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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.68K+ 12.28% |
$1.06M - $1.25M
|
24.5K
$10.3M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.68K+ 7.2% |
$1.06M - $1.25M
|
39.9K
$16.8M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.64K+ 11.2% |
$1.04M - $1.23M
|
26.2K
$11M
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.61K+ 0.3% |
$1.03M - $1.22M
|
870K
$366M
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.59K+ 7.79% |
$1.02M - $1.21M
|
35.8K
$15M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.57K+ 9.9% |
$1.02M - $1.2M
|
28.5K
$12M
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.57K+ 14.69% |
$1.01M - $1.2M
|
20K
$8.42M
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.55K+ 37.66% |
$1.01M - $1.19M
|
9.33K
$3.92M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.54K+ 2.64% |
$1M - $1.19M
|
98.8K
$41.5M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2.52K+ 6.46% |
$994K - $1.18M
|
41.4K
$17.4M
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.5K+ 32.39% |
$989K - $1.17M
|
10.2K
$4.3M
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2.5K+ 35.71% |
$988K - $1.17M
|
9.5K
$3.99M
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
2.5KNew |
$988K - $1.17M
|
2.5K
$1.05M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.49K+ 3.47% |
$984K - $1.16M
|
74.3K
$31.2M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.48K+ 3.52% |
$981K - $1.16M
|
73K
$30.7M
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.47K+ 0.98% |
$974K - $1.15M
|
255K
$107M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.45K+ 10.09% |
$969K - $1.15M
|
26.8K
$11.2M
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.45K+ 53.63% |
$969K - $1.15M
|
7.02K
$2.95M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.45K+ 0.17% |
$968K - $1.15M
|
1.45M
$610M
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.45K+ 24.3% |
$967K - $1.14M
|
12.5K
$5.26M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.45K+ 38.19% |
$967K - $1.14M
|
8.85K
$3.72M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.44K+ 0.39% |
$963K - $1.14M
|
635K
$267M
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.43K+ 9.51% |
$961K - $1.14M
|
28K
$11.8M
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.43KNew |
$959K - $1.14M
|
2.43K
$1.02M
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.41K+ 8.32% |
$953K - $1.13M
|
31.4K
$13.2M
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.41K+ 31.7% |
$952K - $1.13M
|
10K
$4.21M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.4K+ 11.01% |
$950K - $1.12M
|
24.2K
$10.2M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39K+ 2.94% |
$945K - $1.12M
|
83.7K
$35.2M
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.36K+ 11.32% |
$932K - $1.1M
|
23.2K
$9.74M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.34K+ 8.43% |
$925K - $1.09M
|
30.1K
$12.7M
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.32K+ 37.85% |
$916K - $1.08M
|
8.44K
$3.55M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.31K+ 6.33% |
$912K - $1.08M
|
38.8K
$16.3M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.31K+ 5.62% |
$912K - $1.08M
|
43.4K
$18.2M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 3.82% |
$909K - $1.08M
|
62.5K
$26.3M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.3K+ 5.23% |
$908K - $1.07M
|
46.3K
$19.4M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 2.8% |
$907K - $1.07M
|
84.2K
$35.4M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.29K+ 0.73% |
$904K - $1.07M
|
318K
$133M
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.29K+ 12.43% |
$903K - $1.07M
|
20.7K
$8.68M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.26K+ 15.62% |
$893K - $1.06M
|
16.7K
$7.03M
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.23K+ 7.83% |
$882K - $1.04M
|
30.8K
$12.9M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21K+ 1.96% |
$872K - $1.03M
|
115K
$48.1M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.19K+ 29.92% |
$867K - $1.03M
|
9.52K
$4M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 52.54% |
$862K - $1.02M
|
6.34K
$2.66M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.18K+ 3.32% |
$862K - $1.02M
|
67.8K
$28.5M
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
2.17K+ 7.24% |
$858K - $1.02M
|
32.2K
$13.5M
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.16K+ 5.37% |
$854K - $1.01M
|
42.4K
$17.8M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
2.14K+ 5.16% |
$846K - $1M
|
43.7K
$18.4M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.14K+ 10.41% |
$844K - $999K
|
22.7K
$9.52M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 3.35% |
$835K - $988K
|
65.2K
$27.4M
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.11K+ 4.09% |
$833K - $985K
|
53.6K
$22.5M
|