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 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
450+ 3.43% |
$183K - $205K
|
13.6K
$6M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
448+ 0.63% |
$182K - $204K
|
71.7K
$31.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
447+ 19.3% |
$182K - $203K
|
2.76K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
446+ 0.89% |
$181K - $203K
|
50.5K
$22.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
445New |
$181K - $202K
|
445
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
443+ 7.14% |
$180K - $201K
|
6.64K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
436+ 1.41% |
$177K - $198K
|
31.4K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
434+ 21.69% |
$176K - $197K
|
2.44K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
431+ 38.72% |
$175K - $196K
|
1.54K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
422+ 0.21% |
$171K - $192K
|
201K
$89M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
412+ 1.61% |
$167K - $187K
|
26.1K
$11.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
410+ 6.4% |
$167K - $186K
|
6.82K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
409+ 6.36% |
$166K - $186K
|
6.84K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
408+ 0.24% |
$166K - $185K
|
169K
$74.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
404+ 5.05% |
$164K - $184K
|
8.4K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
402+ 0.86% |
$163K - $183K
|
46.9K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
402+ 2.6% |
$163K - $183K
|
15.8K
$7.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
402+ 1.48% |
$163K - $183K
|
27.5K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
401+ 0.56% |
$163K - $182K
|
71.7K
$31.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
399New |
$162K - $181K
|
399
$176K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
395+ 5.19% |
$161K - $180K
|
8.01K
$3.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
395+ 6.96% |
$161K - $180K
|
6.07K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
394+ 1.06% |
$160K - $179K
|
37.6K
$16.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
391+ 0.69% |
$159K - $178K
|
57K
$25.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
390+ 14.67% |
$158K - $177K
|
3.05K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
390+ 18.72% |
$158K - $177K
|
2.47K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
390+ 17.85% |
$158K - $177K
|
2.58K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
386+ 2.07% |
$157K - $175K
|
19.1K
$8.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
384+ 10.39% |
$156K - $175K
|
4.08K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
382+ 2.61% |
$155K - $174K
|
15K
$6.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
380+ 1.58% |
$154K - $173K
|
24.4K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
379+ 2.05% |
$154K - $172K
|
18.8K
$8.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
379+ 4.07% |
$154K - $172K
|
9.7K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
377+ 2.9% |
$153K - $171K
|
13.4K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 2.0% |
$153K - $171K
|
19.2K
$8.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
375+ 3.59% |
$152K - $170K
|
10.8K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
374+ 2.41% |
$152K - $170K
|
15.9K
$7.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
373+ 4.17% |
$152K - $170K
|
9.31K
$4.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
372+ 4.87% |
$151K - $169K
|
8.01K
$3.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
372+ 7.22% |
$151K - $169K
|
5.52K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
368+ 4.94% |
$150K - $167K
|
7.82K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
368+ 0.67% |
$150K - $167K
|
55.4K
$24.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
368+ 0.69% |
$150K - $167K
|
53.5K
$23.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
358+ 0.6% |
$145K - $163K
|
60.4K
$26.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
355+ 3.46% |
$144K - $161K
|
10.6K
$4.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
355+ 3.15% |
$144K - $161K
|
11.6K
$5.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
347+ 2.46% |
$141K - $158K
|
14.4K
$6.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
347+ 5.63% |
$141K - $158K
|
6.51K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
344+ 10.27% |
$140K - $156K
|
3.7K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
343+ 7.02% |
$139K - $156K
|
5.23K
$2.31M
|