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
|
Hartford Financial Management Inc.
|
BUY
|
- |
2K+ 4.01% |
$791K - $936K
|
51.9K
$21.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.37K- 1.74% |
$542K - $641K
|
77.4K
$32.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-13- 1.31% |
$5.14K - $6.08K
|
980
$412K
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6K+ 19.4% |
$2.37M - $2.81M
|
36.9K
$15.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
648+ 0.35% |
$256K - $303K
|
184K
$77.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
5+ 0.62% |
$1.98K - $2.34K
|
806
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-189- 9.46% |
$74.7K - $88.4K
|
1.81K
$760K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 1.99% |
$588K - $696K
|
76.3K
$32.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
612+ 0.6% |
$242K - $286K
|
103K
$43.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.95K- 0.31% |
$771K - $912K
|
636K
$267M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.04K+ 6.29% |
$1.99M - $2.36M
|
85.1K
$35.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
177+ 3.14% |
$69.9K - $82.8K
|
5.82K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
460+ 0.5% |
$182K - $215K
|
92K
$38.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.29K- 1.27% |
$511K - $605K
|
101K
$42.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
43+ 0.19% |
$17K - $20.1K
|
22.5K
$9.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
104+ 3.46% |
$41.1K - $48.6K
|
3.11K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
354+ 2.02% |
$140K - $166K
|
17.9K
$7.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1- 0.03% |
$395 - $468
|
3.47K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.12% |
$2.37K - $2.81K
|
4.92K
$2.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
320+ 5.2% |
$126K - $150K
|
6.47K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.4K+ 34.6% |
$13.6M - $16.1M
|
134K
$56.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
14+ 0.19% |
$5.53K - $6.55K
|
7.58K
$3.18M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
10+ 0.89% |
$3.95K - $4.68K
|
1.14K
$479K
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
25.4K+ 23.83% |
$10M - $11.9M
|
132K
$55.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 0.53% |
$441K - $522K
|
210K
$88.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-15.1K- 0.73% |
$5.97M - $7.07M
|
2.07M
$869M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.72K+ 1.83% |
$1.08M - $1.27M
|
151K
$63.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-11.7K- 57.17% |
$4.6M - $5.45M
|
8.73K
$3.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
277+ 1.88% |
$109K - $130K
|
15K
$6.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
459+ 5.44% |
$181K - $215K
|
8.9K
$3.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-46- 0.07% |
$18.2K - $21.5K
|
63.2K
$26.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-4.46K- 2.34% |
$1.76M - $2.09M
|
186K
$78.1M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5+ 0.02% |
$1.98K - $2.34K
|
24.1K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-823- 2.82% |
$325K - $385K
|
28.3K
$11.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
795+ 1.73% |
$314K - $372K
|
46.7K
$19.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Vista Finance, LLC
|
BUY
|
- |
2+ 0.2% |
$790 - $935
|
1.02K
$429K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-23.1K- 44.77% |
$9.13M - $10.8M
|
28.5K
$12M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-527- 3.9% |
$208K - $246K
|
13K
$5.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-580- 6.83% |
$229K - $271K
|
7.91K
$3.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.45K+ 1.28% |
$1.36M - $1.61M
|
273K
$115M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$2.37K - $2.81K
|
3.24K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-166- 0.29% |
$65.6K - $77.6K
|
56.4K
$23.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-350- 3.5% |
$138K - $164K
|
9.66K
$4.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.53K- 97.15% |
$606K - $717K
|
45
$18.9K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
46+ 0.28% |
$18.2K - $21.5K
|
16.2K
$6.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5.74K- 18.17% |
$2.27M - $2.69M
|
25.9K
$10.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.03K+ 0.86% |
$405K - $479K
|
120K
$50.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
1.1KNew |
$435K - $514K
|
1.1K
$462K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.5K+ 3.67% |
$2.96M - $3.51M
|
212K
$89M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
159+ 4.33% |
$62.8K - $74.3K
|
3.83K
$1.61M
|