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 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-192- 16.3% |
$75.9K - $89.8K
|
986
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-960- 6.32% |
$379K - $449K
|
14.2K
$6.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-575- 3.31% |
$227K - $269K
|
16.8K
$7.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
651+ 0.88% |
$257K - $304K
|
74.7K
$31.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.38K+ 15.04% |
$1.34M - $1.58M
|
25.9K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 5.19% |
$1.45M - $1.72M
|
74.5K
$31.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.98K+ 21.28% |
$781K - $924K
|
11.3K
$4.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
799+ 7.54% |
$316K - $374K
|
11.4K
$4.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
681+ 1.32% |
$269K - $318K
|
52.3K
$22.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-5- 0.1% |
$1.98K - $2.34K
|
5.07K
$2.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.02% |
$6.32K - $7.48K
|
85.7K
$36.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-400- 26.97% |
$158K - $187K
|
1.08K
$461K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 1.93% |
$442K - $523K
|
59.2K
$25.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.66K- 0.75% |
$656K - $777K
|
219K
$93.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-188- 0.47% |
$74.3K - $87.9K
|
39.9K
$17M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
120+ 0.88% |
$47.4K - $56.1K
|
13.7K
$5.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-135- 0.7% |
$53.3K - $63.1K
|
19.1K
$8.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-118- 1.69% |
$46.6K - $55.2K
|
6.85K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.07K+ 164.86% |
$818K - $967K
|
3.32K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
PUT |
2.5KNew |
$988K - $1.17M
|
2.5K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
181+ 1.37% |
$71.5K - $84.6K
|
13.4K
$5.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.98K+ 6.35% |
$1.57M - $1.86M
|
66.6K
$28.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.25K+ 8.59% |
$494K - $584K
|
15.8K
$6.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.22K+ 5.1% |
$482K - $570K
|
25.1K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-322- 2.95% |
$127K - $151K
|
10.6K
$4.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-593- 19.09% |
$234K - $277K
|
2.51K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-25- 1.15% |
$9.88K - $11.7K
|
2.15K
$916K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-700- 43.75% |
$277K - $327K
|
900
$383K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
433+ 2.89% |
$171K - $202K
|
15.4K
$6.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
418+ 1.62% |
$165K - $195K
|
26.2K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-891- 6.28% |
$352K - $417K
|
13.3K
$5.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.8K+ 4.88% |
$2.69M - $3.18M
|
146K
$62.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
178+ 1.92% |
$70.3K - $83.2K
|
9.43K
$4.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
752+ 1.69% |
$297K - $352K
|
45.3K
$19.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-6.63K- 16.25% |
$2.62M - $3.1M
|
34.1K
$14.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
311+ 1.58% |
$123K - $145K
|
20.1K
$8.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
563+ 2.77% |
$222K - $263K
|
20.9K
$8.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 25.0% |
$395K - $468K
|
3K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.2K+ 9.48% |
$474K - $561K
|
13.9K
$5.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-79- 0.67% |
$31.2K - $36.9K
|
11.7K
$4.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
190+ 0.09% |
$75.1K - $88.8K
|
202K
$85.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
BUY
|
- |
208+ 4.86% |
$82.2K - $97.3K
|
4.48K
$1.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.54% |
$1.09M - $1.29M
|
63.4K
$27M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$1.19K - $1.4K
|
21.8K
$9.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
16.5K+ 24.84% |
$6.53M - $7.73M
|
83K
$35.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
5.17K+ 7.17% |
$2.04M - $2.42M
|
77.3K
$32.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-221- 0.49% |
$87.3K - $103K
|
44.9K
$19.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.69K- 36.06% |
$1.46M - $1.73M
|
6.55K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.99K+ 3.68% |
$2.37M - $2.8M
|
169K
$71.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
15+ 0.1% |
$5.93K - $7.01K
|
15.1K
$6.41M
|