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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
170+ 7.55% |
$66.2K - $77K
|
2.42K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
169+ 4.4% |
$65.8K - $76.5K
|
4.01K
$1.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
169+ 0.79% |
$65.8K - $76.5K
|
21.7K
$9.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
167New |
$65K - $75.6K
|
167
$70.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
165+ 8.23% |
$64.2K - $74.7K
|
2.17K
$912K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
164+ 7.41% |
$63.9K - $74.3K
|
2.38K
$999K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
163+ 5.89% |
$63.5K - $73.8K
|
2.93K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
157+ 1.66% |
$61.1K - $71.1K
|
9.61K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
155+ 2.54% |
$60.3K - $70.2K
|
6.26K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
155+ 0.49% |
$60.3K - $70.2K
|
31.6K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
154+ 6.72% |
$60K - $69.7K
|
2.44K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
153+ 1.59% |
$59.6K - $69.3K
|
9.77K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
149+ 0.48% |
$58K - $67.5K
|
30.9K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
146+ 13.51% |
$56.8K - $66.1K
|
1.23K
$516K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
145+ 1.0% |
$56.5K - $65.7K
|
14.6K
$6.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
145+ 0.65% |
$56.5K - $65.7K
|
22.6K
$9.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
144+ 2.9% |
$56.1K - $65.2K
|
5.12K
$2.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
143+ 1.13% |
$55.7K - $64.8K
|
12.8K
$5.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
143+ 0.25% |
$55.7K - $64.8K
|
56.4K
$23.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
138+ 0.24% |
$53.7K - $62.5K
|
58.1K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135+ 0.96% |
$52.6K - $61.1K
|
14.2K
$5.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
134+ 6.28% |
$52.2K - $60.7K
|
2.27K
$953K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
133+ 1.78% |
$51.8K - $60.2K
|
7.6K
$3.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
131+ 4.42% |
$51K - $59.3K
|
3.1K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Unison Asset Management LLC
|
BUY
|
- |
131+ 0.62% |
$51K - $59.3K
|
21.1K
$8.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
130+ 0.63% |
$50.6K - $58.9K
|
20.8K
$8.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
130+ 0.15% |
$50.6K - $58.9K
|
87.8K
$36.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
126+ 4.62% |
$49.1K - $57.1K
|
2.86K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
124+ 1.66% |
$48.3K - $56.2K
|
7.61K
$3.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
121+ 0.65% |
$47.1K - $54.8K
|
18.9K
$7.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
120+ 1.2% |
$46.7K - $54.3K
|
10.2K
$4.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
120+ 1.88% |
$46.7K - $54.3K
|
6.49K
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
119+ 3.92% |
$46.3K - $53.9K
|
3.16K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
BUY
|
- |
117+ 1.36% |
$45.6K - $53K
|
8.75K
$3.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
117+ 0.21% |
$45.6K - $53K
|
56.2K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
116+ 1.61% |
$45.2K - $52.5K
|
7.31K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
111+ 1.33% |
$43.2K - $50.3K
|
8.48K
$3.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
110+ 2.59% |
$42.8K - $49.8K
|
4.36K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
108+ 6.14% |
$42K - $48.9K
|
1.87K
$785K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
105+ 0.37% |
$40.9K - $47.5K
|
28.2K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
105+ 0.43% |
$40.9K - $47.5K
|
24.4K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
103+ 4.99% |
$40.1K - $46.6K
|
2.17K
$911K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
102+ 16.89% |
$39.7K - $46.2K
|
706
$297K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
102+ 8.96% |
$39.7K - $46.2K
|
1.24K
$521K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
101+ 0.76% |
$39.3K - $45.7K
|
13.5K
$5.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
CALL |
100+ 0.51% |
$38.9K - $45.3K
|
19.7K
$8.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
100+ 1.46% |
$38.9K - $45.3K
|
6.94K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
100New |
$38.9K - $45.3K
|
100
$42K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$38.9K - $45.3K
|
100
$42K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 0.49% |
$38.9K - $45.3K
|
20.7K
$8.7M
|