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 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.87KNew |
$1.53M - $1.81M
|
3.87K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-116- 2.92% |
$45.8K - $54.2K
|
3.85K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
149+ 1.19% |
$58.9K - $69.7K
|
12.7K
$5.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.83K- 5.66% |
$1.91M - $2.26M
|
80.5K
$33.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
29.2K+ 97.33% |
$11.5M - $13.6M
|
59.2K
$24.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.21K- 21.75% |
$478K - $566K
|
4.35K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.43K- 2.98% |
$565K - $668K
|
46.5K
$19.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
5.12K+ 2.68% |
$2.02M - $2.4M
|
196K
$82.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
209+ 1.27% |
$82.6K - $97.7K
|
16.7K
$7.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-38- 0.93% |
$15K - $17.8K
|
4.05K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
200+ 2.9% |
$79K - $93.5K
|
7.09K
$2.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-9- 0.11% |
$3.56K - $4.21K
|
8.16K
$3.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-264- 0.22% |
$104K - $123K
|
120K
$50.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.28K+ 2.86% |
$507K - $600K
|
46.1K
$19.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-30.9K- 50.52% |
$12.2M - $14.4M
|
30.2K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.9K+ 7.56% |
$5.09M - $6.02M
|
183K
$77M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.16K+ 12.7% |
$459K - $543K
|
10.3K
$4.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
408+ 0.77% |
$161K - $191K
|
53.7K
$22.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-7.41K- 21.0% |
$2.93M - $3.46M
|
27.9K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.67K+ 1.28% |
$1.45M - $1.72M
|
290K
$122M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.07K+ 12.38% |
$817K - $967K
|
18.8K
$7.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
5.29K+ 1.13% |
$2.09M - $2.47M
|
472K
$198M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-93- 0.43% |
$36.7K - $43.5K
|
21.4K
$9.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.38% |
$6.32K - $7.48K
|
4.27K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-163- 1.01% |
$64.4K - $76.2K
|
16K
$6.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-7- 0.02% |
$2.77K - $3.27K
|
30.4K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.41K+ 31.7% |
$952K - $1.13M
|
10K
$4.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
22.1K+ 30.18% |
$8.72M - $10.3M
|
95.2K
$40M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10- 0.02% |
$3.95K - $4.68K
|
52.6K
$22.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.25% |
$790 - $935
|
801
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
109+ 1.43% |
$43.1K - $51K
|
7.75K
$3.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
395+ 4.49% |
$156K - $185K
|
9.18K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-509- 2.82% |
$201K - $238K
|
17.5K
$7.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
378+ 0.75% |
$149K - $177K
|
51.1K
$21.5M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-80- 5.92% |
$31.6K - $37.4K
|
1.27K
$534K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-463- 0.49% |
$183K - $216K
|
93.5K
$39.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-176- 0.31% |
$69.5K - $82.3K
|
56.3K
$23.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.32K+ 37.85% |
$916K - $1.08M
|
8.44K
$3.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
246+ 2.55% |
$97.2K - $115K
|
9.89K
$4.15M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3K+ 27.53% |
$1.19M - $1.4M
|
13.9K
$5.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-204- 1.48% |
$80.6K - $95.4K
|
13.6K
$5.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.36K+ 72.34% |
$1.33M - $1.57M
|
8.01K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
80+ 1.74% |
$31.6K - $37.4K
|
4.69K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-44- 0.22% |
$17.4K - $20.6K
|
19.8K
$8.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-14- 0.38% |
$5.53K - $6.55K
|
3.66K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-19K- 1.81% |
$7.49M - $8.86M
|
1.03M
$432M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-157- 0.8% |
$62K - $73.4K
|
19.5K
$8.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.65K+ 636.42% |
$3.42M - $4.04M
|
10K
$4.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-488- 3.04% |
$193K - $228K
|
15.6K
$6.54M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10K+ 3.95% |
$3.95M - $4.68M
|
264K
$111M
|