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 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
32+ 0.01% |
$12.5K - $14.5K
|
244K
$100M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
31+ 2.8% |
$12.1K - $14K
|
1.14K
$470K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
31+ 3.99% |
$12.1K - $14K
|
808
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
31+ 0.05% |
$12.1K - $14K
|
61.6K
$25.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
31+ 1.12% |
$12.1K - $14K
|
2.8K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 1.61% |
$12.1K - $14K
|
1.96K
$806K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
30+ 2.33% |
$11.7K - $13.6K
|
1.32K
$544K
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
30+ 1.88% |
$11.7K - $13.6K
|
1.63K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30+ 0.8% |
$11.7K - $13.6K
|
3.76K
$1.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
29+ 0.7% |
$11.3K - $13.1K
|
4.18K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
29+ 0.15% |
$11.3K - $13.1K
|
19.9K
$8.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
29+ 0.21% |
$11.3K - $13.1K
|
14.2K
$5.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29+ 0.08% |
$11.3K - $13.1K
|
37.6K
$15.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
28+ 0.26% |
$10.9K - $12.7K
|
10.7K
$4.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
28+ 0.78% |
$10.9K - $12.7K
|
3.61K
$1.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
28+ 0.9% |
$10.9K - $12.7K
|
3.14K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 0.4% |
$10.9K - $12.7K
|
7.09K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
28+ 1.64% |
$10.9K - $12.7K
|
1.74K
$717K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
27+ 0.57% |
$10.5K - $12.2K
|
4.79K
$1.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
27+ 1.58% |
$10.5K - $12.2K
|
1.74K
$716K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27+ 1.24% |
$10.5K - $12.2K
|
2.2K
$905K
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
27+ 0.14% |
$10.5K - $12.2K
|
19K
$7.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
27+ 0.78% |
$10.5K - $12.2K
|
3.49K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
27+ 0.39% |
$10.5K - $12.2K
|
6.97K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 2.02% |
$10.5K - $12.2K
|
1.36K
$561K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26+ 1.99% |
$10.1K - $11.8K
|
1.33K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
26+ 0.85% |
$10.1K - $11.8K
|
3.08K
$1.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
25+ 2.82% |
$9.73K - $11.3K
|
913
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
25+ 0.13% |
$9.73K - $11.3K
|
19.2K
$7.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 0.26% |
$9.73K - $11.3K
|
9.64K
$3.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 0.71% |
$9.73K - $11.3K
|
3.54K
$1.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
25+ 0.77% |
$9.73K - $11.3K
|
3.26K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 0.0% |
$9.73K - $11.3K
|
1.16M
$479M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
25+ 0.09% |
$9.73K - $11.3K
|
27.3K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
25+ 0.77% |
$9.73K - $11.3K
|
3.29K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
25+ 0.36% |
$9.73K - $11.3K
|
6.99K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.13% |
$9.73K - $11.3K
|
18.7K
$7.71M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
25+ 0.98% |
$9.73K - $11.3K
|
2.58K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
24+ 0.7% |
$9.34K - $10.9K
|
3.45K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
24+ 0.38% |
$9.34K - $10.9K
|
6.34K
$2.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 0.91% |
$8.95K - $10.4K
|
2.56K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
23+ 0.02% |
$8.95K - $10.4K
|
95.1K
$39.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
23+ 0.79% |
$8.95K - $10.4K
|
2.92K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
22+ 0.65% |
$8.57K - $9.96K
|
3.39K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
22+ 1.94% |
$8.57K - $9.96K
|
1.15K
$476K
|
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
22+ 0.42% |
$8.57K - $9.96K
|
5.3K
$2.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
22+ 0.09% |
$8.57K - $9.96K
|
23.8K
$9.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
22+ 0.03% |
$8.57K - $9.96K
|
63.2K
$26.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
22+ 0.27% |
$8.57K - $9.96K
|
8.26K
$3.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
22+ 1.31% |
$8.57K - $9.96K
|
1.71K
$704K
|