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 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
94+ 0.2% |
$36.6K - $42.6K
|
47.2K
$19.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
94+ 1.81% |
$36.6K - $42.6K
|
5.29K
$2.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
94+ 2.52% |
$36.6K - $42.6K
|
3.83K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
94+ 0.15% |
$36.6K - $42.6K
|
61.2K
$25.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
94+ 1.41% |
$36.6K - $42.6K
|
6.75K
$2.78M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
94+ 3.2% |
$36.6K - $42.6K
|
3.04K
$1.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
92+ 0.22% |
$35.8K - $41.7K
|
42K
$17.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
92+ 7.07% |
$35.8K - $41.7K
|
1.39K
$575K
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
92+ 0.66% |
$35.8K - $41.7K
|
13.9K
$5.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
92+ 0.36% |
$35.8K - $41.7K
|
25.8K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
91+ 0.31% |
$35.4K - $41.2K
|
29.2K
$12M
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
91+ 1.16% |
$35.4K - $41.2K
|
7.93K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
91+ 6.91% |
$35.4K - $41.2K
|
1.41K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
91+ 1.74% |
$35.4K - $41.2K
|
5.31K
$2.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
90+ 0.69% |
$35K - $40.8K
|
13.1K
$5.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
90+ 15.28% |
$35K - $40.8K
|
679
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
90+ 0.67% |
$35K - $40.8K
|
13.6K
$5.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
89+ 0.86% |
$34.7K - $40.3K
|
10.5K
$4.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
89+ 6.61% |
$34.7K - $40.3K
|
1.44K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
89+ 2.04% |
$34.7K - $40.3K
|
4.45K
$1.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
88+ 7.74% |
$34.3K - $39.9K
|
1.23K
$505K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
88+ 0.15% |
$34.3K - $39.9K
|
58.7K
$24.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
88+ 2.56% |
$34.3K - $39.9K
|
3.53K
$1.46M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
88+ 2.69% |
$34.3K - $39.9K
|
3.36K
$1.39M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
87+ 1.07% |
$33.9K - $39.4K
|
8.25K
$3.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
87+ 0.91% |
$33.9K - $39.4K
|
9.69K
$3.99M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
87+ 0.9% |
$33.9K - $39.4K
|
9.71K
$4M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
86+ 0.12% |
$33.5K - $38.9K
|
69.4K
$28.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
86+ 0.65% |
$33.5K - $38.9K
|
13.2K
$5.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
85+ 0.99% |
$33.1K - $38.5K
|
8.68K
$3.58M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
84+ 0.72% |
$32.7K - $38K
|
11.7K
$4.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
84+ 0.54% |
$32.7K - $38K
|
15.8K
$6.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
84+ 4.4% |
$32.7K - $38K
|
1.99K
$821K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
84+ 2.87% |
$32.7K - $38K
|
3.01K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
BUY
|
- |
83+ 0.07% |
$32.3K - $37.6K
|
113K
$46.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
82+ 0.26% |
$31.9K - $37.1K
|
31.9K
$13.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
82+ 0.95% |
$31.9K - $37.1K
|
8.71K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
82+ 2.12% |
$31.9K - $37.1K
|
3.95K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
82+ 13.44% |
$31.9K - $37.1K
|
692
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
82+ 1.86% |
$31.9K - $37.1K
|
4.5K
$1.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
81+ 1.35% |
$31.5K - $36.7K
|
6.07K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
81+ 5.41% |
$31.5K - $36.7K
|
1.58K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
80+ 0.6% |
$31.1K - $36.2K
|
13.4K
$5.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
80+ 1.32% |
$31.1K - $36.2K
|
6.16K
$2.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
80+ 0.66% |
$31.1K - $36.2K
|
12.2K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
79+ 2.43% |
$30.8K - $35.8K
|
3.33K
$1.37M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
77+ 0.51% |
$30K - $34.9K
|
15.3K
$6.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
77+ 1.46% |
$30K - $34.9K
|
5.37K
$2.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
76+ 1.11% |
$29.6K - $34.4K
|
6.94K
$2.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
76+ 1.51% |
$29.6K - $34.4K
|
5.11K
$2.11M
|