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
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
125+ 21.37% |
$49.4K - $58.4K
|
710
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
1.53K+ 162.97% |
$603K - $714K
|
2.46K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
114+ 1.68% |
$45K - $53.3K
|
6.9K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 57.83% |
$641K - $758K
|
4.42K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.22K+ 4.4% |
$484K - $572K
|
29.1K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
852+ 10.26% |
$337K - $398K
|
9.16K
$3.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
132+ 3.13% |
$52.2K - $61.7K
|
4.36K
$1.85M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.67K+ 11.27% |
$660K - $781K
|
16.5K
$7.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$395 - $468
|
11.4K
$4.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-431- 1.3% |
$170K - $202K
|
32.6K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 0.57% |
$26.1K - $30.9K
|
11.4K
$4.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-34- 0.79% |
$13.4K - $15.9K
|
4.25K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
254+ 1.07% |
$100K - $119K
|
24K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.88K+ 1.81% |
$1.93M - $2.28M
|
274K
$117M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-373- 41.72% |
$147K - $174K
|
521
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
692+ 7.09% |
$273K - $324K
|
10.4K
$4.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
112+ 6.44% |
$44.3K - $52.4K
|
1.85K
$787K
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
701+ 85.91% |
$277K - $328K
|
1.52K
$645K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
103+ 0.71% |
$40.7K - $48.2K
|
14.6K
$6.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.97K+ 28.52% |
$1.17M - $1.39M
|
13.4K
$5.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
473+ 3.36% |
$187K - $221K
|
14.5K
$6.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.45K+ 2.98% |
$572K - $677K
|
50K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
36+ 0.28% |
$14.2K - $16.8K
|
13K
$5.52M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
119+ 1.13% |
$47K - $55.6K
|
10.7K
$4.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17+ 0.14% |
$6.72K - $7.95K
|
12.3K
$5.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-108- 0.8% |
$42.7K - $50.5K
|
13.4K
$5.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
589+ 12.15% |
$233K - $275K
|
5.44K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
192+ 0.08% |
$75.9K - $89.8K
|
233K
$99M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
367+ 3.79% |
$145K - $172K
|
10.1K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-11.9K- 0.78% |
$4.71M - $5.57M
|
1.52M
$647M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
110+ 9.67% |
$43.5K - $51.4K
|
1.25K
$531K
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
533+ 0.07% |
$211K - $249K
|
771K
$328M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-424- 7.03% |
$168K - $198K
|
5.61K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-586- 5.89% |
$232K - $274K
|
9.36K
$3.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 27.46% |
$426K - $504K
|
5K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
641+ 4.72% |
$253K - $300K
|
14.2K
$6.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.06K+ 9.37% |
$417K - $493K
|
12.3K
$5.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.82K- 9.52% |
$718K - $850K
|
17.3K
$7.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-110- 3.19% |
$43.5K - $51.4K
|
3.34K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
329+ 3.85% |
$130K - $154K
|
8.86K
$3.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-546- 2.31% |
$216K - $255K
|
23.1K
$9.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
687+ 5.25% |
$271K - $321K
|
13.8K
$5.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
43.5K+ 3.94% |
$17.2M - $20.3M
|
1.15M
$488M
|
|
|
Oct 17, 2024
Q3 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-82.7K- 24.83% |
$32.7M - $38.7M
|
250K
$106M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.09K- 2.64% |
$430K - $508K
|
40K
$17M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.66K+ 49.05% |
$654K - $774K
|
5.03K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
206+ 39.02% |
$81.4K - $96.3K
|
734
$312K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 0.08% |
$5.14K - $6.08K
|
17.2K
$7.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-137- 1.44% |
$54.1K - $64.1K
|
9.38K
$3.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.78K+ 7.2% |
$704K - $833K
|
26.5K
$11.3M
|