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 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
146+ 13.51% |
$56.8K - $66.1K
|
1.23K
$628K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
145+ 1.68% |
$56.5K - $65.7K
|
8.8K
$4.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
145+ 3.34% |
$56.5K - $65.7K
|
4.49K
$2.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
145+ 8.73% |
$56.5K - $65.7K
|
1.81K
$924K
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
145+ 5.47% |
$56.5K - $65.7K
|
2.8K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
145+ 0.65% |
$56.5K - $65.7K
|
22.6K
$11.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
145+ 1.0% |
$56.5K - $65.7K
|
14.6K
$7.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
144+ 0.26% |
$56.1K - $65.2K
|
54.7K
$28M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
144+ 2.9% |
$56.1K - $65.2K
|
5.12K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
144+ 0.47% |
$56.1K - $65.2K
|
30.6K
$15.7M
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
144+ 4.14% |
$56.1K - $65.2K
|
3.62K
$1.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
143+ 0.71% |
$55.7K - $64.8K
|
20.3K
$10.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
143+ 17.74% |
$55.7K - $64.8K
|
949
$486K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
143+ 0.25% |
$55.7K - $64.8K
|
56.4K
$28.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
143+ 1.13% |
$55.7K - $64.8K
|
12.8K
$6.57M
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
143+ 1.82% |
$55.7K - $64.8K
|
8.01K
$4.1M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
142+ 1.04% |
$55.3K - $64.3K
|
13.8K
$7.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
141+ 14.16% |
$54.9K - $63.9K
|
1.14K
$582K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
141+ 1.02% |
$54.9K - $63.9K
|
14K
$7.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
141+ 1.78% |
$54.9K - $63.9K
|
8.08K
$4.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
140+ 0.35% |
$54.5K - $63.4K
|
40.3K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
139+ 4.47% |
$54.1K - $62.9K
|
3.25K
$1.66M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
138+ 2.94% |
$53.7K - $62.5K
|
4.84K
$2.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
138+ 0.24% |
$53.7K - $62.5K
|
58.1K
$29.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
137+ 3.93% |
$53.3K - $62K
|
3.63K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
137+ 5.18% |
$53.3K - $62K
|
2.78K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
137+ 2.92% |
$53.3K - $62K
|
4.83K
$2.47M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
137+ 0.57% |
$53.3K - $62K
|
24.1K
$12.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
135+ 12.03% |
$52.6K - $61.1K
|
1.26K
$643K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
135+ 0.55% |
$52.6K - $61.1K
|
24.6K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
135+ 0.9% |
$52.6K - $61.1K
|
15.2K
$7.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
135+ 3.53% |
$52.6K - $61.1K
|
3.96K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135+ 0.96% |
$52.6K - $61.1K
|
14.2K
$7.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
134+ 0.93% |
$52.2K - $60.7K
|
14.5K
$7.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
134+ 6.28% |
$52.2K - $60.7K
|
2.27K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
133+ 0.84% |
$51.8K - $60.2K
|
15.9K
$8.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
133+ 0.66% |
$51.8K - $60.2K
|
20.3K
$10.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
133+ 1.48% |
$51.8K - $60.2K
|
9.12K
$4.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
133+ 5.26% |
$51.8K - $60.2K
|
2.66K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
133+ 1.78% |
$51.8K - $60.2K
|
7.6K
$3.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
131+ 0.62% |
$51K - $59.3K
|
21.1K
$10.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
131+ 4.42% |
$51K - $59.3K
|
3.1K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
130+ 4.51% |
$50.6K - $58.9K
|
3.01K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
130+ 0.15% |
$50.6K - $58.9K
|
87.8K
$44.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
130+ 0.63% |
$50.6K - $58.9K
|
20.8K
$10.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
129+ 0.32% |
$50.2K - $58.4K
|
40.6K
$20.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
129+ 6.91% |
$50.2K - $58.4K
|
2K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
129+ 1.29% |
$50.2K - $58.4K
|
10.1K
$5.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
128+ 3.19% |
$49.8K - $58K
|
4.14K
$2.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
BUY
|
- |
127+ 8.62% |
$49.4K - $57.5K
|
1.6K
$819K
|