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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
14+ 0.09% |
$5.69K - $6.36K
|
16.2K
$6.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
13+ 0.1% |
$5.28K - $5.91K
|
13.5K
$5.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
13+ 0.35% |
$5.28K - $5.91K
|
3.7K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
13+ 0.01% |
$5.28K - $5.91K
|
115K
$44.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
12+ 0.14% |
$4.88K - $5.45K
|
8.48K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
12+ 0.9% |
$4.88K - $5.45K
|
1.35K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
12+ 0.07% |
$4.88K - $5.45K
|
17.7K
$6.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
12+ 0.23% |
$4.88K - $5.45K
|
5.16K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
12+ 0.06% |
$4.88K - $5.45K
|
18.9K
$7.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12+ 0.64% |
$4.88K - $5.45K
|
1.88K
$729K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
12+ 0.17% |
$4.88K - $5.45K
|
7.02K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
12+ 0.05% |
$4.88K - $5.45K
|
24.6K
$9.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
12+ 1.2% |
$4.88K - $5.45K
|
1.02K
$395K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
12+ 0.31% |
$4.88K - $5.45K
|
3.85K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
11+ 0.08% |
$4.47K - $5K
|
13.6K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11+ 0.59% |
$4.47K - $5K
|
1.89K
$735K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11+ 1.34% |
$4.47K - $5K
|
832
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
11+ 0.03% |
$4.47K - $5K
|
34.1K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
10+ 0.5% |
$4.06K - $4.54K
|
2.02K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
10+ 0.28% |
$4.06K - $4.54K
|
3.56K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
10+ 0.08% |
$4.06K - $4.54K
|
13.3K
$5.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.2% |
$4.06K - $4.54K
|
5.03K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$4.06K - $4.54K
|
5.5K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10+ 0.71% |
$4.06K - $4.54K
|
1.41K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
10+ 0.31% |
$4.06K - $4.54K
|
3.27K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.12% |
$4.06K - $4.54K
|
8.69K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10+ 0.24% |
$4.06K - $4.54K
|
4.1K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$4.06K - $4.54K
|
5.69K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9+ 0.15% |
$3.66K - $4.09K
|
6.19K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
9+ 4.64% |
$3.66K - $4.09K
|
203
$78.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
9+ 0.87% |
$3.66K - $4.09K
|
1.05K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
9+ 0.04% |
$3.66K - $4.09K
|
21K
$8.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
44.2K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9+ 0.7% |
$3.66K - $4.09K
|
1.3K
$505K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.93% |
$3.66K - $4.09K
|
976
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
9+ 0.05% |
$3.66K - $4.09K
|
19K
$7.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
48.2K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
9+ 0.11% |
$3.66K - $4.09K
|
8.36K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
52.4K
$20.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
9+ 0.06% |
$3.66K - $4.09K
|
16K
$6.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
9+ 0.59% |
$3.66K - $4.09K
|
1.55K
$601K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
8+ 0.44% |
$3.25K - $3.64K
|
1.82K
$706K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
8+ 0.01% |
$3.25K - $3.64K
|
88.2K
$34.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
7+ 0.1% |
$2.84K - $3.18K
|
6.86K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
7+ 0.17% |
$2.84K - $3.18K
|
4.05K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.01% |
$2.84K - $3.18K
|
90.5K
$35.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$2.84K - $3.18K
|
9.5K
$3.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
7+ 0.04% |
$2.84K - $3.18K
|
19K
$7.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
7+ 0.04% |
$2.84K - $3.18K
|
18.1K
$7.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 0.11% |
$2.84K - $3.18K
|
6.59K
$2.56M
|