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
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
508+ 7.29% |
$201K - $238K
|
7.48K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-305- 2.58% |
$121K - $143K
|
11.5K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
375+ 12.07% |
$148K - $175K
|
3.48K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-38- 0.85% |
$15K - $17.8K
|
4.42K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-305- 0.36% |
$121K - $143K
|
83.3K
$35.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-188- 2.0% |
$74.3K - $87.9K
|
9.21K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
817+ 1.28% |
$323K - $382K
|
64.6K
$27.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-929- 0.87% |
$367K - $434K
|
106K
$45.2M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-622- 3.22% |
$246K - $291K
|
18.7K
$7.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
270+ 2.28% |
$107K - $126K
|
12.1K
$5.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.83K- 3.61% |
$723K - $855K
|
48.9K
$20.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-106- 0.26% |
$41.9K - $49.6K
|
40.5K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
95+ 0.12% |
$37.5K - $44.4K
|
78.6K
$33.5M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
136+ 1.09% |
$53.7K - $63.6K
|
12.6K
$5.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-6- 0.09% |
$2.37K - $2.81K
|
6.79K
$2.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.1% |
$395 - $468
|
962
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
40+ 0.57% |
$15.8K - $18.7K
|
7.04K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-241- 1.87% |
$95.2K - $113K
|
12.6K
$5.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-651- 7.6% |
$257K - $304K
|
7.92K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-266- 0.58% |
$105K - $124K
|
45.7K
$19.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2.17K- 7.0% |
$855K - $1.01M
|
28.8K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 32.46% |
$651K - $770K
|
6.72K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
8.36K+ 41.44% |
$3.3M - $3.91M
|
28.5K
$12.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.98K- 2.52% |
$781K - $924K
|
76.3K
$32.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
169+ 1.66% |
$66.8K - $79K
|
10.3K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.16K- 6.23% |
$458K - $542K
|
17.4K
$7.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
322+ 2.67% |
$127K - $151K
|
12.4K
$5.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.8K+ 21.77% |
$3.87M - $4.58M
|
54.8K
$23.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
241+ 0.29% |
$95.2K - $113K
|
83.8K
$35.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
81+ 1.99% |
$32K - $37.9K
|
4.16K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
288+ 5.22% |
$114K - $135K
|
5.81K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-43- 1.35% |
$17K - $20.1K
|
3.14K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
137+ 1.03% |
$54.1K - $64.1K
|
13.5K
$5.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
62+ 0.27% |
$24.5K - $29K
|
23.1K
$9.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
645+ 2.96% |
$255K - $302K
|
22.4K
$9.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-3- 0.31% |
$1.19K - $1.4K
|
956
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-196- 2.1% |
$77.4K - $91.6K
|
9.13K
$3.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
449+ 1.54% |
$177K - $210K
|
29.7K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-14.3K- 64.8% |
$5.67M - $6.71M
|
7.79K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
150+ 0.12% |
$59.3K - $70.1K
|
127K
$54.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
19+ 0.06% |
$7.51K - $8.88K
|
32K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
273+ 2.61% |
$108K - $128K
|
10.7K
$4.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.6K- 4.95% |
$1.03M - $1.21M
|
49.9K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 8.24% |
$39.5K - $46.8K
|
1.11K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.05K+ 48.07% |
$1.21M - $1.43M
|
9.4K
$4M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.73K+ 12.6% |
$1.08M - $1.28M
|
24.4K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
117+ 0.95% |
$46.2K - $54.7K
|
12.4K
$5.29M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-278- 1.34% |
$110K - $130K
|
20.5K
$8.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.16% |
$3.95K - $4.68K
|
6.2K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 20.75% |
$452K - $535K
|
6.66K
$2.83M
|