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
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
11+ 0.38% |
$4.13K - $4.92K
|
2.9K
$1.48M
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
11+ 0.19% |
$4.13K - $4.92K
|
5.76K
$2.95M
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$4.13K - $4.92K
|
17.5K
$8.95M
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
11+ 0.14% |
$4.13K - $4.92K
|
8.02K
$4.1M
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
11+ 0.48% |
$4.13K - $4.92K
|
2.29K
$1.17M
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
10+ 0.52% |
$3.75K - $4.47K
|
1.95K
$997K
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
10+ 0.33% |
$3.75K - $4.47K
|
3.03K
$1.55M
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 2.2% |
$3.75K - $4.47K
|
464
$237K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 2.56% |
$3.75K - $4.47K
|
401
$205K
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
10+ 0.08% |
$3.75K - $4.47K
|
12.4K
$6.33M
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
10+ 0.09% |
$3.75K - $4.47K
|
11.3K
$5.77M
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
9+ 0.08% |
$3.38K - $4.02K
|
10.6K
$5.43M
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.2% |
$3.38K - $4.02K
|
4.46K
$2.28M
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9+ 0.07% |
$3.38K - $4.02K
|
12.1K
$6.17M
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.16% |
$3.38K - $4.02K
|
5.51K
$2.82M
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
9+ 1.51% |
$3.38K - $4.02K
|
604
$309K
|
|
May 15, 2025
Q1 2025
|
Georgetown University
Washington, DC |
BUY
|
- |
8+ 0.2% |
$3K - $3.58K
|
4.05K
$2.07M
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
8+ 0.03% |
$3K - $3.58K
|
23.6K
$12.1M
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
8+ 0.19% |
$3K - $3.58K
|
4.26K
$2.18M
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
7+ 0.19% |
$2.63K - $3.13K
|
3.78K
$1.94M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7+ 0.08% |
$2.63K - $3.13K
|
9.02K
$4.61M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7+ 0.3% |
$2.63K - $3.13K
|
2.37K
$1.21M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7+ 0.39% |
$2.63K - $3.13K
|
1.82K
$931K
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
7+ 0.06% |
$2.63K - $3.13K
|
11.8K
$6.03M
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
7+ 0.27% |
$2.63K - $3.13K
|
2.56K
$1.31M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.09% |
$2.63K - $3.13K
|
7.86K
$4.02M
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
6+ 0.13% |
$2.25K - $2.68K
|
4.47K
$2.29M
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
6+ 0.06% |
$2.25K - $2.68K
|
10.2K
$5.23M
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$2.25K - $2.68K
|
5.23K
$2.68M
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
6+ 0.47% |
$2.25K - $2.68K
|
1.28K
$655K
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6+ 600.0% |
$2.25K - $2.68K
|
7
$3.58K
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.22% |
$2.25K - $2.68K
|
2.74K
$1.4M
|
|
Apr 22, 2025
Q1 2025
|
Channing Global Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$2.25K - $2.68K
|
17.1K
$8.75M
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6+ 0.14% |
$2.25K - $2.68K
|
4.39K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
5+ 0.04% |
$1.88K - $2.24K
|
13.9K
$7.12M
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$1.88K - $2.24K
|
4.3K
$2.2M
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
5+ 0.39% |
$1.88K - $2.24K
|
1.28K
$652K
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 0.01% |
$1.88K - $2.24K
|
34.1K
$17.4M
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4+ 0.22% |
$1.5K - $1.79K
|
1.8K
$920K
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4+ 0.23% |
$1.5K - $1.79K
|
1.78K
$909K
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4+ 0.12% |
$1.5K - $1.79K
|
3.3K
$1.69M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$1.5K - $1.79K
|
5.96K
$3.05M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.12% |
$1.13K - $1.34K
|
2.52K
$1.29M
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
3+ 0.18% |
$1.13K - $1.34K
|
1.63K
$832K
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3+ 0.23% |
$1.13K - $1.34K
|
1.31K
$670K
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
3+ 0.44% |
$1.13K - $1.34K
|
682
$349K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.03% |
$1.13K - $1.34K
|
9.28K
$4.75M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.17% |
$1.13K - $1.34K
|
1.79K
$914K
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.16% |
$1.13K - $1.34K
|
1.92K
$983K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3+ 0.15% |
$1.13K - $1.34K
|
1.99K
$1.02M
|