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 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
26K+ 1341.88% |
$10.3M - $12.1M
|
27.9K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-146- 2.71% |
$57.7K - $68.3K
|
5.24K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
2.77K+ 1.5% |
$1.09M - $1.3M
|
188K
$80M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.42K+ 14.65% |
$560K - $663K
|
11.1K
$4.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
115+ 0.92% |
$45.4K - $53.8K
|
12.6K
$5.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-525- 16.56% |
$207K - $245K
|
2.65K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
302+ 7.21% |
$119K - $141K
|
4.49K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-374- 5.59% |
$148K - $175K
|
6.32K
$2.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-1.11K- 12.55% |
$437K - $517K
|
7.7K
$3.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
205+ 6.24% |
$81K - $95.8K
|
3.49K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-60- 0.08% |
$23.7K - $28.1K
|
71.9K
$30.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
460+ 12.87% |
$182K - $215K
|
4.04K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-63- 2.42% |
$24.9K - $29.5K
|
2.54K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.27K+ 4.42% |
$500K - $591K
|
29.9K
$12.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.11K+ 1172.33% |
$3.6M - $4.26M
|
9.89K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-9- 0.3% |
$3.56K - $4.21K
|
3.02K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
126+ 1.48% |
$49.8K - $58.9K
|
8.63K
$3.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-309K- 7.96% |
$122M - $144M
|
3.57M
$1.52B
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-43- 1.26% |
$17K - $20.1K
|
3.36K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
234+ 0.44% |
$92.5K - $109K
|
53.4K
$22.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-93- 0.64% |
$36.7K - $43.5K
|
14.4K
$6.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-90- 0.39% |
$35.6K - $42.1K
|
23K
$9.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-730- 1.02% |
$288K - $341K
|
70.9K
$30.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
50+ 1.93% |
$19.8K - $23.4K
|
2.64K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-272- 17.26% |
$107K - $127K
|
1.3K
$555K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
29.6K+ 46.13% |
$11.7M - $13.8M
|
93.8K
$39.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-32.5K- 41.63% |
$12.8M - $15.2M
|
45.5K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
743+ 0.23% |
$294K - $347K
|
319K
$136M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-128- 0.78% |
$50.6K - $59.8K
|
16.3K
$6.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.31K+ 6.65% |
$517K - $612K
|
21K
$8.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
6.62KNew |
$2.61M - $3.09M
|
6.62K
$2.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
731+ 26.76% |
$289K - $342K
|
3.46K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-50- 1.22% |
$19.8K - $23.4K
|
4.06K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-125- 0.71% |
$49.4K - $58.4K
|
17.5K
$7.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.09% |
$1.98K - $2.34K
|
5.56K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.82KNew |
$2.7M - $3.19M
|
6.82K
$2.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-54- 0.05% |
$21.3K - $25.2K
|
105K
$44.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
79+ 0.18% |
$31.2K - $36.9K
|
43.9K
$18.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-118- 1.33% |
$46.6K - $55.2K
|
8.73K
$3.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-6.09K- 4.02% |
$2.4M - $2.85M
|
145K
$61.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.3K+ 24.72% |
$512K - $605K
|
6.53K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
335+ 1.74% |
$132K - $157K
|
19.5K
$8.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-100- 8.9% |
$39.5K - $46.8K
|
1.02K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.64K+ 11.2% |
$1.04M - $1.23M
|
26.2K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 4.41% |
$620K - $734K
|
37.2K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
351+ 1.87% |
$139K - $164K
|
19.1K
$8.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
635+ 4.65% |
$251K - $297K
|
14.3K
$6.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
399+ 4.81% |
$158K - $187K
|
8.69K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
573+ 4.34% |
$226K - $268K
|
13.8K
$5.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-7- 0.05% |
$2.77K - $3.27K
|
14.2K
$6.02M
|