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 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
739+ 3.77% |
$292K - $346K
|
20.3K
$8.61M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
738+ 2.89% |
$292K - $345K
|
26.3K
$11.1M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
737+ 2.97% |
$291K - $345K
|
25.5K
$10.8M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
735+ 2.04% |
$290K - $344K
|
36.7K
$15.5M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
735+ 1.64% |
$290K - $344K
|
45.6K
$19.3M
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
733+ 2.61% |
$290K - $343K
|
28.8K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
731+ 3.34% |
$289K - $342K
|
22.6K
$9.57M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
731+ 1.24% |
$289K - $342K
|
59.9K
$25.3M
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
731+ 26.76% |
$289K - $342K
|
3.46K
$1.46M
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
730+ 4.14% |
$288K - $341K
|
18.4K
$7.77M
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
728+ 2.74% |
$288K - $340K
|
27.3K
$11.5M
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
728+ 1.42% |
$288K - $340K
|
51.9K
$21.9M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
726+ 19.64% |
$287K - $339K
|
4.42K
$1.87M
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
724+ 50.49% |
$286K - $339K
|
2.16K
$913K
|
|
Nov 14, 2024
Q3 2024
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
722New |
$285K - $338K
|
722
$305K
|
|
Nov 14, 2024
Q3 2024
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
720+ 2.38% |
$285K - $337K
|
31K
$13.1M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
719+ 2.83% |
$284K - $336K
|
26.1K
$11.1M
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
715+ 152.13% |
$283K - $334K
|
1.19K
$501K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
715+ 0.94% |
$283K - $334K
|
76.6K
$32.4M
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
714+ 3.09% |
$282K - $334K
|
23.8K
$10.1M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
714+ 1.49% |
$282K - $334K
|
48.7K
$20.6M
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
712+ 9.85% |
$281K - $333K
|
7.94K
$3.36M
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
709+ 3.97% |
$280K - $332K
|
18.6K
$7.85M
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
708+ 10.31% |
$280K - $331K
|
7.58K
$3.2M
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
706+ 4.68% |
$279K - $330K
|
15.8K
$6.68M
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
701+ 85.91% |
$277K - $328K
|
1.52K
$642K
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
699+ 1.23% |
$276K - $327K
|
57.6K
$24.4M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
697+ 0.56% |
$275K - $326K
|
124K
$52.6M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
697+ 2.81% |
$275K - $326K
|
25.5K
$10.8M
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
696+ 8.39% |
$275K - $325K
|
8.99K
$3.8M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
696+ 4.58% |
$275K - $325K
|
15.9K
$6.72M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
695+ 3.15% |
$275K - $325K
|
22.8K
$9.63M
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
694+ 0.63% |
$274K - $324K
|
110K
$46.7M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
693+ 0.63% |
$274K - $324K
|
110K
$46.7M
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
693+ 16.22% |
$274K - $324K
|
4.97K
$2.1M
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
692+ 3.3% |
$273K - $324K
|
21.7K
$9.17M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
692+ 7.09% |
$273K - $324K
|
10.4K
$4.42M
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
690+ 6.18% |
$273K - $323K
|
11.9K
$5.02M
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
690+ 1.92% |
$273K - $323K
|
36.7K
$15.5M
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
689+ 0.9% |
$272K - $322K
|
77.6K
$32.8M
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
688+ 0.44% |
$272K - $322K
|
157K
$66.4M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
687+ 5.25% |
$271K - $321K
|
13.8K
$5.83M
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
687+ 91.97% |
$271K - $321K
|
1.43K
$607K
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
682+ 18.62% |
$269K - $319K
|
4.34K
$1.84M
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
681+ 1.32% |
$269K - $318K
|
52.3K
$22.1M
|
|
Nov 12, 2024
Q3 2024
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
680New |
$269K - $318K
|
680
$288K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
676+ 2.56% |
$267K - $316K
|
27.1K
$11.5M
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
676+ 4.33% |
$267K - $316K
|
16.3K
$6.89M
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
675+ 6.38% |
$267K - $316K
|
11.3K
$4.76M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
675+ 12.39% |
$267K - $316K
|
6.12K
$2.59M
|