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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.8KNew |
$3.17M - $3.54M
|
7.8K
$3.45M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.73K+ 22.46% |
$3.14M - $3.51M
|
42.2K
$18.7M
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
7.69KNew |
$3.13M - $3.5M
|
7.69K
$3.4M
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
7.6K+ 122.58% |
$3.09M - $3.45M
|
13.8K
$6.1M
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.51K+ 39.37% |
$3.05M - $3.41M
|
26.6K
$11.8M
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.51K+ 11.17% |
$3.05M - $3.41M
|
74.8K
$33.1M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.27K+ 11.06% |
$2.95M - $3.3M
|
72.9K
$32.3M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.2KNew |
$2.93M - $3.27M
|
7.2K
$3.19M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.13K+ 24.01% |
$2.9M - $3.24M
|
36.8K
$16.3M
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.96K+ 1.11% |
$2.83M - $3.16M
|
633K
$280M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.95K+ 5.78% |
$2.83M - $3.16M
|
127K
$56.3M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.82K+ 55.66% |
$2.77M - $3.1M
|
19.1K
$8.43M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.77K+ 29.88% |
$2.75M - $3.08M
|
29.4K
$13M
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
6.73KNew |
$2.73M - $3.06M
|
6.73K
$2.98M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.58K+ 4.69% |
$2.67M - $2.99M
|
147K
$64.9M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.56KNew |
$2.66M - $2.98M
|
6.56K
$2.9M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.47KNew |
$2.63M - $2.94M
|
6.47K
$2.86M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.43K+ 3.21% |
$2.61M - $2.92M
|
207K
$91.6M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.43K+ 12.69% |
$2.61M - $2.92M
|
57.1K
$25.2M
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.43KNew |
$2.61M - $2.92M
|
6.43K
$2.84M
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
6.43K+ 4.14% |
$2.61M - $2.92M
|
162K
$71.5M
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
6.39K+ 10.11% |
$2.6M - $2.9M
|
69.6K
$30.8M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
6.38K+ 2.96% |
$2.59M - $2.9M
|
222K
$98.1M
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
6.35KNew |
$2.58M - $2.88M
|
6.35K
$2.81M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
6.19K+ 8.98% |
$2.52M - $2.81M
|
75.2K
$33.3M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.12KNew |
$2.48M - $2.78M
|
6.12K
$2.7M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.11K+ 2.2% |
$2.48M - $2.78M
|
284K
$126M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.07KNew |
$2.46M - $2.76M
|
6.07K
$2.68M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.03K+ 7.16% |
$2.45M - $2.74M
|
90.2K
$39.9M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.96K+ 16.38% |
$2.42M - $2.71M
|
42.3K
$18.7M
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
5.88K+ 3.86% |
$2.39M - $2.67M
|
158K
$69.9M
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.87K+ 25.19% |
$2.39M - $2.67M
|
29.2K
$12.9M
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.83KNew |
$2.37M - $2.65M
|
5.83K
$2.58M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.79K+ 12.89% |
$2.35M - $2.63M
|
50.7K
$22.4M
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.75KNew |
$2.34M - $2.61M
|
5.75K
$2.54M
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.6KNew |
$2.28M - $2.54M
|
5.6K
$2.48M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.56K+ 15.45% |
$2.26M - $2.53M
|
41.5K
$18.4M
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
5.53K+ 5.61% |
$2.25M - $2.51M
|
104K
$46.1M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.49K+ 49.14% |
$2.23M - $2.49M
|
16.7K
$7.37M
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
5.49KNew |
$2.23M - $2.49M
|
5.49K
$2.43M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
5.42K+ 7.99% |
$2.2M - $2.46M
|
73.3K
$32.4M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.4K+ 3.68% |
$2.19M - $2.45M
|
152K
$67.3M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.39K+ 28.23% |
$2.19M - $2.45M
|
24.5K
$10.8M
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.36KNew |
$2.18M - $2.44M
|
5.36K
$2.37M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.33K+ 23.38% |
$2.16M - $2.42M
|
28.1K
$12.4M
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
5.32K+ 590.9% |
$2.16M - $2.42M
|
6.23K
$2.75M
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.32KNew |
$2.16M - $2.42M
|
5.32K
$2.35M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
5.29K+ 1.12% |
$2.15M - $2.4M
|
477K
$211M
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
5.19K+ 6.25% |
$2.11M - $2.36M
|
88.2K
$39M
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
5.17K+ 43.36% |
$2.1M - $2.35M
|
17.1K
$7.56M
|