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 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
353+ 0.76% |
$137K - $160K
|
46.5K
$19.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
353+ 11.78% |
$137K - $160K
|
3.35K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
352+ 0.32% |
$137K - $159K
|
112K
$47M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
352+ 1.09% |
$137K - $159K
|
32.6K
$13.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
351+ 41.69% |
$137K - $159K
|
1.19K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
348+ 1.93% |
$135K - $158K
|
18.4K
$7.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
346+ 51.26% |
$135K - $157K
|
1.02K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
339+ 1.72% |
$132K - $154K
|
20K
$8.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
337+ 3.43% |
$131K - $153K
|
10.2K
$4.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
333+ 0.84% |
$130K - $151K
|
39.8K
$16.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
332+ 10.95% |
$129K - $150K
|
3.36K
$1.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
332+ 0.86% |
$129K - $150K
|
38.8K
$16.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
330+ 18.33% |
$128K - $149K
|
2.13K
$895K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
329+ 0.72% |
$128K - $149K
|
46.2K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
320+ 43.42% |
$125K - $145K
|
1.06K
$444K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
319+ 7.28% |
$124K - $144K
|
4.7K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
318+ 1.9% |
$124K - $144K
|
17.1K
$7.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
314+ 3.99% |
$122K - $142K
|
8.18K
$3.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
313+ 4.08% |
$122K - $142K
|
7.99K
$3.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
305+ 1.81% |
$119K - $138K
|
17.2K
$7.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
302+ 9.41% |
$118K - $137K
|
3.51K
$1.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
302+ 2.36% |
$118K - $137K
|
13.1K
$5.51M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
300New |
$117K - $136K
|
300
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
300+ 60.0% |
$117K - $136K
|
800
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
300New |
$117K - $136K
|
300
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
300+ 0.65% |
$117K - $136K
|
46.4K
$19.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
CALL |
300New |
$117K - $136K
|
300
$126K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
297+ 2.79% |
$116K - $134K
|
10.9K
$4.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
297+ 1.52% |
$116K - $134K
|
19.9K
$8.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
296+ 5.04% |
$115K - $134K
|
6.17K
$2.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
295+ 2.31% |
$115K - $134K
|
13.1K
$5.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
294+ 18.92% |
$114K - $133K
|
1.85K
$776K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
291+ 29.75% |
$113K - $132K
|
1.27K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
288+ 5.45% |
$112K - $130K
|
5.58K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
287+ 5.33% |
$112K - $130K
|
5.67K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
285+ 1.61% |
$111K - $129K
|
17.9K
$7.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
283+ 1.24% |
$110K - $128K
|
23.2K
$9.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
283+ 0.77% |
$110K - $128K
|
37.2K
$15.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
278+ 0.17% |
$108K - $126K
|
161K
$67.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
273+ 1.11% |
$106K - $124K
|
24.8K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
267+ 4.58% |
$104K - $121K
|
6.1K
$2.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
261+ 0.13% |
$102K - $118K
|
205K
$86.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
259+ 7.55% |
$101K - $117K
|
3.69K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
258+ 0.36% |
$100K - $117K
|
71.9K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
256+ 0.31% |
$99.7K - $116K
|
83.4K
$35M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
255+ 1.43% |
$99.3K - $115K
|
18K
$7.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
254+ 3.06% |
$98.9K - $115K
|
8.56K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
253+ 1.27% |
$98.5K - $115K
|
20.2K
$8.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
251+ 2.23% |
$97.7K - $114K
|
11.5K
$4.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
248+ 0.97% |
$96.6K - $112K
|
25.9K
$10.9M
|