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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
81+ 1.23% |
$32K - $37.9K
|
6.68K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
8.26K+ 8.4% |
$3.26M - $3.86M
|
107K
$44.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
126+ 2.45% |
$49.8K - $58.9K
|
5.28K
$2.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.9K- 3.13% |
$749K - $886K
|
58.6K
$24.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.3K- 1.58% |
$4.47M - $5.29M
|
707K
$297M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.3K- 1.8% |
$4.87M - $5.77M
|
674K
$283M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-184- 0.77% |
$72.7K - $86K
|
23.6K
$9.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.76K- 2.15% |
$1.88M - $2.23M
|
217K
$91M
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-30- 0.37% |
$11.9K - $14K
|
8.17K
$3.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
22+ 0.51% |
$8.69K - $10.3K
|
4.3K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-873- 1.07% |
$345K - $408K
|
80.5K
$33.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-215- 0.58% |
$85K - $101K
|
37K
$15.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.87K- 0.51% |
$1.14M - $1.34M
|
564K
$237M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-347- 0.88% |
$137K - $162K
|
38.9K
$16.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-473- 0.5% |
$187K - $221K
|
94.6K
$39.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
345+ 0.36% |
$136K - $161K
|
96.6K
$40.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.72K+ 0.25% |
$1.07M - $1.27M
|
1.11M
$467M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-251- 8.63% |
$99.2K - $117K
|
2.66K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-100- 2.09% |
$39.5K - $46.8K
|
4.69K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.45K+ 232.01% |
$1.36M - $1.61M
|
4.94K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-548- 0.54% |
$217K - $256K
|
101K
$42.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-2.68K- 37.24% |
$1.06M - $1.25M
|
4.52K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-123- 0.53% |
$48.6K - $57.5K
|
23.3K
$9.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.13K- 4.33% |
$448K - $530K
|
25K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-10.7K- 34.9% |
$4.25M - $5.02M
|
20K
$8.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
170+ 0.42% |
$67.2K - $79.5K
|
40.4K
$17M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-2- 0.01% |
$790 - $935
|
28.2K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-30- 0.15% |
$11.9K - $14K
|
20.6K
$8.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
386+ 0.84% |
$153K - $180K
|
46.4K
$19.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.61K+ 0.3% |
$1.03M - $1.22M
|
870K
$366M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.54K- 0.12% |
$608K - $719K
|
1.23M
$518M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-158- 0.98% |
$62.4K - $73.9K
|
16K
$6.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
947+ 1.58% |
$374K - $443K
|
61K
$25.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-689- 7.98% |
$272K - $322K
|
7.94K
$3.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
128+ 1.99% |
$50.6K - $59.8K
|
6.58K
$2.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
39+ 1.23% |
$15.4K - $18.2K
|
3.2K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-2.07K- 9.8% |
$820K - $970K
|
19.1K
$8.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-843- 14.19% |
$333K - $394K
|
5.1K
$2.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55.9K+ 17.66% |
$22.1M - $26.1M
|
372K
$156M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-151K- 2.57% |
$59.7M - $70.7M
|
5.74M
$2.41B
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
103+ 17.22% |
$40.7K - $48.2K
|
701
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
331+ 1.34% |
$131K - $155K
|
25K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-64- 1.53% |
$25.3K - $29.9K
|
4.11K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-84- 0.55% |
$33.2K - $39.3K
|
15.3K
$6.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
444+ 0.25% |
$175K - $208K
|
178K
$74.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
10.2K+ 17.4% |
$4.01M - $4.75M
|
68.5K
$28.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
408+ 1.2% |
$161K - $191K
|
34.3K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
250+ 9.8% |
$98.8K - $117K
|
2.8K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-482- 0.16% |
$190K - $225K
|
295K
$124M
|
|
|
Nov 05, 2024
Q3 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-10.2K- 1.71% |
$4.04M - $4.78M
|
589K
$247M
|