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
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
58+ 1.1% |
$22.9K - $27.1K
|
5.31K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
57+ 0.53% |
$22.5K - $26.7K
|
10.9K
$4.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
55+ 1.41% |
$21.7K - $25.7K
|
3.95K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
54+ 0.34% |
$21.3K - $25.2K
|
16.2K
$6.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
54+ 5.78% |
$21.3K - $25.2K
|
989
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
54+ 0.14% |
$21.3K - $25.2K
|
38.6K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
53+ 0.08% |
$20.9K - $24.8K
|
67.4K
$28M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
53+ 0.02% |
$20.9K - $24.8K
|
298K
$123M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
52+ 1.71% |
$20.5K - $24.3K
|
3.09K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
52+ 0.09% |
$20.5K - $24.3K
|
54.9K
$22.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
52+ 0.53% |
$20.5K - $24.3K
|
9.83K
$4.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
51+ 0.34% |
$20.2K - $23.8K
|
15.2K
$6.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
51+ 4.04% |
$20.2K - $23.8K
|
1.31K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 1.35% |
$19.8K - $23.4K
|
3.74K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
50+ 0.95% |
$19.8K - $23.4K
|
5.3K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 1.93% |
$19.8K - $23.4K
|
2.64K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
49+ 0.46% |
$19.4K - $22.9K
|
10.7K
$4.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
49+ 0.91% |
$19.4K - $22.9K
|
5.43K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
48+ 0.33% |
$19K - $22.4K
|
14.8K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
47+ 0.3% |
$18.6K - $22K
|
15.7K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
46+ 2.64% |
$18.2K - $21.5K
|
1.79K
$741K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
46+ 3.02% |
$18.2K - $21.5K
|
1.57K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 1.12% |
$17.8K - $21K
|
4.07K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
45+ 0.61% |
$17.8K - $21K
|
7.47K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
44+ 0.66% |
$17.4K - $20.6K
|
6.7K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
44+ 0.37% |
$17.4K - $20.6K
|
12.1K
$5.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
43+ 0.19% |
$17K - $20.1K
|
22.5K
$9.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
43+ 5.5% |
$17K - $20.1K
|
825
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
42+ 0.06% |
$16.6K - $19.6K
|
65K
$27M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
42+ 0.4% |
$16.6K - $19.6K
|
10.5K
$4.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
41+ 0.92% |
$16.2K - $19.2K
|
4.52K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
39+ 1.23% |
$15.4K - $18.2K
|
3.2K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
39+ 0.23% |
$15.4K - $18.2K
|
17.1K
$7.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
39+ 0.61% |
$15.4K - $18.2K
|
6.43K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
37+ 0.7% |
$14.6K - $17.3K
|
5.31K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
37+ 0.31% |
$14.6K - $17.3K
|
11.8K
$4.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
36+ 2.11% |
$14.2K - $16.8K
|
1.74K
$722K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
36+ 0.42% |
$14.2K - $16.8K
|
8.63K
$3.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
36+ 2.13% |
$14.2K - $16.8K
|
1.73K
$717K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
35+ 2.09% |
$13.8K - $16.4K
|
1.71K
$709K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
33+ 0.23% |
$13K - $15.4K
|
14.1K
$5.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
32+ 0.08% |
$12.6K - $15K
|
39.5K
$16.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
32+ 1.73% |
$12.6K - $15K
|
1.88K
$780K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
32+ 0.28% |
$12.6K - $15K
|
11.3K
$4.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
32+ 1.28% |
$12.6K - $15K
|
2.53K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
31+ 0.24% |
$12.2K - $14.5K
|
13.2K
$5.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
31+ 0.56% |
$12.2K - $14.5K
|
5.52K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
31+ 1.0% |
$12.2K - $14.5K
|
3.12K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
31+ 5.09% |
$12.2K - $14.5K
|
640
$266K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
30+ 1.07% |
$11.9K - $14K
|
2.84K
$1.18M
|