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 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
405+ 6.3% |
$160K - $189K
|
6.84K
$2.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
405+ 52.67% |
$160K - $189K
|
1.17K
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
404+ 2.92% |
$160K - $189K
|
14.2K
$6.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
404+ 1.54% |
$160K - $189K
|
26.7K
$11.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
404+ 0.72% |
$160K - $189K
|
56.6K
$24M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
402+ 13.39% |
$159K - $188K
|
3.4K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
401+ 2.2% |
$158K - $187K
|
18.7K
$7.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
401+ 3.31% |
$158K - $187K
|
12.5K
$5.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
401+ 10.1% |
$158K - $187K
|
4.37K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
400+ 4.66% |
$158K - $187K
|
8.99K
$3.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
400+ 1.05% |
$158K - $187K
|
38.5K
$16.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400+ 20.64% |
$158K - $187K
|
2.34K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
399+ 10.57% |
$158K - $187K
|
4.18K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
399+ 3.38% |
$158K - $187K
|
12.2K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
399+ 4.81% |
$158K - $187K
|
8.69K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
398+ 7.4% |
$157K - $186K
|
5.78K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
398+ 2.7% |
$157K - $186K
|
15.2K
$6.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
396+ 1.99% |
$156K - $185K
|
20.3K
$8.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
395+ 4.49% |
$156K - $185K
|
9.18K
$3.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
394+ 10.2% |
$156K - $184K
|
4.26K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
386+ 0.84% |
$153K - $180K
|
46.4K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
385+ 1.88% |
$152K - $180K
|
20.8K
$8.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
384+ 12.69% |
$152K - $180K
|
3.41K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
380+ 4.27% |
$150K - $178K
|
9.28K
$3.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
378+ 0.75% |
$149K - $177K
|
51.1K
$21.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
375+ 12.07% |
$148K - $175K
|
3.48K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
372+ 4.66% |
$147K - $174K
|
8.35K
$3.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
371+ 14.92% |
$147K - $173K
|
2.86K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
370+ 11.79% |
$146K - $173K
|
3.51K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
370+ 2.45% |
$146K - $173K
|
15.5K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
369+ 1.3% |
$146K - $173K
|
28.8K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
369+ 1.32% |
$146K - $173K
|
28.3K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
368+ 2.28% |
$145K - $172K
|
16.5K
$6.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
367+ 3.79% |
$145K - $172K
|
10.1K
$4.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
367+ 1.28% |
$145K - $172K
|
29K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
365+ 5.24% |
$144K - $171K
|
7.34K
$3.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
365+ 8.83% |
$144K - $171K
|
4.5K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
364+ 1.01% |
$144K - $170K
|
36.5K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
364+ 4.83% |
$144K - $170K
|
7.89K
$3.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
364+ 15.56% |
$144K - $170K
|
2.7K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
363+ 1.02% |
$143K - $170K
|
35.9K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
361+ 0.93% |
$143K - $169K
|
39.1K
$16.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
361+ 1.01% |
$143K - $169K
|
36.3K
$15.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
361+ 1.08% |
$143K - $169K
|
33.8K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
360+ 0.96% |
$142K - $168K
|
38K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
360+ 7.2% |
$142K - $168K
|
5.36K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
359+ 0.91% |
$142K - $168K
|
40K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
358+ 7.16% |
$141K - $167K
|
5.36K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
357+ 6.75% |
$141K - $167K
|
5.64K
$2.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
356+ 1.11% |
$141K - $166K
|
32.3K
$13.7M
|