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 30, 2024
Q2 2024
|
G&S Capital LLC
|
BUY
|
- |
211+ 3.66% |
$82.1K - $95.6K
|
5.97K
$2.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
210+ 1.14% |
$81.8K - $95.1K
|
18.7K
$7.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
210+ 1.89% |
$81.8K - $95.1K
|
11.3K
$4.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
209+ 3.71% |
$81.4K - $94.6K
|
5.85K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
209+ 0.67% |
$81.4K - $94.6K
|
31.4K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Carroll Investors, Inc
|
BUY
|
- |
209+ 0.7% |
$81.4K - $94.6K
|
30K
$12M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
208+ 30.32% |
$81K - $94.2K
|
894
$357K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
208+ 1.54% |
$81K - $94.2K
|
13.7K
$5.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
207+ 3.37% |
$80.6K - $93.7K
|
6.35K
$2.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
206+ 6.06% |
$80.2K - $93.3K
|
3.6K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
206+ 0.95% |
$80.2K - $93.3K
|
21.9K
$8.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
206+ 1.02% |
$80.2K - $93.3K
|
20.4K
$8.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
205+ 0.73% |
$79.8K - $92.8K
|
28.5K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
205+ 1.15% |
$79.8K - $92.8K
|
18K
$7.2M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
205+ 1.36% |
$79.8K - $92.8K
|
15.3K
$6.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
204+ 5.75% |
$79.4K - $92.4K
|
3.75K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
204+ 3.91% |
$79.4K - $92.4K
|
5.42K
$2.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
203+ 13.68% |
$79K - $91.9K
|
1.69K
$674K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
202+ 7.29% |
$78.6K - $91.5K
|
2.97K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
202+ 20.26% |
$78.6K - $91.5K
|
1.2K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
201+ 10.6% |
$78.3K - $91K
|
2.1K
$839K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
201+ 9.52% |
$78.3K - $91K
|
2.31K
$925K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
201+ 12.43% |
$78.3K - $91K
|
1.82K
$727K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
201+ 0.72% |
$78.3K - $91K
|
28.1K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
201+ 0.38% |
$78.3K - $91K
|
52.5K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
201+ 0.08% |
$78.3K - $91K
|
240K
$95.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
201+ 1.3% |
$78.3K - $91K
|
15.7K
$6.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
200+ 0.72% |
$77.9K - $90.6K
|
27.9K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
200+ 1.54% |
$77.9K - $90.6K
|
13.2K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
200+ 20.0% |
$77.9K - $90.6K
|
1.2K
$480K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
199+ 1.3% |
$77.5K - $90.1K
|
15.5K
$6.2M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
198+ 9.65% |
$77.1K - $89.7K
|
2.25K
$899K
|
|
|
Jul 17, 2024
Q2 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
197+ 0.08% |
$76.7K - $89.2K
|
233K
$92.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
197+ 9.56% |
$76.7K - $89.2K
|
2.26K
$903K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
197+ 2.42% |
$76.7K - $89.2K
|
8.35K
$3.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
197+ 0.41% |
$76.7K - $89.2K
|
47.8K
$19.1M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
197+ 0.66% |
$76.7K - $89.2K
|
30.3K
$12.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
196+ 1.67% |
$76.3K - $88.8K
|
11.9K
$4.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
195+ 4.85% |
$75.9K - $88.3K
|
4.21K
$1.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
195+ 9.62% |
$75.9K - $88.3K
|
2.22K
$888K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
194+ 1.44% |
$75.5K - $87.9K
|
13.6K
$5.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
193+ 6.62% |
$75.1K - $87.4K
|
3.11K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
192+ 1.99% |
$74.8K - $86.9K
|
9.86K
$3.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
191+ 0.69% |
$74.4K - $86.5K
|
27.9K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
191+ 5.22% |
$74.4K - $86.5K
|
3.85K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
191+ 0.3% |
$74.4K - $86.5K
|
64.9K
$25.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
189+ 2.25% |
$73.6K - $85.6K
|
8.59K
$3.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
189+ 0.09% |
$73.6K - $85.6K
|
208K
$83.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
189+ 2.61% |
$73.6K - $85.6K
|
7.42K
$2.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
188+ 1.72% |
$73.2K - $85.1K
|
11.1K
$4.44M
|