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 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
14+ 0.16% |
$5.53K - $6.55K
|
8.75K
$3.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
14+ 0.05% |
$5.53K - $6.55K
|
26K
$10.8M
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
13+ 0.11% |
$5.14K - $6.08K
|
12K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
13+ 0.61% |
$5.14K - $6.08K
|
2.16K
$897K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
13+ 0.23% |
$5.14K - $6.08K
|
5.64K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
13+ 0.04% |
$5.14K - $6.08K
|
32K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
13+ 0.01% |
$5.14K - $6.08K
|
134K
$55.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
12+ 0.81% |
$4.74K - $5.61K
|
1.49K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 0.27% |
$4.74K - $5.61K
|
4.39K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12+ 2.65% |
$4.74K - $5.61K
|
464
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
11+ 0.14% |
$4.35K - $5.14K
|
8.13K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
11+ 0.17% |
$4.35K - $5.14K
|
6.39K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$3.95K - $4.68K
|
5.49K
$2.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10+ 0.14% |
$3.95K - $4.68K
|
7.39K
$3.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
9+ 0.03% |
$3.56K - $4.21K
|
35.6K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
8+ 0.21% |
$3.16K - $3.74K
|
3.79K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8+ 0.12% |
$3.16K - $3.74K
|
6.67K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8+ 0.73% |
$3.16K - $3.74K
|
1.11K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
32.6K
$13.5M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
34.9K
$14.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
8+ 0.37% |
$3.16K - $3.74K
|
2.17K
$902K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8+ 0.4% |
$3.16K - $3.74K
|
1.99K
$826K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
7+ 0.23% |
$2.77K - $3.27K
|
3.09K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.77K - $3.27K
|
4.04K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
7+ 0.09% |
$2.77K - $3.27K
|
8.17K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 0.41% |
$2.77K - $3.27K
|
1.73K
$718K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.74% |
$2.77K - $3.27K
|
958
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$2.37K - $2.81K
|
8.82K
$3.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
6+ 0.02% |
$2.37K - $2.81K
|
34.7K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
5+ 0.12% |
$1.98K - $2.34K
|
4.06K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5+ 0.08% |
$1.98K - $2.34K
|
6.55K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.43K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.62% |
$1.98K - $2.34K
|
806
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5+ 0.02% |
$1.98K - $2.34K
|
24.1K
$10M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.46K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
4+ 0.06% |
$1.58K - $1.87K
|
6.99K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 0.42% |
$1.58K - $1.87K
|
953
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$1.19K - $1.4K
|
19.9K
$8.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.22% |
$1.19K - $1.4K
|
1.36K
$566K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$1.19K - $1.4K
|
2.45K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
2+ 0.14% |
$790 - $935
|
1.48K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.12% |
$790 - $935
|
1.62K
$672K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.16% |
$790 - $935
|
1.24K
$516K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.13% |
$790 - $935
|
1.55K
$642K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.07% |
$790 - $935
|
3.08K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
2+ 0.44% |
$790 - $935
|
453
$188K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.34K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1+ 0.13% |
$395 - $468
|
793
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$395 - $468
|
23.5K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
17.1K
$7.08M
|