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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
PUT |
500New |
$184K - $215K
|
500
$210K
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
500+ 24.11% |
$184K - $215K
|
2.57K
$1.08M
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
494New |
$182K - $212K
|
494
$208K
|
|
Apr 10, 2024
Q1 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
489New |
$180K - $210K
|
489
$205K
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
475+ 3.64% |
$175K - $204K
|
13.5K
$5.68M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
462+ 2.84% |
$170K - $198K
|
16.7K
$7.03M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
400New |
$147K - $172K
|
400
$168K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
396+ 1.87% |
$146K - $170K
|
21.6K
$9.07M
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
385New |
$142K - $165K
|
385
$162K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
356+ 1.85% |
$131K - $153K
|
19.6K
$8.24M
|
|
May 15, 2024
Q1 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
320+ 2.89% |
$118K - $137K
|
11.4K
$4.79M
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
312+ 0.8% |
$115K - $134K
|
39.2K
$16.5M
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
302+ 8.58% |
$111K - $130K
|
3.82K
$1.61M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
300+ 30.0% |
$110K - $129K
|
1.3K
$546K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
293+ 2.23% |
$108K - $126K
|
13.4K
$5.65M
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
288+ 5.66% |
$106K - $124K
|
5.38K
$2.26M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
287+ 6.49% |
$106K - $123K
|
4.71K
$1.98M
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
285+ 2.22% |
$105K - $122K
|
13.1K
$5.52M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
274New |
$101K - $118K
|
274
$115K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
237+ 0.16% |
$87.2K - $102K
|
149K
$62.8M
|
|
May 07, 2024
Q1 2024
|
Paradice Investment Management LLC
|
BUY
|
- |
229+ 25.93% |
$84.2K - $98.3K
|
1.11K
$467K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
190New |
$69.9K - $81.6K
|
190
$79.8K
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
181+ 1.15% |
$66.6K - $77.7K
|
15.9K
$6.67M
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
170+ 27.64% |
$62.5K - $73K
|
785
$330K
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
143+ 14.56% |
$52.6K - $61.4K
|
1.13K
$473K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
139+ 3.34% |
$51.1K - $59.7K
|
4.3K
$1.81M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
133+ 1.82% |
$48.9K - $57.1K
|
7.44K
$3.13M
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
130+ 3.4% |
$47.8K - $55.8K
|
3.96K
$1.66M
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
126+ 1.3% |
$46.3K - $54.1K
|
9.79K
$4.11M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
123+ 2.82% |
$45.2K - $52.8K
|
4.48K
$1.88M
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
110+ 0.37% |
$40.5K - $47.2K
|
30.1K
$12.7M
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
103+ 2.96% |
$37.9K - $44.2K
|
3.59K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.41% |
$36.8K - $42.9K
|
24.6K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
PUT |
100+ 50.0% |
$36.8K - $42.9K
|
300
$126K
|
|
Apr 25, 2024
Q1 2024
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$36.8K - $42.9K
|
100
$42K
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
87+ 10.26% |
$32K - $37.4K
|
935
$393K
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
86+ 8.71% |
$31.6K - $36.9K
|
1.07K
$451K
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
73+ 3.2% |
$26.8K - $31.3K
|
2.36K
$990K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
70+ 1.0% |
$25.7K - $30.1K
|
7.09K
$2.98M
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
51+ 0.94% |
$18.8K - $21.9K
|
5.5K
$2.31M
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
45+ 0.34% |
$16.5K - $19.3K
|
13.2K
$5.53M
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
40+ 1.85% |
$14.7K - $17.2K
|
2.2K
$924K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
39+ 0.4% |
$14.3K - $16.7K
|
9.72K
$4.08M
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
36+ 1.6% |
$13.2K - $15.5K
|
2.28K
$958K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
30+ 1.42% |
$11K - $12.9K
|
2.15K
$902K
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
29+ 0.52% |
$10.7K - $12.5K
|
5.56K
$2.34M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
19+ 0.49% |
$6.99K - $8.16K
|
3.89K
$1.63M
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
10+ 1.05% |
$3.68K - $4.29K
|
965
$405K
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
5+ 0.07% |
$1.84K - $2.15K
|
6.93K
$2.91M
|
|
Aug 07, 2024
Q1 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
4+ 0.07% |
$1.47K - $1.72K
|
6.13K
$2.58M
|