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 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
56+ 1.46% |
$21.8K - $25.4K
|
3.89K
$1.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
56+ 0.65% |
$21.8K - $25.4K
|
8.65K
$3.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
56+ 2.48% |
$21.8K - $25.4K
|
2.32K
$955K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
56+ 3.19% |
$21.8K - $25.4K
|
1.81K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
56+ 0.83% |
$21.8K - $25.4K
|
6.84K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
56+ 1.22% |
$21.8K - $25.4K
|
4.64K
$1.91M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
56+ 0.17% |
$21.8K - $25.4K
|
32.4K
$13.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
55+ 0.55% |
$21.4K - $24.9K
|
10K
$4.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
55+ 3.15% |
$21.4K - $24.9K
|
1.8K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
55+ 0.04% |
$21.4K - $24.9K
|
138K
$56.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
54+ 2.21% |
$21K - $24.5K
|
2.49K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
54+ 0.24% |
$21K - $24.5K
|
22.8K
$9.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
54+ 1.3% |
$21K - $24.5K
|
4.22K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
54+ 1.16% |
$21K - $24.5K
|
4.71K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
54+ 0.34% |
$21K - $24.5K
|
16K
$6.61M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
54+ 0.95% |
$21K - $24.5K
|
5.74K
$2.37M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
53+ 0.28% |
$20.6K - $24K
|
19.3K
$7.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
53+ 0.5% |
$20.6K - $24K
|
10.8K
$4.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
53+ 2.28% |
$20.6K - $24K
|
2.38K
$981K
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
53+ 0.07% |
$20.6K - $24K
|
76.8K
$31.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
53+ 0.42% |
$20.6K - $24K
|
12.7K
$5.21M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
53+ 0.3% |
$20.6K - $24K
|
17.6K
$7.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
53+ 1.47% |
$20.6K - $24K
|
3.67K
$1.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
53+ 0.35% |
$20.6K - $24K
|
15.1K
$6.21M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
53+ 9.53% |
$20.6K - $24K
|
609
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
52New |
$20.2K - $23.5K
|
52
$21.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
51+ 1.03% |
$19.9K - $23.1K
|
4.99K
$2.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
51+ 2.15% |
$19.9K - $23.1K
|
2.42K
$998K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
50+ 0.31% |
$19.5K - $22.6K
|
16K
$6.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
50+ 0.37% |
$19.5K - $22.6K
|
13.5K
$5.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50+ 2.65% |
$19.5K - $22.6K
|
1.94K
$799K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
50+ 0.17% |
$19.5K - $22.6K
|
30.2K
$12.4M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
50+ 0.72% |
$19.5K - $22.6K
|
7.01K
$2.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
49+ 1.0% |
$19.1K - $22.2K
|
4.95K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
49+ 3.31% |
$19.1K - $22.2K
|
1.53K
$631K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
49+ 3.89% |
$19.1K - $22.2K
|
1.31K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
49+ 0.55% |
$19.1K - $22.2K
|
8.99K
$3.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
48+ 1.88% |
$18.7K - $21.7K
|
2.6K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
48+ 8.94% |
$18.7K - $21.7K
|
585
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
48+ 0.13% |
$18.7K - $21.7K
|
38.4K
$15.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
48+ 1.36% |
$18.7K - $21.7K
|
3.59K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
48+ 1.3% |
$18.7K - $21.7K
|
3.73K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
48+ 5.76% |
$18.7K - $21.7K
|
882
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48+ 0.53% |
$18.7K - $21.7K
|
9.1K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
48+ 0.37% |
$18.7K - $21.7K
|
13.2K
$5.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
47+ 0.81% |
$18.3K - $21.3K
|
5.83K
$2.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
47+ 0.44% |
$18.3K - $21.3K
|
10.6K
$4.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
47+ 0.29% |
$18.3K - $21.3K
|
16.3K
$6.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
46+ 1.17% |
$17.9K - $20.8K
|
3.98K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
46+ 0.67% |
$17.9K - $20.8K
|
6.87K
$2.83M
|