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 15, 2026
Q4 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
892+ 1.65% |
$443K - $484K
|
55K
$27.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
882+ 1.16% |
$438K - $478K
|
77K
$39.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
881+ 8.43% |
$438K - $478K
|
11.3K
$5.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
879+ 1.95% |
$437K - $476K
|
46.1K
$23.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
878+ 5.68% |
$436K - $476K
|
16.3K
$8.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Refined Wealth Management
|
BUY
|
- |
875New |
$435K - $474K
|
875
$444K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
864+ 3.3% |
$429K - $468K
|
27K
$13.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
862+ 8.4% |
$428K - $467K
|
11.1K
$5.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
841+ 2.37% |
$418K - $456K
|
36.3K
$18.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
830+ 0.91% |
$412K - $450K
|
91.7K
$46.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
811+ 25.36% |
$403K - $440K
|
4.01K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
CALL |
800New |
$397K - $434K
|
800
$406K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
796+ 1.66% |
$395K - $431K
|
48.9K
$24.8M
|
|
|
Jan 16, 2026
Q4 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
787+ 0.55% |
$391K - $427K
|
143K
$72.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
787New |
$391K - $427K
|
787
$399K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
766+ 5.21% |
$381K - $415K
|
15.5K
$7.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
765+ 3.14% |
$380K - $415K
|
25.2K
$12.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
754+ 44.72% |
$375K - $409K
|
2.44K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
744+ 8.64% |
$370K - $403K
|
9.36K
$4.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
741+ 2.22% |
$368K - $402K
|
34.2K
$17.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
728+ 9.26% |
$362K - $395K
|
8.59K
$4.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
714+ 4.74% |
$355K - $387K
|
15.8K
$8M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
705+ 0.3% |
$350K - $382K
|
233K
$118M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
691+ 35.77% |
$343K - $375K
|
2.62K
$1.33M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
690+ 12.18% |
$343K - $374K
|
6.35K
$3.22M
|
|
|
Jan 13, 2026
Q4 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
686+ 0.22% |
$341K - $372K
|
319K
$162M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
680+ 1.78% |
$338K - $369K
|
38.9K
$19.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
676+ 7.56% |
$336K - $366K
|
9.62K
$4.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
675+ 11.74% |
$335K - $366K
|
6.43K
$3.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
636+ 0.86% |
$316K - $345K
|
74.3K
$37.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
619+ 0.76% |
$308K - $336K
|
82.6K
$41.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
601+ 5.24% |
$299K - $326K
|
12.1K
$6.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
600+ 40.35% |
$298K - $325K
|
2.09K
$1.06M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
594+ 0.39% |
$295K - $322K
|
152K
$77.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
584+ 4.71% |
$290K - $317K
|
13K
$6.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
582+ 465.6% |
$289K - $315K
|
707
$359K
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
560+ 1.06% |
$278K - $304K
|
53.5K
$27.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
556+ 8.97% |
$276K - $301K
|
6.75K
$3.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
547+ 1.31% |
$272K - $297K
|
42.2K
$21.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
546+ 8.59% |
$271K - $296K
|
6.9K
$3.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
546+ 6.28% |
$271K - $296K
|
9.24K
$4.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
538+ 5.77% |
$267K - $292K
|
9.86K
$5.01M
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
534+ 2.06% |
$265K - $289K
|
26.5K
$13.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
527+ 9.56% |
$262K - $286K
|
6.04K
$3.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
521+ 5.22% |
$259K - $282K
|
10.5K
$5.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
509+ 2.73% |
$253K - $276K
|
19.2K
$9.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
493+ 19.46% |
$245K - $267K
|
3.03K
$1.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
478+ 1.9% |
$237K - $259K
|
25.6K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
478+ 5.91% |
$237K - $259K
|
8.57K
$4.35M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
478+ 1.56% |
$237K - $259K
|
31.1K
$15.8M
|
|