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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.28K+ 4.71% |
$1.61M - $1.91M
|
95K
$47.9M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.26K+ 17.48% |
$1.6M - $1.91M
|
28.6K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.22K+ 2.6% |
$1.59M - $1.89M
|
167K
$84M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.21K+ 1.73% |
$1.58M - $1.88M
|
247K
$124M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.19K+ 18.09% |
$1.57M - $1.87M
|
27.4K
$13.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.18K+ 6.11% |
$1.57M - $1.87M
|
72.6K
$36.5M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 12.78% |
$1.57M - $1.87M
|
36.8K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.14K+ 36.82% |
$1.56M - $1.85M
|
15.4K
$7.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
4.14K+ 40.97% |
$1.55M - $1.85M
|
14.2K
$7.16M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.11K+ 1.22% |
$1.54M - $1.84M
|
340K
$171M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.1K+ 7.39% |
$1.54M - $1.83M
|
59.5K
$30M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
4.06K+ 2.51% |
$1.53M - $1.82M
|
166K
$83.5M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.06K+ 26.02% |
$1.52M - $1.82M
|
19.7K
$9.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.03KNew |
$1.51M - $1.8M
|
4.03K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
4.02KNew |
$1.51M - $1.8M
|
4.02K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
4KNew |
$1.5M - $1.79M
|
4K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.99K+ 43.38% |
$1.5M - $1.78M
|
13.2K
$6.64M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.99K+ 49.64% |
$1.5M - $1.78M
|
12K
$6.05M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.96K+ 61.3% |
$1.49M - $1.77M
|
10.4K
$5.25M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.96K+ 115.91% |
$1.49M - $1.77M
|
7.37K
$3.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.91K+ 16.66% |
$1.47M - $1.75M
|
27.4K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
3.91K+ 328.32% |
$1.47M - $1.75M
|
5.1K
$2.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
3.89K+ 9.31% |
$1.46M - $1.74M
|
45.6K
$23M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.87K+ 8.75% |
$1.45M - $1.73M
|
48.1K
$24.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.86K+ 5.72% |
$1.45M - $1.73M
|
71.4K
$36M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.86K+ 2.97% |
$1.45M - $1.73M
|
134K
$67.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
3.85K+ 7.63% |
$1.45M - $1.72M
|
54.3K
$27.3M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
3.84K+ 0.73% |
$1.44M - $1.72M
|
531K
$268M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.84K+ 4.82% |
$1.44M - $1.72M
|
83.5K
$42M
|
|
|
Apr 16, 2025
Q1 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
3.84KNew |
$1.44M - $1.72M
|
3.84K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.84K+ 1.26% |
$1.44M - $1.72M
|
309K
$156M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.82K+ 12.19% |
$1.44M - $1.71M
|
35.2K
$17.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.82K+ 15.25% |
$1.44M - $1.71M
|
28.9K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.82K+ 15.81% |
$1.43M - $1.71M
|
28K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
3.8KNew |
$1.43M - $1.7M
|
3.8K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.79K+ 162.89% |
$1.42M - $1.7M
|
6.12K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3.79K+ 3.56% |
$1.42M - $1.69M
|
110K
$55.5M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.73K+ 10.16% |
$1.4M - $1.67M
|
40.4K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.72K+ 5.94% |
$1.4M - $1.66M
|
66.3K
$33.4M
|
|
|
May 14, 2025
Q1 2025
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
3.71K+ 5.3% |
$1.39M - $1.66M
|
73.8K
$37.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.66K+ 1.33% |
$1.37M - $1.64M
|
280K
$141M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.54K+ 11.44% |
$1.33M - $1.58M
|
34.5K
$17.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3.54K+ 9.54% |
$1.33M - $1.58M
|
40.7K
$20.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.53K+ 1.76% |
$1.33M - $1.58M
|
204K
$103M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.53K+ 1.9% |
$1.32M - $1.58M
|
189K
$95.1M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.51K+ 3.47% |
$1.32M - $1.57M
|
105K
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.51K+ 1.22% |
$1.32M - $1.57M
|
290K
$146M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.49K+ 1.07% |
$1.31M - $1.56M
|
329K
$166M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.48K+ 11.14% |
$1.31M - $1.56M
|
34.8K
$17.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
3.46K+ 10.91% |
$1.3M - $1.55M
|
35.2K
$17.7M
|