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 22, 2024
Q3 2024
|
Ams Capital Ltda
|
BUY
|
- |
4.78K+ 8.61% |
$1.89M - $2.24M
|
60.4K
$25.4M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-265K- 29.02% |
$105M - $124M
|
648K
$272M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-32- 1.84% |
$12.6K - $15K
|
1.71K
$716K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 16.69% |
$39.9K - $47.2K
|
706
$297K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38.4M+ 48526.08% |
$15.2B - $18B
|
38.5M
$16.2B
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
114+ 1.62% |
$45K - $53.3K
|
7.14K
$3M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.52K+ 3.83% |
$600K - $710K
|
41.2K
$17.3M
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-15- 0.88% |
$5.93K - $7.01K
|
1.69K
$711K
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-53- 1.7% |
$20.9K - $24.8K
|
3.06K
$1.29M
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.43KNew |
$959K - $1.14M
|
2.43K
$1.02M
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
4.4K+ 4.75% |
$1.74M - $2.06M
|
97K
$40.8M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.33K+ 8.88% |
$524K - $620K
|
16.3K
$6.84M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-176- 0.21% |
$69.5K - $82.3K
|
82.4K
$34.6M
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
249+ 3.04% |
$98.4K - $116K
|
8.45K
$3.55M
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-422- 0.57% |
$167K - $197K
|
73.3K
$30.8M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 0.28% |
$15K - $17.8K
|
13.6K
$5.72M
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
12.1K+ 16.9% |
$4.8M - $5.68M
|
84.1K
$35.3M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.45K+ 0.17% |
$968K - $1.15M
|
1.45M
$610M
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10+ 0.1% |
$3.95K - $4.68K
|
9.65K
$4.06M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.07K+ 1.76% |
$424K - $501K
|
61.9K
$26M
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$395 - $468
|
12K
$5.05M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
180+ 1.88% |
$71.1K - $84.2K
|
9.76K
$4.1M
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-10K- 1.92% |
$3.95M - $4.68M
|
511K
$215M
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-175- 0.71% |
$69.2K - $81.8K
|
24.5K
$10.3M
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-806- 6.3% |
$318K - $377K
|
12K
$5.04M
|
|
Oct 22, 2024
Q3 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
7.97K+ 30.92% |
$3.15M - $3.73M
|
33.8K
$14.2M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
420+ 12.94% |
$166K - $196K
|
3.67K
$1.54M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9+ 0.24% |
$3.56K - $4.21K
|
3.82K
$1.61M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-492- 6.19% |
$194K - $230K
|
7.46K
$3.13M
|
|
Oct 21, 2024
Q3 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-6K- 3.58% |
$2.37M - $2.81M
|
162K
$67.9M
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.26K
$1.37M
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-3.11K- 12.94% |
$1.23M - $1.46M
|
21K
$8.81M
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-124- 3.7% |
$49K - $58K
|
3.23K
$1.36M
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
19+ 1.32% |
$7.51K - $8.88K
|
1.46K
$614K
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
343+ 1.77% |
$136K - $160K
|
19.7K
$8.27M
|
|
Oct 21, 2024
Q3 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 88.03% |
$1.45M - $1.72M
|
500
$210K
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-48- 0.1% |
$19K - $22.4K
|
47.3K
$19.9M
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-33- 0.56% |
$13K - $15.4K
|
5.82K
$2.45M
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-698- 3.57% |
$276K - $326K
|
18.8K
$7.91M
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
764+ 5.01% |
$302K - $357K
|
16K
$6.73M
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
20+ 0.28% |
$7.9K - $9.35K
|
7.16K
$3.01M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1- 0.01% |
$395 - $468
|
19.2K
$8.06M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.16K
$1.33M
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
494+ 23.32% |
$195K - $231K
|
2.61K
$1.1M
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
BUY
|
- |
1.88K+ 0.52% |
$744K - $880K
|
361K
$152M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.72K- 2.59% |
$680K - $804K
|
64.6K
$27.2M
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
132+ 0.67% |
$52.2K - $61.7K
|
19.9K
$8.35M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-143- 2.15% |
$56.5K - $66.9K
|
6.5K
$2.73M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-212- 4.09% |
$83.8K - $99.1K
|
4.98K
$2.09M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-308- 1.54% |
$122K - $144K
|
19.6K
$8.25M
|