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 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.1K+ 14.22% |
$5.32M - $5.94M
|
105K
$43.2M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
13K+ 9.39% |
$5.27M - $5.9M
|
151K
$62.2M
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.9KNew |
$5.26M - $5.88M
|
12.9K
$5.32M
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
12.8K+ 3945.85% |
$5.21M - $5.83M
|
13.1K
$5.4M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
12.7KNew |
$5.17M - $5.78M
|
12.7K
$5.23M
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
12.6K+ 117.13% |
$5.12M - $5.72M
|
23.3K
$9.59M
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
12.4KNew |
$5.04M - $5.63M
|
12.4K
$5.09M
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
12.4KNew |
$5.03M - $5.62M
|
12.4K
$5.08M
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
12.3KNew |
$5.02M - $5.61M
|
12.3K
$5.07M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.3K+ 13.95% |
$4.99M - $5.58M
|
100K
$41.2M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
12.2KNew |
$4.95M - $5.53M
|
12.2K
$5M
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12KNew |
$4.89M - $5.47M
|
12K
$4.95M
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
12K+ 6.49% |
$4.86M - $5.43M
|
196K
$80.6M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.8K+ 35.73% |
$4.8M - $5.36M
|
44.8K
$18.4M
|
|
Jan 29, 2025
Q4 2024
|
Unicom Systems, Inc.
Las Vegas, NV |
BUY
|
- |
11.8KNew |
$4.79M - $5.36M
|
11.8K
$4.85M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 6.85% |
$4.7M - $5.26M
|
181K
$74.2M
|
|
Jan 22, 2025
Q4 2024
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
11.5KNew |
$4.67M - $5.23M
|
11.5K
$4.73M
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
11.4KNew |
$4.62M - $5.17M
|
11.4K
$4.67M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.1K+ 16.46% |
$4.5M - $5.04M
|
78.4K
$32.2M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11K+ 328.61% |
$4.49M - $5.02M
|
14.4K
$5.92M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
11K+ 5.14% |
$4.46M - $4.98M
|
224K
$92.2M
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10.7K+ 9.65% |
$4.33M - $4.84M
|
121K
$49.7M
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
10.6KNew |
$4.32M - $4.83M
|
10.6K
$4.37M
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
10.5K+ 7.98% |
$4.28M - $4.79M
|
143K
$58.6M
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
10.3KNew |
$4.2M - $4.7M
|
10.3K
$4.25M
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10.3K+ 66.45% |
$4.19M - $4.68M
|
25.8K
$10.6M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.3K+ 10.37% |
$4.17M - $4.66M
|
109K
$44.8M
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
10.2KNew |
$4.13M - $4.62M
|
10.2K
$4.18M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
10.2K+ 24.79% |
$4.13M - $4.62M
|
51.1K
$21M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10K+ 3.88% |
$4.07M - $4.55M
|
268K
$110M
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9.97K+ 10.49% |
$4.05M - $4.53M
|
105K
$43.2M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
9.92K+ 13.68% |
$4.03M - $4.51M
|
82.5K
$33.9M
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 5.89% |
$3.97M - $4.44M
|
176K
$72.2M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.68K+ 10.61% |
$3.93M - $4.4M
|
101K
$41.5M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.37K+ 4.21% |
$3.81M - $4.26M
|
232K
$95.3M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
9.32K+ 9.33% |
$3.79M - $4.24M
|
109K
$44.9M
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
9.25K+ 512.69% |
$3.76M - $4.2M
|
11.1K
$4.54M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.89K+ 1.5% |
$3.61M - $4.04M
|
600K
$247M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
8.74K+ 38.13% |
$3.55M - $3.97M
|
31.6K
$13M
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
8.72KNew |
$3.54M - $3.96M
|
8.72K
$3.58M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
8.7K+ 4.6% |
$3.53M - $3.95M
|
198K
$81.3M
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
8.69KNew |
$3.53M - $3.95M
|
8.69K
$3.57M
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
8.64KNew |
$3.51M - $3.93M
|
8.64K
$3.55M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.63KNew |
$3.5M - $3.92M
|
8.63K
$3.54M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.51K+ 0.88% |
$3.46M - $3.87M
|
975K
$401M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.48K+ 7.01% |
$3.45M - $3.85M
|
129K
$53.2M
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.41K+ 830.63% |
$3.42M - $3.82M
|
9.42K
$3.87M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.36K+ 9.26% |
$3.4M - $3.8M
|
98.7K
$40.5M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
8.27KNew |
$3.36M - $3.76M
|
8.27K
$3.4M
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8.2K+ 1.93% |
$3.33M - $3.73M
|
434K
$178M
|