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 |
---|---|---|---|---|---|---|---|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.09KNew |
$441K - $493K
|
1.09K
$555K
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1K+ 40.0% |
$406K - $454K
|
3.5K
$1.79M
|
|
Feb 13, 2025
Q4 2024
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
PUT |
1KNew |
$406K - $454K
|
1K
$512K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
996+ 5.69% |
$405K - $453K
|
18.5K
$9.46M
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
975+ 77.69% |
$396K - $443K
|
2.23K
$1.14M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
948+ 1.01% |
$385K - $431K
|
95.1K
$48.7M
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
943+ 14.9% |
$383K - $429K
|
7.27K
$3.72M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
930+ 1.02% |
$378K - $423K
|
92.2K
$47.2M
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
923+ 41.21% |
$375K - $419K
|
3.16K
$1.62M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
CALL |
900New |
$366K - $409K
|
900
$461K
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
895New |
$364K - $407K
|
895
$458K
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
840+ 4.39% |
$341K - $382K
|
20K
$10.2M
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
797New |
$324K - $362K
|
797
$408K
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
780New |
$317K - $354K
|
780
$399K
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
767New |
$312K - $349K
|
767
$392K
|
|
Feb 14, 2025
Q4 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
750+ 142.86% |
$305K - $341K
|
1.28K
$652K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
740New |
$301K - $336K
|
740
$379K
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
732New |
$297K - $333K
|
732
$375K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
700New |
$284K - $318K
|
700
$358K
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
700+ 28.0% |
$284K - $318K
|
3.2K
$1.64M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
690+ 2.89% |
$280K - $314K
|
24.6K
$12.6M
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
BUY
|
- |
675New |
$274K - $307K
|
675
$345K
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
660New |
$268K - $300K
|
660
$338K
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
660+ 3.5% |
$268K - $300K
|
19.5K
$9.99M
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
641New |
$260K - $291K
|
641
$328K
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
611+ 29.35% |
$248K - $278K
|
2.69K
$1.38M
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
609+ 0.97% |
$247K - $277K
|
63.1K
$32.3M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
600New |
$244K - $273K
|
600
$307K
|
|
Feb 07, 2025
Q4 2024
|
Mqs Management LLC
|
BUY
|
- |
588New |
$239K - $267K
|
588
$301K
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
551+ 2.71% |
$224K - $250K
|
20.9K
$10.7M
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
547+ 5.73% |
$222K - $249K
|
10.1K
$5.17M
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
545New |
$221K - $248K
|
545
$279K
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
542New |
$220K - $246K
|
542
$277K
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
531+ 1.29% |
$216K - $241K
|
41.8K
$21.4M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
520New |
$211K - $236K
|
520
$266K
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
518New |
$210K - $235K
|
518
$265K
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
506New |
$206K - $230K
|
506
$259K
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
506New |
$206K - $230K
|
506
$259K
|
|
Feb 11, 2025
Q4 2024
|
Harbor Advisors LLC
|
BUY
|
- |
500+ 1.96% |
$203K - $227K
|
26K
$13.3M
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
PUT |
500New |
$203K - $227K
|
500
$256K
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
496New |
$202K - $225K
|
496
$254K
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
490+ 1.06% |
$199K - $223K
|
46.6K
$23.8M
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
483New |
$196K - $220K
|
483
$247K
|
|
Feb 18, 2025
Q4 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
476+ 4.2% |
$193K - $216K
|
11.8K
$6.04M
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
470+ 8.36% |
$191K - $214K
|
6.09K
$3.12M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
445New |
$181K - $202K
|
445
$228K
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
432New |
$176K - $196K
|
432
$221K
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
431+ 38.72% |
$175K - $196K
|
1.54K
$790K
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
423New |
$172K - $192K
|
423
$216K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
410+ 3.51% |
$167K - $186K
|
12.1K
$6.19M
|