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
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
204+ 4.89% |
$82.9K - $92.7K
|
4.38K
$1.94M
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
202+ 1.56% |
$82.1K - $91.8K
|
13.2K
$5.83M
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
202+ 1.09% |
$82.1K - $91.8K
|
18.8K
$8.3M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
202+ 0.89% |
$82.1K - $91.8K
|
22.9K
$10.1M
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
200+ 0.16% |
$81.3K - $90.9K
|
124K
$54.8M
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
200+ 48.31% |
$81.3K - $90.9K
|
614
$272K
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
198+ 16.34% |
$80.5K - $90K
|
1.41K
$624K
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
197+ 0.96% |
$80.1K - $89.5K
|
20.7K
$9.17M
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
196+ 1.6% |
$79.6K - $89.1K
|
12.5K
$5.51M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
195+ 2.1% |
$79.2K - $88.6K
|
9.49K
$4.2M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
190+ 4.45% |
$77.2K - $86.3K
|
4.46K
$1.97M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
189+ 1.39% |
$76.8K - $85.9K
|
13.8K
$6.11M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
188+ 2.82% |
$76.4K - $85.4K
|
6.85K
$3.03M
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
187+ 3.3% |
$76K - $85K
|
5.86K
$2.59M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
187+ 18.97% |
$76K - $85K
|
1.17K
$519K
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
185+ 0.81% |
$75.2K - $84.1K
|
23.1K
$10.2M
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
185+ 1.15% |
$75.2K - $84.1K
|
16.2K
$7.17M
|
|
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
$5.09M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
183+ 1.52% |
$74.4K - $83.2K
|
12.2K
$5.39M
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 3.19% |
$74K - $82.7K
|
5.89K
$2.6M
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
182+ 1.38% |
$74K - $82.7K
|
13.4K
$5.93M
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
181+ 2.14% |
$73.5K - $82.3K
|
8.64K
$3.82M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
180+ 1.26% |
$73.1K - $81.8K
|
14.4K
$6.38M
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
180+ 1.19% |
$73.1K - $81.8K
|
15.3K
$6.75M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
178+ 4.39% |
$72.3K - $80.9K
|
4.23K
$1.87M
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
178+ 1.16% |
$72.3K - $80.9K
|
15.6K
$6.89M
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
177+ 2.16% |
$71.9K - $80.4K
|
8.37K
$3.7M
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
177+ 4.05% |
$71.9K - $80.4K
|
4.55K
$2.01M
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
176+ 17.94% |
$71.5K - $80K
|
1.16K
$512K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
175+ 1.29% |
$71.1K - $79.5K
|
13.7K
$6.07M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 1.1% |
$71.1K - $79.5K
|
16K
$7.1M
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
174+ 9.79% |
$70.7K - $79.1K
|
1.95K
$863K
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
172+ 3.67% |
$69.9K - $78.2K
|
4.86K
$2.15M
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.47% |
$69.1K - $77.3K
|
11.8K
$5.21M
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
169+ 1.78% |
$68.7K - $76.8K
|
9.68K
$4.28M
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
165+ 1.57% |
$67K - $75K
|
10.7K
$4.73M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
164+ 4.74% |
$66.6K - $74.5K
|
3.63K
$1.6M
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
161+ 1.09% |
$65.4K - $73.2K
|
14.9K
$6.61M
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
161+ 1.33% |
$65.4K - $73.2K
|
12.3K
$5.42M
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
161+ 5.64% |
$65.4K - $73.2K
|
3.02K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
160+ 4.5% |
$65K - $72.7K
|
3.72K
$1.64M
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
159+ 7.68% |
$64.6K - $72.3K
|
2.23K
$986K
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
159+ 3.39% |
$64.6K - $72.3K
|
4.85K
$2.15M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
159+ 1.99% |
$64.6K - $72.3K
|
8.17K
$3.61M
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
159+ 1.05% |
$64.6K - $72.3K
|
15.2K
$6.74M
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
158+ 3.86% |
$64.2K - $71.8K
|
4.25K
$1.88M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
157+ 6.52% |
$63.8K - $71.4K
|
2.57K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
157+ 1.21% |
$63.8K - $71.4K
|
13.2K
$5.82M
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
157+ 1.34% |
$63.8K - $71.4K
|
11.9K
$5.25M
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
155+ 2.76% |
$63K - $70.4K
|
5.77K
$2.55M
|