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 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
2.43KNew |
$989K - $1.11M
|
2.43K
$1M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.37KNew |
$962K - $1.08M
|
2.37K
$973K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.36K+ 5.4% |
$958K - $1.07M
|
46K
$18.9M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.35K+ 1.61% |
$955K - $1.07M
|
148K
$60.9M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.33KNew |
$945K - $1.06M
|
2.33K
$955K
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.32KNew |
$942K - $1.05M
|
2.32K
$953K
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.32KNew |
$941K - $1.05M
|
2.32K
$951K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31K+ 1.59% |
$940K - $1.05M
|
147K
$60.6M
|
|
Feb 03, 2025
Q4 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.3KNew |
$935K - $1.05M
|
2.3K
$945K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.3K+ 4.45% |
$934K - $1.04M
|
54K
$22.2M
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.28KNew |
$927K - $1.04M
|
2.28K
$938K
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.28K+ 2.35% |
$925K - $1.03M
|
99.2K
$40.7M
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.26K+ 28.02% |
$919K - $1.03M
|
10.3K
$4.25M
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
2.26KNew |
$916K - $1.02M
|
2.26K
$927K
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
2.25K+ 10.68% |
$913K - $1.02M
|
23.3K
$9.57M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.25K+ 28.56% |
$912K - $1.02M
|
10.1K
$4.15M
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.23KNew |
$907K - $1.01M
|
2.23K
$917K
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.23K+ 7.13% |
$905K - $1.01M
|
33.5K
$13.8M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.22K+ 5.72% |
$902K - $1.01M
|
41K
$16.9M
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.2KNew |
$894K - $1M
|
2.2K
$904K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.2K+ 18.58% |
$893K - $998K
|
14K
$5.76M
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.19K+ 6.52% |
$891K - $996K
|
35.8K
$14.7M
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.19KNew |
$891K - $996K
|
2.19K
$901K
|
|
Jan 31, 2025
Q4 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.19K+ 1.86% |
$889K - $994K
|
120K
$49.3M
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.18KNew |
$887K - $992K
|
2.18K
$897K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.17K+ 8.81% |
$883K - $987K
|
26.8K
$11M
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.17KNew |
$881K - $985K
|
2.17K
$891K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 22.96% |
$868K - $971K
|
11.4K
$4.7M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.11K+ 11.58% |
$857K - $959K
|
20.3K
$8.36M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.11K+ 1.0% |
$857K - $958K
|
213K
$87.4M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.1K+ 2.12% |
$852K - $953K
|
101K
$41.5M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.09K+ 5.01% |
$850K - $951K
|
43.8K
$18M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.09K+ 5.02% |
$849K - $950K
|
43.7K
$18M
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.06K+ 3.9% |
$837K - $936K
|
54.8K
$22.5M
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.03K+ 1.14% |
$824K - $922K
|
180K
$74.1M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.03KNew |
$824K - $922K
|
2.03K
$833K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 2.43% |
$822K - $919K
|
85.1K
$35M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.02K+ 18.94% |
$821K - $918K
|
12.7K
$5.21M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.02K+ 16.43% |
$821K - $918K
|
14.3K
$5.88M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.01K+ 0.53% |
$817K - $913K
|
384K
$158M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01K+ 9.16% |
$817K - $913K
|
24K
$9.84M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.01K+ 152.05% |
$816K - $912K
|
3.33K
$1.37M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2K+ 3.15% |
$811K - $908K
|
65.4K
$26.9M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.99K+ 7.44% |
$809K - $904K
|
28.8K
$11.8M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.99K+ 14.35% |
$808K - $904K
|
15.8K
$6.51M
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
1.98K+ 1.57% |
$803K - $898K
|
128K
$52.5M
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
1.97KNew |
$798K - $893K
|
1.97K
$807K
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.96KNew |
$796K - $890K
|
1.96K
$805K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.93K+ 8.32% |
$783K - $875K
|
25.1K
$10.3M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
1.92KNew |
$780K - $872K
|
1.92K
$789K
|