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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.81K+ 53.34% |
$706K - $821K
|
5.22K
$2.19M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.79K+ 3.48% |
$698K - $812K
|
53.3K
$22.4M
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
1.79K+ 17.77% |
$698K - $812K
|
11.9K
$4.99M
|
|
Aug 13, 2024
Q2 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
1.79K+ 2.83% |
$698K - $812K
|
65.2K
$27.4M
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.79K+ 0.92% |
$697K - $811K
|
197K
$82.8M
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.78K+ 0.26% |
$693K - $807K
|
674K
$283M
|
|
Aug 14, 2024
Q2 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.77K+ 0.71% |
$689K - $802K
|
251K
$105M
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76K+ 164.63% |
$683K - $795K
|
2.82K
$1.19M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.75K+ 46.18% |
$682K - $793K
|
5.55K
$2.33M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.74K+ 29.49% |
$678K - $788K
|
7.64K
$3.21M
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
1.71K+ 0.54% |
$665K - $773K
|
319K
$134M
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.71K+ 31.88% |
$665K - $773K
|
7.06K
$2.97M
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.7K+ 36.51% |
$661K - $769K
|
6.35K
$2.67M
|
|
Aug 13, 2024
Q2 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
1.68K+ 25.42% |
$654K - $761K
|
8.29K
$3.48M
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.65KNew |
$642K - $747K
|
1.65K
$693K
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.63K+ 1.48% |
$634K - $737K
|
111K
$46.8M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.6K+ 1.5% |
$624K - $726K
|
108K
$45.5M
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.59K+ 1.89% |
$619K - $720K
|
85.8K
$36M
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.57K+ 29.17% |
$613K - $713K
|
6.97K
$2.93M
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.57K+ 23.46% |
$612K - $712K
|
8.28K
$3.48M
|
|
Jul 17, 2024
Q2 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
1.57K+ 82.3% |
$610K - $710K
|
3.47K
$1.46M
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.56K+ 10.73% |
$608K - $707K
|
16.1K
$6.77M
|
|
Aug 13, 2024
Q2 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
1.55K+ 3.53% |
$602K - $700K
|
45.3K
$19M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.54K+ 8.94% |
$600K - $698K
|
18.8K
$7.9M
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.53K+ 1.27% |
$597K - $695K
|
122K
$51.4M
|
|
Aug 14, 2024
Q2 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
1.51K+ 15.96% |
$587K - $682K
|
10.9K
$4.6M
|
|
Aug 05, 2024
Q2 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
1.51K+ 5.41% |
$587K - $682K
|
29.4K
$12.3M
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.5K+ 15.91% |
$584K - $679K
|
10.9K
$4.59M
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
PUT |
1.5KNew |
$584K - $679K
|
1.5K
$630K
|
|
Aug 14, 2024
Q2 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.47K+ 12.05% |
$572K - $666K
|
13.7K
$5.74M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.47K+ 0.2% |
$571K - $664K
|
718K
$302M
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.45K+ 7.63% |
$565K - $657K
|
20.4K
$8.59M
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.44K+ 6.77% |
$559K - $650K
|
22.6K
$9.51M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.43K+ 6.25% |
$557K - $648K
|
24.3K
$10.2M
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.39K+ 1.01% |
$542K - $630K
|
140K
$58.7M
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.39K+ 23.83% |
$541K - $629K
|
7.22K
$3.03M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.38K+ 2.02% |
$537K - $625K
|
69.7K
$29.3M
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.38K+ 0.65% |
$537K - $625K
|
215K
$90.2M
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.38K+ 21.56% |
$537K - $625K
|
7.78K
$3.27M
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.37K+ 1.88% |
$532K - $619K
|
74K
$31.1M
|
|
Aug 12, 2024
Q2 2024
|
Capco Asset Management, LLC
|
BUY
|
- |
1.36K+ 1.31% |
$529K - $615K
|
105K
$44.1M
|
|
Aug 07, 2024
Q2 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.35K+ 17.32% |
$527K - $613K
|
9.17K
$3.85M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.35K+ 6.56% |
$525K - $610K
|
21.9K
$9.19M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.31K+ 0.99% |
$510K - $593K
|
134K
$56.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.3K+ 0.52% |
$508K - $591K
|
253K
$106M
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.3K+ 3.88% |
$505K - $588K
|
34.8K
$14.6M
|
|
Aug 14, 2024
Q2 2024
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
1.3K+ 4.12% |
$505K - $587K
|
32.8K
$13.8M
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.3K+ 13.58% |
$505K - $587K
|
10.8K
$4.56M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.28K+ 23.86% |
$500K - $581K
|
6.67K
$2.8M
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.27K+ 41.88% |
$496K - $577K
|
4.32K
$1.81M
|