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 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
44+ 0.04% |
$17.9K - $20K
|
114K
$47.5M
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
44+ 0.22% |
$17.9K - $20K
|
19.8K
$8.25M
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
43+ 0.09% |
$17.5K - $19.5K
|
48.2K
$20.1M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
43+ 0.18% |
$17.5K - $19.5K
|
24.6K
$10.2M
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.77% |
$17.5K - $19.5K
|
5.62K
$2.34M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
41+ 0.66% |
$16.7K - $18.6K
|
6.23K
$2.59M
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
41+ 1.13% |
$16.7K - $18.6K
|
3.66K
$1.52M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41+ 0.49% |
$16.7K - $18.6K
|
8.39K
$3.49M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
41+ 1.85% |
$16.7K - $18.6K
|
2.26K
$939K
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
40+ 0.4% |
$16.3K - $18.2K
|
10.1K
$4.2M
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
40+ 2.36% |
$16.3K - $18.2K
|
1.74K
$722K
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
40+ 0.33% |
$16.3K - $18.2K
|
12.2K
$5.06M
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
39+ 7.4% |
$15.8K - $17.7K
|
566
$235K
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
39+ 5.16% |
$15.8K - $17.7K
|
795
$331K
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 3.32% |
$15.8K - $17.7K
|
1.21K
$504K
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
37+ 0.24% |
$15K - $16.8K
|
15.2K
$6.33M
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
37+ 0.26% |
$15K - $16.8K
|
14.4K
$5.97M
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
36+ 0.39% |
$14.6K - $16.4K
|
9.34K
$3.88M
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
36+ 2.67% |
$14.6K - $16.4K
|
1.38K
$575K
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.24% |
$14.2K - $15.9K
|
14.4K
$5.98M
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
35+ 53.85% |
$14.2K - $15.9K
|
100
$41.6K
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
34+ 0.79% |
$13.8K - $15.5K
|
4.33K
$1.8M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
33+ 0.25% |
$13.4K - $15K
|
13.3K
$5.55M
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
33+ 0.84% |
$13.4K - $15K
|
3.98K
$1.65M
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
33+ 0.5% |
$13.4K - $15K
|
6.64K
$2.76M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
32+ 0.91% |
$13K - $14.5K
|
3.56K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
32+ 3.33% |
$13K - $14.5K
|
994
$413K
|
|
Feb 04, 2025
Q4 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
31+ 4.98% |
$12.6K - $14.1K
|
653
$272K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
31+ 0.53% |
$12.6K - $14.1K
|
5.83K
$2.42M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31+ 0.37% |
$12.6K - $14.1K
|
8.51K
$3.54M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
31+ 0.55% |
$12.6K - $14.1K
|
5.7K
$2.37M
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 0.46% |
$12.6K - $14.1K
|
6.75K
$2.81M
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
31+ 0.45% |
$12.6K - $14.1K
|
6.97K
$2.9M
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
31+ 0.6% |
$12.6K - $14.1K
|
5.21K
$2.16M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.59% |
$12.2K - $13.6K
|
5.14K
$2.14M
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
30+ 0.77% |
$12.2K - $13.6K
|
3.95K
$1.64M
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
30+ 1.8% |
$12.2K - $13.6K
|
1.7K
$707K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
29+ 0.23% |
$11.8K - $13.2K
|
12.9K
$5.36M
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
29+ 1.81% |
$11.8K - $13.2K
|
1.63K
$678K
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.44% |
$11.8K - $13.2K
|
6.66K
$2.77M
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
29+ 0.08% |
$11.8K - $13.2K
|
36.6K
$15.2M
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
29+ 0.4% |
$11.8K - $13.2K
|
7.19K
$2.99M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28+ 1.19% |
$11.4K - $12.7K
|
2.38K
$990K
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
28+ 0.43% |
$11.4K - $12.7K
|
6.5K
$2.7M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
28+ 0.26% |
$11.4K - $12.7K
|
10.6K
$4.42M
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
28+ 1.19% |
$11.4K - $12.7K
|
2.37K
$987K
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.1% |
$11K - $12.3K
|
27.9K
$11.6M
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
27+ 0.65% |
$11K - $12.3K
|
4.19K
$1.74M
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
26+ 5.13% |
$10.6K - $11.8K
|
533
$222K
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.27% |
$10.6K - $11.8K
|
9.74K
$4.05M
|