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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
854New |
$314K - $367K
|
854
$353K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
829New |
$305K - $356K
|
829
$343K
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
800New |
$294K - $343K
|
800
$331K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
750+ 12.4% |
$276K - $322K
|
6.8K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
668New |
$246K - $287K
|
668
$276K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
658+ 13.23% |
$242K - $283K
|
5.63K
$2.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
651+ 183.9% |
$239K - $280K
|
1.01K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
633New |
$233K - $272K
|
633
$262K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
PUT |
600New |
$221K - $258K
|
600
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
600New |
$221K - $258K
|
600
$248K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
579+ 33.26% |
$213K - $249K
|
2.32K
$959K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
566+ 12.67% |
$208K - $243K
|
5.03K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
532New |
$196K - $228K
|
532
$220K
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
525New |
$193K - $225K
|
525
$217K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
PUT |
500New |
$184K - $215K
|
500
$207K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
500+ 24.11% |
$184K - $215K
|
2.57K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
494New |
$182K - $212K
|
494
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
475+ 3.64% |
$175K - $204K
|
13.5K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
462+ 2.84% |
$170K - $198K
|
16.7K
$6.92M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
400New |
$147K - $172K
|
400
$165K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
396+ 1.87% |
$146K - $170K
|
21.6K
$8.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
385New |
$142K - $165K
|
385
$159K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
302+ 8.58% |
$111K - $130K
|
3.82K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
PUT |
300+ 30.0% |
$110K - $129K
|
1.3K
$537K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
293+ 2.23% |
$108K - $126K
|
13.4K
$5.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
287+ 6.49% |
$106K - $123K
|
4.71K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
274New |
$101K - $118K
|
274
$113K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
237+ 0.16% |
$87.2K - $102K
|
149K
$61.7M
|
|
|
May 07, 2024
Q1 2024
|
Paradice Investment Management LLC
|
BUY
|
- |
229+ 25.93% |
$84.2K - $98.3K
|
1.11K
$460K
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
211+ 34.53% |
$77.6K - $90.6K
|
822
$340K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
190New |
$69.9K - $81.6K
|
190
$78.5K
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
170+ 27.64% |
$62.5K - $73K
|
785
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
133+ 1.82% |
$48.9K - $57.1K
|
7.44K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
126+ 1.3% |
$46.3K - $54.1K
|
9.79K
$4.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
110+ 0.37% |
$40.5K - $47.2K
|
30.1K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
PUT |
100+ 50.0% |
$36.8K - $42.9K
|
300
$124K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
87+ 10.26% |
$32K - $37.4K
|
935
$386K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
40+ 1.85% |
$14.7K - $17.2K
|
2.2K
$909K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
39+ 0.4% |
$14.3K - $16.7K
|
9.72K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
29+ 0.52% |
$10.7K - $12.5K
|
5.56K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
19+ 0.49% |
$6.99K - $8.16K
|
3.89K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$368 - $429
|
2.57K
$1.06M
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
540K+ 337.5% |
$169M - $207M
|
700K
$289M
|
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
CALL |
524KNew |
$164M - $200M
|
524K
$216M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
363K+ 2.79% |
$114M - $139M
|
13.4M
$5.54B
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
173KNew |
$54.4M - $66.4M
|
173K
$71.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
160KNew |
$50.1M - $61.2M
|
160K
$66.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
CALL |
145KNew |
$45.4M - $55.5M
|
145K
$59.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
141KNew |
$44.2M - $53.9M
|
141K
$58.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
86.8KNew |
$27.2M - $33.2M
|
86.8K
$35.9M
|
|