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 |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
570+ 4.2% |
$214K - $255K
|
14.2K
$7.13M
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
568+ 21.86% |
$213K - $254K
|
3.17K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
568+ 12.03% |
$213K - $254K
|
5.29K
$2.66M
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
567New |
$213K - $254K
|
567
$285K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
565+ 19.43% |
$212K - $253K
|
3.47K
$1.75M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
565+ 3.57% |
$212K - $253K
|
16.4K
$8.24M
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
564+ 0.2% |
$212K - $252K
|
281K
$142M
|
|
May 15, 2025
Q1 2025
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
564+ 3.46% |
$212K - $252K
|
16.8K
$8.48M
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
564+ 1.83% |
$212K - $252K
|
31.4K
$15.8M
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
564+ 12.88% |
$212K - $252K
|
4.94K
$2.49M
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
563+ 7.68% |
$211K - $252K
|
7.9K
$3.98M
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
563New |
$211K - $252K
|
563
$283K
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
562+ 16.34% |
$211K - $251K
|
4K
$2.01M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
562+ 19.62% |
$211K - $251K
|
3.43K
$1.73M
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
557+ 2.42% |
$209K - $249K
|
23.6K
$11.9M
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
555+ 11.18% |
$208K - $248K
|
5.52K
$2.78M
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
555+ 1.85% |
$208K - $248K
|
30.6K
$15.4M
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
555+ 3.39% |
$208K - $248K
|
16.9K
$8.53M
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
549+ 17.41% |
$206K - $246K
|
3.7K
$1.86M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
548New |
$206K - $245K
|
548
$276K
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
548+ 12.23% |
$206K - $245K
|
5.03K
$2.53M
|
|
May 13, 2025
Q1 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
546+ 15.74% |
$205K - $244K
|
4.01K
$2.02M
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
546+ 4.25% |
$205K - $244K
|
13.4K
$6.74M
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
545+ 3.29% |
$205K - $244K
|
17.1K
$8.6M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
540+ 0.64% |
$203K - $241K
|
84.3K
$42.4M
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
539+ 0.79% |
$202K - $241K
|
68.7K
$34.6M
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
537+ 2.64% |
$202K - $240K
|
20.9K
$10.5M
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
536+ 19.87% |
$201K - $240K
|
3.23K
$1.63M
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
531+ 1.85% |
$199K - $237K
|
29.2K
$14.7M
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
531+ 27.77% |
$199K - $237K
|
2.44K
$1.23M
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
531+ 3.27% |
$199K - $237K
|
16.8K
$8.44M
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
531+ 16.89% |
$199K - $237K
|
3.67K
$1.85M
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
528+ 0.73% |
$198K - $236K
|
72.5K
$36.5M
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
527+ 69.89% |
$198K - $236K
|
1.28K
$645K
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
525+ 2.76% |
$197K - $235K
|
19.6K
$9.85M
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
525+ 4.75% |
$197K - $235K
|
11.6K
$5.83M
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
525+ 12.86% |
$197K - $235K
|
4.61K
$2.32M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
523+ 3.58% |
$196K - $234K
|
15.1K
$7.63M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
521+ 13.69% |
$196K - $233K
|
4.33K
$2.18M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
520+ 11.9% |
$195K - $233K
|
4.89K
$2.46M
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
519+ 1.1% |
$195K - $232K
|
47.7K
$24M
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
519+ 2.39% |
$195K - $232K
|
22.2K
$11.2M
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
519+ 3.81% |
$195K - $232K
|
14.1K
$7.12M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
518+ 2.35% |
$194K - $232K
|
22.6K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
518+ 19.28% |
$194K - $232K
|
3.21K
$1.61M
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
516+ 4.4% |
$194K - $231K
|
12.2K
$6.16M
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
515+ 49.57% |
$193K - $230K
|
1.55K
$782K
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
515+ 34.7% |
$193K - $230K
|
2K
$1.01M
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
513+ 5.55% |
$193K - $229K
|
9.76K
$4.91M
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
511+ 1.77% |
$192K - $229K
|
29.3K
$14.8M
|