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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
334+ 2.97% |
$132K - $156K
|
11.6K
$4.81M
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
333+ 4.67% |
$132K - $156K
|
7.47K
$3.1M
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
331+ 1.34% |
$131K - $155K
|
25K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
329+ 3.85% |
$130K - $154K
|
8.86K
$3.68M
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
327+ 6.02% |
$129K - $153K
|
5.76K
$2.39M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
326+ 1.51% |
$129K - $152K
|
21.8K
$9.07M
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
325+ 16.54% |
$128K - $152K
|
2.29K
$950K
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
324+ 2.29% |
$128K - $151K
|
14.5K
$6M
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
321+ 2.04% |
$127K - $150K
|
16K
$6.65M
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
320+ 1.71% |
$126K - $150K
|
19K
$7.89M
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
318+ 2.76% |
$126K - $149K
|
11.8K
$4.9M
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
317+ 0.99% |
$125K - $148K
|
32.3K
$13.4M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
317+ 4.54% |
$125K - $148K
|
7.3K
$3.03M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
316+ 1.59% |
$125K - $148K
|
20.2K
$8.39M
|
|
Nov 12, 2024
Q3 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
315+ 0.3% |
$124K - $147K
|
106K
$43.8M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
314+ 4.99% |
$124K - $147K
|
6.6K
$2.74M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
311+ 1.51% |
$123K - $145K
|
20.9K
$8.66M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
311+ 3.4% |
$123K - $145K
|
9.45K
$3.92M
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
308+ 8.72% |
$122K - $144K
|
3.84K
$1.59M
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
307+ 1.64% |
$121K - $144K
|
19K
$7.89M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
304+ 0.81% |
$120K - $142K
|
38K
$15.8M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
304+ 2.16% |
$120K - $142K
|
14.4K
$5.98M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
302+ 2.92% |
$119K - $141K
|
10.6K
$4.42M
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
302+ 7.21% |
$119K - $141K
|
4.49K
$1.86M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
302+ 0.94% |
$119K - $141K
|
32.6K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
300New |
$119K - $140K
|
300
$124K
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
300+ 1.45% |
$119K - $140K
|
21K
$8.71M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
300New |
$119K - $140K
|
300
$124K
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
300+ 2.3% |
$119K - $140K
|
13.4K
$5.54M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
300New |
$119K - $140K
|
300
$124K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
299+ 0.68% |
$118K - $140K
|
44.2K
$18.3M
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
298+ 10.29% |
$118K - $139K
|
3.19K
$1.33M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
297+ 0.49% |
$117K - $139K
|
61.1K
$25.4M
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
295+ 1.8% |
$117K - $138K
|
16.7K
$6.93M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
293+ 1.11% |
$116K - $137K
|
26.7K
$11.1M
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
291+ 9.45% |
$115K - $136K
|
3.37K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
290+ 0.8% |
$115K - $136K
|
36.5K
$15.2M
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
290+ 0.5% |
$115K - $136K
|
58.4K
$24.2M
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
290+ 10.37% |
$115K - $136K
|
3.09K
$1.28M
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
289+ 5.45% |
$114K - $135K
|
5.59K
$2.32M
|
|
Nov 14, 2024
Q3 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
284+ 1.64% |
$112K - $133K
|
17.6K
$7.3M
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
284+ 2.76% |
$112K - $133K
|
10.6K
$4.39M
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
282+ 3.24% |
$111K - $132K
|
8.99K
$3.73M
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
276+ 4.35% |
$109K - $129K
|
6.63K
$2.75M
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
275+ 1.18% |
$109K - $129K
|
23.6K
$9.81M
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
274+ 1.09% |
$108K - $128K
|
25.5K
$10.6M
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
274+ 0.37% |
$108K - $128K
|
74.7K
$31M
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
272+ 1.94% |
$107K - $127K
|
14.3K
$5.93M
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
270+ 11.3% |
$107K - $126K
|
2.66K
$1.1M
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
268+ 9.41% |
$106K - $125K
|
3.12K
$1.29M
|