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
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
48+ 0.37% |
$18.7K - $21.7K
|
13.2K
$5.54M
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
48+ 1.36% |
$18.7K - $21.7K
|
3.59K
$1.51M
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
46+ 1.17% |
$17.9K - $20.8K
|
3.98K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
45+ 0.29% |
$17.5K - $20.4K
|
15.4K
$6.46M
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
45+ 0.67% |
$17.5K - $20.4K
|
6.78K
$2.85M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 0.56% |
$17.5K - $20.4K
|
8.11K
$3.41M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44+ 3.53% |
$17.1K - $19.9K
|
1.29K
$543K
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
42+ 0.02% |
$16.4K - $19K
|
193K
$81.3M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
42+ 0.06% |
$16.4K - $19K
|
76.3K
$32.1M
|
|
Aug 12, 2024
Q2 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
41+ 2.27% |
$16K - $18.6K
|
1.85K
$776K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
41+ 0.34% |
$16K - $18.6K
|
12K
$5.03M
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
40+ 0.65% |
$15.6K - $18.1K
|
6.19K
$2.6M
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40+ 2.15% |
$15.6K - $18.1K
|
1.9K
$797K
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
37+ 1.5% |
$14.4K - $16.8K
|
2.51K
$1.05M
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
35+ 1.57% |
$13.6K - $15.8K
|
2.27K
$952K
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
35+ 0.2% |
$13.6K - $15.8K
|
17.4K
$7.32M
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
33+ 0.9% |
$12.8K - $14.9K
|
3.69K
$1.55M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
31+ 1.61% |
$12.1K - $14K
|
1.96K
$821K
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30+ 0.8% |
$11.7K - $13.6K
|
3.76K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
29+ 0.08% |
$11.3K - $13.1K
|
37.6K
$15.8M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
28+ 1.64% |
$10.9K - $12.7K
|
1.74K
$731K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28+ 0.4% |
$10.9K - $12.7K
|
7.09K
$2.98M
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
27+ 0.14% |
$10.5K - $12.2K
|
19K
$7.97M
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
26+ 0.85% |
$10.1K - $11.8K
|
3.08K
$1.29M
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
26+ 1.99% |
$10.1K - $11.8K
|
1.33K
$560K
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
25+ 0.77% |
$9.73K - $11.3K
|
3.29K
$1.38M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
25+ 0.09% |
$9.73K - $11.3K
|
27.3K
$11.5M
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 0.71% |
$9.73K - $11.3K
|
3.54K
$1.49M
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
25+ 0.77% |
$9.73K - $11.3K
|
3.26K
$1.37M
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
24+ 0.38% |
$9.34K - $10.9K
|
6.34K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
23+ 0.79% |
$8.95K - $10.4K
|
2.92K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
22New |
$8.57K - $9.96K
|
22
$9.24K
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
22+ 0.65% |
$8.57K - $9.96K
|
3.39K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
20+ 1.61% |
$7.79K - $9.06K
|
1.26K
$530K
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
20+ 0.07% |
$7.79K - $9.06K
|
30.5K
$12.8M
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
20+ 0.73% |
$7.79K - $9.06K
|
2.75K
$1.16M
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
20+ 0.97% |
$7.79K - $9.06K
|
2.09K
$876K
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
20+ 2.33% |
$7.79K - $9.06K
|
878
$369K
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
20+ 1.13% |
$7.79K - $9.06K
|
1.78K
$750K
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
20+ 0.14% |
$7.79K - $9.06K
|
14.2K
$5.97M
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
17+ 0.18% |
$6.62K - $7.7K
|
9.58K
$4.03M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
17+ 3.99% |
$6.62K - $7.7K
|
443
$186K
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17+ 2.96% |
$6.62K - $7.7K
|
592
$249K
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16+ 1.26% |
$6.23K - $7.25K
|
1.29K
$541K
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$5.84K - $6.79K
|
15
$6.3K
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
15+ 0.58% |
$5.84K - $6.79K
|
2.61K
$1.1M
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
15+ 0.3% |
$5.84K - $6.79K
|
5.06K
$2.12M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.07% |
$5.45K - $6.34K
|
18.9K
$7.92M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14+ 1.56% |
$5.45K - $6.34K
|
913
$384K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
11+ 0.12% |
$4.28K - $4.98K
|
9.35K
$3.93M
|