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 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
187+ 3.3% |
$76K - $85K
|
5.86K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
187+ 18.97% |
$76K - $85K
|
1.17K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
185+ 0.81% |
$75.2K - $84.1K
|
23.1K
$9.59M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
185+ 1.15% |
$75.2K - $84.1K
|
16.2K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
184+ 12.86% |
$74.8K - $83.6K
|
1.62K
$672K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
183+ 1.56% |
$74.4K - $83.2K
|
11.9K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
183+ 1.62% |
$74.4K - $83.2K
|
11.5K
$4.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
183+ 1.52% |
$74.4K - $83.2K
|
12.2K
$5.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
182+ 0.45% |
$74K - $82.7K
|
40.7K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
182+ 3.19% |
$74K - $82.7K
|
5.89K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
182+ 1.38% |
$74K - $82.7K
|
13.4K
$5.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
181+ 2.14% |
$73.5K - $82.3K
|
8.64K
$3.59M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
180+ 0.84% |
$73.1K - $81.8K
|
21.7K
$9.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
180+ 1.26% |
$73.1K - $81.8K
|
14.4K
$6M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
180+ 1.19% |
$73.1K - $81.8K
|
15.3K
$6.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
179+ 10.89% |
$72.7K - $81.3K
|
1.82K
$758K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
178+ 4.39% |
$72.3K - $80.9K
|
4.23K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
178+ 1.16% |
$72.3K - $80.9K
|
15.6K
$6.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
177+ 2.16% |
$71.9K - $80.4K
|
8.37K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
177+ 4.05% |
$71.9K - $80.4K
|
4.55K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
176+ 1.03% |
$71.5K - $80K
|
17.2K
$7.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
176+ 17.94% |
$71.5K - $80K
|
1.16K
$481K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
175+ 1.29% |
$71.1K - $79.5K
|
13.7K
$5.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 1.1% |
$71.1K - $79.5K
|
16K
$6.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
174+ 9.79% |
$70.7K - $79.1K
|
1.95K
$811K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
172+ 0.61% |
$69.9K - $78.2K
|
28.5K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
172+ 3.67% |
$69.9K - $78.2K
|
4.86K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
170+ 1.47% |
$69.1K - $77.3K
|
11.8K
$4.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
169+ 1.78% |
$68.7K - $76.8K
|
9.68K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
165+ 1.57% |
$67K - $75K
|
10.7K
$4.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
164+ 4.74% |
$66.6K - $74.5K
|
3.63K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
163+ 2.58% |
$66.2K - $74.1K
|
6.49K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
161+ 1.09% |
$65.4K - $73.2K
|
14.9K
$6.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
161+ 1.33% |
$65.4K - $73.2K
|
12.3K
$5.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
161+ 5.64% |
$65.4K - $73.2K
|
3.02K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
160+ 4.5% |
$65K - $72.7K
|
3.72K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
159+ 7.68% |
$64.6K - $72.3K
|
2.23K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
159+ 3.39% |
$64.6K - $72.3K
|
4.85K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
159+ 1.99% |
$64.6K - $72.3K
|
8.17K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
159+ 1.05% |
$64.6K - $72.3K
|
15.2K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
158+ 3.86% |
$64.2K - $71.8K
|
4.25K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
157+ 2.44% |
$63.8K - $71.4K
|
6.59K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
157+ 0.9% |
$63.8K - $71.4K
|
17.7K
$7.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
157+ 6.52% |
$63.8K - $71.4K
|
2.57K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
157+ 1.21% |
$63.8K - $71.4K
|
13.2K
$5.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
157+ 1.34% |
$63.8K - $71.4K
|
11.9K
$4.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
156+ 7.4% |
$63.4K - $70.9K
|
2.26K
$941K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
155+ 2.76% |
$63K - $70.4K
|
5.77K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
155+ 0.42% |
$63K - $70.4K
|
36.9K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
154+ 1.86% |
$62.6K - $70K
|
8.44K
$3.51M
|