Latest Institutional Transactions on Microsoft Corp (MSFT)
This table provides information on the latest institutional transactions involving Microsoft Corp (MSFT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
106+ 3.2% |
$41.9K - $49.6K
|
3.42K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-218- 1.34% |
$86.1K - $102K
|
16K
$6.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-208- 1.79% |
$82.2K - $97.3K
|
11.4K
$4.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
66+ 0.08% |
$26.1K - $30.9K
|
86K
$36.1M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-113- 1.48% |
$44.7K - $52.8K
|
7.54K
$3.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
92+ 0.51% |
$36.4K - $43K
|
18.1K
$7.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 16.6% |
$467K - $552K
|
8.3K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
58+ 1.1% |
$22.9K - $27.1K
|
5.31K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
100+ 1.17% |
$39.5K - $46.8K
|
8.65K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-50.9K- 1.81% |
$20.1M - $23.8M
|
2.77M
$1.16B
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-755- 27.36% |
$298K - $353K
|
2K
$842K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.96K- 2.42% |
$1.96M - $2.32M
|
200K
$84M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-15- 0.18% |
$5.93K - $7.01K
|
8.32K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
266+ 19.22% |
$105K - $124K
|
1.65K
$693K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
36+ 1.38% |
$14.2K - $16.8K
|
2.65K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
13.9K+ 93.95% |
$5.49M - $6.49M
|
28.7K
$12M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
102+ 0.74% |
$40.3K - $47.7K
|
14K
$5.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.83KNew |
$3.49M - $4.13M
|
8.83K
$3.71M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-713- 6.45% |
$282K - $333K
|
10.3K
$4.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-345- 1.53% |
$136K - $161K
|
22.3K
$9.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.67K+ 5.18% |
$659K - $779K
|
33.8K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Two Point Capital Management, Inc.
Pittsford, NY |
BUY
|
- |
440+ 0.79% |
$174K - $206K
|
56.4K
$23.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.08K- 26.15% |
$425K - $503K
|
3.04K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
325+ 14.34% |
$128K - $152K
|
2.59K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.1K+ 7.54% |
$435K - $515K
|
15.7K
$6.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-5.01K- 9.26% |
$1.98M - $2.34M
|
49.1K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.33K- 1.8% |
$526K - $622K
|
72.5K
$30.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-102- 2.92% |
$40.3K - $47.7K
|
3.39K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.68K+ 6.87% |
$664K - $786K
|
26.1K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.55K+ 0.89% |
$1.8M - $2.13M
|
515K
$217M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
157+ 20.79% |
$62K - $73.4K
|
912
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
32.6K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.07% |
$790 - $935
|
3.08K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-530- 1.22% |
$209K - $248K
|
42.9K
$18M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.3% |
$8.3K - $9.82K
|
6.92K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-168- 1.11% |
$66.4K - $78.6K
|
15K
$6.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
450+ 1.02% |
$178K - $210K
|
44.5K
$18.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
502+ 40.0% |
$198K - $235K
|
1.76K
$738K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.33K- 9.23% |
$921K - $1.09M
|
22.9K
$9.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.09K- 2.71% |
$432K - $511K
|
39.3K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-99- 0.16% |
$39.1K - $46.3K
|
62K
$26M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
370+ 2.45% |
$146K - $173K
|
15.5K
$6.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-5- 0.03% |
$1.98K - $2.34K
|
14.3K
$6.02M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-242- 0.54% |
$95.6K - $113K
|
44.2K
$18.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-169- 0.88% |
$66.8K - $79K
|
19K
$7.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
107+ 0.83% |
$42.3K - $50K
|
13K
$5.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-258- 1.76% |
$102K - $121K
|
14.4K
$6.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
49.5K+ 12.8% |
$19.6M - $23.2M
|
437K
$183M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
692+ 3.3% |
$273K - $324K
|
21.7K
$9.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4.6K+ 18.31% |
$1.82M - $2.15M
|
29.7K
$12.5M
|