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
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
163+ 3.3% |
$61.2K - $72.9K
|
5.1K
$2.61M
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
162+ 0.15% |
$60.8K - $72.4K
|
106K
$54.3M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
162+ 4.4% |
$60.8K - $72.4K
|
3.84K
$1.97M
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
162+ 0.31% |
$60.8K - $72.4K
|
52.6K
$26.9M
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
160+ 0.22% |
$60.1K - $71.6K
|
71.4K
$36.5M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
160+ 4.05% |
$60.1K - $71.6K
|
4.11K
$2.1M
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
160+ 11.72% |
$60.1K - $71.6K
|
1.53K
$780K
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
160+ 0.21% |
$60.1K - $71.6K
|
75.8K
$38.8M
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
160+ 1.47% |
$60.1K - $71.6K
|
11.1K
$5.66M
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
159+ 0.44% |
$59.7K - $71.1K
|
36.4K
$18.6M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
159+ 1.52% |
$59.7K - $71.1K
|
10.6K
$5.42M
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
158+ 13.91% |
$59.3K - $70.7K
|
1.29K
$662K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
158+ 0.92% |
$59.3K - $70.7K
|
17.3K
$8.86M
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
158+ 9.87% |
$59.3K - $70.7K
|
1.76K
$900K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
158+ 6.76% |
$59.3K - $70.7K
|
2.5K
$1.28M
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
158+ 32.99% |
$59.3K - $70.7K
|
637
$326K
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
157+ 2.43% |
$58.9K - $70.2K
|
6.63K
$3.39M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
156+ 1.87% |
$58.6K - $69.8K
|
8.49K
$4.34M
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
156+ 1.03% |
$58.6K - $69.8K
|
15.3K
$7.85M
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
156+ 7.45% |
$58.6K - $69.8K
|
2.25K
$1.15M
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
155+ 1.04% |
$58.2K - $69.3K
|
15.1K
$7.71M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
154+ 6.36% |
$57.8K - $68.9K
|
2.58K
$1.32M
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
153+ 2.67% |
$57.4K - $68.4K
|
5.87K
$3.01M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
153+ 4.98% |
$57.4K - $68.4K
|
3.22K
$1.65M
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
153+ 1.02% |
$57.4K - $68.4K
|
15.1K
$7.74M
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
152+ 1.12% |
$57.1K - $68K
|
13.7K
$7.03M
|
|
May 15, 2025
Q1 2025
|
Whitford Management LLC
New York, NY |
BUY
|
PUT |
151New |
$56.7K - $67.5K
|
151
$77.3K
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
151+ 6.56% |
$56.7K - $67.5K
|
2.45K
$1.26M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
151+ 2.82% |
$56.7K - $67.5K
|
5.51K
$2.82M
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
151+ 3.72% |
$56.7K - $67.5K
|
4.21K
$2.16M
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
151+ 3.05% |
$56.7K - $67.5K
|
5.1K
$2.61M
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
151+ 0.93% |
$56.7K - $67.5K
|
16.4K
$8.37M
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
150+ 37.31% |
$56.3K - $67.1K
|
552
$282K
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
150+ 1.41% |
$56.3K - $67.1K
|
10.8K
$5.51M
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
150+ 2.43% |
$56.3K - $67.1K
|
6.32K
$3.23M
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
149+ 7.86% |
$55.9K - $66.6K
|
2.04K
$1.05M
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
148+ 0.01% |
$55.6K - $66.2K
|
1.11M
$569M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
148+ 0.97% |
$55.6K - $66.2K
|
15.4K
$7.88M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
147+ 1.23% |
$55.2K - $65.7K
|
12.1K
$6.18M
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
146+ 4.8% |
$54.8K - $65.3K
|
3.19K
$1.63M
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
146+ 3.31% |
$54.8K - $65.3K
|
4.55K
$2.33M
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
146+ 5.48% |
$54.8K - $65.3K
|
2.81K
$1.44M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
145+ 5.11% |
$54.4K - $64.8K
|
2.98K
$1.53M
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
145+ 2.95% |
$54.4K - $64.8K
|
5.05K
$2.59M
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
145+ 4.4% |
$54.4K - $64.8K
|
3.44K
$1.76M
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
145+ 0.51% |
$54.4K - $64.8K
|
28.6K
$14.7M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
145+ 1.78% |
$54.4K - $64.8K
|
8.3K
$4.25M
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
144+ 11.2% |
$54.1K - $64.4K
|
1.43K
$732K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
143+ 3.92% |
$53.7K - $63.9K
|
3.79K
$1.94M
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
142+ 1.7% |
$53.3K - $63.5K
|
8.48K
$4.34M
|