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 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-82- 1.21% |
$32.4K - $38.3K
|
6.7K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.5K- 66.43% |
$4.94M - $5.85M
|
6.32K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
37.6K+ 3.54% |
$14.9M - $17.6M
|
1.1M
$462M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 0.38% |
$8.69K - $10.3K
|
5.77K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-13.4K- 22.81% |
$5.29M - $6.26M
|
45.3K
$19M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
54+ 2.16% |
$21.3K - $25.2K
|
2.55K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-170- 0.14% |
$67.2K - $79.5K
|
120K
$50.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-61- 0.63% |
$24.1K - $28.5K
|
9.61K
$4.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
7.3K+ 10.77% |
$2.88M - $3.41M
|
75K
$31.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.53K+ 39.71% |
$1.4M - $1.65M
|
12.4K
$5.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
64+ 12.88% |
$25.3K - $29.9K
|
561
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 0.39% |
$27.3K - $32.3K
|
17.5K
$7.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-220- 6.37% |
$86.9K - $103K
|
3.23K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
70+ 11.95% |
$27.7K - $32.7K
|
656
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
329+ 2.06% |
$130K - $154K
|
16.3K
$6.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
429+ 4.34% |
$170K - $201K
|
10.3K
$4.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-173- 0.26% |
$68.4K - $80.9K
|
66.5K
$27.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.67K- 2.13% |
$1.05M - $1.25M
|
122K
$51.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-200- 0.49% |
$79K - $93.5K
|
40.7K
$17.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-161- 0.18% |
$63.6K - $75.3K
|
89.9K
$37.8M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
990+ 7.1% |
$391K - $463K
|
14.9K
$6.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.51K- 5.98% |
$3.36M - $3.98M
|
134K
$56.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-340- 1.04% |
$134K - $159K
|
32.5K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10- 0.7% |
$3.95K - $4.68K
|
1.41K
$592K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400+ 20.64% |
$158K - $187K
|
2.34K
$982K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-53- 0.58% |
$20.9K - $24.8K
|
9.09K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
34.4K+ 1.55% |
$13.6M - $16.1M
|
2.26M
$948M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.26K+ 6.79% |
$497K - $588K
|
19.8K
$8.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
9.68K+ 130.24% |
$3.83M - $4.53M
|
17.1K
$7.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-356- 2.6% |
$141K - $166K
|
13.3K
$5.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
143+ 1.8% |
$56.5K - $66.9K
|
8.07K
$3.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
607+ 1.79% |
$240K - $284K
|
34.6K
$14.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.42K- 0.91% |
$563K - $666K
|
155K
$64.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
148+ 1.7% |
$58.5K - $69.2K
|
8.83K
$3.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.07K- 2.98% |
$424K - $502K
|
35K
$14.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
618+ 2.63% |
$244K - $289K
|
24.1K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.83K+ 7.28% |
$1.12M - $1.32M
|
41.7K
$17.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
291+ 30.66% |
$115K - $136K
|
1.24K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1K+ 174.0% |
$397K - $469K
|
1.58K
$664K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-133- 1.05% |
$52.6K - $62.2K
|
12.5K
$5.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-316- 4.33% |
$125K - $148K
|
6.99K
$2.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-99- 6.98% |
$39.1K - $46.3K
|
1.32K
$555K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-9- 0.24% |
$3.56K - $4.21K
|
3.71K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 15.44% |
$446K - $527K
|
8.43K
$3.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-167- 0.08% |
$66K - $78.1K
|
201K
$84.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.3K+ 21.22% |
$4.48M - $5.3M
|
64.7K
$27.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
41+ 2.11% |
$16.2K - $19.2K
|
1.98K
$832K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
735+ 2.04% |
$290K - $344K
|
36.7K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-723- 1.54% |
$286K - $338K
|
46.4K
$19.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.57K+ 9.08% |
$618K - $732K
|
18.8K
$7.9M
|