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 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
221+ 0.81% |
$89.8K - $100K
|
27.5K
$10.8M
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
220+ 2.52% |
$89.4K - $100K
|
8.97K
$3.51M
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
219+ 3.46% |
$89K - $99.5K
|
6.55K
$2.56M
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
218+ 3.79% |
$88.6K - $99.1K
|
5.98K
$2.34M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
218+ 9.48% |
$88.6K - $99.1K
|
2.52K
$985K
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
218New |
$88.6K - $99.1K
|
218
$85.3K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
217+ 0.59% |
$88.2K - $98.6K
|
36.7K
$14.4M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
217+ 1.77% |
$88.2K - $98.6K
|
12.5K
$4.88M
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
216+ 4.42% |
$87.8K - $98.2K
|
5.11K
$2M
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
216+ 2.47% |
$87.8K - $98.2K
|
8.95K
$3.5M
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
213+ 20.06% |
$86.6K - $96.8K
|
1.28K
$499K
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
213+ 1.16% |
$86.6K - $96.8K
|
18.5K
$7.26M
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
213+ 1.56% |
$86.6K - $96.8K
|
13.8K
$5.41M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
212+ 45.01% |
$86.1K - $96.3K
|
683
$267K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
212+ 2.74% |
$86.1K - $96.3K
|
7.96K
$3.11M
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
212+ 1.84% |
$86.1K - $96.3K
|
11.7K
$4.59M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
211+ 0.06% |
$85.7K - $95.9K
|
343K
$134M
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
210+ 1.98% |
$85.3K - $95.4K
|
10.8K
$4.22M
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
210+ 0.6% |
$85.3K - $95.4K
|
35.3K
$13.8M
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
209+ 10.78% |
$84.9K - $95K
|
2.15K
$840K
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
209+ 21.86% |
$84.9K - $95K
|
1.17K
$456K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
209+ 0.4% |
$84.9K - $95K
|
52.5K
$20.5M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
208+ 3.21% |
$84.5K - $94.5K
|
6.69K
$2.62M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
208+ 1.7% |
$84.5K - $94.5K
|
12.5K
$4.88M
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
205+ 0.44% |
$83.3K - $93.2K
|
46.5K
$18.2M
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
205+ 2.38% |
$83.3K - $93.2K
|
8.81K
$3.45M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
204+ 2.12% |
$82.9K - $92.7K
|
9.83K
$3.84M
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
204+ 4.89% |
$82.9K - $92.7K
|
4.38K
$1.71M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
203+ 2.13% |
$82.5K - $92.3K
|
9.75K
$3.81M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
202+ 0.46% |
$82.1K - $91.8K
|
43.8K
$17.1M
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
202+ 1.56% |
$82.1K - $91.8K
|
13.2K
$5.15M
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
202+ 1.09% |
$82.1K - $91.8K
|
18.8K
$7.34M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
202+ 0.89% |
$82.1K - $91.8K
|
22.9K
$8.96M
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
200New |
$81.3K - $90.9K
|
200
$78.3K
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
200+ 2.57% |
$81.3K - $90.9K
|
7.98K
$3.12M
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
200+ 0.16% |
$81.3K - $90.9K
|
124K
$48.4M
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
200+ 48.31% |
$81.3K - $90.9K
|
614
$240K
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
198+ 16.34% |
$80.5K - $90K
|
1.41K
$552K
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
197+ 0.96% |
$80.1K - $89.5K
|
20.7K
$8.11M
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
196+ 1.6% |
$79.6K - $89.1K
|
12.5K
$4.88M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
195+ 2.1% |
$79.2K - $88.6K
|
9.49K
$3.71M
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
194+ 26.11% |
$78.8K - $88.2K
|
937
$367K
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
191+ 4.31% |
$77.6K - $86.8K
|
4.62K
$1.81M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
190+ 4.45% |
$77.2K - $86.3K
|
4.46K
$1.74M
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
189+ 0.93% |
$76.8K - $85.9K
|
20.6K
$8.06M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
189+ 1.39% |
$76.8K - $85.9K
|
13.8K
$5.4M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
188+ 2.82% |
$76.4K - $85.4K
|
6.85K
$2.68M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
187+ 2.91% |
$76K - $85K
|
6.61K
$2.59M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
187+ 3.3% |
$76K - $85K
|
5.86K
$2.29M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
187+ 18.97% |
$76K - $85K
|
1.17K
$459K
|