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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.14K+ 3.14% |
$449K - $531K
|
37.3K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 1.93% |
$442K - $523K
|
59.2K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.12KNew |
$442K - $523K
|
1.12K
$464K
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.12K+ 1.88% |
$441K - $522K
|
60.6K
$25.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 0.53% |
$441K - $522K
|
210K
$87.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
1.11KNew |
$439K - $519K
|
1.11K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.11K+ 5.45% |
$438K - $518K
|
21.4K
$8.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
1.11K+ 4.27% |
$437K - $517K
|
27K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
1.11K+ 8.77% |
$437K - $517K
|
13.7K
$5.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.1K+ 7.54% |
$435K - $515K
|
15.7K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 0.8% |
$435K - $515K
|
139K
$57.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
1.1KNew |
$435K - $514K
|
1.1K
$456K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
1.1KNew |
$435K - $514K
|
1.1K
$456K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.1KNew |
$433K - $512K
|
1.1K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.1KNew |
$433K - $512K
|
1.1K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.09K+ 47.98% |
$432K - $511K
|
3.37K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.09K+ 122.47% |
$431K - $510K
|
1.98K
$822K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.08K+ 0.37% |
$427K - $505K
|
295K
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.08K+ 2.66% |
$426K - $504K
|
41.6K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 27.46% |
$426K - $504K
|
5K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 0.25% |
$425K - $503K
|
439K
$182M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.08K+ 10.84% |
$425K - $503K
|
11K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
1.06K+ 35.6% |
$418K - $495K
|
4.03K
$1.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 7.46% |
$417K - $494K
|
15.2K
$6.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 49.81% |
$417K - $493K
|
3.17K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.05K+ 3.17% |
$416K - $492K
|
34.2K
$14.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.04K+ 74.48% |
$411K - $486K
|
2.43K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.03K+ 1.32% |
$405K - $480K
|
78.7K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.03K+ 0.94% |
$405K - $479K
|
110K
$45.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.03K+ 3.17% |
$405K - $479K
|
33.4K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1K+ 2.52% |
$396K - $469K
|
40.8K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
1KNew |
$395K - $468K
|
1K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
1KNew |
$395K - $468K
|
1K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1K+ 5.33% |
$395K - $468K
|
19.8K
$8.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
1KNew |
$395K - $468K
|
1K
$415K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
995+ 10.94% |
$393K - $465K
|
10.1K
$4.19M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
991+ 12.65% |
$392K - $463K
|
8.82K
$3.66M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
990+ 7.1% |
$391K - $463K
|
14.9K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
984+ 12.93% |
$389K - $460K
|
8.6K
$3.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
984+ 1.64% |
$389K - $460K
|
61K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
983+ 9.06% |
$388K - $460K
|
11.8K
$4.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
980+ 2.59% |
$387K - $458K
|
38.8K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
980+ 28.36% |
$387K - $458K
|
4.44K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
978+ 0.76% |
$386K - $457K
|
130K
$53.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
977+ 1.93% |
$386K - $457K
|
51.7K
$21.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
956+ 2.88% |
$378K - $447K
|
34.2K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
956+ 11.96% |
$378K - $447K
|
8.95K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
955+ 1.11% |
$377K - $447K
|
86.7K
$36M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
953+ 0.32% |
$377K - $446K
|
297K
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
952+ 2.29% |
$376K - $445K
|
42.6K
$17.7M
|