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, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
- |
1.44KNew |
$397K - $502K
|
1.44K
$606K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.35K+ 3.51% |
$371K - $469K
|
39.7K
$16.7M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
1.26KNew |
$348K - $440K
|
1.26K
$531K
|
|
Aug 22, 2023
Q2 2023
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.2K+ 3.55% |
$331K - $418K
|
35K
$14.7M
|
|
Aug 10, 2023
Q2 2023
|
Dalton Investments LLC
|
BUY
|
- |
1.2K+ 17.39% |
$331K - $418K
|
8.1K
$3.4M
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
1.11K+ 90.84% |
$306K - $387K
|
2.33K
$981K
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.07KNew |
$294K - $372K
|
1.07K
$449K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
948+ 2.61% |
$261K - $330K
|
37.2K
$15.6M
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
853New |
$235K - $297K
|
853
$358K
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
680New |
$187K - $237K
|
680
$286K
|
|
Aug 07, 2023
Q2 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
640New |
$176K - $223K
|
640
$269K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
635+ 3.25% |
$175K - $221K
|
20.2K
$8.48M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
635+ 3.25% |
$175K - $221K
|
20.2K
$8.48M
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
628New |
$173K - $219K
|
628
$264K
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
580+ 7.35% |
$160K - $202K
|
8.48K
$3.56M
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
500+ 9.09% |
$138K - $174K
|
6K
$2.52M
|
|
Aug 01, 2023
Q2 2023
|
Harbor Advisors LLC
|
BUY
|
- |
500+ 2.0% |
$138K - $174K
|
25.5K
$10.7M
|
|
Aug 14, 2023
Q2 2023
|
Xn LP
New York, NY |
BUY
|
- |
321+ 4.3% |
$88.4K - $112K
|
7.78K
$3.27M
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
230+ 5.29% |
$63.3K - $80.1K
|
4.58K
$1.92M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
230+ 8.0% |
$63.3K - $80.1K
|
3.1K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
205New |
$56.5K - $71.4K
|
205
$86.1K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
CALL |
200New |
$55.1K - $69.6K
|
200
$84K
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
CALL |
200New |
$55.1K - $69.6K
|
200
$84K
|
|
Aug 10, 2023
Q2 2023
|
Bancreek Capital Management, LP
Santa Monica, CA |
BUY
|
- |
104+ 0.73% |
$28.6K - $36.2K
|
14.3K
$5.99M
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$27.5K - $34.8K
|
100
$42K
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
CALL |
100New |
$27.5K - $34.8K
|
100
$42K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
62+ 1.47% |
$17.1K - $21.6K
|
4.29K
$1.8M
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
58+ 3.06% |
$16K - $20.2K
|
1.95K
$821K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
50+ 0.58% |
$13.8K - $17.4K
|
8.72K
$3.66M
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
45+ 3.81% |
$12.4K - $15.7K
|
1.23K
$515K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Bls Capital Fondsmaeglerselskab A
Klampenborg, G7 |
BUY
|
- |
219K+ 19.1% |
$48.8M - $63.3M
|
1.37M
$575M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
197KNew |
$43.8M - $56.8M
|
197K
$82.8M
|
|
May 15, 2023
Q1 2023
|
Standard Investments LLC
New York, NY |
BUY
|
- |
135K+ 31.41% |
$30M - $38.9M
|
564K
$237M
|
|
May 10, 2023
Q1 2023
|
Strategic Vision Investment LTD
Hong Kong, K3 |
BUY
|
CALL |
130KNew |
$28.9M - $37.5M
|
130K
$54.6M
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
65KNew |
$14.5M - $18.7M
|
65K
$27.3M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
52.7K+ 19.21% |
$11.7M - $15.2M
|
327K
$137M
|
|
May 15, 2023
Q1 2023
|
Islet Management, LP
New York, NY |
BUY
|
CALL |
50KNew |
$11.1M - $14.4M
|
50K
$21M
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
50KNew |
$11.1M - $14.4M
|
50K
$21M
|
|
May 15, 2023
Q1 2023
|
Engle Capital Management, L.P.
Greenwich, CT |
BUY
|
- |
29KNew |
$6.45M - $8.36M
|
29K
$12.2M
|
|
May 11, 2023
Q1 2023
|
Rovida Advisors Inc.
Newark, NJ |
BUY
|
- |
25KNew |
$5.56M - $7.21M
|
25K
$10.5M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
24.4K+ 80.44% |
$5.42M - $7.03M
|
54.7K
$23M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
19K+ 110.2% |
$4.23M - $5.48M
|
36.3K
$15.2M
|
|
May 15, 2023
Q1 2023
|
Consolidated Press International Holdings LTD
Sydney, C3 |
BUY
|
- |
16.3K+ 83.33% |
$3.62M - $4.7M
|
35.9K
$15.1M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$3.2M - $4.15M
|
14.4K
$6.04M
|
|
May 17, 2023
Q1 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
13KNew |
$2.89M - $3.75M
|
13K
$5.46M
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
12.7KNew |
$2.83M - $3.67M
|
12.7K
$5.35M
|
|
Apr 28, 2023
Q1 2023
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
8.9KNew |
$1.98M - $2.57M
|
8.9K
$3.74M
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
8.3KNew |
$1.85M - $2.39M
|
8.3K
$3.49M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
7.06KNew |
$1.57M - $2.03M
|
7.06K
$2.96M
|
|
May 15, 2023
Q1 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
6.99K+ 47.49% |
$1.55M - $2.02M
|
21.7K
$9.13M
|