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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
277+ 1.93% |
$113K - $126K
|
14.7K
$6.09M
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
276+ 1.8% |
$112K - $125K
|
15.6K
$6.49M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
275+ 2.08% |
$112K - $125K
|
13.5K
$5.6M
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
275+ 2.09% |
$112K - $125K
|
13.4K
$5.58M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
273+ 1.8% |
$111K - $124K
|
15.5K
$6.43M
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
271+ 3.39% |
$110K - $123K
|
8.28K
$3.44M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
271+ 1.13% |
$110K - $123K
|
24.2K
$10.1M
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
270+ 4.27% |
$110K - $123K
|
6.59K
$2.74M
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
269+ 3.51% |
$109K - $122K
|
7.92K
$3.29M
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
266+ 3.72% |
$108K - $121K
|
7.41K
$3.08M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
266+ 4.73% |
$108K - $121K
|
5.89K
$2.45M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
263+ 4.04% |
$107K - $120K
|
6.77K
$2.81M
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
263+ 15.95% |
$107K - $120K
|
1.91K
$795K
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
262+ 2.16% |
$106K - $119K
|
12.4K
$5.16M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
258+ 0.28% |
$105K - $117K
|
92.3K
$38.4M
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
258+ 1.58% |
$105K - $117K
|
16.5K
$6.88M
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
258+ 2.61% |
$105K - $117K
|
10.1K
$4.22M
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
257+ 0.35% |
$104K - $117K
|
73.5K
$30.6M
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
255+ 10.22% |
$104K - $116K
|
2.75K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
254+ 5.75% |
$103K - $115K
|
4.67K
$1.94M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
253+ 1.18% |
$103K - $115K
|
21.6K
$9M
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
250+ 0.69% |
$102K - $114K
|
36.7K
$15.3M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
248+ 0.36% |
$101K - $113K
|
69.9K
$29.1M
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
248+ 4.5% |
$101K - $113K
|
5.76K
$2.4M
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
248+ 7.83% |
$101K - $113K
|
3.42K
$1.42M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
247+ 1.94% |
$100K - $112K
|
13K
$5.4M
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
247+ 6.66% |
$100K - $112K
|
3.96K
$1.64M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
245+ 1.93% |
$99.6K - $111K
|
12.9K
$5.38M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
245+ 0.39% |
$99.6K - $111K
|
62.3K
$25.9M
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
245+ 1.96% |
$99.6K - $111K
|
12.7K
$5.3M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
245+ 0.8% |
$99.6K - $111K
|
30.8K
$12.8M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
244+ 6.57% |
$99.1K - $111K
|
3.96K
$1.65M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
244+ 1.97% |
$99.1K - $111K
|
12.6K
$5.25M
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
242+ 0.99% |
$98.3K - $110K
|
24.8K
$10.3M
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
241+ 3.43% |
$97.9K - $110K
|
7.28K
$3.03M
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
241+ 2.29% |
$97.9K - $110K
|
10.8K
$4.48M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
239+ 2.24% |
$97.1K - $109K
|
10.9K
$4.53M
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
238+ 2.74% |
$96.7K - $108K
|
8.93K
$3.71M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
238+ 0.2% |
$96.7K - $108K
|
120K
$49.7M
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
238+ 0.37% |
$96.7K - $108K
|
64.9K
$27M
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
237+ 0.28% |
$96.3K - $108K
|
83.7K
$34.8M
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
236+ 1.83% |
$95.9K - $107K
|
13.1K
$5.46M
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
234+ 3.35% |
$95.1K - $106K
|
7.22K
$3M
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
233+ 9.27% |
$94.7K - $106K
|
2.75K
$1.14M
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
232+ 18.17% |
$94.3K - $105K
|
1.51K
$627K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
232+ 3.61% |
$94.3K - $105K
|
6.66K
$2.77M
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
232+ 34.22% |
$94.3K - $105K
|
910
$378K
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
231+ 9.48% |
$93.9K - $105K
|
2.67K
$1.11M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
231+ 0.75% |
$93.9K - $105K
|
31.2K
$13M
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
230+ 13.09% |
$93.5K - $105K
|
1.99K
$826K
|