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 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
740+ 20.21% |
$278K - $331K
|
4.4K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
737+ 4.65% |
$277K - $330K
|
16.6K
$8.49M
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
736+ 23.17% |
$276K - $329K
|
3.91K
$2M
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
733+ 16.35% |
$275K - $328K
|
5.22K
$2.67M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
733+ 12.29% |
$275K - $328K
|
6.7K
$3.43M
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
730New |
$274K - $326K
|
730
$374K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
730+ 8.7% |
$274K - $326K
|
9.12K
$4.67M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
729+ 1.02% |
$274K - $326K
|
72.2K
$36.9M
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
729+ 2.06% |
$274K - $326K
|
36K
$18.4M
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
726+ 3.58% |
$273K - $325K
|
21K
$10.8M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
725+ 8.83% |
$272K - $324K
|
8.94K
$4.57M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
724+ 0.36% |
$272K - $324K
|
203K
$104M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
724+ 6.6% |
$272K - $324K
|
11.7K
$5.98M
|
|
Apr 30, 2025
Q1 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
720New |
$270K - $322K
|
720
$368K
|
|
Apr 15, 2025
Q1 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
718+ 5.93% |
$270K - $321K
|
12.8K
$6.56M
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
718+ 26.02% |
$270K - $321K
|
3.48K
$1.78M
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
716New |
$269K - $320K
|
716
$366K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
714+ 1.06% |
$268K - $319K
|
68.1K
$34.8M
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
714+ 15.85% |
$268K - $319K
|
5.22K
$2.67M
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
714New |
$268K - $319K
|
714
$365K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
714+ 7.33% |
$268K - $319K
|
10.4K
$5.35M
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
712+ 3.43% |
$267K - $318K
|
21.5K
$11M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
705+ 4.86% |
$265K - $315K
|
15.2K
$7.79M
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
BUY
|
- |
704+ 8.14% |
$264K - $315K
|
9.36K
$4.79M
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
701New |
$263K - $313K
|
701
$359K
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
701+ 15.58% |
$263K - $313K
|
5.2K
$2.66M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
700+ 1.74% |
$263K - $313K
|
40.9K
$20.9M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
700New |
$263K - $313K
|
700
$358K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
696+ 0.75% |
$261K - $311K
|
93.8K
$48M
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
695+ 18.79% |
$261K - $311K
|
4.39K
$2.25M
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
694+ 5.4% |
$261K - $310K
|
13.5K
$6.93M
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
694+ 42.79% |
$261K - $310K
|
2.32K
$1.19M
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
690+ 2.86% |
$259K - $309K
|
24.8K
$12.7M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
689+ 9.38% |
$259K - $308K
|
8.03K
$4.11M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
688+ 2.68% |
$258K - $308K
|
26.4K
$13.5M
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
686New |
$258K - $307K
|
686
$351K
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
BUY
|
- |
685+ 2.35% |
$257K - $306K
|
29.9K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
681+ 16.31% |
$256K - $305K
|
4.86K
$2.48M
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
680New |
$255K - $304K
|
680
$348K
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
672+ 6.58% |
$252K - $301K
|
10.9K
$5.57M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
670+ 1.92% |
$252K - $300K
|
35.6K
$18.2M
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
667+ 3.54% |
$250K - $298K
|
19.5K
$9.98M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
661+ 0.92% |
$248K - $296K
|
72.6K
$37.1M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
661+ 0.44% |
$248K - $296K
|
151K
$77.3M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
660+ 7.57% |
$248K - $295K
|
9.38K
$4.8M
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
658+ 23.81% |
$247K - $294K
|
3.42K
$1.75M
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
656+ 5.26% |
$246K - $293K
|
13.1K
$6.72M
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
654+ 2.4% |
$246K - $292K
|
27.9K
$14.3M
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
651+ 7.93% |
$244K - $291K
|
8.86K
$4.53M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
645+ 4.12% |
$242K - $288K
|
16.3K
$8.34M
|