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 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
5.63KNew |
$2.29M - $2.56M
|
5.63K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5.62K+ 91.64% |
$2.28M - $2.55M
|
11.8K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.6KNew |
$2.28M - $2.54M
|
5.6K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
5.58KNew |
$2.27M - $2.54M
|
5.58K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.58K+ 5.43% |
$2.27M - $2.53M
|
108K
$42.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.57K+ 39.3% |
$2.26M - $2.53M
|
19.7K
$7.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.56K+ 15.45% |
$2.26M - $2.53M
|
41.5K
$16.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.55KNew |
$2.25M - $2.52M
|
5.55K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
5.53K+ 5.61% |
$2.25M - $2.51M
|
104K
$40.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirova
Paris, I0 |
BUY
|
- |
5.51K+ 9.18% |
$2.24M - $2.5M
|
65.6K
$25.5M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
5.49K+ 49.14% |
$2.23M - $2.49M
|
16.7K
$6.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
5.49KNew |
$2.23M - $2.49M
|
5.49K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
5.49KNew |
$2.23M - $2.49M
|
5.49K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
5.48K+ 35.97% |
$2.23M - $2.49M
|
20.7K
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
5.45KNew |
$2.21M - $2.48M
|
5.45K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
5.44K+ 7.03% |
$2.21M - $2.47M
|
82.8K
$32.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
5.42K+ 7.99% |
$2.2M - $2.46M
|
73.3K
$28.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.4K+ 3.68% |
$2.19M - $2.45M
|
152K
$59.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.39K+ 28.23% |
$2.19M - $2.45M
|
24.5K
$9.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
5.38K+ 82.66% |
$2.19M - $2.45M
|
11.9K
$4.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
5.36KNew |
$2.18M - $2.44M
|
5.36K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
5.35K+ 4.82% |
$2.18M - $2.43M
|
116K
$45.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.34K+ 12.47% |
$2.17M - $2.43M
|
48.2K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
5.34KNew |
$2.17M - $2.43M
|
5.34K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.33K+ 23.38% |
$2.16M - $2.42M
|
28.1K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
5.32K+ 590.9% |
$2.16M - $2.42M
|
6.23K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.32KNew |
$2.16M - $2.42M
|
5.32K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
5.31K+ 1.53% |
$2.16M - $2.41M
|
352K
$137M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.3K+ 0.13% |
$2.15M - $2.41M
|
4.2M
$1.63B
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
5.29K+ 1.12% |
$2.15M - $2.4M
|
477K
$185M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
5.29KNew |
$2.15M - $2.4M
|
5.29K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
5.26KNew |
$2.14M - $2.39M
|
5.26K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.25K+ 24.36% |
$2.13M - $2.39M
|
26.8K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
5.25KNew |
$2.13M - $2.39M
|
5.25K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.24KNew |
$2.13M - $2.38M
|
5.24K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.22K+ 4.35% |
$2.12M - $2.37M
|
125K
$48.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
5.19K+ 6.25% |
$2.11M - $2.36M
|
88.2K
$34.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
5.17KNew |
$2.1M - $2.35M
|
5.17K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Channing Global Advisors, LLC
|
BUY
|
- |
5.17K+ 43.36% |
$2.1M - $2.35M
|
17.1K
$6.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
5.16KNew |
$2.1M - $2.34M
|
5.16K
$2M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.15K+ 3.02% |
$2.09M - $2.34M
|
176K
$68.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.15KNew |
$2.09M - $2.34M
|
5.15K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
5.14KNew |
$2.09M - $2.34M
|
5.14K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
5.14KNew |
$2.09M - $2.34M
|
5.14K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$2.09M - $2.33M
|
5.14K
$2M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
5.13KNew |
$2.08M - $2.33M
|
5.13K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
5.1KNew |
$2.07M - $2.32M
|
5.1K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
5.06K+ 14.73% |
$2.06M - $2.3M
|
39.4K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$2.06M - $2.3M
|
5.06K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
5.06K+ 3.86% |
$2.05M - $2.3M
|
136K
$52.9M
|