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 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
772+ 2.46% |
$290K - $345K
|
32.2K
$16.2M
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
769+ 55.97% |
$289K - $344K
|
2.14K
$1.08M
|
|
May 09, 2025
Q1 2025
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
768+ 0.46% |
$288K - $343K
|
168K
$84.7M
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
767New |
$288K - $343K
|
767
$386K
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
766+ 3.71% |
$288K - $343K
|
21.4K
$10.8M
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
763+ 5.04% |
$286K - $341K
|
15.9K
$8.01M
|
|
May 15, 2025
Q1 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
763+ 0.97% |
$286K - $341K
|
79.6K
$40.1M
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
763+ 1.94% |
$286K - $341K
|
40.2K
$20.2M
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
762+ 150.3% |
$286K - $341K
|
1.27K
$639K
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
759+ 5.15% |
$285K - $339K
|
15.5K
$7.8M
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
759+ 0.93% |
$285K - $339K
|
82.2K
$41.4M
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
758+ 2.75% |
$285K - $339K
|
28.4K
$14.3M
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
758+ 1.99% |
$285K - $339K
|
38.8K
$19.5M
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
758+ 4.09% |
$285K - $339K
|
19.3K
$9.72M
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
755+ 5.93% |
$283K - $338K
|
13.5K
$6.79M
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
754+ 1.66% |
$283K - $337K
|
46.3K
$23.3M
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
753+ 14.6% |
$283K - $337K
|
5.91K
$2.98M
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
751+ 2.42% |
$282K - $336K
|
31.8K
$16M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
750+ 17.37% |
$282K - $335K
|
5.07K
$2.55M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
745+ 0.62% |
$280K - $333K
|
120K
$60.6M
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
744+ 2.62% |
$279K - $333K
|
29.1K
$14.7M
|
|
May 15, 2025
Q1 2025
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
741+ 1.34% |
$278K - $331K
|
55.9K
$28.2M
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
740+ 26.61% |
$278K - $331K
|
3.52K
$1.77M
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
740+ 4.48% |
$278K - $331K
|
17.3K
$8.7M
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
740+ 20.21% |
$278K - $331K
|
4.4K
$2.22M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
737+ 4.65% |
$277K - $330K
|
16.6K
$8.36M
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
736+ 23.17% |
$276K - $329K
|
3.91K
$1.97M
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
733+ 16.35% |
$275K - $328K
|
5.22K
$2.63M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
733+ 12.29% |
$275K - $328K
|
6.7K
$3.37M
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
730New |
$274K - $326K
|
730
$368K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
730+ 8.7% |
$274K - $326K
|
9.12K
$4.59M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
729+ 1.02% |
$274K - $326K
|
72.2K
$36.3M
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
729+ 2.06% |
$274K - $326K
|
36K
$18.1M
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
726+ 3.58% |
$273K - $325K
|
21K
$10.6M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
725+ 8.83% |
$272K - $324K
|
8.94K
$4.5M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
724+ 0.36% |
$272K - $324K
|
203K
$102M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
724+ 6.6% |
$272K - $324K
|
11.7K
$5.89M
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
720New |
$270K - $322K
|
720
$363K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
718+ 42.14% |
$270K - $321K
|
2.42K
$1.22M
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
718+ 1.95% |
$270K - $321K
|
37.5K
$18.9M
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
718+ 5.93% |
$270K - $321K
|
12.8K
$6.45M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
718+ 26.02% |
$270K - $321K
|
3.48K
$1.75M
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
716New |
$269K - $320K
|
716
$361K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
714+ 1.06% |
$268K - $319K
|
68.1K
$34.3M
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
714+ 15.85% |
$268K - $319K
|
5.22K
$2.63M
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
714New |
$268K - $319K
|
714
$360K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
714+ 7.33% |
$268K - $319K
|
10.4K
$5.26M
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
712+ 3.43% |
$267K - $318K
|
21.5K
$10.8M
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
712+ 1.92% |
$267K - $318K
|
37.8K
$19M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
705+ 4.86% |
$265K - $315K
|
15.2K
$7.66M
|