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 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
209+ 15.4% |
$82.6K - $97.7K
|
1.57K
$650K
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
209+ 1.27% |
$82.6K - $97.7K
|
16.7K
$6.93M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
208+ 0.78% |
$82.2K - $97.3K
|
26.8K
$11.1M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
207+ 3.63% |
$81.8K - $96.8K
|
5.91K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
207+ 8.49% |
$81.8K - $96.8K
|
2.65K
$1.1M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
206+ 39.02% |
$81.4K - $96.3K
|
734
$305K
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.88M
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
200+ 5.81% |
$79K - $93.5K
|
3.65K
$1.51M
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$703K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
199+ 0.37% |
$78.6K - $93K
|
54.1K
$22.4M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
198+ 0.42% |
$78.2K - $92.6K
|
47.8K
$19.9M
|
|
Nov 13, 2024
Q3 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
197+ 8.21% |
$77.8K - $92.1K
|
2.6K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
197+ 0.15% |
$77.8K - $92.1K
|
135K
$55.9M
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
196+ 0.98% |
$77.4K - $91.6K
|
20.2K
$8.39M
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
193+ 1.25% |
$76.3K - $90.2K
|
15.7K
$6.5M
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
193+ 5.14% |
$76.3K - $90.2K
|
3.95K
$1.64M
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
192+ 2.13% |
$75.9K - $89.8K
|
9.2K
$3.82M
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
192+ 10.32% |
$75.9K - $89.8K
|
2.05K
$852K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
190+ 1.01% |
$75.1K - $88.8K
|
19K
$7.9M
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
190+ 2.44% |
$75.1K - $88.8K
|
7.97K
$3.31M
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
190+ 2.4% |
$75.1K - $88.8K
|
8.12K
$3.37M
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
189+ 94.97% |
$74.7K - $88.4K
|
388
$161K
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
189+ 0.4% |
$74.7K - $88.4K
|
47.8K
$19.8M
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
188+ 2.55% |
$74.3K - $87.9K
|
7.57K
$3.14M
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
185+ 0.45% |
$73.1K - $86.5K
|
41.1K
$17.1M
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
185+ 0.96% |
$73.1K - $86.5K
|
19.5K
$8.09M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
184+ 0.17% |
$72.7K - $86K
|
112K
$46.3M
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
184+ 0.43% |
$72.7K - $86K
|
42.5K
$17.6M
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
184+ 9.57% |
$72.7K - $86K
|
2.11K
$874K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
182+ 1.28% |
$71.9K - $85.1K
|
14.4K
$5.98M
|
|
Nov 05, 2024
Q3 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
182+ 0.68% |
$71.9K - $85.1K
|
26.9K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
180+ 1.06% |
$71.1K - $84.2K
|
17.2K
$7.14M
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
180+ 1.61% |
$71.1K - $84.2K
|
11.4K
$4.72M
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
178+ 1.92% |
$70.3K - $83.2K
|
9.43K
$3.91M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
177+ 3.14% |
$69.9K - $82.8K
|
5.82K
$2.41M
|
|
Oct 25, 2024
Q3 2024
|
Saybrook Capital
|
BUY
|
- |
175+ 14.98% |
$69.2K - $81.8K
|
1.34K
$557K
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
175+ 31.31% |
$69.2K - $81.8K
|
734
$305K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
175+ 3.21% |
$69.2K - $81.8K
|
5.63K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
172+ 0.26% |
$68K - $80.4K
|
65.6K
$27.2M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
171+ 0.11% |
$67.6K - $80K
|
149K
$61.9M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
170+ 16.08% |
$67.2K - $79.5K
|
1.23K
$509K
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
170+ 4.84% |
$67.2K - $79.5K
|
3.68K
$1.53M
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
167+ 0.6% |
$66K - $78.1K
|
28.2K
$11.7M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
166+ 1.05% |
$65.6K - $77.6K
|
16K
$6.64M
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
165+ 0.92% |
$65.2K - $77.1K
|
18.2K
$7.54M
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
163+ 7.42% |
$64.4K - $76.2K
|
2.36K
$979K
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
163+ 8.31% |
$64.4K - $76.2K
|
2.12K
$881K
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
162+ 9.69% |
$64K - $75.7K
|
1.83K
$761K
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
161+ 1.7% |
$63.6K - $75.3K
|
9.66K
$4.01M
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
160+ 27.78% |
$63.2K - $74.8K
|
736
$305K
|