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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
200New |
$55.1K - $69.6K
|
200
$78.3K
|
|
Aug 10, 2023
Q2 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
104+ 0.73% |
$28.6K - $36.2K
|
14.3K
$5.58M
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$27.5K - $34.8K
|
100
$39.1K
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
CALL |
100New |
$27.5K - $34.8K
|
100
$39.1K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
62+ 1.47% |
$17.1K - $21.6K
|
4.29K
$1.68M
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
58+ 3.06% |
$16K - $20.2K
|
1.95K
$765K
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
45+ 3.81% |
$12.4K - $15.7K
|
1.23K
$480K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
BUY
|
- |
219K+ 19.1% |
$48.8M - $63.3M
|
1.37M
$535M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
197KNew |
$43.8M - $56.8M
|
197K
$77.1M
|
|
May 10, 2023
Q1 2023
|
Strategic Vision Investment LTD
Hong Kong, K3 |
BUY
|
CALL |
130KNew |
$28.9M - $37.5M
|
130K
$50.9M
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
65KNew |
$14.5M - $18.7M
|
65K
$25.4M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
52.7K+ 19.21% |
$11.7M - $15.2M
|
327K
$128M
|
|
May 15, 2023
Q1 2023
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
50KNew |
$11.1M - $14.4M
|
50K
$19.6M
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
50KNew |
$11.1M - $14.4M
|
50K
$19.6M
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
29KNew |
$6.45M - $8.36M
|
29K
$11.3M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
24.4K+ 80.44% |
$5.42M - $7.03M
|
54.7K
$21.4M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
19K+ 110.2% |
$4.23M - $5.48M
|
36.3K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
16.3K+ 83.33% |
$3.62M - $4.7M
|
35.9K
$14M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$3.2M - $4.15M
|
14.4K
$5.63M
|
|
May 17, 2023
Q1 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
13KNew |
$2.89M - $3.75M
|
13K
$5.09M
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
12.7KNew |
$2.83M - $3.67M
|
12.7K
$4.98M
|
|
Apr 28, 2023
Q1 2023
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
8.9KNew |
$1.98M - $2.57M
|
8.9K
$3.48M
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
8.3KNew |
$1.85M - $2.39M
|
8.3K
$3.25M
|
|
May 10, 2023
Q1 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
5.89K+ 27.46% |
$1.31M - $1.7M
|
27.3K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
5.7K+ 2.32% |
$1.27M - $1.64M
|
251K
$98.4M
|
|
May 09, 2023
Q1 2023
|
Ar Asset Management Inc
|
BUY
|
- |
5.06K+ 26.33% |
$1.12M - $1.46M
|
24.3K
$9.5M
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
3.8KNew |
$845K - $1.1M
|
3.8K
$1.49M
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
PUT |
3.5KNew |
$778K - $1.01M
|
3.5K
$1.37M
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
PUT |
2.8KNew |
$622K - $807K
|
2.8K
$1.1M
|
|
Mar 18, 2025
Q1 2023
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
PUT |
2.5K+ 71.43% |
$556K - $721K
|
6K
$2.35M
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
2.39K+ 0.54% |
$532K - $690K
|
448K
$175M
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
1.8KNew |
$400K - $519K
|
1.8K
$704K
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.38K+ 1.63% |
$306K - $397K
|
85.9K
$33.6M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.3K+ 76.47% |
$289K - $375K
|
3K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.15K+ 7.14% |
$256K - $332K
|
17.3K
$6.76M
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.09KNew |
$242K - $313K
|
1.09K
$425K
|
|
May 12, 2023
Q1 2023
|
Goff John C
Fort Worth, TX |
BUY
|
- |
1.04KNew |
$231K - $300K
|
1.04K
$407K
|
|
May 12, 2023
Q1 2023
|
Bfam Partners (Cayman) LTD
Northpoint, Hong Kong, K3 |
BUY
|
- |
1KNew |
$222K - $288K
|
1K
$391K
|
|
May 09, 2023
Q1 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
775New |
$172K - $223K
|
775
$303K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
772+ 9.25% |
$172K - $223K
|
9.12K
$3.57M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
553New |
$123K - $159K
|
553
$216K
|
|
May 15, 2023
Q1 2023
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
400New |
$88.9K - $115K
|
400
$157K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
PUT |
400+ 100.0% |
$88.9K - $115K
|
800
$313K
|
|
May 11, 2023
Q1 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
335New |
$74.5K - $96.6K
|
335
$131K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
196+ 1.95% |
$43.6K - $56.5K
|
10.2K
$4M
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
184+ 6.78% |
$40.9K - $53K
|
2.9K
$1.13M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
184+ 6.78% |
$40.9K - $53K
|
2.9K
$1.13M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
100New |
$22.2K - $28.8K
|
100
$39.1K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
50New |
$11.1K - $14.4K
|
50
$19.6K
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
36+ 1.99% |
$8K - $10.4K
|
1.85K
$722K
|