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 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
172+ 0.56% |
$67K - $77.9K
|
30.9K
$15.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
171+ 1.08% |
$66.6K - $77.4K
|
16K
$8.17M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
171+ 0.88% |
$66.6K - $77.4K
|
19.5K
$10M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
171+ 0.36% |
$66.6K - $77.4K
|
47.6K
$24.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
171+ 8.32% |
$66.6K - $77.4K
|
2.23K
$1.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
170+ 7.55% |
$66.2K - $77K
|
2.42K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
170+ 4.19% |
$66.2K - $77K
|
4.22K
$2.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
170+ 1.53% |
$66.2K - $77K
|
11.3K
$5.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
169+ 0.79% |
$65.8K - $76.5K
|
21.7K
$11.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
169+ 2.09% |
$65.8K - $76.5K
|
8.25K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
169+ 4.4% |
$65.8K - $76.5K
|
4.01K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
168+ 12.74% |
$65.4K - $76.1K
|
1.49K
$761K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
167New |
$65K - $75.6K
|
167
$85.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
167+ 5.16% |
$65K - $75.6K
|
3.41K
$1.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
166+ 1.19% |
$64.6K - $75.2K
|
14.1K
$7.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
165+ 8.23% |
$64.2K - $74.7K
|
2.17K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
164+ 4.74% |
$63.9K - $74.3K
|
3.62K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
164+ 15.63% |
$63.9K - $74.3K
|
1.21K
$621K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
164+ 0.81% |
$63.9K - $74.3K
|
20.4K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
164+ 7.41% |
$63.9K - $74.3K
|
2.38K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
163+ 5.89% |
$63.5K - $73.8K
|
2.93K
$1.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
161+ 1.23% |
$62.7K - $72.9K
|
13.2K
$6.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
161+ 1.11% |
$62.7K - $72.9K
|
14.6K
$7.47M
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
161+ 4.61% |
$62.7K - $72.9K
|
3.65K
$1.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
160+ 0.48% |
$62.3K - $72.5K
|
33.4K
$17.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
159+ 2.9% |
$61.9K - $72K
|
5.63K
$2.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
159+ 2.73% |
$61.9K - $72K
|
5.99K
$3.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
159+ 10.5% |
$61.9K - $72K
|
1.67K
$856K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
158+ 6.28% |
$61.5K - $71.6K
|
2.67K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Chico Wealth Ria
|
BUY
|
- |
157+ 8.21% |
$61.1K - $71.1K
|
2.07K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
157+ 25.65% |
$61.1K - $71.1K
|
769
$393K
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
157+ 1.66% |
$61.1K - $71.1K
|
9.61K
$4.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
156+ 0.44% |
$60.7K - $70.6K
|
35.3K
$18.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
155+ 0.49% |
$60.3K - $70.2K
|
31.6K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
155+ 2.54% |
$60.3K - $70.2K
|
6.26K
$3.2M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
155+ 0.57% |
$60.3K - $70.2K
|
27.3K
$14M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
154+ 0.06% |
$60K - $69.7K
|
241K
$123M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
154+ 0.17% |
$60K - $69.7K
|
91.6K
$46.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
154+ 6.72% |
$60K - $69.7K
|
2.44K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
153+ 12.76% |
$59.6K - $69.3K
|
1.35K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
153+ 1.59% |
$59.6K - $69.3K
|
9.77K
$5M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
152+ 19.31% |
$59.2K - $68.8K
|
939
$480K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
152+ 0.66% |
$59.2K - $68.8K
|
23.3K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
152+ 0.87% |
$59.2K - $68.8K
|
17.6K
$9M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
151+ 0.18% |
$58.8K - $68.4K
|
85.3K
$43.7M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
150+ 0.99% |
$58.4K - $67.9K
|
15.3K
$7.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
150+ 2.03% |
$58.4K - $67.9K
|
7.53K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
149+ 0.48% |
$58K - $67.5K
|
30.9K
$15.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
148+ 0.74% |
$57.6K - $67K
|
20.2K
$10.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
147+ 3.1% |
$57.2K - $66.6K
|
4.89K
$2.5M
|