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 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
492+ 11.78% |
$192K - $223K
|
4.67K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
486+ 34.23% |
$189K - $220K
|
1.91K
$801K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
486+ 2.17% |
$189K - $220K
|
22.8K
$9.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
484+ 0.98% |
$188K - $219K
|
49.9K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
480+ 11.89% |
$187K - $217K
|
4.52K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
479New |
$186K - $217K
|
479
$201K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
477+ 1.07% |
$186K - $216K
|
45K
$18.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
470+ 0.52% |
$183K - $213K
|
90.4K
$38M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
469+ 0.53% |
$183K - $212K
|
88.4K
$37.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
466+ 2.81% |
$181K - $211K
|
17K
$7.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
464+ 6.18% |
$181K - $210K
|
7.97K
$3.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
464+ 5.14% |
$181K - $210K
|
9.5K
$3.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
459+ 22.64% |
$179K - $208K
|
2.49K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
458+ 0.48% |
$178K - $207K
|
95.1K
$40M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
BUY
|
- |
456New |
$178K - $206K
|
456
$192K
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
453New |
$176K - $205K
|
453
$190K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
449+ 1.8% |
$175K - $203K
|
25.3K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
448New |
$174K - $203K
|
448
$188K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
448+ 1.19% |
$174K - $203K
|
38.2K
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
438+ 5.19% |
$171K - $198K
|
8.87K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
438+ 1.77% |
$171K - $198K
|
25.2K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
437+ 2.94% |
$170K - $198K
|
15.3K
$6.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
437+ 0.53% |
$170K - $198K
|
83K
$34.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
433+ 3.11% |
$169K - $196K
|
14.3K
$6.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
430+ 12.68% |
$167K - $195K
|
3.82K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
420+ 11.49% |
$164K - $190K
|
4.08K
$1.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
415+ 6.31% |
$162K - $188K
|
6.99K
$2.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
410+ 2.01% |
$160K - $186K
|
20.8K
$8.72M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
409+ 2.24% |
$159K - $185K
|
18.7K
$7.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
403+ 6.89% |
$157K - $182K
|
6.25K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
401+ 2.95% |
$156K - $182K
|
14K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
PUT |
400New |
$156K - $181K
|
400
$168K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
400+ 44.64% |
$156K - $181K
|
1.3K
$545K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
398+ 57.68% |
$155K - $180K
|
1.09K
$457K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
391+ 4.57% |
$152K - $177K
|
8.94K
$3.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
390+ 2.55% |
$152K - $177K
|
15.7K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
388+ 6.02% |
$151K - $176K
|
6.83K
$2.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
385+ 2.85% |
$150K - $174K
|
13.9K
$5.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
383+ 0.86% |
$149K - $173K
|
45.1K
$19M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
378+ 0.25% |
$147K - $171K
|
152K
$63.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
376+ 2.91% |
$146K - $170K
|
13.3K
$5.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
374+ 1.47% |
$146K - $169K
|
25.8K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
373+ 2.27% |
$145K - $169K
|
16.8K
$7.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
370+ 74.75% |
$144K - $168K
|
865
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
368+ 2.51% |
$143K - $167K
|
15K
$6.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
361+ 8.89% |
$141K - $163K
|
4.42K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
360+ 3.29% |
$140K - $163K
|
11.3K
$4.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
358+ 0.33% |
$139K - $162K
|
109K
$45.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
358+ 4.03% |
$139K - $162K
|
9.24K
$3.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
357+ 4.87% |
$139K - $162K
|
7.69K
$3.23M
|