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 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
122+ 0.37% |
$48.2K - $57K
|
33K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
121+ 4.4% |
$47.8K - $56.6K
|
2.87K
$1.19M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
121+ 2.06% |
$47.8K - $56.6K
|
5.99K
$2.49M
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
120+ 0.88% |
$47.4K - $56.1K
|
13.7K
$5.7M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
118+ 0.57% |
$46.6K - $55.2K
|
20.9K
$8.68M
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
118+ 3.63% |
$46.6K - $55.2K
|
3.37K
$1.4M
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
118+ 11.84% |
$46.6K - $55.2K
|
1.12K
$463K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
116+ 1.33% |
$45.8K - $54.2K
|
8.83K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
115+ 18.67% |
$45.4K - $53.8K
|
731
$303K
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
115+ 0.26% |
$45.4K - $53.8K
|
44.3K
$18.4M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
115+ 0.97% |
$45.4K - $53.8K
|
11.9K
$4.96M
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
113+ 0.14% |
$44.7K - $52.8K
|
81.1K
$33.6M
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
113+ 0.21% |
$44.7K - $52.8K
|
53.5K
$22.2M
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
112+ 0.7% |
$44.3K - $52.4K
|
16.2K
$6.7M
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
111+ 4.19% |
$43.9K - $51.9K
|
2.76K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
110+ 1.01% |
$43.5K - $51.4K
|
11K
$4.57M
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
110+ 0.02% |
$43.5K - $51.4K
|
498K
$207M
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
110+ 8.9% |
$43.5K - $51.4K
|
1.35K
$559K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
109+ 2.43% |
$43.1K - $51K
|
4.59K
$1.9M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
109+ 1.61% |
$43.1K - $51K
|
6.9K
$2.86M
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
109+ 1.93% |
$43.1K - $51K
|
5.74K
$2.38M
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
109+ 0.62% |
$43.1K - $51K
|
17.7K
$7.34M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
109+ 1.43% |
$43.1K - $51K
|
7.75K
$3.22M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
109+ 0.69% |
$43.1K - $51K
|
15.9K
$6.59M
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
106+ 3.2% |
$41.9K - $49.6K
|
3.42K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
104+ 1.56% |
$41.1K - $48.6K
|
6.77K
$2.81M
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.46% |
$41.1K - $48.6K
|
3.11K
$1.29M
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
103+ 17.22% |
$40.7K - $48.2K
|
701
$291K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
102+ 0.74% |
$40.3K - $47.7K
|
14K
$5.79M
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
101+ 0.52% |
$39.9K - $47.2K
|
19.6K
$8.15M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
101+ 0.32% |
$39.9K - $47.2K
|
31.7K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
101+ 1.35% |
$39.9K - $47.2K
|
7.6K
$3.15M
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
100+ 8.33% |
$39.5K - $46.8K
|
1.3K
$539K
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 0.41% |
$39.5K - $46.8K
|
24.7K
$10.2M
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 11.15% |
$39.5K - $46.8K
|
997
$414K
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100+ 6.54% |
$39.5K - $46.8K
|
1.63K
$676K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.77% |
$39.5K - $46.8K
|
13K
$5.41M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 12.5% |
$39.5K - $46.8K
|
900
$373K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
100New |
$39.5K - $46.8K
|
100
$41.5K
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
100+ 6.36% |
$39.5K - $46.8K
|
1.67K
$694K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$39.5K - $46.8K
|
100
$41.5K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
100New |
$39.5K - $46.8K
|
100
$41.5K
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
99+ 3.85% |
$39.1K - $46.3K
|
2.67K
$1.11M
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
99+ 4.07% |
$39.1K - $46.3K
|
2.53K
$1.05M
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
99+ 1.47% |
$39.1K - $46.3K
|
6.86K
$2.84M
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
98+ 3.91% |
$38.7K - $45.8K
|
2.61K
$1.08M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
97+ 4.89% |
$38.3K - $45.4K
|
2.08K
$863K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
96+ 10.04% |
$37.9K - $44.9K
|
1.05K
$437K
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
96+ 1.02% |
$37.9K - $44.9K
|
9.55K
$3.96M
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
96+ 0.74% |
$37.9K - $44.9K
|
13K
$5.41M
|