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, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
1.94K+ 9.16% |
$962K - $1.05M
|
23.1K
$11.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
1.92K+ 20.95% |
$955K - $1.04M
|
11.1K
$5.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
1.92KNew |
$955K - $1.04M
|
1.92K
$975K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.87K+ 11.01% |
$928K - $1.01M
|
18.8K
$9.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.86K+ 32.89% |
$922K - $1.01M
|
7.5K
$3.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 2.94% |
$912K - $995K
|
64.2K
$32.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.83K+ 1.51% |
$910K - $993K
|
123K
$62.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.83K+ 1.59% |
$907K - $989K
|
116K
$59.1M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.79K+ 4.14% |
$888K - $969K
|
45K
$22.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.75K+ 65.1% |
$867K - $946K
|
4.43K
$2.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
1.75K+ 25.97% |
$867K - $946K
|
8.47K
$4.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.65K+ 17.67% |
$819K - $894K
|
11K
$5.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.62KNew |
$806K - $880K
|
1.62K
$824K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.6K+ 30.76% |
$796K - $869K
|
6.82K
$3.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.59K+ 44.76% |
$789K - $861K
|
5.14K
$2.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.57K+ 40.26% |
$782K - $853K
|
5.48K
$2.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.57K+ 2.01% |
$781K - $853K
|
79.7K
$40.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.56K+ 4.93% |
$776K - $846K
|
33.2K
$16.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.52K+ 48.02% |
$753K - $822K
|
4.67K
$2.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.51K+ 2.89% |
$752K - $820K
|
53.9K
$27.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.5K+ 2.53% |
$744K - $812K
|
60.6K
$30.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.47K+ 23.85% |
$729K - $795K
|
7.62K
$3.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.46K+ 3.67% |
$726K - $793K
|
41.3K
$20.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.43K+ 6.55% |
$709K - $774K
|
23.2K
$11.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.42K+ 3.85% |
$706K - $771K
|
38.4K
$19.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.41K+ 6.55% |
$701K - $765K
|
23K
$11.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.39K+ 2.48% |
$693K - $756K
|
57.5K
$29.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
1.36K+ 2.26% |
$678K - $739K
|
61.8K
$31.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.35K+ 6.24% |
$668K - $729K
|
22.9K
$11.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.33K+ 1.88% |
$661K - $721K
|
72.3K
$36.7M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
PUT |
1.3KNew |
$646K - $705K
|
1.3K
$660K
|
|
|
Jan 09, 2026
Q4 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.29K+ 5.18% |
$642K - $701K
|
26.3K
$13.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.25K+ 1.5% |
$622K - $678K
|
84.4K
$42.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.24K+ 22.17% |
$618K - $674K
|
6.85K
$3.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.23K+ 7.34% |
$612K - $668K
|
18K
$9.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 1.26% |
$600K - $654K
|
96.8K
$49.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
1.18K+ 3.03% |
$586K - $639K
|
40K
$20.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 4.44% |
$562K - $614K
|
26.6K
$13.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.13K+ 1.57% |
$562K - $613K
|
73.4K
$37.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
1.11KNew |
$552K - $602K
|
1.11K
$564K
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
1.08KNew |
$538K - $587K
|
1.08K
$549K
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.08K+ 21.72% |
$535K - $584K
|
6.04K
$3.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.05K+ 1.07% |
$521K - $568K
|
99.3K
$50.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
1.02K+ 27.78% |
$508K - $555K
|
4.71K
$2.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.02K+ 0.75% |
$506K - $552K
|
137K
$69.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1K+ 5.15% |
$498K - $543K
|
20.5K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
995+ 1.2% |
$494K - $539K
|
84.1K
$42.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
966+ 10.77% |
$480K - $524K
|
9.93K
$5.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
923+ 1.47% |
$459K - $500K
|
63.7K
$32.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
923+ 1.73% |
$459K - $500K
|
54.2K
$27.5M
|
|