Latest Institutional Purchases of Microsoft Corp (MSFT)
This list provides information on the latest institutional transactions involving Microsoft Corp (MSFT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
741New |
$293K - $346K
|
741
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
719+ 2.83% |
$284K - $336K
|
26.1K
$9.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
696+ 8.39% |
$275K - $325K
|
8.99K
$3.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
687+ 91.97% |
$271K - $321K
|
1.43K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
680New |
$269K - $318K
|
680
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
669New |
$264K - $313K
|
669
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
651+ 4.73% |
$257K - $304K
|
14.4K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
628+ 1.4% |
$248K - $294K
|
45.6K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
627New |
$248K - $293K
|
627
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
619New |
$245K - $289K
|
619
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
615+ 1.78% |
$243K - $288K
|
35.2K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
589+ 12.15% |
$233K - $275K
|
5.44K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
573+ 4.34% |
$226K - $268K
|
13.8K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
572+ 3.85% |
$226K - $267K
|
15.4K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
560+ 25.65% |
$221K - $262K
|
2.74K
$1.04M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
PUT |
500New |
$198K - $234K
|
500
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
CALL |
500New |
$198K - $234K
|
500
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
460+ 12.87% |
$182K - $215K
|
4.04K
$1.53M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
443+ 2.27% |
$175K - $207K
|
19.9K
$7.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
400+ 4.66% |
$158K - $187K
|
8.99K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400+ 20.64% |
$158K - $187K
|
2.34K
$886K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
380+ 4.27% |
$150K - $178K
|
9.28K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
358+ 7.16% |
$141K - $167K
|
5.36K
$2.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
355+ 1.35% |
$140K - $166K
|
26.6K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
349+ 2.15% |
$138K - $163K
|
16.6K
$6.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
300New |
$119K - $140K
|
300
$114K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
300New |
$119K - $140K
|
300
$114K
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
272+ 1.94% |
$107K - $127K
|
14.3K
$5.41M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
255+ 2.33% |
$101K - $119K
|
11.2K
$4.24M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
249+ 2.6% |
$98.4K - $116K
|
9.82K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
243+ 2.03% |
$96K - $114K
|
12.2K
$4.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
235+ 1.32% |
$92.9K - $110K
|
18.1K
$6.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
220+ 4.4% |
$86.9K - $103K
|
5.22K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
219+ 2.59% |
$86.5K - $102K
|
8.66K
$3.28M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
206+ 39.02% |
$81.4K - $96.3K
|
734
$278K
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$642K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
190+ 1.01% |
$75.1K - $88.8K
|
19K
$7.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
175+ 31.31% |
$69.2K - $81.8K
|
734
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
166+ 1.05% |
$65.6K - $77.6K
|
16K
$6.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
160+ 27.78% |
$63.2K - $74.8K
|
736
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
156+ 1.61% |
$61.6K - $72.9K
|
9.83K
$3.72M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
152+ 0.96% |
$60.1K - $71.1K
|
16K
$6.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Check Capital Management Inc
|
BUY
|
- |
152+ 2.6% |
$60.1K - $71.1K
|
6K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
150+ 0.37% |
$59.3K - $70.1K
|
41.1K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
148+ 1.7% |
$58.5K - $69.2K
|
8.83K
$3.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
146+ 2.06% |
$57.7K - $68.3K
|
7.24K
$2.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
136+ 24.5% |
$53.7K - $63.6K
|
691
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
133+ 0.99% |
$52.6K - $62.2K
|
13.6K
$5.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
125+ 21.37% |
$49.4K - $58.4K
|
710
$269K
|