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 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
379+ 4.07% |
$154K - $172K
|
9.7K
$4.03M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
377+ 2.9% |
$153K - $171K
|
13.4K
$5.56M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
376+ 2.0% |
$153K - $171K
|
19.2K
$7.97M
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
375+ 9.48% |
$152K - $170K
|
4.33K
$1.8M
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
375+ 3.59% |
$152K - $170K
|
10.8K
$4.5M
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
374+ 2.41% |
$152K - $170K
|
15.9K
$6.6M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
373+ 4.17% |
$152K - $170K
|
9.31K
$3.87M
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
372+ 4.87% |
$151K - $169K
|
8.01K
$3.33M
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
372+ 7.22% |
$151K - $169K
|
5.52K
$2.3M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
369+ 54.26% |
$150K - $168K
|
1.05K
$436K
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
368+ 4.94% |
$150K - $167K
|
7.82K
$3.25M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
368+ 0.67% |
$150K - $167K
|
55.4K
$23M
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
368+ 0.69% |
$150K - $167K
|
53.5K
$22.3M
|
|
Jan 30, 2025
Q4 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
361+ 17.46% |
$147K - $164K
|
2.43K
$1.01M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
360+ 3.74% |
$146K - $164K
|
10K
$4.16M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
358+ 0.6% |
$145K - $163K
|
60.4K
$25.1M
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
357+ 0.28% |
$145K - $162K
|
128K
$53.4M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
355+ 3.46% |
$144K - $161K
|
10.6K
$4.41M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
355+ 3.15% |
$144K - $161K
|
11.6K
$4.83M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
354+ 4.09% |
$144K - $161K
|
9.01K
$3.75M
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
352+ 1.16% |
$143K - $160K
|
30.8K
$12.8M
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
351+ 3.28% |
$143K - $160K
|
11.1K
$4.59M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
349+ 5.27% |
$142K - $159K
|
6.97K
$2.9M
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
347+ 2.46% |
$141K - $158K
|
14.4K
$6.01M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
347+ 5.63% |
$141K - $158K
|
6.51K
$2.71M
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
344+ 6.04% |
$140K - $156K
|
6.04K
$2.51M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
344New |
$140K - $156K
|
344
$143K
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
344+ 10.27% |
$140K - $156K
|
3.7K
$1.54M
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
343+ 7.02% |
$139K - $156K
|
5.23K
$2.17M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
343+ 3.99% |
$139K - $156K
|
8.93K
$3.71M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
343+ 6.91% |
$139K - $156K
|
5.31K
$2.21M
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
342+ 0.91% |
$139K - $155K
|
38K
$15.8M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
341+ 3.89% |
$139K - $155K
|
9.1K
$3.78M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
341+ 4.21% |
$139K - $155K
|
8.43K
$3.51M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
340+ 20.61% |
$138K - $155K
|
1.99K
$827K
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
339+ 0.26% |
$138K - $154K
|
132K
$55M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
339+ 1.5% |
$138K - $154K
|
22.9K
$9.54M
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
339+ 4.13% |
$138K - $154K
|
8.54K
$3.55M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
338+ 2.13% |
$137K - $154K
|
16.2K
$6.75M
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
337+ 0.87% |
$137K - $153K
|
38.9K
$16.2M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
336+ 6.91% |
$137K - $153K
|
5.2K
$2.16M
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
336+ 45.84% |
$137K - $153K
|
1.07K
$445K
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
336+ 1.73% |
$137K - $153K
|
19.8K
$8.23M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
335+ 3.25% |
$136K - $152K
|
10.6K
$4.42M
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
335New |
$136K - $152K
|
335
$139K
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
334+ 15.48% |
$136K - $152K
|
2.49K
$1.04M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
334+ 0.49% |
$136K - $152K
|
68.8K
$28.6M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
332+ 0.77% |
$135K - $151K
|
43.2K
$18M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
332+ 3.4% |
$135K - $151K
|
10.1K
$4.2M
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
332+ 9.52% |
$135K - $151K
|
3.82K
$1.59M
|