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 |
---|---|---|---|---|---|---|---|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
828+ 15.57% |
$294K - $412K
|
6.15K
$3.14M
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
825+ 2.68% |
$293K - $410K
|
31.6K
$16.1M
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
823+ 10.51% |
$292K - $409K
|
8.66K
$4.42M
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
820+ 2.53% |
$291K - $408K
|
33.3K
$17M
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
814+ 9.22% |
$289K - $405K
|
9.64K
$4.92M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
814+ 8.95% |
$289K - $405K
|
9.91K
$5.06M
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
809+ 5.61% |
$287K - $402K
|
15.2K
$7.78M
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
808+ 13.03% |
$286K - $402K
|
7.01K
$3.58M
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
804+ 2.29% |
$285K - $400K
|
35.9K
$18.4M
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
803+ 4.96% |
$285K - $399K
|
17K
$8.68M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
803+ 3.44% |
$285K - $399K
|
24.1K
$12.3M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
CALL |
800New |
$284K - $398K
|
800
$409K
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
798New |
$283K - $397K
|
798
$408K
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
781+ 5.93% |
$277K - $389K
|
14K
$7.13M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
779+ 4.57% |
$276K - $388K
|
17.8K
$9.1M
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
776+ 14.67% |
$275K - $386K
|
6.06K
$3.1M
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
773+ 6.21% |
$274K - $385K
|
13.2K
$6.75M
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
766+ 5.38% |
$272K - $381K
|
15K
$7.66M
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
764+ 3.48% |
$271K - $380K
|
22.7K
$11.6M
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
754+ 4.18% |
$267K - $375K
|
18.8K
$9.6M
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
746+ 32.82% |
$265K - $371K
|
3.02K
$1.54M
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
745+ 6.5% |
$264K - $371K
|
12.2K
$6.24M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
742+ 8.1% |
$263K - $369K
|
9.9K
$5.06M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
742+ 1.29% |
$263K - $369K
|
58.4K
$29.8M
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
739+ 3.15% |
$262K - $368K
|
24.2K
$12.3M
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
730+ 1.0% |
$259K - $363K
|
74K
$37.8M
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
726+ 0.52% |
$257K - $361K
|
139K
$71.1M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
722+ 7.85% |
$256K - $359K
|
9.92K
$5.07M
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
716+ 2.25% |
$254K - $356K
|
32.5K
$16.6M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
713+ 8.94% |
$253K - $355K
|
8.69K
$4.44M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
709+ 0.51% |
$251K - $353K
|
139K
$70.9M
|
|
Jul 11, 2025
Q2 2025
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
708New |
$251K - $352K
|
708
$362K
|
|
Jul 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
707New |
$251K - $352K
|
707
$361K
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
705+ 2.0% |
$250K - $351K
|
35.9K
$18.3M
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
692+ 5.27% |
$245K - $344K
|
13.8K
$7.06M
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
689+ 0.84% |
$244K - $343K
|
82.9K
$42.4M
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
687+ 2.09% |
$244K - $342K
|
33.6K
$17.2M
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
686+ 0.78% |
$243K - $341K
|
88.6K
$45.3M
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
671+ 7.36% |
$238K - $334K
|
9.79K
$5M
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
671+ 6.04% |
$238K - $334K
|
11.8K
$6.02M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
670+ 26.33% |
$238K - $333K
|
3.22K
$1.64M
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
656+ 1.66% |
$233K - $326K
|
40.1K
$20.5M
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
652New |
$231K - $324K
|
652
$333K
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
651+ 2.73% |
$231K - $324K
|
24.5K
$12.5M
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
650+ 43.33% |
$230K - $323K
|
2.15K
$1.1M
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
644+ 1.72% |
$228K - $320K
|
38.1K
$19.5M
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
644+ 7.41% |
$228K - $320K
|
9.34K
$4.77M
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
633+ 1.82% |
$224K - $315K
|
35.4K
$18.1M
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
631+ 42.24% |
$224K - $314K
|
2.13K
$1.09M
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
621+ 11.21% |
$220K - $309K
|
6.16K
$3.15M
|