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 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
704+ 8.14% |
$264K - $315K
|
9.36K
$4.71M
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
702+ 0.96% |
$264K - $314K
|
73.7K
$37.1M
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
701New |
$263K - $313K
|
701
$353K
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
701+ 15.58% |
$263K - $313K
|
5.2K
$2.62M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
700+ 1.74% |
$263K - $313K
|
40.9K
$20.6M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
700New |
$263K - $313K
|
700
$352K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
696+ 0.75% |
$261K - $311K
|
93.8K
$47.2M
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
695+ 18.79% |
$261K - $311K
|
4.39K
$2.21M
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
694+ 5.4% |
$261K - $310K
|
13.5K
$6.82M
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
694+ 42.79% |
$261K - $310K
|
2.32K
$1.17M
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
690+ 2.86% |
$259K - $309K
|
24.8K
$12.5M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
689+ 9.38% |
$259K - $308K
|
8.03K
$4.04M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
688+ 2.68% |
$258K - $308K
|
26.4K
$13.3M
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
687+ 6.37% |
$258K - $307K
|
11.5K
$5.77M
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
686New |
$258K - $307K
|
686
$345K
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
BUY
|
- |
685+ 2.35% |
$257K - $306K
|
29.9K
$15M
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
681+ 16.31% |
$256K - $305K
|
4.86K
$2.45M
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
680New |
$255K - $304K
|
680
$342K
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
672+ 6.58% |
$252K - $301K
|
10.9K
$5.48M
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
671+ 1.12% |
$252K - $300K
|
60.6K
$30.5M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
670+ 1.92% |
$252K - $300K
|
35.6K
$17.9M
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
667+ 3.54% |
$250K - $298K
|
19.5K
$9.82M
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
667+ 13.08% |
$250K - $298K
|
5.77K
$2.9M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
661+ 0.92% |
$248K - $296K
|
72.6K
$36.5M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
661+ 0.44% |
$248K - $296K
|
151K
$76.1M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
660+ 7.57% |
$248K - $295K
|
9.38K
$4.72M
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
658+ 23.81% |
$247K - $294K
|
3.42K
$1.72M
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
656New |
$246K - $293K
|
656
$330K
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
656+ 5.26% |
$246K - $293K
|
13.1K
$6.61M
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
654+ 2.4% |
$246K - $292K
|
27.9K
$14.1M
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
651+ 7.93% |
$244K - $291K
|
8.86K
$4.46M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
645+ 4.12% |
$242K - $288K
|
16.3K
$8.21M
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
643+ 0.06% |
$241K - $288K
|
1.08M
$545M
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
642+ 27.71% |
$241K - $287K
|
2.96K
$1.49M
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
640+ 0.89% |
$240K - $286K
|
72.5K
$36.5M
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
639+ 1.08% |
$240K - $286K
|
60K
$30.2M
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
636+ 104.78% |
$239K - $284K
|
1.24K
$626K
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
632+ 4.67% |
$237K - $283K
|
14.2K
$7.14M
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
632New |
$237K - $283K
|
632
$318K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
631+ 3.65% |
$237K - $282K
|
17.9K
$9.03M
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
627+ 19.63% |
$235K - $280K
|
3.82K
$1.92M
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
626+ 5.05% |
$235K - $280K
|
13K
$6.56M
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
625+ 1.78% |
$235K - $280K
|
35.7K
$18M
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
625+ 9.63% |
$235K - $280K
|
7.12K
$3.58M
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
624New |
$234K - $279K
|
624
$314K
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
624+ 6.03% |
$234K - $279K
|
11K
$5.53M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
623+ 11.12% |
$234K - $279K
|
6.23K
$3.14M
|
|
May 15, 2025
Q1 2025
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
622New |
$233K - $278K
|
622
$313K
|
|
May 14, 2025
Q1 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
620+ 29.52% |
$233K - $277K
|
2.72K
$1.37M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
618+ 0.86% |
$232K - $276K
|
72.3K
$36.4M
|