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 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
267+ 0.44% |
$106K - $125K
|
60.5K
$25.1M
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
267+ 6.18% |
$106K - $125K
|
4.59K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
266+ 1.15% |
$105K - $124K
|
23.4K
$9.73M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
265+ 1.69% |
$105K - $124K
|
16K
$6.63M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
261+ 2.77% |
$103K - $122K
|
9.69K
$4.02M
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
260+ 2.8% |
$103K - $122K
|
9.56K
$3.97M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
257+ 1.78% |
$102K - $120K
|
14.7K
$6.09M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
257+ 2.52% |
$102K - $120K
|
10.5K
$4.34M
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
256+ 2.6% |
$101K - $120K
|
10.1K
$4.19M
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
255+ 2.33% |
$101K - $119K
|
11.2K
$4.64M
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
255+ 6.71% |
$101K - $119K
|
4.06K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
255+ 1.15% |
$101K - $119K
|
22.4K
$9.31M
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
253+ 7.33% |
$100K - $118K
|
3.7K
$1.54M
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
252+ 2.12% |
$99.6K - $118K
|
12.1K
$5.03M
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
250+ 1.15% |
$98.8K - $117K
|
21.9K
$9.1M
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
250+ 0.53% |
$98.8K - $117K
|
47K
$19.5M
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250+ 9.8% |
$98.8K - $117K
|
2.8K
$1.16M
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
249+ 2.6% |
$98.4K - $116K
|
9.82K
$4.07M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
249+ 3.81% |
$98.4K - $116K
|
6.78K
$2.81M
|
|
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
$5.08M
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
242+ 13.13% |
$95.6K - $113K
|
2.09K
$865K
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
242+ 2.67% |
$95.6K - $113K
|
9.3K
$3.86M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
241+ 2.03% |
$95.2K - $113K
|
12.1K
$5.03M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
241+ 1.53% |
$95.2K - $113K
|
16K
$6.65M
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
239+ 1.5% |
$94.4K - $112K
|
16.2K
$6.71M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
239+ 0.51% |
$94.4K - $112K
|
46.8K
$19.4M
|
|
Nov 14, 2024
Q3 2024
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
238+ 4.49% |
$94K - $111K
|
5.54K
$2.3M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
235+ 1.32% |
$92.9K - $110K
|
18.1K
$7.5M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
234+ 2.21% |
$92.5K - $109K
|
10.8K
$4.49M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
234+ 22.44% |
$92.5K - $109K
|
1.28K
$530K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
233+ 1.16% |
$92.1K - $109K
|
20.4K
$8.45M
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
232+ 2.65% |
$91.7K - $108K
|
8.98K
$3.73M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
232+ 4.05% |
$91.7K - $108K
|
5.96K
$2.48M
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
231+ 7.02% |
$91.3K - $108K
|
3.52K
$1.46M
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
230+ 4.48% |
$90.9K - $108K
|
5.37K
$2.23M
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
230+ 4.01% |
$90.9K - $108K
|
5.97K
$2.48M
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
229+ 1.26% |
$90.5K - $107K
|
18.3K
$7.61M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
226+ 0.7% |
$89.3K - $106K
|
32.4K
$13.4M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
225+ 1.16% |
$88.9K - $105K
|
19.6K
$8.14M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
225+ 3.21% |
$88.9K - $105K
|
7.25K
$3.01M
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
222+ 8.13% |
$87.7K - $104K
|
2.95K
$1.22M
|
|
Nov 08, 2024
Q3 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
220+ 4.4% |
$86.9K - $103K
|
5.22K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
219+ 2.59% |
$86.5K - $102K
|
8.66K
$3.59M
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
219+ 4.57% |
$86.5K - $102K
|
5.02K
$2.08M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 0.75% |
$86.5K - $102K
|
29.3K
$12.2M
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
217+ 1.46% |
$85.7K - $101K
|
15.1K
$6.26M
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
216+ 1.82% |
$85.4K - $101K
|
12.1K
$5.01M
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 3.59% |
$85K - $101K
|
6.21K
$2.58M
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
212+ 1.46% |
$83.8K - $99.1K
|
14.7K
$6.12M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 1.52% |
$83.8K - $99.1K
|
14.2K
$5.88M
|