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
|
Capital Planning LLC
|
BUY
|
- |
2.97K+ 4.76% |
$1.2M - $1.35M
|
65.3K
$29M
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
2.96KNew |
$1.2M - $1.35M
|
2.96K
$1.31M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.87KNew |
$1.16M - $1.3M
|
2.87K
$1.27M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.86K+ 5.06% |
$1.16M - $1.3M
|
59.3K
$26.3M
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.82K+ 10.06% |
$1.14M - $1.28M
|
30.8K
$13.7M
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.8K+ 113.66% |
$1.14M - $1.27M
|
5.26K
$2.33M
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2.79KNew |
$1.13M - $1.27M
|
2.79K
$1.24M
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.79K+ 18.0% |
$1.13M - $1.27M
|
18.3K
$8.12M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.78K+ 0.87% |
$1.13M - $1.26M
|
321K
$143M
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
2.75KNew |
$1.12M - $1.25M
|
2.75K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.74K+ 1.84% |
$1.11M - $1.25M
|
151K
$67.3M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.73K+ 8.42% |
$1.11M - $1.24M
|
35.2K
$15.6M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 4.97% |
$1.11M - $1.24M
|
57.5K
$25.5M
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.72K+ 45.02% |
$1.1M - $1.23M
|
8.75K
$3.89M
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.71K+ 88.7% |
$1.1M - $1.23M
|
5.76K
$2.56M
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.7K+ 11.65% |
$1.1M - $1.23M
|
25.9K
$11.5M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.69K+ 10.53% |
$1.09M - $1.22M
|
28.2K
$12.5M
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
2.69K+ 1.51% |
$1.09M - $1.22M
|
181K
$80.5M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.68K+ 8.22% |
$1.09M - $1.22M
|
35.4K
$15.7M
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.64K+ 7.8% |
$1.07M - $1.2M
|
36.5K
$16.2M
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.55K+ 4.35% |
$1.03M - $1.16M
|
61K
$27.1M
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2.53KNew |
$1.03M - $1.15M
|
2.53K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.52K+ 5.0% |
$1.02M - $1.14M
|
52.9K
$23.5M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.46K+ 9.49% |
$999K - $1.12M
|
28.3K
$12.6M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 14.94% |
$994K - $1.11M
|
18.8K
$8.35M
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
2.44KNew |
$989K - $1.11M
|
2.44K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.36K+ 5.4% |
$958K - $1.07M
|
46K
$20.4M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.33KNew |
$945K - $1.06M
|
2.33K
$1.03M
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.32KNew |
$942K - $1.05M
|
2.32K
$1.03M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31K+ 1.59% |
$940K - $1.05M
|
147K
$65.5M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.3K+ 4.45% |
$934K - $1.04M
|
54K
$24M
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.26KNew |
$916K - $1.02M
|
2.26K
$1M
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
2.25K+ 10.68% |
$913K - $1.02M
|
23.3K
$10.3M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.25K+ 28.56% |
$912K - $1.02M
|
10.1K
$4.49M
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.23K+ 7.13% |
$905K - $1.01M
|
33.5K
$14.9M
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.2KNew |
$894K - $1M
|
2.2K
$977K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.2K+ 18.58% |
$893K - $998K
|
14K
$6.23M
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.19KNew |
$891K - $996K
|
2.19K
$973K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 22.96% |
$868K - $971K
|
11.4K
$5.08M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.11K+ 11.58% |
$857K - $959K
|
20.3K
$9.03M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.1K+ 2.12% |
$852K - $953K
|
101K
$44.9M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.09K+ 5.01% |
$850K - $951K
|
43.8K
$19.5M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.09K+ 5.02% |
$849K - $950K
|
43.7K
$19.4M
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.06K+ 3.9% |
$837K - $936K
|
54.8K
$24.4M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.03KNew |
$824K - $922K
|
2.03K
$901K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 2.43% |
$822K - $919K
|
85.1K
$37.8M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.02K+ 16.43% |
$821K - $918K
|
14.3K
$6.35M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01K+ 9.16% |
$817K - $913K
|
24K
$10.6M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.01K+ 152.05% |
$816K - $912K
|
3.33K
$1.48M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2K+ 3.15% |
$811K - $908K
|
65.4K
$29M
|