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
|
Ledyard National Bank
|
BUY
|
- |
283+ 0.22% |
$112K - $132K
|
128K
$54.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-224- 1.66% |
$88.5K - $105K
|
13.3K
$5.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-218- 0.68% |
$86.1K - $102K
|
31.8K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-412- 0.96% |
$163K - $193K
|
42.5K
$18.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-30- 1.58% |
$11.9K - $14K
|
1.87K
$796K
|
|
|
Oct 21, 2024
Q3 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-83- 11.77% |
$32.8K - $38.8K
|
622
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
113+ 3.1% |
$44.7K - $52.8K
|
3.76K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
160+ 1.88% |
$63.2K - $74.8K
|
8.68K
$3.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.32K- 3.5% |
$521K - $616K
|
36.3K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
230+ 7.27% |
$90.9K - $108K
|
3.4K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-161- 0.75% |
$63.6K - $75.3K
|
21.2K
$9.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
464+ 18.89% |
$183K - $217K
|
2.92K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-1.38K- 3.15% |
$545K - $645K
|
42.4K
$18M
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$395 - $468
|
3.61K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.92K- 2.68% |
$757K - $896K
|
69.7K
$29.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-1.3K- 20.63% |
$514K - $608K
|
5K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-108K- 3.05% |
$42.5M - $50.3M
|
3.42M
$1.46B
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
154+ 4.76% |
$60.9K - $72K
|
3.39K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-5K- 24.39% |
$1.98M - $2.34M
|
15.5K
$6.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-550- 5.27% |
$217K - $257K
|
9.89K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
447+ 5.51% |
$177K - $209K
|
8.57K
$3.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.81% |
$2.77K - $3.27K
|
871
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.56K- 3.06% |
$1.01M - $1.2M
|
80.9K
$34.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-22- 0.43% |
$8.69K - $10.3K
|
5.15K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-565- 2.8% |
$223K - $264K
|
19.6K
$8.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
228+ 18.95% |
$90.1K - $107K
|
1.43K
$609K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116K+ 1.05% |
$46M - $54.4M
|
11.2M
$4.78B
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-66- 3.57% |
$26.1K - $30.9K
|
1.78K
$759K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-2.12K- 61.66% |
$839K - $993K
|
1.32K
$562K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
104+ 0.44% |
$41.1K - $48.6K
|
23.9K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-114- 6.93% |
$45K - $53.3K
|
1.53K
$651K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-38- 2.93% |
$15K - $17.8K
|
1.26K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
483+ 9.48% |
$191K - $226K
|
5.58K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
269+ 7.42% |
$106K - $126K
|
3.9K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
81+ 6.53% |
$32K - $37.9K
|
1.32K
$562K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-11.1K- 7.94% |
$4.4M - $5.21M
|
129K
$55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-123K- 2.94% |
$48.8M - $57.7M
|
4.08M
$1.74B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
100New |
$39.5K - $46.8K
|
100
$42.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.17K+ 1438.64% |
$1.25M - $1.48M
|
3.39K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
15New |
$5.93K - $7.01K
|
15
$6.38K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-213- 1.61% |
$84.2K - $99.6K
|
13K
$5.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.07K- 22.85% |
$1.21M - $1.43M
|
10.4K
$4.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-13- 3.23% |
$5.14K - $6.08K
|
390
$166K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-106- 6.64% |
$41.9K - $49.6K
|
1.49K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
132+ 4.53% |
$52.2K - $61.7K
|
3.05K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-159- 5.97% |
$62.8K - $74.3K
|
2.5K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-357- 2.3% |
$141K - $167K
|
15.2K
$6.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.48% |
$5.93K - $7.01K
|
3.13K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
26+ 0.68% |
$10.3K - $12.2K
|
3.85K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-158- 1.68% |
$62.4K - $73.9K
|
9.24K
$3.93M
|