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 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
109+ 1.93% |
$43.1K - $51K
|
5.74K
$2.43M
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
109+ 0.62% |
$43.1K - $51K
|
17.7K
$7.48M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
109+ 1.43% |
$43.1K - $51K
|
7.75K
$3.28M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
109+ 0.69% |
$43.1K - $51K
|
15.9K
$6.72M
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
109+ 12.87% |
$43.1K - $51K
|
956
$404K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
108+ 0.88% |
$42.7K - $50.5K
|
12.4K
$5.23M
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
107+ 0.83% |
$42.3K - $50K
|
13K
$5.48M
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
107+ 7.16% |
$42.3K - $50K
|
1.6K
$677K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
107+ 0.29% |
$42.3K - $50K
|
36.9K
$15.6M
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
107+ 0.6% |
$42.3K - $50K
|
17.8K
$7.54M
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
107+ 0.32% |
$42.3K - $50K
|
33.2K
$14.1M
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
106+ 3.2% |
$41.9K - $49.6K
|
3.42K
$1.45M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
106+ 2.58% |
$41.9K - $49.6K
|
4.21K
$1.78M
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
105+ 3.23% |
$41.5K - $49.1K
|
3.35K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
104+ 1.56% |
$41.1K - $48.6K
|
6.77K
$2.87M
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.46% |
$41.1K - $48.6K
|
3.11K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
104+ 0.44% |
$41.1K - $48.6K
|
23.9K
$10.1M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
104+ 0.06% |
$41.1K - $48.6K
|
179K
$75.5M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
104+ 0.21% |
$41.1K - $48.6K
|
48.7K
$20.6M
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
103+ 17.22% |
$40.7K - $48.2K
|
701
$297K
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
103+ 8.93% |
$40.7K - $48.2K
|
1.26K
$532K
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
103+ 6.14% |
$40.7K - $48.2K
|
1.78K
$753K
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
103+ 0.71% |
$40.7K - $48.2K
|
14.6K
$6.19M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
102+ 0.74% |
$40.3K - $47.7K
|
14K
$5.91M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
102+ 1.69% |
$40.3K - $47.7K
|
6.12K
$2.59M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
102+ 1.83% |
$40.3K - $47.7K
|
5.68K
$2.4M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
101+ 0.52% |
$39.9K - $47.2K
|
19.6K
$8.3M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
101+ 0.32% |
$39.9K - $47.2K
|
31.7K
$13.4M
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
101+ 1.35% |
$39.9K - $47.2K
|
7.6K
$3.22M
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
101+ 0.52% |
$39.9K - $47.2K
|
19.5K
$8.23M
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
101+ 2.56% |
$39.9K - $47.2K
|
4.05K
$1.71M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 16.69% |
$39.9K - $47.2K
|
706
$299K
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
101+ 2.58% |
$39.9K - $47.2K
|
4.02K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
100+ 8.33% |
$39.5K - $46.8K
|
1.3K
$550K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 0.54% |
$39.5K - $46.8K
|
18.6K
$7.85M
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.41% |
$39.5K - $46.8K
|
24.7K
$10.4M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
100+ 12.5% |
$39.5K - $46.8K
|
900
$381K
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 11.15% |
$39.5K - $46.8K
|
997
$422K
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100+ 6.54% |
$39.5K - $46.8K
|
1.63K
$689K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.77% |
$39.5K - $46.8K
|
13K
$5.51M
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
100+ 1.17% |
$39.5K - $46.8K
|
8.65K
$3.66M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 12.5% |
$39.5K - $46.8K
|
900
$381K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
100New |
$39.5K - $46.8K
|
100
$42.3K
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
100+ 6.36% |
$39.5K - $46.8K
|
1.67K
$707K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$39.5K - $46.8K
|
100
$42.3K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
100New |
$39.5K - $46.8K
|
100
$42.3K
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
100+ 1.97% |
$39.5K - $46.8K
|
5.18K
$2.19M
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
99+ 3.85% |
$39.1K - $46.3K
|
2.67K
$1.13M
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
99+ 4.07% |
$39.1K - $46.3K
|
2.53K
$1.07M
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
99+ 1.47% |
$39.1K - $46.3K
|
6.86K
$2.9M
|