294+ 20.78% |
$114K - $133K
|
1.71K
$706K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
291+ 5.86% |
$113K - $132K
|
5.26K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
291+ 29.75% |
$113K - $132K
|
1.27K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
291+ 1.46% |
$113K - $132K
|
20.2K
$8.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
290+ 4.37% |
$113K - $131K
|
6.92K
$2.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
290+ 1.57% |
$113K - $131K
|
18.7K
$7.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
290+ 12.83% |
$113K - $131K
|
2.55K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
289+ 5.47% |
$113K - $131K
|
5.58K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
288+ 7.14% |
$112K - $130K
|
4.32K
$1.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
288+ 1.58% |
$112K - $130K
|
18.5K
$7.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
288+ 5.45% |
$112K - $130K
|
5.58K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
287+ 5.33% |
$112K - $130K
|
5.67K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
285+ 1.61% |
$111K - $129K
|
17.9K
$7.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
284+ 0.95% |
$111K - $129K
|
30.1K
$12.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
284+ 2.71% |
$111K - $129K
|
10.8K
$4.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
283+ 5.08% |
$110K - $128K
|
5.86K
$2.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
283+ 0.7% |
$110K - $128K
|
40.7K
$16.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
283+ 0.77% |
$110K - $128K
|
37.2K
$15.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
283+ 3.07% |
$110K - $128K
|
9.5K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
283+ 1.24% |
$110K - $128K
|
23.2K
$9.57M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
282+ 2.05% |
$110K - $128K
|
14.1K
$5.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
281+ 4.32% |
$109K - $127K
|
6.78K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
281+ 9.9% |
$109K - $127K
|
3.12K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
280+ 2.76% |
$109K - $127K
|
10.4K
$4.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
280+ 2.11% |
$109K - $127K
|
13.5K
$5.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
280+ 2.64% |
$109K - $127K
|
10.9K
$4.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
279+ 2.36% |
$109K - $126K
|
12.1K
$5M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
278+ 0.17% |
$108K - $126K
|
161K
$66.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
276+ 2.88% |
$107K - $125K
|
9.88K
$4.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
276+ 0.53% |
$107K - $125K
|
52.4K
$21.6M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
275+ 2.17% |
$107K - $125K
|
12.9K
$5.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
275+ 5.07% |
$107K - $125K
|
5.7K
$2.36M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
274+ 5.06% |
$107K - $124K
|
5.69K
$2.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
273+ 1.11% |
$106K - $124K
|
24.8K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
272+ 1.31% |
$106K - $123K
|
21K
$8.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
272+ 0.19% |
$106K - $123K
|
142K
$58.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
271+ 47.13% |
$106K - $123K
|
846
$350K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
271+ 5.69% |
$106K - $123K
|
5.03K
$2.08M
|