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 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400+ 20.64% |
$158K - $187K
|
2.34K
$982K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
399+ 3.38% |
$158K - $187K
|
12.2K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
399+ 4.81% |
$158K - $187K
|
8.69K
$3.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
398+ 2.7% |
$157K - $186K
|
15.2K
$6.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
396+ 1.99% |
$156K - $185K
|
20.3K
$8.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
395+ 4.49% |
$156K - $185K
|
9.18K
$3.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
394+ 10.2% |
$156K - $184K
|
4.26K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
386+ 0.84% |
$153K - $180K
|
46.4K
$19.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
384+ 12.69% |
$152K - $180K
|
3.41K
$1.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
380+ 4.27% |
$150K - $178K
|
9.28K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
378+ 0.75% |
$149K - $177K
|
51.1K
$21.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
375+ 12.07% |
$148K - $175K
|
3.48K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
372+ 4.66% |
$147K - $174K
|
8.35K
$3.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
370+ 11.79% |
$146K - $173K
|
3.51K
$1.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
370+ 2.45% |
$146K - $173K
|
15.5K
$6.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
369+ 1.32% |
$146K - $173K
|
28.3K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
368+ 2.28% |
$145K - $172K
|
16.5K
$6.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
367+ 3.79% |
$145K - $172K
|
10.1K
$4.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
367+ 1.28% |
$145K - $172K
|
29K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
365+ 8.83% |
$144K - $171K
|
4.5K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
364+ 4.83% |
$144K - $170K
|
7.89K
$3.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
364+ 15.56% |
$144K - $170K
|
2.7K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
361+ 1.01% |
$143K - $169K
|
36.3K
$15.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
361+ 1.08% |
$143K - $169K
|
33.8K
$14.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
359+ 0.91% |
$142K - $168K
|
40K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
357+ 6.75% |
$141K - $167K
|
5.64K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
356+ 1.11% |
$141K - $166K
|
32.3K
$13.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
355+ 1.35% |
$140K - $166K
|
26.6K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
354+ 2.02% |
$140K - $166K
|
17.9K
$7.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
354+ 0.74% |
$140K - $166K
|
47.9K
$20.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
353+ 0.4% |
$139K - $165K
|
88.8K
$37.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
352+ 0.27% |
$139K - $165K
|
132K
$55.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
352+ 30.88% |
$139K - $165K
|
1.49K
$627K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
351+ 1.87% |
$139K - $164K
|
19.1K
$8.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
349+ 2.15% |
$138K - $163K
|
16.6K
$6.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
348+ 18.64% |
$138K - $163K
|
2.22K
$931K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
346+ 0.43% |
$137K - $162K
|
80.5K
$33.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
345+ 0.36% |
$136K - $161K
|
96.6K
$40.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
345+ 28.94% |
$136K - $161K
|
1.54K
$646K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
343+ 1.77% |
$136K - $160K
|
19.7K
$8.27M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
342+ 2.25% |
$135K - $160K
|
15.5K
$6.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
342+ 0.09% |
$135K - $160K
|
392K
$165M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
341+ 1.43% |
$135K - $159K
|
24.1K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
340+ 2.05% |
$134K - $159K
|
16.9K
$7.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
340+ 2.85% |
$134K - $159K
|
12.3K
$5.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
340+ 0.65% |
$134K - $159K
|
52.9K
$22.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
338+ 13.78% |
$134K - $158K
|
2.79K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
335+ 1.74% |
$132K - $157K
|
19.5K
$8.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
334+ 2.97% |
$132K - $156K
|
11.6K
$4.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
333+ 4.67% |
$132K - $156K
|
7.47K
$3.14M
|