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 |
|---|---|---|---|---|---|---|---|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
23+ 0.36% |
$8.63K - $10.3K
|
6.33K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Fosun International LTD
|
BUY
|
- |
23+ 0.35% |
$8.63K - $10.3K
|
6.63K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
23+ 2.63% |
$8.63K - $10.3K
|
896
$458K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.34% |
$8.26K - $9.84K
|
6.41K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
22+ 1.78% |
$8.26K - $9.84K
|
1.26K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
21+ 0.17% |
$7.88K - $9.39K
|
12.5K
$6.38M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
21+ 0.41% |
$7.88K - $9.39K
|
5.16K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
20New |
$7.51K - $8.94K
|
20
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
20+ 0.07% |
$7.51K - $8.94K
|
29.9K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
20+ 2.52% |
$7.51K - $8.94K
|
815
$417K
|
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
20+ 0.47% |
$7.51K - $8.94K
|
4.26K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
20+ 0.79% |
$7.51K - $8.94K
|
2.54K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
20+ 0.04% |
$7.51K - $8.94K
|
52.4K
$26.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
20+ 0.83% |
$7.51K - $8.94K
|
2.43K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
19+ 0.28% |
$7.13K - $8.5K
|
6.77K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
19+ 0.65% |
$7.13K - $8.5K
|
2.93K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
19+ 0.7% |
$7.13K - $8.5K
|
2.74K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
18+ 1.72% |
$6.76K - $8.05K
|
1.07K
$546K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
18+ 2.54% |
$6.76K - $8.05K
|
726
$371K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
18+ 0.02% |
$6.76K - $8.05K
|
84.4K
$43.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
18+ 0.17% |
$6.76K - $8.05K
|
10.9K
$5.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
18+ 0.46% |
$6.76K - $8.05K
|
3.91K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18+ 0.41% |
$6.76K - $8.05K
|
4.45K
$2.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
18+ 0.24% |
$6.76K - $8.05K
|
7.47K
$3.82M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
17+ 0.07% |
$6.38K - $7.6K
|
23.1K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
17+ 1.17% |
$6.38K - $7.6K
|
1.47K
$753K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 0.25% |
$6.38K - $7.6K
|
6.79K
$3.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
17+ 0.56% |
$6.38K - $7.6K
|
3.04K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
16+ 0.81% |
$6.01K - $7.16K
|
1.99K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
16+ 0.54% |
$6.01K - $7.16K
|
2.96K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16+ 0.09% |
$6.01K - $7.16K
|
17.3K
$8.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
16+ 2.33% |
$6.01K - $7.16K
|
703
$360K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
15+ 0.6% |
$5.63K - $6.71K
|
2.51K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Fidato Wealth LLC
|
BUY
|
- |
15+ 0.33% |
$5.63K - $6.71K
|
4.63K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
15+ 0.14% |
$5.63K - $6.71K
|
10.5K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
15+ 0.1% |
$5.63K - $6.71K
|
14.8K
$7.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
15+ 1.15% |
$5.63K - $6.71K
|
1.32K
$673K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14+ 0.28% |
$5.26K - $6.26K
|
4.95K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$5.26K - $6.26K
|
14.4K
$7.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
14+ 1.59% |
$5.26K - $6.26K
|
896
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
14+ 87.5% |
$5.26K - $6.26K
|
30
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
13+ 0.53% |
$4.88K - $5.81K
|
2.48K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
13+ 0.62% |
$4.88K - $5.81K
|
2.11K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13+ 0.03% |
$4.88K - $5.81K
|
41.1K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
12+ 0.01% |
$4.5K - $5.37K
|
82.4K
$42.2M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12+ 0.49% |
$4.5K - $5.37K
|
2.47K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
12+ 0.5% |
$4.5K - $5.37K
|
2.43K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$4.13K - $4.92K
|
8.77K
$4.49M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
11+ 0.18% |
$4.13K - $4.92K
|
6.04K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
11+ 0.82% |
$4.13K - $4.92K
|
1.35K
$689K
|