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 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
583+ 4.71% |
$237K - $265K
|
13K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
581+ 0.94% |
$236K - $264K
|
62.6K
$27.8M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
581+ 4.62% |
$236K - $264K
|
13.2K
$5.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
579+ 7.14% |
$235K - $263K
|
8.69K
$3.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
567+ 4.56% |
$230K - $258K
|
13K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
565+ 1.76% |
$230K - $257K
|
32.7K
$14.5M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
564+ 2.21% |
$229K - $256K
|
26K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
561+ 2.01% |
$228K - $255K
|
28.4K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
556+ 3.62% |
$226K - $253K
|
15.9K
$7.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
552+ 8.06% |
$224K - $251K
|
7.4K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
547+ 3.56% |
$222K - $249K
|
15.9K
$7.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
546+ 0.65% |
$222K - $248K
|
85K
$37.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
545New |
$221K - $248K
|
545
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
542New |
$220K - $246K
|
542
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
539+ 14.87% |
$219K - $245K
|
4.16K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
534+ 3.87% |
$217K - $243K
|
14.3K
$6.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
532+ 20.83% |
$216K - $242K
|
3.09K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
524+ 5.11% |
$213K - $238K
|
10.8K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
522+ 13.27% |
$212K - $237K
|
4.46K
$1.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
521+ 2.53% |
$212K - $237K
|
21.1K
$9.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
517+ 18.07% |
$210K - $235K
|
3.38K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
504+ 3.3% |
$205K - $229K
|
15.8K
$7.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
PUT |
500New |
$203K - $227K
|
500
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
499+ 1.35% |
$203K - $227K
|
37.4K
$16.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
496+ 0.74% |
$202K - $225K
|
67.7K
$30.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
495+ 0.95% |
$201K - $225K
|
52.4K
$23.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
494+ 6.06% |
$201K - $225K
|
8.65K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
492+ 2.17% |
$200K - $224K
|
23.2K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
489+ 18.24% |
$199K - $222K
|
3.17K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
484+ 2.74% |
$197K - $220K
|
18.1K
$8.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
483New |
$196K - $220K
|
483
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
477+ 2.37% |
$194K - $217K
|
20.6K
$9.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
473+ 7.55% |
$192K - $215K
|
6.74K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
472+ 54.5% |
$192K - $215K
|
1.34K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
470+ 7.84% |
$191K - $214K
|
6.47K
$2.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
468+ 16.03% |
$190K - $213K
|
3.39K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
468+ 11.01% |
$190K - $213K
|
4.72K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
464+ 18.99% |
$189K - $211K
|
2.91K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
462+ 1.13% |
$188K - $210K
|
41.2K
$18.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
461+ 1.64% |
$187K - $210K
|
28.5K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
456+ 2.09% |
$185K - $207K
|
22.3K
$9.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
456+ 2.75% |
$185K - $207K
|
17.1K
$7.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
455+ 1.84% |
$185K - $207K
|
25.2K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
452+ 2.62% |
$184K - $205K
|
17.7K
$7.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
451+ 13.31% |
$183K - $205K
|
3.84K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
450+ 3.43% |
$183K - $205K
|
13.6K
$6.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
446+ 0.89% |
$181K - $203K
|
50.5K
$22.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
445New |
$181K - $202K
|
445
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
443+ 7.14% |
$180K - $201K
|
6.64K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
436+ 1.41% |
$177K - $198K
|
31.4K
$13.9M
|