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 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
78+ 0.91% |
$30.8K - $36.5K
|
8.64K
$3.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-142- 2.61% |
$56.1K - $66.4K
|
5.3K
$2.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
305+ 9.82% |
$121K - $143K
|
3.41K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 4.96% |
$1.2M - $1.42M
|
64.4K
$27.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.1K+ 6.77% |
$8.74M - $10.3M
|
349K
$148M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.28K- 4.32% |
$1.3M - $1.53M
|
72.7K
$30.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
372+ 4.66% |
$147K - $174K
|
8.35K
$3.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-40- 0.42% |
$15.8K - $18.7K
|
9.55K
$4.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
693+ 16.22% |
$274K - $324K
|
4.97K
$2.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
154+ 6.58% |
$60.9K - $72K
|
2.5K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-17- 0.04% |
$6.72K - $7.95K
|
45.7K
$19.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
153+ 5.87% |
$60.5K - $71.5K
|
2.76K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4+ 0.01% |
$1.58K - $1.87K
|
45K
$19.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
234+ 35.62% |
$92.5K - $109K
|
891
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-841- 8.39% |
$332K - $393K
|
9.19K
$3.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-416- 11.2% |
$164K - $195K
|
3.3K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.9K+ 11.02% |
$2.33M - $2.76M
|
59.4K
$25.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12+ 2.65% |
$4.74K - $5.61K
|
464
$197K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.21% |
$4.74K - $5.61K
|
5.77K
$2.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.5K+ 1.26% |
$2.17M - $2.57M
|
441K
$188M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
39+ 0.61% |
$15.4K - $18.2K
|
6.43K
$2.73M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
14.3K+ 12.28% |
$5.66M - $6.7M
|
131K
$55.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.1% |
$1.58K - $1.87K
|
3.83K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
675+ 12.39% |
$267K - $316K
|
6.12K
$2.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-64- 2.12% |
$25.3K - $29.9K
|
2.96K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-124- 0.62% |
$49K - $58K
|
19.8K
$8.41M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-189- 1.42% |
$74.7K - $88.4K
|
13.1K
$5.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
257+ 2.52% |
$102K - $120K
|
10.5K
$4.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.44K+ 0.39% |
$963K - $1.14M
|
635K
$270M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
357+ 6.75% |
$141K - $167K
|
5.64K
$2.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-251- 64.52% |
$99.2K - $117K
|
138
$58.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
205+ 0.07% |
$81K - $95.8K
|
293K
$125M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.68K+ 6.91% |
$1.06M - $1.25M
|
41.6K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-17.5K- 9.5% |
$6.9M - $8.16M
|
166K
$70.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
7.3K+ 4.93% |
$2.88M - $3.41M
|
155K
$66.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-62- 0.26% |
$24.5K - $29K
|
24.1K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-966- 1.26% |
$382K - $452K
|
75.5K
$32.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3+ 0.04% |
$1.19K - $1.4K
|
8.12K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
32+ 1.28% |
$12.6K - $15K
|
2.53K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
807+ 5.67% |
$319K - $377K
|
15K
$6.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-185- 2.27% |
$73.1K - $86.5K
|
7.96K
$3.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-59- 0.74% |
$23.3K - $27.6K
|
7.87K
$3.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
89+ 0.32% |
$35.2K - $41.6K
|
28K
$11.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
240+ 1.86% |
$94.8K - $112K
|
13.2K
$5.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
15+ 0.15% |
$5.93K - $7.01K
|
10.4K
$4.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
109+ 0.69% |
$43.1K - $51K
|
15.9K
$6.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-298- 3.9% |
$118K - $139K
|
7.34K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
270+ 11.3% |
$107K - $126K
|
2.66K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-328- 0.17% |
$130K - $153K
|
189K
$80.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
446+ 4.88% |
$176K - $209K
|
9.58K
$4.08M
|