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 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 4.96% |
$1.2M - $1.42M
|
64.4K
$27.2M
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.03K+ 11.18% |
$1.2M - $1.42M
|
30.2K
$12.8M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.03K+ 7.1% |
$1.2M - $1.42M
|
45.7K
$19.3M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3.03K+ 3.38% |
$1.2M - $1.41M
|
92.7K
$39.2M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.02K+ 5.44% |
$1.19M - $1.41M
|
58.4K
$24.7M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.01K+ 79.54% |
$1.19M - $1.41M
|
6.79K
$2.87M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3K+ 27.53% |
$1.19M - $1.4M
|
13.9K
$5.88M
|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
3KNew |
$1.19M - $1.4M
|
3K
$1.27M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.98K+ 3.67% |
$1.18M - $1.39M
|
84.1K
$35.6M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.97K+ 4.58% |
$1.17M - $1.39M
|
67.8K
$28.7M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.97K+ 28.52% |
$1.17M - $1.39M
|
13.4K
$5.66M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.96K+ 5.64% |
$1.17M - $1.38M
|
55.4K
$23.4M
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.94K+ 4.79% |
$1.16M - $1.37M
|
64.2K
$27.2M
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.91KNew |
$1.15M - $1.36M
|
2.91K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9K+ 1.15% |
$1.15M - $1.36M
|
256K
$108M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.84K+ 15.33% |
$1.12M - $1.33M
|
21.4K
$9.05M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.83K+ 7.28% |
$1.12M - $1.32M
|
41.7K
$17.7M
|
|
Nov 15, 2024
Q3 2024
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
2.83K+ 5.45% |
$1.12M - $1.32M
|
54.8K
$23.2M
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
2.83K+ 10.25% |
$1.12M - $1.32M
|
30.5K
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.81K+ 5.16% |
$1.11M - $1.31M
|
57.2K
$24.2M
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.77K+ 1.79% |
$1.1M - $1.3M
|
158K
$66.8M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.77K+ 4.37% |
$1.1M - $1.3M
|
66.3K
$28M
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.77K+ 1.5% |
$1.09M - $1.3M
|
188K
$79.5M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.76K+ 21.42% |
$1.09M - $1.29M
|
15.7K
$6.62M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.75K+ 2.59% |
$1.09M - $1.29M
|
109K
$46.1M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.54% |
$1.09M - $1.29M
|
63.4K
$26.8M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.75K+ 2.54% |
$1.09M - $1.28M
|
111K
$46.9M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.73K+ 0.72% |
$1.08M - $1.28M
|
382K
$162M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.73K+ 12.6% |
$1.08M - $1.28M
|
24.4K
$10.3M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.72K+ 1.83% |
$1.08M - $1.27M
|
151K
$64M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.72K+ 2.22% |
$1.08M - $1.27M
|
125K
$53.1M
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.72K+ 0.25% |
$1.07M - $1.27M
|
1.11M
$470M
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.71K+ 12.17% |
$1.07M - $1.27M
|
25K
$10.6M
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.71K+ 24.85% |
$1.07M - $1.27M
|
13.6K
$5.77M
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.71KNew |
$1.07M - $1.27M
|
2.71K
$1.14M
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.69KNew |
$1.06M - $1.26M
|
2.69K
$1.14M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.68K+ 6.91% |
$1.06M - $1.25M
|
41.6K
$17.6M
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 9.24% |
$1.06M - $1.25M
|
31.7K
$13.4M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 12.28% |
$1.06M - $1.25M
|
24.5K
$10.4M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.68K+ 7.2% |
$1.06M - $1.25M
|
39.9K
$16.9M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.65K+ 50.8% |
$1.05M - $1.24M
|
7.86K
$3.33M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.64K+ 11.2% |
$1.04M - $1.23M
|
26.2K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.63K+ 91.79% |
$1.04M - $1.23M
|
5.49K
$2.32M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.61K+ 0.3% |
$1.03M - $1.22M
|
870K
$368M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.61KNew |
$1.03M - $1.22M
|
2.61K
$1.1M
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.59K+ 7.79% |
$1.02M - $1.21M
|
35.8K
$15.1M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.57K+ 9.9% |
$1.02M - $1.2M
|
28.5K
$12.1M
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.57K+ 14.69% |
$1.01M - $1.2M
|
20K
$8.48M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.55K+ 37.66% |
$1.01M - $1.19M
|
9.33K
$3.95M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.54K+ 2.64% |
$1M - $1.19M
|
98.8K
$41.8M
|