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 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
767+ 6.82% |
$303K - $359K
|
12K
$4.98M
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
764New |
$302K - $357K
|
764
$317K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
763+ 0.95% |
$301K - $357K
|
80.8K
$33.5M
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
755+ 2.18% |
$298K - $353K
|
35.4K
$14.7M
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
753New |
$298K - $352K
|
753
$312K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
752+ 1.69% |
$297K - $352K
|
45.3K
$18.8M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
749+ 0.34% |
$296K - $350K
|
221K
$91.7M
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
743+ 4.64% |
$294K - $347K
|
16.8K
$6.96M
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
742+ 1.42% |
$293K - $347K
|
53.1K
$22M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
742+ 2.57% |
$293K - $347K
|
29.7K
$12.3M
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
741New |
$293K - $346K
|
741
$308K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
740+ 8.01% |
$292K - $346K
|
9.98K
$4.14M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
739+ 2.29% |
$292K - $346K
|
33K
$13.7M
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
739+ 3.77% |
$292K - $346K
|
20.3K
$8.44M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
735+ 2.04% |
$290K - $344K
|
36.7K
$15.2M
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
733+ 2.61% |
$290K - $343K
|
28.8K
$12M
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
731+ 3.34% |
$289K - $342K
|
22.6K
$9.39M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
731+ 1.24% |
$289K - $342K
|
59.9K
$24.9M
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
730+ 4.14% |
$288K - $341K
|
18.4K
$7.63M
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
728+ 2.74% |
$288K - $340K
|
27.3K
$11.3M
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
728+ 1.42% |
$288K - $340K
|
51.9K
$21.5M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
726+ 19.64% |
$287K - $339K
|
4.42K
$1.84M
|
|
Nov 14, 2024
Q3 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
722New |
$285K - $338K
|
722
$300K
|
|
Nov 14, 2024
Q3 2024
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
720+ 2.38% |
$285K - $337K
|
31K
$12.9M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
719+ 2.83% |
$284K - $336K
|
26.1K
$10.8M
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
714+ 3.09% |
$282K - $334K
|
23.8K
$9.89M
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
712+ 9.85% |
$281K - $333K
|
7.94K
$3.3M
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
708+ 10.31% |
$280K - $331K
|
7.58K
$3.14M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
699+ 1.23% |
$276K - $327K
|
57.6K
$23.9M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
697+ 0.56% |
$275K - $326K
|
124K
$51.6M
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
696+ 8.39% |
$275K - $325K
|
8.99K
$3.73M
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
694+ 0.63% |
$274K - $324K
|
110K
$45.8M
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
692+ 3.3% |
$273K - $324K
|
21.7K
$8.99M
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
690+ 6.18% |
$273K - $323K
|
11.9K
$4.92M
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
689+ 0.9% |
$272K - $322K
|
77.6K
$32.2M
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
687+ 91.97% |
$271K - $321K
|
1.43K
$595K
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
681+ 1.32% |
$269K - $318K
|
52.3K
$21.7M
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
680New |
$269K - $318K
|
680
$282K
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
674New |
$266K - $315K
|
674
$280K
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
673+ 0.14% |
$266K - $315K
|
492K
$204M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
670+ 5.97% |
$265K - $313K
|
11.9K
$4.94M
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
669New |
$264K - $313K
|
669
$278K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
666+ 10.09% |
$263K - $311K
|
7.27K
$3.02M
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
665+ 1.71% |
$263K - $311K
|
39.4K
$16.4M
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
658New |
$260K - $308K
|
658
$273K
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
656+ 10.48% |
$259K - $307K
|
6.92K
$2.87M
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
655+ 1.52% |
$259K - $306K
|
43.6K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
651+ 4.73% |
$257K - $304K
|
14.4K
$5.98M
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
650+ 1.71% |
$257K - $304K
|
38.8K
$16.1M
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
649+ 5.98% |
$256K - $303K
|
11.5K
$4.77M
|