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 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
276+ 0.53% |
$107K - $125K
|
52.4K
$20.9M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
275+ 2.17% |
$107K - $125K
|
12.9K
$5.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
275+ 5.07% |
$107K - $125K
|
5.7K
$2.28M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
274+ 5.06% |
$107K - $124K
|
5.69K
$2.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
273+ 1.11% |
$106K - $124K
|
24.8K
$9.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
272+ 1.31% |
$106K - $123K
|
21K
$8.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
272+ 0.19% |
$106K - $123K
|
142K
$56.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
271+ 47.13% |
$106K - $123K
|
846
$338K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
271+ 5.69% |
$106K - $123K
|
5.03K
$2.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
271+ 1.87% |
$106K - $123K
|
14.8K
$5.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
271+ 0.45% |
$106K - $123K
|
60.7K
$24.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
270+ 14.14% |
$105K - $122K
|
2.18K
$871K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
268+ 241.44% |
$104K - $121K
|
379
$151K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
268+ 1.65% |
$104K - $121K
|
16.5K
$6.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
268+ 1.7% |
$104K - $121K
|
16.1K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
267+ 4.58% |
$104K - $121K
|
6.1K
$2.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
264+ 3.44% |
$103K - $120K
|
7.95K
$3.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
263+ 16.65% |
$102K - $119K
|
1.84K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
263+ 8.68% |
$102K - $119K
|
3.29K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
261+ 0.13% |
$102K - $118K
|
205K
$82M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
260+ 1.36% |
$101K - $118K
|
19.4K
$7.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
259+ 0.69% |
$101K - $117K
|
37.7K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
259+ 7.55% |
$101K - $117K
|
3.69K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
259+ 0.48% |
$101K - $117K
|
54K
$21.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
258+ 0.36% |
$100K - $117K
|
71.9K
$28.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
257+ 3.52% |
$100K - $116K
|
7.56K
$3.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
257+ 0.3% |
$100K - $116K
|
85.7K
$34.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
257+ 1.1% |
$100K - $116K
|
23.6K
$9.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
256+ 0.31% |
$99.7K - $116K
|
83.4K
$33.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
255+ 7.21% |
$99.3K - $115K
|
3.79K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
255+ 1.43% |
$99.3K - $115K
|
18K
$7.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
254+ 0.8% |
$98.9K - $115K
|
32K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
254+ 3.06% |
$98.9K - $115K
|
8.56K
$3.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
253+ 1.27% |
$98.5K - $115K
|
20.2K
$8.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
251+ 0.18% |
$97.7K - $114K
|
138K
$55.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
251+ 1.73% |
$97.7K - $114K
|
14.8K
$5.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
251+ 2.23% |
$97.7K - $114K
|
11.5K
$4.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
250+ 22.5% |
$97.3K - $113K
|
1.36K
$544K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
250+ 6.57% |
$97.3K - $113K
|
4.06K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
248+ 4.84% |
$96.6K - $112K
|
5.38K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
248+ 0.97% |
$96.6K - $112K
|
25.9K
$10.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
247+ 35.8% |
$96.2K - $112K
|
937
$375K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
245+ 1.73% |
$95.4K - $111K
|
14.4K
$5.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
245+ 0.48% |
$95.4K - $111K
|
51.7K
$20.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
245+ 1.1% |
$95.4K - $111K
|
22.5K
$8.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
244+ 8.53% |
$95K - $110K
|
3.11K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
244+ 2.81% |
$95K - $110K
|
8.92K
$3.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
241+ 3.48% |
$93.8K - $109K
|
7.17K
$2.86M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
241+ 1.1% |
$93.8K - $109K
|
22.2K
$8.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
240+ 0.33% |
$93.4K - $109K
|
73.3K
$29.3M
|