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 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
33+ 0.7% |
$13K - $15.4K
|
4.73K
$2M
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
33+ 0.32% |
$13K - $15.4K
|
10.3K
$4.34M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
33+ 0.58% |
$13K - $15.4K
|
5.71K
$2.41M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$13K - $15.4K
|
23.7K
$10M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
33+ 0.23% |
$13K - $15.4K
|
14.1K
$5.97M
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
32+ 0.08% |
$12.6K - $15K
|
39.5K
$16.7M
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
32+ 1.73% |
$12.6K - $15K
|
1.88K
$795K
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
32+ 0.28% |
$12.6K - $15K
|
11.3K
$4.78M
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
32+ 0.11% |
$12.6K - $15K
|
29.7K
$12.6M
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
32+ 1.28% |
$12.6K - $15K
|
2.53K
$1.07M
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
32+ 0.26% |
$12.6K - $15K
|
12.1K
$5.13M
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 0.24% |
$12.2K - $14.5K
|
13.2K
$5.58M
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
31+ 0.56% |
$12.2K - $14.5K
|
5.52K
$2.34M
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
31+ 0.38% |
$12.2K - $14.5K
|
8.11K
$3.43M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
31+ 1.0% |
$12.2K - $14.5K
|
3.12K
$1.32M
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
31+ 10.1% |
$12.2K - $14.5K
|
338
$143K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
31+ 0.13% |
$12.2K - $14.5K
|
24.5K
$10.4M
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
31+ 5.09% |
$12.2K - $14.5K
|
640
$271K
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
30+ 1.07% |
$11.9K - $14K
|
2.84K
$1.2M
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
30+ 0.19% |
$11.9K - $14K
|
16K
$6.78M
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
30+ 0.12% |
$11.9K - $14K
|
24.5K
$10.4M
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
30+ 1.33% |
$11.9K - $14K
|
2.28K
$966K
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
30+ 3.32% |
$11.9K - $14K
|
934
$395K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
30+ 0.32% |
$11.9K - $14K
|
9.3K
$3.93M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
30+ 0.34% |
$11.9K - $14K
|
8.83K
$3.73M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
29+ 0.18% |
$11.5K - $13.6K
|
16K
$6.76M
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
29+ 3.37% |
$11.5K - $13.6K
|
890
$376K
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
28+ 0.29% |
$11.1K - $13.1K
|
9.61K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
28+ 0.14% |
$11.1K - $13.1K
|
19.5K
$8.24M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 0.8% |
$11.1K - $13.1K
|
3.54K
$1.5M
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
27+ 0.41% |
$10.7K - $12.6K
|
6.59K
$2.79M
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
27+ 0.54% |
$10.7K - $12.6K
|
5.03K
$2.13M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27+ 1.23% |
$10.7K - $12.6K
|
2.22K
$940K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 0.69% |
$10.3K - $12.2K
|
3.78K
$1.6M
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
26+ 1.23% |
$10.3K - $12.2K
|
2.14K
$904K
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
26+ 1.33% |
$10.3K - $12.2K
|
1.99K
$840K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
26+ 0.68% |
$10.3K - $12.2K
|
3.85K
$1.63M
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 0.41% |
$10.3K - $12.2K
|
6.32K
$2.67M
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 0.15% |
$9.88K - $11.7K
|
16.3K
$6.9M
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
25+ 0.15% |
$9.88K - $11.7K
|
16.9K
$7.14M
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
25+ 0.56% |
$9.88K - $11.7K
|
4.51K
$1.91M
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25+ 0.79% |
$9.88K - $11.7K
|
3.21K
$1.36M
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
25+ 1.28% |
$9.88K - $11.7K
|
1.98K
$839K
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25+ 0.58% |
$9.88K - $11.7K
|
4.31K
$1.82M
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
25+ 35.71% |
$9.88K - $11.7K
|
95
$40.2K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25+ 0.84% |
$9.88K - $11.7K
|
3K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Fortune 45 LLC
|
BUY
|
- |
24+ 0.91% |
$9.48K - $11.2K
|
2.67K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
24+ 0.71% |
$9.48K - $11.2K
|
3.41K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
24+ 0.99% |
$9.48K - $11.2K
|
2.45K
$1.04M
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.47% |
$9.48K - $11.2K
|
716
$303K
|