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 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
21+ 0.47% |
$8.18K - $9.51K
|
4.47K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
21+ 0.39% |
$8.18K - $9.51K
|
5.44K
$2.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
20+ 0.2% |
$7.79K - $9.06K
|
9.89K
$4.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
20+ 0.14% |
$7.79K - $9.06K
|
14.2K
$5.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
20+ 1.13% |
$7.79K - $9.06K
|
1.78K
$735K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
20+ 0.22% |
$7.79K - $9.06K
|
9.18K
$3.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
20+ 2.33% |
$7.79K - $9.06K
|
878
$362K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
20+ 0.97% |
$7.79K - $9.06K
|
2.09K
$860K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 0.07% |
$7.79K - $9.06K
|
30.5K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
20+ 0.73% |
$7.79K - $9.06K
|
2.75K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
20+ 1.61% |
$7.79K - $9.06K
|
1.26K
$520K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19+ 0.27% |
$7.4K - $8.6K
|
7.14K
$2.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.11% |
$7.4K - $8.6K
|
17.3K
$7.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
19+ 0.16% |
$7.4K - $8.6K
|
12.2K
$5.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 0.32% |
$7.4K - $8.6K
|
5.87K
$2.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17+ 2.96% |
$6.62K - $7.7K
|
592
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
17+ 0.11% |
$6.62K - $7.7K
|
15.5K
$6.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17+ 3.99% |
$6.62K - $7.7K
|
443
$183K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
17+ 0.25% |
$6.62K - $7.7K
|
6.8K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
17+ 0.18% |
$6.62K - $7.7K
|
9.58K
$3.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16+ 0.55% |
$6.23K - $7.25K
|
2.9K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
16+ 0.13% |
$6.23K - $7.25K
|
12.1K
$4.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
16+ 0.22% |
$6.23K - $7.25K
|
7.14K
$2.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
16+ 0.52% |
$6.23K - $7.25K
|
3.1K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
16+ 0.11% |
$6.23K - $7.25K
|
15.2K
$6.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
16+ 0.14% |
$6.23K - $7.25K
|
11.8K
$4.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16+ 1.26% |
$6.23K - $7.25K
|
1.29K
$531K
|
|
|
Jan 30, 2025
Q2 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
16+ 0.12% |
$6.23K - $7.25K
|
13.5K
$5.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
15+ 0.01% |
$5.84K - $6.79K
|
107K
$44M
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
15+ 0.58% |
$5.84K - $6.79K
|
2.6K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
15+ 0.3% |
$5.84K - $6.79K
|
5.06K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$5.84K - $6.79K
|
15
$6.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
15+ 0.58% |
$5.84K - $6.79K
|
2.61K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14+ 0.03% |
$5.45K - $6.34K
|
46.3K
$19.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14+ 1.56% |
$5.45K - $6.34K
|
913
$376K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
14+ 0.06% |
$5.45K - $6.34K
|
23.4K
$9.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.07% |
$5.45K - $6.34K
|
18.9K
$7.77M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
13+ 0.09% |
$5.06K - $5.89K
|
14.7K
$6.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
13+ 0.23% |
$5.06K - $5.89K
|
5.62K
$2.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
13+ 1.38% |
$5.06K - $5.89K
|
957
$394K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
13+ 0.32% |
$5.06K - $5.89K
|
4.06K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
12+ 2.36% |
$4.67K - $5.43K
|
521
$215K
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11+ 1.39% |
$4.28K - $4.98K
|
804
$331K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11+ 0.12% |
$4.28K - $4.98K
|
9.35K
$3.86M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 0.2% |
$4.28K - $4.98K
|
5.53K
$2.28M
|
|
|
Jul 08, 2024
Q2 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
10+ 0.1% |
$3.89K - $4.53K
|
9.76K
$4.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
10+ 0.69% |
$3.89K - $4.53K
|
1.45K
$598K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
10+ 1.1% |
$3.89K - $4.53K
|
915
$377K
|
|
|
Jul 18, 2024
Q2 2024
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
10+ 0.04% |
$3.89K - $4.53K
|
27.9K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
10+ 0.13% |
$3.89K - $4.53K
|
7.73K
$3.19M
|