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 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
585+ 18.03% |
$238K - $266K
|
3.83K
$1.58M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
584+ 0.78% |
$237K - $265K
|
75.7K
$31.3M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
583+ 4.71% |
$237K - $265K
|
13K
$5.36M
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
582+ 82.44% |
$236K - $264K
|
1.29K
$532K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
581+ 0.37% |
$236K - $264K
|
159K
$65.6M
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
581+ 0.94% |
$236K - $264K
|
62.6K
$25.9M
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
581+ 4.62% |
$236K - $264K
|
13.2K
$5.44M
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
579+ 7.14% |
$235K - $263K
|
8.69K
$3.59M
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
578+ 0.95% |
$235K - $263K
|
61.5K
$25.4M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
577+ 2.19% |
$234K - $262K
|
26.9K
$11.1M
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
576+ 2.96% |
$234K - $262K
|
20.1K
$8.29M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
572+ 4.23% |
$232K - $260K
|
14.1K
$5.82M
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
571+ 14.08% |
$232K - $259K
|
4.63K
$1.91M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
567+ 4.56% |
$230K - $258K
|
13K
$5.38M
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
565+ 1.76% |
$230K - $257K
|
32.7K
$13.5M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
564+ 2.21% |
$229K - $256K
|
26K
$10.8M
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
561+ 3.58% |
$228K - $255K
|
16.2K
$6.71M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
561+ 2.01% |
$228K - $255K
|
28.4K
$11.7M
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
560+ 3.56% |
$228K - $254K
|
16.3K
$6.73M
|
|
Feb 03, 2025
Q4 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
557+ 2.07% |
$226K - $253K
|
27.5K
$11.4M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
556+ 3.69% |
$226K - $253K
|
15.6K
$6.45M
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
556+ 3.62% |
$226K - $253K
|
15.9K
$6.58M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
552+ 8.06% |
$224K - $251K
|
7.4K
$3.06M
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
551+ 4.13% |
$224K - $250K
|
13.9K
$5.75M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
551+ 14.14% |
$224K - $250K
|
4.45K
$1.84M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
550+ 1.49% |
$223K - $250K
|
37.5K
$15.5M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
548+ 3.49% |
$223K - $249K
|
16.2K
$6.71M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
547+ 3.56% |
$222K - $249K
|
15.9K
$6.57M
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
546+ 1.36% |
$222K - $248K
|
40.6K
$16.8M
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
546+ 0.65% |
$222K - $248K
|
85K
$35.1M
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
545New |
$221K - $248K
|
545
$225K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
543+ 59.54% |
$221K - $247K
|
1.46K
$601K
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
542New |
$220K - $246K
|
542
$224K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
541+ 1.64% |
$220K - $246K
|
33.5K
$13.9M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
539+ 14.87% |
$219K - $245K
|
4.16K
$1.72M
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
534+ 3.87% |
$217K - $243K
|
14.3K
$5.92M
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
532+ 20.83% |
$216K - $242K
|
3.09K
$1.28M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
531+ 4.48% |
$216K - $241K
|
12.4K
$5.11M
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
531+ 1.29% |
$216K - $241K
|
41.8K
$17.3M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
524+ 5.11% |
$213K - $238K
|
10.8K
$4.45M
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
523+ 9.36% |
$213K - $238K
|
6.11K
$2.53M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
522+ 13.27% |
$212K - $237K
|
4.46K
$1.84M
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
521+ 2.53% |
$212K - $237K
|
21.1K
$8.74M
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
518New |
$210K - $235K
|
518
$214K
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
517+ 18.07% |
$210K - $235K
|
3.38K
$1.4M
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
516+ 3.03% |
$210K - $235K
|
17.5K
$7.24M
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
516+ 9.16% |
$210K - $235K
|
6.15K
$2.54M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
506New |
$206K - $230K
|
506
$209K
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
504+ 3.3% |
$205K - $229K
|
15.8K
$6.53M
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
501+ 9.56% |
$204K - $228K
|
5.74K
$2.37M
|