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 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
43+ 0.18% |
$17.5K - $19.5K
|
24.6K
$9.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.77% |
$17.5K - $19.5K
|
5.62K
$2.18M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
42+ 1.58% |
$17.1K - $19.1K
|
2.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
42+ 3.84% |
$17.1K - $19.1K
|
1.14K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
42+ 3.84% |
$17.1K - $19.1K
|
1.14K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
41+ 1.08% |
$16.7K - $18.6K
|
3.84K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
41+ 0.99% |
$16.7K - $18.6K
|
4.18K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
41+ 0.66% |
$16.7K - $18.6K
|
6.23K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
41+ 1.13% |
$16.7K - $18.6K
|
3.66K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41+ 0.49% |
$16.7K - $18.6K
|
8.39K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
40+ 0.4% |
$16.3K - $18.2K
|
10.1K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
40+ 2.36% |
$16.3K - $18.2K
|
1.74K
$673K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
39+ 7.4% |
$15.8K - $17.7K
|
566
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
39+ 5.16% |
$15.8K - $17.7K
|
795
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 3.32% |
$15.8K - $17.7K
|
1.21K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
38New |
$15.4K - $17.3K
|
38
$14.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
38+ 1.41% |
$15.4K - $17.3K
|
2.74K
$1.06M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
37+ 1.96% |
$15K - $16.8K
|
1.93K
$747K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
37+ 2.49% |
$15K - $16.8K
|
1.52K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
37+ 0.24% |
$15K - $16.8K
|
15.2K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
36+ 3.26% |
$14.6K - $16.4K
|
1.14K
$442K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
36+ 0.39% |
$14.6K - $16.4K
|
9.34K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
35+ 0.47% |
$14.2K - $15.9K
|
7.45K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.24% |
$14.2K - $15.9K
|
14.4K
$5.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
34+ 6.26% |
$13.8K - $15.5K
|
577
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
34+ 1.06% |
$13.8K - $15.5K
|
3.25K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
34+ 0.89% |
$13.8K - $15.5K
|
3.86K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
34+ 0.79% |
$13.8K - $15.5K
|
4.33K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
33+ 0.3% |
$13.4K - $15K
|
11.1K
$4.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
33+ 0.01% |
$13.4K - $15K
|
331K
$129M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
33+ 0.96% |
$13.4K - $15K
|
3.47K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
33+ 0.25% |
$13.4K - $15K
|
13.3K
$5.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
33+ 0.84% |
$13.4K - $15K
|
3.98K
$1.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
33+ 0.5% |
$13.4K - $15K
|
6.64K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
32+ 0.21% |
$13K - $14.5K
|
15.1K
$5.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
32+ 0.91% |
$13K - $14.5K
|
3.56K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
31New |
$12.6K - $14.1K
|
31
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
31+ 4.98% |
$12.6K - $14.1K
|
653
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
31+ 0.53% |
$12.6K - $14.1K
|
5.83K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31+ 0.37% |
$12.6K - $14.1K
|
8.51K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
31+ 0.55% |
$12.6K - $14.1K
|
5.7K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 0.46% |
$12.6K - $14.1K
|
6.75K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
31+ 0.45% |
$12.6K - $14.1K
|
6.97K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
30+ 0.59% |
$12.2K - $13.6K
|
5.14K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
30+ 0.77% |
$12.2K - $13.6K
|
3.95K
$1.53M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
29+ 0.13% |
$11.8K - $13.2K
|
21.8K
$8.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 0.24% |
$11.8K - $13.2K
|
11.9K
$4.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
29+ 0.23% |
$11.8K - $13.2K
|
12.9K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
29+ 1.81% |
$11.8K - $13.2K
|
1.63K
$632K
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.44% |
$11.8K - $13.2K
|
6.66K
$2.58M
|