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 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.88K+ 23.84% |
$1.08M - $1.29M
|
15K
$7.53M
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
2.87KNew |
$1.08M - $1.28M
|
2.87K
$1.44M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.87K+ 0.52% |
$1.08M - $1.28M
|
559K
$281M
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.86K+ 5.66% |
$1.07M - $1.28M
|
53.3K
$26.9M
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
2.85K+ 28.8% |
$1.07M - $1.28M
|
12.8K
$6.43M
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.85K+ 16.6% |
$1.07M - $1.27M
|
20K
$10.1M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.85K+ 21.6% |
$1.07M - $1.27M
|
16K
$8.07M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.84K+ 5.37% |
$1.07M - $1.27M
|
55.8K
$28.1M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.84K+ 33.91% |
$1.07M - $1.27M
|
11.2K
$5.65M
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.81K+ 10.39% |
$1.06M - $1.26M
|
29.9K
$15M
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.81KNew |
$1.05M - $1.26M
|
2.81K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.81K+ 38.52% |
$1.05M - $1.25M
|
10.1K
$5.08M
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.8K+ 4.67% |
$1.05M - $1.25M
|
62.8K
$31.6M
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.8K+ 17.18% |
$1.05M - $1.25M
|
19.1K
$9.61M
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.79K+ 147.02% |
$1.05M - $1.25M
|
4.68K
$2.36M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
2.78KNew |
$1.04M - $1.24M
|
2.78K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
2.77K+ 22.91% |
$1.04M - $1.24M
|
14.9K
$7.49M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.77K+ 11.25% |
$1.04M - $1.24M
|
27.3K
$13.8M
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.74K+ 6.11% |
$1.03M - $1.22M
|
47.6K
$24M
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.74KNew |
$1.03M - $1.22M
|
2.74K
$1.38M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.72K+ 1.12% |
$1.02M - $1.21M
|
245K
$123M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.71K+ 1.05% |
$1.02M - $1.21M
|
260K
$131M
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
2.7K+ 2.26% |
$1.01M - $1.21M
|
122K
$61.6M
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
2.7K+ 29.03% |
$1.01M - $1.21M
|
12K
$6.04M
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2.7KNew |
$1.01M - $1.21M
|
2.7K
$1.36M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.7K+ 20.92% |
$1.01M - $1.21M
|
15.6K
$7.85M
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
2.68K+ 1.93% |
$1.01M - $1.2M
|
142K
$71.3M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.68K+ 1.76% |
$1.01M - $1.2M
|
155K
$77.9M
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
2.68K+ 1.7% |
$1.01M - $1.2M
|
161K
$80.9M
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.68K+ 33.93% |
$1M - $1.2M
|
10.6K
$5.32M
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.67K+ 1114.17% |
$1M - $1.2M
|
2.91K
$1.47M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.67K+ 3.29% |
$1M - $1.2M
|
84K
$42.3M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.67K+ 6.1% |
$1M - $1.19M
|
46.4K
$23.3M
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
2.66K+ 15.13% |
$999K - $1.19M
|
20.3K
$10.2M
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.66K+ 384.1% |
$998K - $1.19M
|
3.35K
$1.69M
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
2.65K+ 39.11% |
$994K - $1.18M
|
9.42K
$4.74M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64K+ 7.28% |
$989K - $1.18M
|
38.8K
$19.5M
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2.62K+ 1.3% |
$984K - $1.17M
|
204K
$103M
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.61K+ 23.33% |
$981K - $1.17M
|
13.8K
$6.96M
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.61K+ 5.82% |
$981K - $1.17M
|
47.5K
$23.9M
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.6K+ 50.86% |
$977K - $1.16M
|
7.72K
$3.89M
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.6K+ 0.51% |
$977K - $1.16M
|
517K
$260M
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.6K+ 7.27% |
$976K - $1.16M
|
38.4K
$19.3M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.59K+ 8.31% |
$974K - $1.16M
|
33.8K
$17M
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.58KNew |
$968K - $1.15M
|
2.58K
$1.3M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.58K+ 67.74% |
$968K - $1.15M
|
6.38K
$3.21M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.57K+ 8.46% |
$966K - $1.15M
|
33K
$16.6M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.56K+ 117.14% |
$959K - $1.14M
|
4.74K
$2.39M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2.55KNew |
$958K - $1.14M
|
2.55K
$1.28M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.54K+ 4.3% |
$955K - $1.14M
|
61.7K
$31.1M
|