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 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
51+ 1.63% |
$19.1K - $22.8K
|
3.19K
$1.63M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
51+ 1.98% |
$19.1K - $22.8K
|
2.62K
$1.34M
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
51+ 9.44% |
$19.1K - $22.8K
|
591
$302K
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
51+ 0.4% |
$19.1K - $22.8K
|
12.8K
$6.55M
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50+ 2.65% |
$18.8K - $22.4K
|
1.94K
$991K
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
50+ 0.8% |
$18.8K - $22.4K
|
6.27K
$3.21M
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
50+ 1.34% |
$18.8K - $22.4K
|
3.77K
$1.93M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
50+ 0.24% |
$18.8K - $22.4K
|
21.2K
$10.8M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50+ 0.06% |
$18.8K - $22.4K
|
78.6K
$40.2M
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
50+ 0.2% |
$18.8K - $22.4K
|
24.5K
$12.5M
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
50+ 2.33% |
$18.8K - $22.4K
|
2.2K
$1.12M
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
50+ 0.28% |
$18.8K - $22.4K
|
17.6K
$9.01M
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
50+ 0.53% |
$18.8K - $22.4K
|
9.52K
$4.87M
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
50+ 2.75% |
$18.8K - $22.4K
|
1.87K
$957K
|
|
Apr 17, 2025
Q1 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
50+ 1.88% |
$18.8K - $22.4K
|
2.71K
$1.39M
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
50+ 50.0% |
$18.8K - $22.4K
|
150
$76.8K
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
49+ 0.61% |
$18.4K - $21.9K
|
8.13K
$4.16M
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
49+ 0.33% |
$18.4K - $21.9K
|
14.9K
$7.62M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
49+ 4.06% |
$18.4K - $21.9K
|
1.26K
$643K
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
49+ 0.09% |
$18.4K - $21.9K
|
51.9K
$26.5M
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
49+ 0.25% |
$18.4K - $21.9K
|
19.4K
$9.91M
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
48+ 1.86% |
$18K - $21.5K
|
2.62K
$1.34M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
48+ 1.03% |
$18K - $21.5K
|
4.72K
$2.41M
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
47+ 0.38% |
$17.6K - $21K
|
12.5K
$6.38M
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
46+ 0.53% |
$17.3K - $20.6K
|
8.66K
$4.43M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
46+ 0.57% |
$17.3K - $20.6K
|
8.06K
$4.12M
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
BUY
|
- |
46+ 0.24% |
$17.3K - $20.6K
|
18.9K
$9.65M
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
46+ 3.18% |
$17.3K - $20.6K
|
1.49K
$764K
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
45+ 1.54% |
$16.9K - $20.1K
|
2.96K
$1.52M
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
45+ 0.02% |
$16.9K - $20.1K
|
242K
$124M
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
44+ 0.34% |
$16.5K - $19.7K
|
12.8K
$6.56M
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
44+ 15.77% |
$16.5K - $19.7K
|
323
$165K
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
44+ 1.91% |
$16.5K - $19.7K
|
2.35K
$1.2M
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
44+ 0.18% |
$16.5K - $19.7K
|
24.7K
$12.6M
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
44+ 220.0% |
$16.5K - $19.7K
|
64
$32.7K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
43+ 0.08% |
$16.1K - $19.2K
|
54.1K
$27.7M
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
43+ 1.78% |
$16.1K - $19.2K
|
2.45K
$1.26M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
41+ 0.24% |
$15.4K - $18.3K
|
17.2K
$8.79M
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 2.13% |
$15.4K - $18.3K
|
1.97K
$1.01M
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
41+ 4.38% |
$15.4K - $18.3K
|
978
$500K
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
40+ 3.01% |
$15K - $17.9K
|
1.37K
$699K
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
40+ 1.73% |
$15K - $17.9K
|
2.36K
$1.21M
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
40+ 1.66% |
$15K - $17.9K
|
2.44K
$1.25M
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
40+ 0.59% |
$15K - $17.9K
|
6.87K
$3.51M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
39+ 0.16% |
$14.6K - $17.4K
|
24.4K
$12.5M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
39+ 0.26% |
$14.6K - $17.4K
|
15.3K
$7.82M
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
38+ 3.89% |
$14.3K - $17K
|
1.01K
$519K
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
38+ 0.51% |
$14.3K - $17K
|
7.56K
$3.87M
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
38+ 0.89% |
$14.3K - $17K
|
4.3K
$2.2M
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
38+ 0.05% |
$14.3K - $17K
|
80.4K
$41.1M
|