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 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
75+ 2.71% |
$30.5K - $34.1K
|
2.84K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
75+ 1.32% |
$30.5K - $34.1K
|
5.74K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
73+ 0.43% |
$29.7K - $33.2K
|
16.9K
$7.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
72+ 0.93% |
$29.3K - $32.7K
|
7.83K
$3.46M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
68+ 5.97% |
$27.6K - $30.9K
|
1.21K
$534K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
67+ 0.23% |
$27.2K - $30.4K
|
28.6K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
65+ 6.39% |
$26.4K - $29.5K
|
1.08K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Gagnon Securities LLC
|
BUY
|
- |
65+ 10.57% |
$26.4K - $29.5K
|
680
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
65+ 1.38% |
$26.4K - $29.5K
|
4.76K
$2.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
65+ 144.44% |
$26.4K - $29.5K
|
110
$48.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
62+ 0.98% |
$25.2K - $28.2K
|
6.37K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
62+ 0.66% |
$25.2K - $28.2K
|
9.44K
$4.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
62+ 0.85% |
$25.2K - $28.2K
|
7.33K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
61+ 0.65% |
$24.8K - $27.7K
|
9.47K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
61+ 1.09% |
$24.8K - $27.7K
|
5.66K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.62% |
$24.8K - $27.7K
|
2.39K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
58+ 5.03% |
$23.6K - $26.4K
|
1.21K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
57+ 0.44% |
$23.2K - $25.9K
|
13.1K
$5.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
56+ 0.35% |
$22.8K - $25.4K
|
16.1K
$7.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
55+ 3.15% |
$22.3K - $25K
|
1.8K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
55+ 0.38% |
$22.3K - $25K
|
14.6K
$6.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
55+ 1.31% |
$22.3K - $25K
|
4.27K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
55+ 3.31% |
$22.3K - $25K
|
1.72K
$759K
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
54+ 0.05% |
$21.9K - $24.5K
|
111K
$49.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
54+ 0.85% |
$21.9K - $24.5K
|
6.38K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
53+ 1.9% |
$21.5K - $24.1K
|
2.85K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
53+ 2.1% |
$21.5K - $24.1K
|
2.58K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
53+ 0.12% |
$21.5K - $24.1K
|
44K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
51+ 0.38% |
$20.7K - $23.2K
|
13.3K
$5.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
51+ 0.93% |
$20.7K - $23.2K
|
5.54K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
51+ 1.45% |
$20.7K - $23.2K
|
3.57K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
50+ 0.47% |
$20.3K - $22.7K
|
10.6K
$4.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
49+ 1.2% |
$19.9K - $22.3K
|
4.14K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
48+ 0.68% |
$19.5K - $21.8K
|
7.1K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
48+ 1.05% |
$19.5K - $21.8K
|
4.6K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
47+ 0.29% |
$19.1K - $21.4K
|
16.1K
$7.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
47+ 0.95% |
$19.1K - $21.4K
|
5.01K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
47+ 0.4% |
$19.1K - $21.4K
|
11.7K
$5.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.26% |
$18.7K - $20.9K
|
17.8K
$7.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
46+ 0.08% |
$18.7K - $20.9K
|
56.5K
$25M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
46+ 0.14% |
$18.7K - $20.9K
|
33.3K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
45New |
$18.3K - $20.5K
|
45
$19.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
45+ 1.7% |
$18.3K - $20.5K
|
2.7K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
45+ 6.72% |
$18.3K - $20.5K
|
715
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
45+ 0.95% |
$18.3K - $20.5K
|
4.77K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
45+ 5.06% |
$18.3K - $20.5K
|
935
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
44+ 0.04% |
$17.9K - $20K
|
114K
$50.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
44+ 0.22% |
$17.9K - $20K
|
19.8K
$8.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
43+ 0.18% |
$17.5K - $19.5K
|
24.6K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.77% |
$17.5K - $19.5K
|
5.62K
$2.49M
|