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 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
187+ 3.3% |
$76K - $85K
|
5.86K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
187+ 18.97% |
$76K - $85K
|
1.17K
$467K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
186+ 0.03% |
$75.6K - $84.5K
|
541K
$215M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
185+ 6.94% |
$75.2K - $84.1K
|
2.85K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
185+ 0.81% |
$75.2K - $84.1K
|
23.1K
$9.18M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
185+ 1.15% |
$75.2K - $84.1K
|
16.2K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
184+ 20.91% |
$74.8K - $83.6K
|
1.06K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
184+ 12.86% |
$74.8K - $83.6K
|
1.62K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
183+ 1.56% |
$74.4K - $83.2K
|
11.9K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
183+ 1.62% |
$74.4K - $83.2K
|
11.5K
$4.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
183+ 1.52% |
$74.4K - $83.2K
|
12.2K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
182+ 6.41% |
$74K - $82.7K
|
3.02K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
182+ 1.26% |
$74K - $82.7K
|
14.6K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
182+ 0.45% |
$74K - $82.7K
|
40.7K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 3.19% |
$74K - $82.7K
|
5.89K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
182+ 1.38% |
$74K - $82.7K
|
13.4K
$5.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
181+ 3.21% |
$73.5K - $82.3K
|
5.82K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
181+ 2.14% |
$73.5K - $82.3K
|
8.64K
$3.44M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
180+ 0.88% |
$73.1K - $81.8K
|
20.6K
$8.18M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
180+ 0.84% |
$73.1K - $81.8K
|
21.7K
$8.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
180+ 1.26% |
$73.1K - $81.8K
|
14.4K
$5.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
180+ 1.19% |
$73.1K - $81.8K
|
15.3K
$6.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
179+ 10.89% |
$72.7K - $81.3K
|
1.82K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
178+ 4.39% |
$72.3K - $80.9K
|
4.23K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
178+ 1.16% |
$72.3K - $80.9K
|
15.6K
$6.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
177+ 2.16% |
$71.9K - $80.4K
|
8.37K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
177+ 4.05% |
$71.9K - $80.4K
|
4.55K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
176+ 6.74% |
$71.5K - $80K
|
2.79K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
176+ 1.03% |
$71.5K - $80K
|
17.2K
$6.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
176+ 17.94% |
$71.5K - $80K
|
1.16K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
175+ 0.85% |
$71.1K - $79.5K
|
20.7K
$8.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
175+ 1.29% |
$71.1K - $79.5K
|
13.7K
$5.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 1.1% |
$71.1K - $79.5K
|
16K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
174+ 9.79% |
$70.7K - $79.1K
|
1.95K
$776K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
172+ 0.61% |
$69.9K - $78.2K
|
28.5K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
172+ 3.67% |
$69.9K - $78.2K
|
4.86K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.47% |
$69.1K - $77.3K
|
11.8K
$4.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
169+ 1.78% |
$68.7K - $76.8K
|
9.68K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
168+ 0.7% |
$68.3K - $76.3K
|
24.2K
$9.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
166+ 0.49% |
$67.5K - $75.4K
|
33.9K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
165+ 1.57% |
$67K - $75K
|
10.7K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
164+ 1.39% |
$66.6K - $74.5K
|
12K
$4.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
164+ 4.74% |
$66.6K - $74.5K
|
3.63K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
163+ 2.58% |
$66.2K - $74.1K
|
6.49K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
162+ 34.91% |
$65.8K - $73.6K
|
626
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
162+ 2.21% |
$65.8K - $73.6K
|
7.5K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
162+ 10.34% |
$65.8K - $73.6K
|
1.73K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
161+ 6.82% |
$65.4K - $73.2K
|
2.52K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
161+ 12.96% |
$65.4K - $73.2K
|
1.4K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
161+ 1.09% |
$65.4K - $73.2K
|
14.9K
$5.94M
|