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 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.26K- 1.08% |
$496K - $587K
|
115K
$48.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-752- 0.92% |
$297K - $352K
|
80.8K
$34.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
3.14K+ 3.02% |
$1.24M - $1.47M
|
107K
$45.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
78+ 0.17% |
$30.8K - $36.5K
|
45K
$19.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 1.27% |
$526K - $623K
|
104K
$44M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$13K - $15.4K
|
23.7K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-90- 0.07% |
$35.6K - $42.1K
|
124K
$52.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-300- 3.49% |
$119K - $140K
|
8.3K
$3.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.35K- 1.75% |
$930K - $1.1M
|
132K
$56.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
741+ 15.6% |
$293K - $346K
|
5.49K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-354- 0.67% |
$140K - $166K
|
52.4K
$22.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-282- 0.61% |
$111K - $132K
|
45.9K
$19.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-11- 1.28% |
$4.35K - $5.14K
|
849
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-7- 0.02% |
$2.77K - $3.27K
|
31.2K
$13.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-155- 4.96% |
$61.2K - $72.5K
|
2.97K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
96+ 0.58% |
$37.9K - $44.9K
|
16.6K
$7.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-167- 5.91% |
$66K - $78.1K
|
2.66K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
1.72K+ 8.9% |
$680K - $805K
|
21K
$8.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
802+ 4.22% |
$317K - $375K
|
19.8K
$8.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
15+ 0.03% |
$5.93K - $7.01K
|
47.2K
$20.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-236- 3.63% |
$93.3K - $110K
|
6.27K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-6- 0.12% |
$2.37K - $2.81K
|
5.03K
$2.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.17K- 1.86% |
$461K - $546K
|
61.6K
$26.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-361- 1.84% |
$143K - $169K
|
19.3K
$8.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-104- 0.12% |
$41.1K - $48.6K
|
83.4K
$35.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
319+ 16.96% |
$126K - $149K
|
2.2K
$936K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
520+ 13.58% |
$205K - $243K
|
4.35K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
35+ 2.15% |
$13.8K - $16.4K
|
1.66K
$707K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
607+ 0.9% |
$240K - $284K
|
68.3K
$29.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-31- 0.03% |
$12.2K - $14.5K
|
111K
$47.4M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
573+ 2.3% |
$226K - $268K
|
25.5K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-285- 0.42% |
$113K - $133K
|
68K
$28.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.51K+ 0.37% |
$596K - $705K
|
406K
$173M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
207+ 8.49% |
$81.8K - $96.8K
|
2.65K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.4K- 2.43% |
$551K - $652K
|
55.9K
$23.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.3K+ 4.32% |
$5.27M - $6.24M
|
322K
$137M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
250+ 0.45% |
$98.8K - $117K
|
56.2K
$23.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.2K- 6.5% |
$4.8M - $5.69M
|
175K
$74.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.82K+ 8.72% |
$3.88M - $4.59M
|
122K
$52.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.72K- 13.57% |
$1.47M - $1.74M
|
23.7K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.97K+ 6.4% |
$1.96M - $2.32M
|
82.5K
$35.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
289+ 5.45% |
$114K - $135K
|
5.59K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-240- 5.77% |
$94.8K - $112K
|
3.92K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-123- 1.81% |
$48.6K - $57.5K
|
6.67K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
42+ 0.4% |
$16.6K - $19.6K
|
10.5K
$4.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
16+ 0.21% |
$6.32K - $7.48K
|
7.6K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
446+ 3.5% |
$176K - $209K
|
13.2K
$5.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21K+ 1.96% |
$872K - $1.03M
|
115K
$48.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-60- 0.75% |
$23.7K - $28.1K
|
7.94K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
737+ 2.97% |
$291K - $345K
|
25.5K
$10.9M
|