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 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
511+ 2.15% |
$192K - $229K
|
24.3K
$12.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
510+ 8.0% |
$191K - $228K
|
6.89K
$3.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
510+ 3.78% |
$191K - $228K
|
14K
$7.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
507+ 1.39% |
$190K - $227K
|
37.1K
$18.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
BUY
|
- |
506+ 2.51% |
$190K - $226K
|
20.7K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
505+ 57.0% |
$190K - $226K
|
1.39K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
505+ 1.11% |
$190K - $226K
|
46.1K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
504+ 10.97% |
$189K - $225K
|
5.1K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
504+ 0.27% |
$189K - $225K
|
185K
$93.2M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
500+ 19.64% |
$188K - $224K
|
3.05K
$1.53M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
500+ 12.77% |
$188K - $224K
|
4.41K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
500+ 5.26% |
$188K - $224K
|
10K
$5.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
500+ 0.71% |
$188K - $224K
|
71.3K
$35.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
499+ 1.02% |
$187K - $223K
|
49.3K
$24.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
498+ 1.98% |
$187K - $223K
|
25.7K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
494+ 3.9% |
$185K - $221K
|
13.2K
$6.63M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
493+ 4.58% |
$185K - $220K
|
11.3K
$5.67M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
491+ 3.22% |
$184K - $220K
|
15.7K
$7.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
490+ 4.35% |
$184K - $219K
|
11.8K
$5.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Nri Wealth Management Lc
Santa Clara, CA |
BUY
|
- |
489+ 7.17% |
$184K - $219K
|
7.31K
$3.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
488+ 1.24% |
$183K - $218K
|
39.7K
$20M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
484+ 2.89% |
$182K - $216K
|
17.2K
$8.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
484+ 1.18% |
$182K - $216K
|
41.7K
$21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
484+ 18.38% |
$182K - $216K
|
3.12K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
480+ 0.23% |
$180K - $215K
|
208K
$105M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
480+ 0.97% |
$180K - $215K
|
50.2K
$25.3M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
478+ 5.36% |
$179K - $214K
|
9.4K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
478+ 13.99% |
$179K - $214K
|
3.89K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
477+ 24.01% |
$179K - $213K
|
2.46K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
476+ 1.83% |
$179K - $213K
|
26.5K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
476+ 3.81% |
$179K - $213K
|
13K
$6.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
473+ 60.25% |
$178K - $212K
|
1.26K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
471+ 0.97% |
$177K - $211K
|
49.2K
$24.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
470+ 5.54% |
$176K - $210K
|
8.95K
$4.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
470+ 3.33% |
$176K - $210K
|
14.6K
$7.33M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
468+ 6.5% |
$176K - $209K
|
7.67K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
465+ 1.09% |
$175K - $208K
|
43.3K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
463+ 2.13% |
$174K - $207K
|
22.2K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
463+ 3.0% |
$174K - $207K
|
15.9K
$8.01M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
462+ 11.01% |
$173K - $207K
|
4.66K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
462+ 36.9% |
$173K - $207K
|
1.71K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
461+ 25.81% |
$173K - $206K
|
2.25K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
458+ 7.4% |
$172K - $205K
|
6.65K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
458+ 1.3% |
$172K - $205K
|
35.7K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
456+ 4.03% |
$171K - $204K
|
11.8K
$5.93M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
453+ 0.7% |
$170K - $203K
|
65.2K
$32.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
452+ 4.17% |
$170K - $202K
|
11.3K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
451+ 2.91% |
$169K - $202K
|
16K
$8.04M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
451+ 1.41% |
$169K - $202K
|
32.5K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
450+ 3.16% |
$169K - $201K
|
14.7K
$7.4M
|