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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.54K+ 24.81% |
$796K - $972K
|
12.8K
$5.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$783K - $957K
|
2.5K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.08KNew |
$653K - $797K
|
2.08K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2KNew |
$627K - $765K
|
2K
$921K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.97K+ 6.06% |
$617K - $753K
|
34.5K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Discovery Value Fund
Singapore, U0 |
BUY
|
- |
1.94KNew |
$608K - $742K
|
1.94K
$893K
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
1.65KNew |
$517K - $631K
|
1.65K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
1.5KNew |
$470K - $574K
|
1.5K
$691K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
CALL |
1.5KNew |
$470K - $574K
|
1.5K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
1.35K+ 8.54% |
$423K - $517K
|
17.2K
$7.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.3KNew |
$407K - $498K
|
1.3K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
1.2K+ 1.69% |
$376K - $459K
|
72.1K
$33.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.18KNew |
$368K - $450K
|
1.18K
$541K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.13K+ 6.55% |
$355K - $434K
|
18.5K
$8.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
1.06KNew |
$333K - $407K
|
1.06K
$489K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
CALL |
1KNew |
$313K - $383K
|
1K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
950+ 5.6% |
$298K - $364K
|
17.9K
$8.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
784New |
$246K - $300K
|
784
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
748New |
$234K - $286K
|
748
$344K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
727New |
$228K - $278K
|
727
$335K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
PUT |
600New |
$188K - $230K
|
600
$276K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
594+ 118.8% |
$186K - $227K
|
1.09K
$504K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
586+ 45.39% |
$184K - $224K
|
1.88K
$864K
|
|
|
Feb 09, 2024
Q4 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
575New |
$180K - $220K
|
575
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
PUT |
400New |
$125K - $153K
|
400
$184K
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
295+ 25.83% |
$92.5K - $113K
|
1.44K
$662K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
217New |
$68K - $83K
|
217
$99.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
199+ 28.63% |
$62.4K - $76.2K
|
894
$412K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
180+ 12.18% |
$56.4K - $68.9K
|
1.66K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
158+ 4.21% |
$49.5K - $60.5K
|
3.92K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
128New |
$40.1K - $49K
|
128
$58.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
128+ 8.53% |
$40.1K - $49K
|
1.63K
$749K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
119New |
$37.3K - $45.5K
|
119
$54.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
100New |
$31.3K - $38.3K
|
100
$46K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
70+ 8.0% |
$21.9K - $26.8K
|
945
$435K
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
26+ 2.89% |
$8.15K - $9.95K
|
926
$426K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
21New |
$6.58K - $8.04K
|
21
$9.67K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
8+ 0.17% |
$2.51K - $3.06K
|
4.74K
$2.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
6+ 0.5% |
$1.88K - $2.3K
|
1.22K
$561K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4+ 2.78% |
$1.25K - $1.53K
|
148
$68.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4+ 0.2% |
$1.25K - $1.53K
|
1.97K
$905K
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
4+ 0.26% |
$1.25K - $1.53K
|
1.56K
$717K
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1+ 0.11% |
$313 - $383
|
920
$424K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.21K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.05% |
$313 - $383
|
2.06K
$947K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.57MNew |
$1.43B - $1.64B
|
4.57M
$2.1B
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
368K+ 12.34% |
$115M - $132M
|
3.35M
$1.54B
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
189K+ 12691.09% |
$59.1M - $68.1M
|
191K
$87.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
177K+ 241.78% |
$55.1M - $63.4M
|
250K
$115M
|
|