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 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
226+ 0.7% |
$89.3K - $106K
|
32.4K
$13.7M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
226+ 0.73% |
$89.3K - $106K
|
31K
$13.1M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
225+ 1.16% |
$88.9K - $105K
|
19.6K
$8.3M
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
225+ 3.24% |
$88.9K - $105K
|
7.16K
$3.03M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
225+ 3.21% |
$88.9K - $105K
|
7.25K
$3.06M
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
222+ 8.13% |
$87.7K - $104K
|
2.95K
$1.25M
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
222+ 13.37% |
$87.7K - $104K
|
1.88K
$796K
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
221+ 0.2% |
$87.3K - $103K
|
109K
$46.1M
|
|
Nov 08, 2024
Q3 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
220+ 4.4% |
$86.9K - $103K
|
5.22K
$2.21M
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
220+ 0.52% |
$86.9K - $103K
|
42.8K
$18.1M
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
219+ 2.59% |
$86.5K - $102K
|
8.66K
$3.66M
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
219+ 4.57% |
$86.5K - $102K
|
5.02K
$2.12M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 0.75% |
$86.5K - $102K
|
29.3K
$12.4M
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
218+ 1.66% |
$86.1K - $102K
|
13.3K
$5.64M
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
217+ 1.46% |
$85.7K - $101K
|
15.1K
$6.38M
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
217+ 0.28% |
$85.7K - $101K
|
77.2K
$32.7M
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
217+ 1.03% |
$85.7K - $101K
|
21.2K
$8.97M
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
216+ 1.82% |
$85.4K - $101K
|
12.1K
$5.11M
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 3.59% |
$85K - $101K
|
6.21K
$2.63M
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
214+ 1.68% |
$84.6K - $100K
|
13K
$5.49M
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
213+ 1.64% |
$84.2K - $99.6K
|
13.2K
$5.6M
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
212+ 1.46% |
$83.8K - $99.1K
|
14.7K
$6.24M
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 1.52% |
$83.8K - $99.1K
|
14.2K
$5.99M
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
212+ 0.08% |
$83.8K - $99.1K
|
260K
$110M
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
212+ 2.07% |
$83.8K - $99.1K
|
10.5K
$4.43M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
212+ 1.35% |
$83.8K - $99.1K
|
15.9K
$6.71M
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
210+ 2.55% |
$83K - $98.2K
|
8.46K
$3.58M
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
210+ 1.35% |
$83K - $98.2K
|
15.7K
$6.65M
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
209+ 3.1% |
$82.6K - $97.7K
|
6.96K
$2.94M
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
209+ 2.81% |
$82.6K - $97.7K
|
7.65K
$3.24M
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
209+ 15.4% |
$82.6K - $97.7K
|
1.57K
$662K
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
209+ 1.27% |
$82.6K - $97.7K
|
16.7K
$7.06M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
208+ 0.78% |
$82.2K - $97.3K
|
26.8K
$11.3M
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
208+ 0.45% |
$82.2K - $97.3K
|
46.3K
$19.6M
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
208+ 4.86% |
$82.2K - $97.3K
|
4.48K
$1.9M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
207+ 3.63% |
$81.8K - $96.8K
|
5.91K
$2.5M
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
207+ 8.49% |
$81.8K - $96.8K
|
2.65K
$1.12M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
206+ 39.02% |
$81.4K - $96.3K
|
734
$310K
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
205+ 6.24% |
$81K - $95.8K
|
3.49K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
205+ 0.07% |
$81K - $95.8K
|
293K
$124M
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.95M
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
202+ 0.56% |
$79.8K - $94.4K
|
36.4K
$15.4M
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
200+ 5.81% |
$79K - $93.5K
|
3.65K
$1.54M
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$717K
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
200+ 2.9% |
$79K - $93.5K
|
7.09K
$3M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
199+ 0.37% |
$78.6K - $93K
|
54.1K
$22.9M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
198+ 0.42% |
$78.2K - $92.6K
|
47.8K
$20.2M
|
|
Nov 13, 2024
Q3 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
197+ 8.21% |
$77.8K - $92.1K
|
2.6K
$1.1M
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
197+ 0.15% |
$77.8K - $92.1K
|
135K
$57M
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
197+ 1.63% |
$77.8K - $92.1K
|
12.3K
$5.18M
|