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 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
36+ 2.11% |
$14.2K - $16.8K
|
1.74K
$731K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-45- 0.16% |
$17.8K - $21K
|
28.3K
$11.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
96+ 2.65% |
$37.9K - $44.9K
|
3.71K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-125- 1.85% |
$49.4K - $58.4K
|
6.64K
$2.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-642- 6.34% |
$254K - $300K
|
9.48K
$3.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.15K- 2.9% |
$1.64M - $1.94M
|
139K
$58.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
32+ 0.11% |
$12.6K - $15K
|
29.7K
$12.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
7.7KNew |
$3.04M - $3.6M
|
7.7K
$3.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-549- 3.22% |
$217K - $257K
|
16.5K
$6.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-32- 0.1% |
$12.6K - $15K
|
30.5K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
581+ 3.5% |
$230K - $272K
|
17.2K
$7.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.29K+ 1.49% |
$509K - $603K
|
87.5K
$36.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
45+ 0.61% |
$17.8K - $21K
|
7.44K
$3.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
741New |
$293K - $346K
|
741
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-286- 1.41% |
$113K - $134K
|
20K
$8.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
474+ 7.95% |
$187K - $222K
|
6.43K
$2.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.01% |
$2.77K - $3.27K
|
54.9K
$23.1M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
342+ 2.25% |
$135K - $160K
|
15.5K
$6.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 2.8% |
$907K - $1.07M
|
84.2K
$35.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
27.6K+ 276.0% |
$10.9M - $12.9M
|
37.6K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
361+ 1.01% |
$143K - $169K
|
36.3K
$15.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.63K+ 6.52% |
$2.62M - $3.1M
|
108K
$45.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.04K- 13.81% |
$412K - $488K
|
6.51K
$2.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1K+ 13.22% |
$395K - $468K
|
8.57K
$3.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-1- 0.03% |
$395 - $468
|
3.61K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-313- 3.78% |
$124K - $146K
|
7.97K
$3.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
304+ 2.16% |
$120K - $142K
|
14.4K
$6.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.68K- 11.66% |
$662K - $783K
|
12.7K
$5.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.29K+ 0.73% |
$904K - $1.07M
|
318K
$133M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-647K- 6.0% |
$256M - $302M
|
10.1M
$4.26B
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-124- 4.81% |
$49K - $58K
|
2.46K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-298- 34.41% |
$118K - $139K
|
568
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.23K+ 1.07% |
$484K - $573K
|
116K
$48.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-66- 3.91% |
$26.1K - $30.9K
|
1.62K
$681K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.93K+ 3.75% |
$1.95M - $2.31M
|
137K
$57.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.43K+ 14.23% |
$564K - $667K
|
11.5K
$4.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
1.8K+ 10.06% |
$710K - $841K
|
19.7K
$8.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-3.93K- 1.71% |
$1.55M - $1.84M
|
226K
$94.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-941- 1.22% |
$372K - $440K
|
76.1K
$32M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-484- 7.5% |
$191K - $226K
|
5.97K
$2.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
49+ 2.3% |
$19.4K - $22.9K
|
2.18K
$915K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-339- 2.54% |
$134K - $159K
|
13K
$5.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
115+ 0.56% |
$45.4K - $53.8K
|
20.5K
$8.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
18.5K+ 7.57% |
$7.33M - $8.67M
|
264K
$111M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
186+ 4.86% |
$73.5K - $87K
|
4.01K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-15- 2.02% |
$5.93K - $7.01K
|
728
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.11M- 35.16% |
$439M - $520M
|
2.05M
$861M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
76+ 1.09% |
$30K - $35.5K
|
7.06K
$2.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1+ 0.05% |
$395 - $468
|
2.14K
$897K
|