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 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-554- 8.17% |
$219K - $259K
|
6.23K
$2.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
184+ 9.57% |
$72.7K - $86K
|
2.11K
$885K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-319- 2.94% |
$126K - $149K
|
10.5K
$4.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-26- 2.72% |
$10.3K - $12.2K
|
931
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
163+ 8.31% |
$64.4K - $76.2K
|
2.12K
$892K
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-10.2K- 5.45% |
$4.04M - $4.78M
|
177K
$74.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.37K+ 19.59% |
$543K - $642K
|
8.39K
$3.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.18K+ 2.05% |
$466K - $551K
|
58.7K
$24.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
1.94K+ 3.23% |
$767K - $908K
|
62K
$26.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-550- 4.44% |
$217K - $257K
|
11.8K
$4.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-9.71K- 2.25% |
$3.84M - $4.54M
|
421K
$177M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.42K+ 14.29% |
$562K - $664K
|
11.4K
$4.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
13.1K+ 1.34% |
$5.18M - $6.13M
|
992K
$417M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
1.09KNew |
$429K - $508K
|
1.09K
$456K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.74% |
$2.77K - $3.27K
|
958
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-5.11K- 6.35% |
$2.02M - $2.39M
|
75.4K
$31.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
5+ 0.74% |
$1.98K - $2.34K
|
681
$286K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.01K- 0.94% |
$399K - $472K
|
106K
$44.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1- 0.12% |
$395 - $468
|
807
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
68+ 2.17% |
$26.9K - $31.8K
|
3.2K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.38K- 17.14% |
$942K - $1.11M
|
11.5K
$4.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
354+ 0.74% |
$140K - $166K
|
47.9K
$20.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.7K+ 13.81% |
$5.8M - $6.86M
|
121K
$50.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-25- 2.41% |
$9.88K - $11.7K
|
1.01K
$425K
|
|
|
Oct 21, 2024
Q3 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-29.1K- 71.95% |
$11.5M - $13.6M
|
11.3K
$4.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
160+ 27.78% |
$63.2K - $74.8K
|
736
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.45K- 3.65% |
$574K - $679K
|
38.4K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
292+ 1.44% |
$115K - $137K
|
20.5K
$8.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
1.16K+ 0.84% |
$456K - $540K
|
139K
$58.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.03K+ 7.1% |
$1.2M - $1.42M
|
45.7K
$19.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 5.17% |
$601K - $711K
|
27.9K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
496+ 2.24% |
$196K - $232K
|
22.6K
$9.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.54K+ 4.01% |
$1.4M - $1.66M
|
91.9K
$38.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
2K+ 66.67% |
$790K - $935K
|
5K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
13+ 0.32% |
$5.14K - $6.08K
|
4.09K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.32K+ 20.58% |
$2.89M - $3.42M
|
42.9K
$18M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-223- 7.0% |
$88.1K - $104K
|
2.96K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.2K+ 148.88% |
$473K - $560K
|
2K
$841K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.69K- 16.42% |
$1.46M - $1.73M
|
18.8K
$7.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-362- 1.58% |
$143K - $169K
|
22.6K
$9.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.39K
$586K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
384K+ 127.47% |
$152M - $179M
|
684K
$288M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
348+ 18.64% |
$138K - $163K
|
2.22K
$931K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-342- 2.91% |
$135K - $160K
|
11.4K
$4.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
13.3K+ 1.5% |
$5.26M - $6.23M
|
901K
$379M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.23K+ 1.21% |
$2.86M - $3.38M
|
603K
$253M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-1.09K- 2.93% |
$432K - $511K
|
36.2K
$15.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
3.88K+ 32.9% |
$1.53M - $1.81M
|
15.7K
$6.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 0.84% |
$681K - $806K
|
203K
$85.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.3% |
$7.51K - $8.88K
|
6.33K
$2.66M
|