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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
56+ 0.23% |
$22.8K - $25.4K
|
24.2K
$9.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
56+ 0.35% |
$22.8K - $25.4K
|
16.1K
$6.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
55+ 5.74% |
$22.3K - $25K
|
1.01K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
55+ 3.15% |
$22.3K - $25K
|
1.8K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
55+ 0.38% |
$22.3K - $25K
|
14.6K
$5.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
55+ 1.31% |
$22.3K - $25K
|
4.27K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
55+ 3.31% |
$22.3K - $25K
|
1.72K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
54+ 0.27% |
$21.9K - $24.5K
|
19.9K
$8.13M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
54+ 2.4% |
$21.9K - $24.5K
|
2.3K
$941K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
54+ 8.21% |
$21.9K - $24.5K
|
712
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
54+ 0.05% |
$21.9K - $24.5K
|
111K
$45.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
54+ 0.85% |
$21.9K - $24.5K
|
6.38K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
53+ 1.9% |
$21.5K - $24.1K
|
2.85K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
53+ 2.1% |
$21.5K - $24.1K
|
2.58K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
53+ 0.12% |
$21.5K - $24.1K
|
44K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
52+ 2.22% |
$21.1K - $23.6K
|
2.4K
$978K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
52+ 1.47% |
$21.1K - $23.6K
|
3.59K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
51+ 0.08% |
$20.7K - $23.2K
|
61.1K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
51+ 7.77% |
$20.7K - $23.2K
|
707
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
51+ 0.24% |
$20.7K - $23.2K
|
21.7K
$8.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
51+ 0.6% |
$20.7K - $23.2K
|
8.62K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
51+ 2.64% |
$20.7K - $23.2K
|
1.98K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
51+ 0.38% |
$20.7K - $23.2K
|
13.3K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
51+ 0.93% |
$20.7K - $23.2K
|
5.54K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
51+ 1.45% |
$20.7K - $23.2K
|
3.57K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
50+ 6.84% |
$20.3K - $22.7K
|
781
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
50New |
$20.3K - $22.7K
|
50
$20.4K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
50+ 0.82% |
$20.3K - $22.7K
|
6.16K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
50+ 2.62% |
$20.3K - $22.7K
|
1.96K
$800K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
50+ 0.47% |
$20.3K - $22.7K
|
10.6K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
49+ 0.12% |
$19.9K - $22.3K
|
39.8K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
49+ 1.81% |
$19.9K - $22.3K
|
2.76K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
49+ 1.2% |
$19.9K - $22.3K
|
4.14K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
48+ 0.68% |
$19.5K - $21.8K
|
7.1K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
48+ 1.05% |
$19.5K - $21.8K
|
4.6K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
47+ 1.45% |
$19.1K - $21.4K
|
3.29K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
47+ 0.29% |
$19.1K - $21.4K
|
16.1K
$6.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
47+ 0.95% |
$19.1K - $21.4K
|
5.01K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
47+ 0.4% |
$19.1K - $21.4K
|
11.7K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
46+ 0.12% |
$18.7K - $20.9K
|
38.1K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
46+ 0.65% |
$18.7K - $20.9K
|
7.1K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.26% |
$18.7K - $20.9K
|
17.8K
$7.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
46+ 0.08% |
$18.7K - $20.9K
|
56.5K
$23.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
46+ 0.14% |
$18.7K - $20.9K
|
33.3K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
45New |
$18.3K - $20.5K
|
45
$18.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
45New |
$18.3K - $20.5K
|
45
$18.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 1.7% |
$18.3K - $20.5K
|
2.7K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
45+ 6.72% |
$18.3K - $20.5K
|
715
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
45+ 0.95% |
$18.3K - $20.5K
|
4.77K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
45+ 5.06% |
$18.3K - $20.5K
|
935
$382K
|