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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
1.79KNew |
$725K - $811K
|
1.79K
$906K
|
|
|
Feb 12, 2025
Q4 2024
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
1.62K+ 8.1% |
$658K - $736K
|
21.6K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
1.57KNew |
$638K - $714K
|
1.57K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.52K+ 1.52% |
$617K - $690K
|
102K
$51.5M
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.51KNew |
$612K - $684K
|
1.51K
$764K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
1.5K+ 166.67% |
$610K - $682K
|
2.4K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.4KNew |
$569K - $636K
|
1.4K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.39KNew |
$564K - $630K
|
1.39K
$704K
|
|
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.35KNew |
$548K - $613K
|
1.35K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.33K+ 1.59% |
$541K - $605K
|
85.2K
$43.2M
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.2KNew |
$488K - $545K
|
1.2K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.19% |
$479K - $536K
|
55K
$27.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
1.16KNew |
$470K - $526K
|
1.16K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.13K+ 1.95% |
$460K - $514K
|
59K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1K+ 40.0% |
$406K - $454K
|
3.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Jbf Capital, Inc.
Aspen, CO |
BUY
|
PUT |
1KNew |
$406K - $454K
|
1K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
930+ 1.02% |
$378K - $423K
|
92.2K
$46.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
923+ 41.21% |
$375K - $419K
|
3.16K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
CALL |
900New |
$366K - $409K
|
900
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
895New |
$364K - $407K
|
895
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
797New |
$324K - $362K
|
797
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
767New |
$312K - $349K
|
767
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
732New |
$297K - $333K
|
732
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
700+ 28.0% |
$284K - $318K
|
3.2K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
690+ 2.89% |
$280K - $314K
|
24.6K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
BUY
|
- |
675New |
$274K - $307K
|
675
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
660+ 3.5% |
$268K - $300K
|
19.5K
$9.91M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
641New |
$260K - $291K
|
641
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
609+ 0.97% |
$247K - $277K
|
63.1K
$32M
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
602+ 8.44% |
$245K - $274K
|
7.73K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
600New |
$244K - $273K
|
600
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Mqs Management LLC
|
BUY
|
- |
588New |
$239K - $267K
|
588
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
551+ 2.71% |
$224K - $250K
|
20.9K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
542New |
$220K - $246K
|
542
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
520New |
$211K - $236K
|
520
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
506New |
$206K - $230K
|
506
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Harbor Advisors LLC
|
BUY
|
- |
500+ 1.96% |
$203K - $227K
|
26K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
PUT |
500New |
$203K - $227K
|
500
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
496New |
$202K - $225K
|
496
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
470+ 8.36% |
$191K - $214K
|
6.09K
$3.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
445New |
$181K - $202K
|
445
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
342+ 3.6% |
$139K - $155K
|
9.83K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
315+ 2.96% |
$128K - $143K
|
11K
$5.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
306+ 1.5% |
$124K - $139K
|
20.7K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
300New |
$122K - $136K
|
300
$152K
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
230+ 43.4% |
$93.5K - $105K
|
760
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
187+ 18.97% |
$76K - $85K
|
1.17K
$595K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
175+ 1.1% |
$71.1K - $79.5K
|
16K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
154+ 3.07% |
$62.6K - $70K
|
5.18K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
153+ 0.2% |
$62.2K - $69.5K
|
76.1K
$38.6M
|
|