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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
72+ 5.27% |
$25.5K - $35.8K
|
1.44K
$730K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
68+ 6.98% |
$24.1K - $33.8K
|
1.04K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Whitford Management LLC
New York, NY |
BUY
|
CALL |
65New |
$23K - $32.3K
|
65
$33K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
57+ 0.2% |
$20.2K - $28.4K
|
28.8K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
48+ 3.72% |
$17K - $23.9K
|
1.34K
$679K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
44New |
$15.6K - $21.9K
|
44
$22.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
42+ 6.84% |
$14.9K - $20.9K
|
656
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
41+ 1.81% |
$14.5K - $20.4K
|
2.3K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
40+ 6.16% |
$14.2K - $19.9K
|
689
$350K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
40+ 1.74% |
$14.2K - $19.9K
|
2.34K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40+ 0.41% |
$14.2K - $19.9K
|
9.88K
$5.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
40+ 0.61% |
$14.2K - $19.9K
|
6.55K
$3.32M
|
|
|
Nov 24, 2025
Q2 2025
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
37+ 1.2% |
$13.1K - $18.4K
|
3.12K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
36+ 1.09% |
$12.8K - $17.9K
|
3.33K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
36+ 3.41% |
$12.8K - $17.9K
|
1.09K
$555K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.82% |
$11K - $15.4K
|
3.81K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28+ 1.92% |
$9.93K - $13.9K
|
1.49K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Beddow Capital Management Inc
|
BUY
|
- |
25+ 3.23% |
$8.86K - $12.4K
|
800
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
25+ 4.45% |
$8.86K - $12.4K
|
587
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
24+ 1.02% |
$8.51K - $11.9K
|
2.37K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.6% |
$7.45K - $10.4K
|
3.5K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21+ 12.96% |
$7.45K - $10.4K
|
183
$92.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
20+ 51.28% |
$7.09K - $9.95K
|
59
$29.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
18+ 2.35% |
$6.38K - $8.95K
|
785
$398K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
17+ 1.32% |
$6.03K - $8.46K
|
1.3K
$661K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$5.32K - $7.46K
|
15
$7.61K
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
15+ 0.35% |
$5.32K - $7.46K
|
4.27K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
11+ 0.33% |
$3.9K - $5.47K
|
3.3K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10+ 1.61% |
$3.55K - $4.97K
|
631
$320K
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
9+ 0.66% |
$3.19K - $4.48K
|
1.37K
$696K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
7+ 0.1% |
$2.48K - $3.48K
|
6.77K
$3.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$2.13K - $2.98K
|
3.44K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
4+ 0.27% |
$1.42K - $1.99K
|
1.5K
$763K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3+ 0.19% |
$1.06K - $1.49K
|
1.6K
$813K
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$709 - $995
|
4.26K
$2.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$709 - $995
|
1.88K
$954K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1+ 0.03% |
$355 - $497
|
3.31K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.16% |
$355 - $497
|
633
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1+ 0.01% |
$355 - $497
|
13.8K
$7M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1+ 0.12% |
$355 - $497
|
837
$425K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.02% |
$355 - $497
|
4.2K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1+ 0.06% |
$355 - $497
|
1.6K
$810K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.03% |
$355 - $497
|
3.81K
$1.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$355 - $497
|
5.51K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.05MNew |
$394M - $470M
|
1.05M
$533M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
1.05MNew |
$394M - $470M
|
1.05M
$533M
|
|
|
Apr 28, 2025
Q1 2025
|
Pb Cay One Rsc LTD
Abu Dhabi, C0 |
BUY
|
- |
421KNew |
$158M - $188M
|
421K
$213M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
369K+ 554.22% |
$139M - $165M
|
436K
$221M
|
|
|
May 14, 2025
Q1 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
359KNew |
$135M - $161M
|
359K
$182M
|
|