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 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
92+ 2.18% |
$37.4K - $41.8K
|
4.3K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
92+ 0.23% |
$37.4K - $41.8K
|
40.3K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
91+ 0.19% |
$37K - $41.4K
|
47.4K
$19.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
91+ 1.67% |
$37K - $41.4K
|
5.55K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
91+ 0.97% |
$37K - $41.4K
|
9.49K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$36.6K - $40.9K
|
90
$37.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
90+ 0.64% |
$36.6K - $40.9K
|
14K
$5.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
90+ 0.86% |
$36.6K - $40.9K
|
10.5K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.23% |
$36.2K - $40.4K
|
38.5K
$16M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
89+ 2.91% |
$36.2K - $40.4K
|
3.14K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
88+ 0.23% |
$35.8K - $40K
|
38.9K
$16.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
88+ 0.22% |
$35.8K - $40K
|
40.6K
$16.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
87+ 6.92% |
$35.4K - $39.5K
|
1.34K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
86+ 1.82% |
$34.9K - $39.1K
|
4.82K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
86+ 0.49% |
$34.9K - $39.1K
|
17.6K
$7.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
86+ 0.92% |
$34.9K - $39.1K
|
9.45K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
83+ 4.82% |
$33.7K - $37.7K
|
1.8K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
83+ 7.88% |
$33.7K - $37.7K
|
1.14K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
83+ 8.68% |
$33.7K - $37.7K
|
1.04K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
82+ 3.38% |
$33.3K - $37.3K
|
2.51K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
82+ 0.37% |
$33.3K - $37.3K
|
22.3K
$9.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
82+ 0.56% |
$33.3K - $37.3K
|
14.6K
$6.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
81+ 2.78% |
$32.9K - $36.8K
|
3K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
81+ 1.21% |
$32.9K - $36.8K
|
6.75K
$2.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
81+ 1.03% |
$32.9K - $36.8K
|
7.91K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
80+ 2.19% |
$32.5K - $36.4K
|
3.74K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
80+ 2.55% |
$32.5K - $36.4K
|
3.22K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
79+ 0.68% |
$32.1K - $35.9K
|
11.6K
$4.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
78+ 0.37% |
$31.7K - $35.4K
|
21K
$8.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
78+ 1.35% |
$31.7K - $35.4K
|
5.85K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
76+ 5.45% |
$30.9K - $34.5K
|
1.47K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
76+ 1.31% |
$30.9K - $34.5K
|
5.89K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
75+ 0.2% |
$30.5K - $34.1K
|
37.5K
$15.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
75+ 2.71% |
$30.5K - $34.1K
|
2.84K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
75+ 1.32% |
$30.5K - $34.1K
|
5.74K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
74+ 11.65% |
$30.1K - $33.6K
|
709
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
73+ 10.43% |
$29.7K - $33.2K
|
773
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
73+ 0.58% |
$29.7K - $33.2K
|
12.7K
$5.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
73+ 0.43% |
$29.7K - $33.2K
|
16.9K
$7.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
72+ 0.69% |
$29.3K - $32.7K
|
10.5K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
72+ 11.25% |
$29.3K - $32.7K
|
712
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
72+ 0.93% |
$29.3K - $32.7K
|
7.83K
$3.26M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
68+ 5.97% |
$27.6K - $30.9K
|
1.21K
$502K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
67+ 0.23% |
$27.2K - $30.4K
|
28.6K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
65+ 6.39% |
$26.4K - $29.5K
|
1.08K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
BUY
|
- |
65+ 10.57% |
$26.4K - $29.5K
|
680
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
65+ 1.38% |
$26.4K - $29.5K
|
4.76K
$1.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
65+ 144.44% |
$26.4K - $29.5K
|
110
$45.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
62+ 0.98% |
$25.2K - $28.2K
|
6.37K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
62+ 0.66% |
$25.2K - $28.2K
|
9.44K
$3.93M
|