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, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 7.44% |
$809K - $904K
|
28.8K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.99K+ 14.35% |
$808K - $904K
|
15.8K
$7.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.98K+ 1.57% |
$803K - $898K
|
128K
$56.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1.97KNew |
$798K - $893K
|
1.97K
$873K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.93K+ 8.32% |
$783K - $875K
|
25.1K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.92K+ 20.91% |
$779K - $871K
|
11.1K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.91K+ 4.6% |
$776K - $868K
|
43.5K
$19.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
1.9KNew |
$773K - $865K
|
1.9K
$845K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.86K+ 2.28% |
$757K - $847K
|
83.5K
$37.1M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.85K+ 1.86% |
$751K - $839K
|
101K
$44.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.81K+ 5.4% |
$737K - $824K
|
35.4K
$15.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.8KNew |
$733K - $819K
|
1.8K
$801K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 3.77% |
$732K - $818K
|
49.5K
$22M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.79KNew |
$726K - $812K
|
1.79K
$793K
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.75K+ 58.92% |
$711K - $795K
|
4.72K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.74K+ 4.61% |
$708K - $792K
|
39.6K
$17.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.74K+ 3.63% |
$707K - $790K
|
49.7K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 1.99% |
$705K - $788K
|
88.9K
$39.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
1.73K+ 7.62% |
$703K - $786K
|
24.4K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.72K+ 2.13% |
$698K - $781K
|
82.6K
$36.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 25.18% |
$695K - $777K
|
8.5K
$3.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.68K+ 7.47% |
$684K - $765K
|
24.2K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 8.48% |
$680K - $761K
|
21.4K
$9.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.67K+ 3.38% |
$680K - $760K
|
51.2K
$22.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.67K+ 8.61% |
$679K - $759K
|
21.1K
$9.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.67K+ 1.26% |
$678K - $758K
|
134K
$59.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.66K+ 1.37% |
$673K - $753K
|
123K
$54.5M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 87.84% |
$672K - $752K
|
3.54K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.65K+ 30.95% |
$669K - $748K
|
6.96K
$3.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.63K+ 22.21% |
$662K - $741K
|
8.97K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.63K+ 9.99% |
$660K - $738K
|
17.9K
$7.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1.62K+ 6.33% |
$660K - $738K
|
27.3K
$12.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.62K+ 18.96% |
$656K - $734K
|
10.1K
$4.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.61K+ 2.07% |
$653K - $730K
|
79.1K
$35.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$648K - $724K
|
1.59K
$708K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
1.59K+ 1.85% |
$647K - $724K
|
87.6K
$38.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
1.57K+ 1.63% |
$639K - $715K
|
98.1K
$43.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.57KNew |
$637K - $712K
|
1.57K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.57K+ 3.2% |
$636K - $712K
|
50.5K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.56K+ 6.99% |
$632K - $707K
|
23.8K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.54K+ 7.12% |
$626K - $700K
|
23.2K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.51K+ 5.77% |
$613K - $686K
|
27.7K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.5KNew |
$610K - $682K
|
1.5K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.5K+ 1.63% |
$609K - $681K
|
93.6K
$41.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.49K+ 5.07% |
$605K - $677K
|
30.9K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.48K+ 58.54% |
$603K - $674K
|
4.02K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.45K+ 3.59% |
$590K - $660K
|
41.9K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.45KNew |
$589K - $659K
|
1.45K
$643K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.45K+ 11.61% |
$588K - $658K
|
13.9K
$6.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.44K+ 2.5% |
$586K - $655K
|
59.1K
$26.2M
|