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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
CALL |
1KNew |
$375K - $447K
|
1K
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1KNew |
$375K - $447K
|
1K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
999+ 32.97% |
$375K - $447K
|
4.03K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
996+ 6.36% |
$374K - $445K
|
16.7K
$8.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
994+ 7.53% |
$373K - $445K
|
14.2K
$7.15M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
991+ 9.2% |
$372K - $443K
|
11.8K
$5.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
991+ 2.9% |
$372K - $443K
|
35.1K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
990+ 2.15% |
$372K - $443K
|
47K
$23.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
990+ 0.16% |
$372K - $443K
|
638K
$321M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
987+ 19.24% |
$371K - $441K
|
6.12K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
983+ 1.1% |
$369K - $440K
|
90.2K
$45.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
981+ 22.03% |
$368K - $439K
|
5.43K
$2.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
980+ 1.31% |
$368K - $438K
|
75.9K
$38.2M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
978+ 5.8% |
$367K - $437K
|
17.8K
$8.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
978+ 10.14% |
$367K - $437K
|
10.6K
$5.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
972+ 2.69% |
$365K - $435K
|
37.1K
$18.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
969+ 15.97% |
$364K - $433K
|
7.04K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
966+ 6.6% |
$363K - $432K
|
15.6K
$7.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
961+ 0.64% |
$361K - $430K
|
152K
$76.6M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
960New |
$360K - $429K
|
960
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
960+ 52.86% |
$360K - $429K
|
2.78K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
959+ 1.9% |
$360K - $429K
|
51.5K
$26M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
959+ 3.11% |
$360K - $429K
|
31.8K
$16M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
955+ 6.32% |
$358K - $427K
|
16.1K
$8.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
955+ 5.83% |
$358K - $427K
|
17.3K
$8.73M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
953+ 5.39% |
$358K - $426K
|
18.6K
$9.38M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
953+ 42.43% |
$358K - $426K
|
3.2K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
947New |
$355K - $423K
|
947
$477K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
946+ 8.11% |
$355K - $423K
|
12.6K
$6.35M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
943+ 2.86% |
$354K - $422K
|
33.9K
$17.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
941+ 11.29% |
$353K - $421K
|
9.27K
$4.67M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
939+ 1.45% |
$352K - $420K
|
65.5K
$33M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
938+ 1.71% |
$352K - $419K
|
55.8K
$28.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
932+ 14.06% |
$350K - $417K
|
7.56K
$3.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
931+ 10.79% |
$349K - $416K
|
9.56K
$4.81M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
929+ 11.1% |
$349K - $415K
|
9.3K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
927+ 7.05% |
$348K - $415K
|
14.1K
$7.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
926+ 10.32% |
$348K - $414K
|
9.9K
$4.99M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
921+ 5.59% |
$346K - $412K
|
17.4K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
920+ 2.39% |
$345K - $411K
|
39.3K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
920+ 4.15% |
$345K - $411K
|
23.1K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
919+ 6.16% |
$345K - $411K
|
15.8K
$7.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
919+ 1.46% |
$345K - $411K
|
63.8K
$32.1M
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
916+ 5.58% |
$344K - $410K
|
17.3K
$8.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
907+ 10.79% |
$340K - $406K
|
9.31K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
904+ 5.81% |
$339K - $404K
|
16.5K
$8.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
904+ 39.91% |
$339K - $404K
|
3.17K
$1.6M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
903+ 0.36% |
$339K - $404K
|
255K
$128M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
902+ 48.7% |
$339K - $403K
|
2.75K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
CALL |
900+ 150.0% |
$338K - $402K
|
1.5K
$755K
|