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
|
One Advisory Partners, LLC
|
BUY
|
- |
38+ 5.18% |
$14.3K - $17K
|
772
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
38+ 0.42% |
$14.3K - $17K
|
9.16K
$4.69M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
37+ 1.64% |
$13.9K - $16.5K
|
2.29K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
37+ 0.93% |
$13.9K - $16.5K
|
4.02K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
37+ 1.23% |
$13.9K - $16.5K
|
3.05K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
36+ 2.75% |
$13.5K - $16.1K
|
1.35K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
36+ 1.14% |
$13.5K - $16.1K
|
3.19K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
36+ 0.08% |
$13.5K - $16.1K
|
46.8K
$24M
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
36+ 2.77% |
$13.5K - $16.1K
|
1.34K
$683K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
35+ 0.78% |
$13.1K - $15.7K
|
4.53K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
BUY
|
- |
35+ 0.58% |
$13.1K - $15.7K
|
6.03K
$3.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
35+ 0.5% |
$13.1K - $15.7K
|
7.09K
$3.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
35+ 0.26% |
$13.1K - $15.7K
|
13.5K
$6.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
35+ 0.22% |
$13.1K - $15.7K
|
15.9K
$8.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
34+ 1.26% |
$12.8K - $15.2K
|
2.74K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
33+ 0.99% |
$12.4K - $14.8K
|
3.36K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
33+ 0.13% |
$12.4K - $14.8K
|
25.1K
$12.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
33+ 0.89% |
$12.4K - $14.8K
|
3.73K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 0.06% |
$12.4K - $14.8K
|
53.4K
$27.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
32+ 0.35% |
$12K - $14.3K
|
9.13K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
31+ 4.43% |
$11.6K - $13.9K
|
730
$374K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
31+ 4.26% |
$11.6K - $13.9K
|
759
$388K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
30+ 1.04% |
$11.3K - $13.4K
|
2.92K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
30+ 66.67% |
$11.3K - $13.4K
|
75
$38.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
30+ 0.36% |
$11.3K - $13.4K
|
8.46K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
29+ 0.84% |
$10.9K - $13K
|
3.48K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
29+ 2.97% |
$10.9K - $13K
|
1.01K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
29+ 2.4% |
$10.9K - $13K
|
1.24K
$633K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
28+ 0.31% |
$10.5K - $12.5K
|
9.09K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
28+ 1.76% |
$10.5K - $12.5K
|
1.62K
$829K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
28+ 0.88% |
$10.5K - $12.5K
|
3.19K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
28+ 0.18% |
$10.5K - $12.5K
|
15.8K
$8.1M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
27+ 0.24% |
$10.1K - $12.1K
|
11.2K
$5.75M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27+ 2.08% |
$10.1K - $12.1K
|
1.33K
$679K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
27+ 0.16% |
$10.1K - $12.1K
|
16.6K
$8.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
27+ 0.6% |
$10.1K - $12.1K
|
4.49K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
27+ 0.09% |
$10.1K - $12.1K
|
30.9K
$15.8M
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
26+ 2.02% |
$9.76K - $11.6K
|
1.31K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
26+ 5.38% |
$9.76K - $11.6K
|
509
$260K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
26+ 0.21% |
$9.76K - $11.6K
|
12.6K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
26+ 0.23% |
$9.76K - $11.6K
|
11.6K
$5.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.07% |
$9.76K - $11.6K
|
38.5K
$19.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
26+ 0.95% |
$9.76K - $11.6K
|
2.77K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
25+ 3.22% |
$9.38K - $11.2K
|
802
$410K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
25+ 1.18% |
$9.38K - $11.2K
|
2.14K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
25+ 0.14% |
$9.38K - $11.2K
|
18K
$9.2M
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
BUY
|
- |
24+ 3.53% |
$9.01K - $10.7K
|
704
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
24+ 0.15% |
$9.01K - $10.7K
|
15.8K
$8.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
24+ 0.09% |
$9.01K - $10.7K
|
27.6K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
24+ 0.45% |
$9.01K - $10.7K
|
5.33K
$2.73M
|