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 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
377New |
$153K - $171K
|
377
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
374+ 37.51% |
$152K - $170K
|
1.37K
$702K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
371+ 16.2% |
$151K - $169K
|
2.66K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
342+ 3.6% |
$139K - $155K
|
9.83K
$5.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
335New |
$136K - $152K
|
335
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
315+ 2.96% |
$128K - $143K
|
11K
$5.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
306+ 1.5% |
$124K - $139K
|
20.7K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
300New |
$122K - $136K
|
300
$154K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
287+ 4.24% |
$117K - $130K
|
7.05K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
285New |
$116K - $130K
|
285
$146K
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
230+ 43.4% |
$93.5K - $105K
|
760
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
200New |
$81.3K - $90.9K
|
200
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
187+ 18.97% |
$76K - $85K
|
1.17K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
181+ 3.21% |
$73.5K - $82.3K
|
5.82K
$2.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 1.1% |
$71.1K - $79.5K
|
16K
$8.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
154+ 3.07% |
$62.6K - $70K
|
5.18K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
153+ 0.2% |
$62.2K - $69.5K
|
76.1K
$38.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
144+ 0.9% |
$58.5K - $65.4K
|
16.2K
$8.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
143+ 1.43% |
$58.1K - $65K
|
10.2K
$5.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
140+ 15.71% |
$56.9K - $63.6K
|
1.03K
$528K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
126+ 0.93% |
$51.2K - $57.3K
|
13.7K
$7.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
124+ 2.08% |
$50.4K - $56.4K
|
6.07K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
105+ 3.71% |
$42.7K - $47.7K
|
2.94K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
104+ 4.9% |
$42.3K - $47.3K
|
2.23K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
CALL |
100New |
$40.6K - $45.4K
|
100
$51.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
100+ 0.32% |
$40.6K - $45.4K
|
31.8K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
CALL |
100New |
$40.6K - $45.4K
|
100
$51.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$40.6K - $45.4K
|
100
$51.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
90New |
$36.6K - $40.9K
|
90
$46.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
80+ 2.19% |
$32.5K - $36.4K
|
3.74K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
75+ 2.71% |
$30.5K - $34.1K
|
2.84K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
74+ 11.65% |
$30.1K - $33.6K
|
709
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
72+ 0.93% |
$29.3K - $32.7K
|
7.83K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
65+ 6.39% |
$26.4K - $29.5K
|
1.08K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
51+ 0.6% |
$20.7K - $23.2K
|
8.62K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
50+ 6.84% |
$20.3K - $22.7K
|
781
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
50New |
$20.3K - $22.7K
|
50
$25.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
50+ 2.62% |
$20.3K - $22.7K
|
1.96K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
46+ 0.08% |
$18.7K - $20.9K
|
56.5K
$28.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
45New |
$18.3K - $20.5K
|
45
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
42+ 3.84% |
$17.1K - $19.1K
|
1.14K
$582K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
40+ 2.36% |
$16.3K - $18.2K
|
1.74K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
31New |
$12.6K - $14.1K
|
31
$15.9K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.12% |
$10.6K - $11.8K
|
21.4K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
25+ 0.45% |
$10.2K - $11.4K
|
5.62K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
25+ 0.77% |
$10.2K - $11.4K
|
3.29K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
19+ 0.07% |
$7.72K - $8.63K
|
28.3K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
18New |
$7.31K - $8.18K
|
18
$9.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$6.1K - $6.82K
|
15
$7.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10+ 0.5% |
$4.06K - $4.54K
|
2.02K
$1.03M
|