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 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
617+ 11.93% |
$232K - $276K
|
5.79K
$2.91M
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
616New |
$231K - $275K
|
616
$310K
|
|
Apr 16, 2025
Q1 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
616New |
$231K - $275K
|
616
$310K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
615+ 2.76% |
$231K - $275K
|
22.9K
$11.5M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
615+ 4.17% |
$231K - $275K
|
15.4K
$7.73M
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
611+ 7.14% |
$229K - $273K
|
9.16K
$4.61M
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
611+ 10.12% |
$229K - $273K
|
6.65K
$3.35M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
611+ 4.52% |
$229K - $273K
|
14.1K
$7.11M
|
|
May 13, 2025
Q1 2025
|
Tiff Advisory Services Inc
|
BUY
|
- |
610+ 9.47% |
$229K - $273K
|
7.05K
$3.55M
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
610+ 3.2% |
$229K - $273K
|
19.7K
$9.92M
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
610+ 2.47% |
$229K - $273K
|
25.3K
$12.7M
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
608+ 9.2% |
$228K - $272K
|
7.22K
$3.64M
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
607+ 0.88% |
$228K - $271K
|
69.7K
$35.1M
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
606+ 22.11% |
$227K - $271K
|
3.35K
$1.69M
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
605+ 0.83% |
$227K - $271K
|
73.4K
$37M
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
604+ 20.94% |
$227K - $270K
|
3.49K
$1.76M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
604+ 4.31% |
$227K - $270K
|
14.6K
$7.37M
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
602+ 4.48% |
$226K - $269K
|
14K
$7.07M
|
|
May 15, 2025
Q1 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
602+ 56.21% |
$226K - $269K
|
1.67K
$842K
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
602+ 3.44% |
$226K - $269K
|
18.1K
$9.12M
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
601+ 1.28% |
$226K - $269K
|
47.4K
$23.9M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
601+ 10.57% |
$226K - $269K
|
6.29K
$3.16M
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
601+ 15.23% |
$226K - $269K
|
4.55K
$2.29M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
PUT |
600New |
$225K - $268K
|
600
$302K
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
600+ 100.0% |
$225K - $268K
|
1.2K
$604K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
599+ 0.38% |
$225K - $268K
|
160K
$80.4M
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
598+ 4.46% |
$224K - $267K
|
14K
$7.05M
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
597+ 7.84% |
$224K - $267K
|
8.21K
$4.13M
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
597+ 8.25% |
$224K - $267K
|
7.83K
$3.94M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
592+ 2.45% |
$222K - $265K
|
24.8K
$12.5M
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
591+ 3.72% |
$222K - $264K
|
16.5K
$8.29M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
589+ 2.46% |
$221K - $263K
|
24.5K
$12.4M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
586+ 2.85% |
$220K - $262K
|
21.1K
$10.6M
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
585+ 12.25% |
$220K - $262K
|
5.36K
$2.7M
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
584+ 7.72% |
$219K - $261K
|
8.15K
$4.1M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
582+ 0.68% |
$218K - $260K
|
86K
$43.3M
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
580+ 2.83% |
$218K - $259K
|
21K
$10.6M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
580+ 1.54% |
$218K - $259K
|
38.2K
$19.2M
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
580+ 1.16% |
$218K - $259K
|
50.8K
$25.6M
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
579+ 3.51% |
$217K - $259K
|
17.1K
$8.59M
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
578+ 8.69% |
$217K - $258K
|
7.23K
$3.64M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
577+ 10.12% |
$217K - $258K
|
6.28K
$3.16M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
577+ 3.75% |
$217K - $258K
|
16K
$8.04M
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
576+ 3.54% |
$216K - $258K
|
16.8K
$8.48M
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
573+ 25.68% |
$215K - $256K
|
2.8K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
572+ 1.82% |
$215K - $256K
|
31.9K
$16.1M
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
572+ 6.75% |
$215K - $256K
|
9.04K
$4.55M
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
572+ 53.51% |
$215K - $256K
|
1.64K
$826K
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
571+ 4.96% |
$214K - $255K
|
12.1K
$6.08M
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
570+ 3.89% |
$214K - $255K
|
15.2K
$7.67M
|