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 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
96+ 2.65% |
$37.9K - $44.9K
|
3.71K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
95+ 1.12% |
$37.5K - $44.4K
|
8.58K
$3.56M
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
95+ 7.13% |
$37.5K - $44.4K
|
1.43K
$592K
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
95+ 18.2% |
$37.5K - $44.4K
|
617
$256K
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
94+ 0.71% |
$37.1K - $44K
|
13.3K
$5.53M
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
93+ 6.07% |
$36.7K - $43.5K
|
1.62K
$674K
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
92+ 5.84% |
$36.4K - $43K
|
1.67K
$692K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
92+ 1.71% |
$36.4K - $43K
|
5.48K
$2.28M
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
92+ 0.24% |
$36.4K - $43K
|
38.5K
$16M
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
91+ 0.49% |
$36K - $42.5K
|
18.5K
$7.67M
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
91+ 50.56% |
$36K - $42.5K
|
271
$112K
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
91+ 0.51% |
$36K - $42.5K
|
17.9K
$7.44M
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
90+ 0.67% |
$35.6K - $42.1K
|
13.5K
$5.58M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
89+ 0.32% |
$35.2K - $41.6K
|
27.9K
$11.6M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
89+ 0.31% |
$35.2K - $41.6K
|
28.9K
$12M
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
88+ 2.01% |
$34.8K - $41.1K
|
4.47K
$1.85M
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
86+ 1.26% |
$34K - $40.2K
|
6.92K
$2.87M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
86+ 0.4% |
$34K - $40.2K
|
21.8K
$9.04M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
85+ 0.06% |
$33.6K - $39.7K
|
140K
$58.2M
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
84+ 12.0% |
$33.2K - $39.3K
|
784
$325K
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
82+ 13.16% |
$32.4K - $38.3K
|
705
$293K
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
81+ 6.95% |
$32K - $37.9K
|
1.25K
$518K
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
81+ 1.15% |
$32K - $37.9K
|
7.14K
$2.96M
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.23% |
$32K - $37.9K
|
6.68K
$2.77M
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
CALL |
80New |
$31.6K - $37.4K
|
80
$33.2K
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
79+ 0.18% |
$31.2K - $36.9K
|
43.9K
$18.2M
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
78+ 0.61% |
$30.8K - $36.5K
|
12.9K
$5.36M
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
78+ 13.18% |
$30.8K - $36.5K
|
670
$278K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
78+ 0.91% |
$30.8K - $36.5K
|
8.64K
$3.59M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
78+ 0.38% |
$30.8K - $36.5K
|
20.5K
$8.53M
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
76+ 14.39% |
$30K - $35.5K
|
604
$251K
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
76+ 6.19% |
$30K - $35.5K
|
1.3K
$541K
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
76+ 1.09% |
$30K - $35.5K
|
7.06K
$2.93M
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
74+ 1.39% |
$29.2K - $34.6K
|
5.38K
$2.23M
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
74+ 0.22% |
$29.2K - $34.6K
|
33.9K
$14.1M
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
73+ 5.09% |
$28.8K - $34.1K
|
1.51K
$626K
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
73+ 0.93% |
$28.8K - $34.1K
|
7.91K
$3.28M
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
72+ 5.58% |
$28.5K - $33.7K
|
1.36K
$565K
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
71+ 0.18% |
$28.1K - $33.2K
|
40.3K
$16.7M
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
70+ 2.16% |
$27.7K - $32.7K
|
3.31K
$1.37M
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
70+ 11.95% |
$27.7K - $32.7K
|
656
$272K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
70+ 0.26% |
$27.7K - $32.7K
|
26.5K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
68+ 0.88% |
$26.9K - $31.8K
|
7.78K
$3.23M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
66+ 0.32% |
$26.1K - $30.9K
|
20.8K
$8.63M
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
65+ 2.23% |
$25.7K - $30.4K
|
2.98K
$1.24M
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64+ 0.16% |
$25.3K - $29.9K
|
40.3K
$16.7M
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
61+ 0.18% |
$24.1K - $28.5K
|
33.5K
$13.9M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$24.1K - $28.5K
|
61
$25.3K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
60+ 1.64% |
$23.7K - $28.1K
|
3.72K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
60+ 1.9% |
$23.7K - $28.1K
|
3.22K
$1.34M
|