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 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
250+ 22.5% |
$97.3K - $113K
|
1.36K
$696K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
250+ 6.57% |
$97.3K - $113K
|
4.06K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
248+ 4.84% |
$96.6K - $112K
|
5.38K
$2.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
248+ 0.97% |
$96.6K - $112K
|
25.9K
$13.2M
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
248+ 2.49% |
$96.6K - $112K
|
10.2K
$5.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
247+ 35.8% |
$96.2K - $112K
|
937
$479K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
245+ 1.73% |
$95.4K - $111K
|
14.4K
$7.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
245+ 0.48% |
$95.4K - $111K
|
51.7K
$26.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
245+ 1.1% |
$95.4K - $111K
|
22.5K
$11.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
244+ 8.53% |
$95K - $110K
|
3.11K
$1.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
244+ 2.81% |
$95K - $110K
|
8.92K
$4.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
241+ 3.48% |
$93.8K - $109K
|
7.17K
$3.67M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
241+ 1.1% |
$93.8K - $109K
|
22.2K
$11.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
240+ 0.33% |
$93.4K - $109K
|
73.3K
$37.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
240+ 0.3% |
$93.4K - $109K
|
79.1K
$40.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
240+ 0.11% |
$93.4K - $109K
|
220K
$113M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
239+ 2.66% |
$93K - $108K
|
9.23K
$4.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
239+ 1.04% |
$93K - $108K
|
23.2K
$11.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
237+ 0.7% |
$92.3K - $107K
|
34K
$17.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
236+ 1.29% |
$91.9K - $107K
|
18.5K
$9.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
236+ 5.6% |
$91.9K - $107K
|
4.45K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
235+ 0.49% |
$91.5K - $106K
|
48K
$24.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
235+ 1.36% |
$91.5K - $106K
|
17.5K
$8.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
235+ 0.16% |
$91.5K - $106K
|
149K
$76.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
234+ 1.27% |
$91.1K - $106K
|
18.7K
$9.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
233+ 1.62% |
$90.7K - $106K
|
14.6K
$7.49M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
233+ 1.78% |
$90.7K - $106K
|
13.3K
$6.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
233+ 1.5% |
$90.7K - $106K
|
15.8K
$8.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
232+ 1.01% |
$90.3K - $105K
|
23.1K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
232+ 0.76% |
$90.3K - $105K
|
30.7K
$15.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
231+ 0.3% |
$89.9K - $105K
|
77K
$39.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
230+ 5.17% |
$89.5K - $104K
|
4.68K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
230+ 0.51% |
$89.5K - $104K
|
45K
$23M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
229+ 0.1% |
$89.2K - $104K
|
226K
$115M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
229+ 1.61% |
$89.2K - $104K
|
14.4K
$7.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
228+ 0.32% |
$88.8K - $103K
|
70.5K
$36.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
228+ 2.89% |
$88.8K - $103K
|
8.11K
$4.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
226+ 4.83% |
$88K - $102K
|
4.91K
$2.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
225+ 9.65% |
$87.6K - $102K
|
2.56K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
225+ 2.12% |
$87.6K - $102K
|
10.9K
$5.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
225+ 4.57% |
$87.6K - $102K
|
5.15K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
225+ 1.04% |
$87.6K - $102K
|
21.8K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
223+ 5.99% |
$86.8K - $101K
|
3.94K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
223+ 1.52% |
$86.8K - $101K
|
14.9K
$7.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
222+ 2.68% |
$86.4K - $101K
|
8.5K
$4.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
221+ 14.23% |
$86K - $100K
|
1.77K
$908K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
221+ 7.53% |
$86K - $100K
|
3.16K
$1.62M
|
|
|
May 19, 2025
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
221+ 14.23% |
$86K - $100K
|
1.77K
$908K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
220+ 2.14% |
$85.7K - $99.6K
|
10.5K
$5.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
220+ 0.19% |
$85.7K - $99.6K
|
116K
$59.6M
|