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 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
331+ 0.52% |
$135K - $150K
|
64.6K
$26.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
331+ 4.09% |
$135K - $150K
|
8.43K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
330+ 3.34% |
$134K - $150K
|
10.2K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
329+ 0.46% |
$134K - $150K
|
71.1K
$29.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
328+ 12.4% |
$133K - $149K
|
2.97K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
327+ 0.94% |
$133K - $149K
|
35.1K
$14.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
327+ 1.97% |
$133K - $149K
|
17K
$7.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
325+ 0.8% |
$132K - $148K
|
41.1K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
325+ 1.64% |
$132K - $148K
|
20.2K
$8.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
323+ 3.25% |
$131K - $147K
|
10.3K
$4.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
322+ 1.65% |
$131K - $146K
|
19.9K
$8.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
321+ 1.08% |
$130K - $146K
|
30K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
321+ 0.53% |
$130K - $146K
|
60.8K
$25.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
320+ 4.31% |
$130K - $145K
|
7.74K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
320+ 1.08% |
$130K - $145K
|
30K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
318+ 5.64% |
$129K - $145K
|
5.96K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
318+ 2.21% |
$129K - $145K
|
14.7K
$6.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
313+ 3.65% |
$127K - $142K
|
8.88K
$3.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
312+ 3.92% |
$127K - $142K
|
8.28K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
311+ 21.76% |
$126K - $141K
|
1.74K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
311+ 15.72% |
$126K - $141K
|
2.29K
$952K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
310+ 7.14% |
$126K - $141K
|
4.65K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
309+ 0.89% |
$126K - $140K
|
34.9K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
309+ 6.48% |
$126K - $140K
|
5.08K
$2.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
305+ 1.76% |
$124K - $139K
|
17.6K
$7.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
304+ 0.11% |
$124K - $138K
|
278K
$116M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
303+ 18.31% |
$123K - $138K
|
1.96K
$814K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
302+ 2.76% |
$123K - $137K
|
11.2K
$4.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
301+ 0.94% |
$122K - $137K
|
32.3K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
301+ 0.7% |
$122K - $137K
|
43.1K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
300+ 18.98% |
$122K - $136K
|
1.88K
$782K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
297+ 3.77% |
$121K - $135K
|
8.18K
$3.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
296+ 13.86% |
$120K - $135K
|
2.43K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
296+ 8.66% |
$120K - $135K
|
3.71K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
296+ 4.13% |
$120K - $135K
|
7.47K
$3.11M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
294+ 2.99% |
$119K - $134K
|
10.1K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
293+ 3.47% |
$119K - $133K
|
8.73K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
289+ 2.57% |
$117K - $131K
|
11.5K
$4.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
288+ 0.25% |
$117K - $131K
|
117K
$48.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
288+ 3.17% |
$117K - $131K
|
9.37K
$3.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
286+ 6.84% |
$116K - $130K
|
4.47K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
285+ 2.19% |
$116K - $130K
|
13.3K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
285+ 1.8% |
$116K - $130K
|
16.1K
$6.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
285+ 2.37% |
$116K - $130K
|
12.3K
$5.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
284+ 11.47% |
$115K - $129K
|
2.76K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
282+ 6.96% |
$115K - $128K
|
4.34K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
281+ 0.18% |
$114K - $128K
|
155K
$64.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
278+ 0.79% |
$113K - $126K
|
35.7K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
278+ 21.35% |
$113K - $126K
|
1.58K
$657K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
277+ 4.14% |
$113K - $126K
|
6.96K
$2.89M
|