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
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-49- 0.14% |
$19.4K - $22.9K
|
35.5K
$15.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-188- 13.43% |
$74.3K - $87.9K
|
1.21K
$516K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
31+ 10.1% |
$12.2K - $14.5K
|
338
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
59.2K+ 10.47% |
$23.4M - $27.7M
|
625K
$266M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
300New |
$119K - $140K
|
300
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-240- 0.29% |
$94.8K - $112K
|
81.4K
$34.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-54- 2.72% |
$21.3K - $25.2K
|
1.93K
$821K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.41K- 3.37% |
$1.35M - $1.6M
|
97.9K
$41.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 2.48% |
$643K - $761K
|
67.1K
$28.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.17K- 13.85% |
$464K - $548K
|
7.3K
$3.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-374- 0.61% |
$148K - $175K
|
60.6K
$25.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.16K- 7.81% |
$2.83M - $3.35M
|
84.5K
$35.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-475- 3.26% |
$188K - $222K
|
14.1K
$5.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-1.22K- 1.36% |
$484K - $572K
|
88.8K
$37.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-36- 0.81% |
$14.2K - $16.8K
|
4.4K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
349+ 2.15% |
$138K - $163K
|
16.6K
$7.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
BUY
|
- |
239+ 1.55% |
$94.4K - $112K
|
15.7K
$6.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
476+ 3.62% |
$188K - $223K
|
13.6K
$5.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-145- 1.45% |
$57.3K - $67.8K
|
9.86K
$4.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
76+ 0.5% |
$30K - $35.5K
|
15.2K
$6.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
640+ 5.87% |
$253K - $299K
|
11.5K
$4.91M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
130+ 0.67% |
$51.4K - $60.8K
|
19.7K
$8.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
3.62KNew |
$1.43M - $1.69M
|
3.62K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
714+ 1.49% |
$282K - $334K
|
48.7K
$20.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8.06K+ 50.73% |
$3.18M - $3.77M
|
23.9K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
340+ 2.85% |
$134K - $159K
|
12.3K
$5.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
29+ 0.18% |
$11.5K - $13.6K
|
16K
$6.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
BUY
|
- |
5+ 0.15% |
$1.98K - $2.34K
|
3.4K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.47K+ 0.98% |
$974K - $1.15M
|
255K
$108M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.07K+ 132.38% |
$1.21M - $1.44M
|
5.39K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
36.6K+ 34.33% |
$14.4M - $17.1M
|
143K
$60.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-142- 1.83% |
$56.1K - $66.4K
|
7.61K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Grace & White Inc
|
SELL
|
- |
-1.18K- 12.84% |
$464K - $549K
|
7.98K
$3.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.25K- 11.82% |
$891K - $1.05M
|
16.8K
$7.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
66+ 0.32% |
$26.1K - $30.9K
|
20.8K
$8.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.46K
$1.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-310- 9.32% |
$122K - $145K
|
3.02K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-374- 3.83% |
$148K - $175K
|
9.38K
$3.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
800+ 6.86% |
$316K - $374K
|
12.5K
$5.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
20+ 0.06% |
$7.9K - $9.35K
|
32.9K
$14M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
267+ 6.18% |
$106K - $125K
|
4.59K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.92K+ 3.83% |
$757K - $896K
|
52K
$22.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.26K- 1.53% |
$1.29M - $1.53M
|
209K
$89.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
102+ 1.69% |
$40.3K - $47.7K
|
6.12K
$2.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
118+ 11.84% |
$46.6K - $55.2K
|
1.12K
$474K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
285+ 0.4% |
$113K - $133K
|
71.3K
$30.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-11- 0.26% |
$4.35K - $5.14K
|
4.15K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
42.8K+ 389.17% |
$16.9M - $20M
|
53.8K
$22.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
943+ 21.55% |
$373K - $441K
|
5.32K
$2.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.6K- 3.84% |
$1.03M - $1.22M
|
65.1K
$27.7M
|