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 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-428- 1.82% |
$169K - $200K
|
23.1K
$9.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
34+ 0.07% |
$13.4K - $15.9K
|
47K
$20M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
165+ 1.89% |
$65.2K - $77.1K
|
8.88K
$3.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-155- 2.24% |
$61.2K - $72.5K
|
6.77K
$2.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.1K+ 3.0% |
$3.2M - $3.79M
|
278K
$118M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.45K+ 38.19% |
$967K - $1.14M
|
8.85K
$3.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.12K- 1.49% |
$441K - $521K
|
73.7K
$31.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.54K+ 19.33% |
$1.4M - $1.66M
|
21.9K
$9.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-4.6K- 27.1% |
$1.82M - $2.15M
|
12.4K
$5.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.18K+ 3.32% |
$862K - $1.02M
|
67.8K
$28.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
175+ 3.21% |
$69.2K - $81.8K
|
5.63K
$2.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
9.47K+ 0.86% |
$3.74M - $4.43M
|
1.11M
$474M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.8K- 7.85% |
$711K - $842K
|
21.1K
$8.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
42+ 3.88% |
$16.6K - $19.6K
|
1.13K
$479K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-7- 1.4% |
$2.77K - $3.27K
|
493
$210K
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-50- 0.14% |
$19.8K - $23.4K
|
36.6K
$15.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.36K- 13.68% |
$538K - $636K
|
8.59K
$3.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-59- 0.81% |
$23.3K - $27.6K
|
7.26K
$3.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
297+ 5.5% |
$117K - $139K
|
5.7K
$2.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
73.7K+ 11.86% |
$29.1M - $34.5M
|
696K
$296M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-4.3K- 11.66% |
$1.7M - $2.01M
|
32.6K
$13.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
SELL
|
- |
-55K- 52.38% |
$21.7M - $25.7M
|
50K
$21.3M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.32K- 6.65% |
$523K - $619K
|
18.6K
$7.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-8.31K- 11.6% |
$3.28M - $3.88M
|
63.3K
$26.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
527+ 1.28% |
$208K - $246K
|
41.7K
$17.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
931+ 18.96% |
$368K - $435K
|
5.84K
$2.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
743+ 6.92% |
$294K - $347K
|
11.5K
$4.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
168+ 2.15% |
$66.4K - $78.6K
|
7.96K
$3.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.43K+ 9.35% |
$565K - $669K
|
16.7K
$7.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
3.66K+ 8.93% |
$1.45M - $1.71M
|
44.7K
$19M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-62- 0.34% |
$24.5K - $29K
|
18K
$7.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.51K- 4.31% |
$595K - $705K
|
33.5K
$14.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
353+ 0.4% |
$139K - $165K
|
88.8K
$37.8M
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-240- 3.76% |
$94.8K - $112K
|
6.14K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
231+ 1.74% |
$91.3K - $108K
|
13.5K
$5.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-267- 1.53% |
$106K - $125K
|
17.2K
$7.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-257- 2.28% |
$102K - $120K
|
11K
$4.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-1.97K- 4.63% |
$778K - $920K
|
40.5K
$17.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-60- 2.17% |
$23.7K - $28.1K
|
2.7K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
364+ 15.56% |
$144K - $170K
|
2.7K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 180.81% |
$1.38M - $1.63M
|
5.41K
$2.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
8.82K+ 608.21% |
$3.48M - $4.12M
|
10.3K
$4.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
78+ 0.94% |
$30.8K - $36.5K
|
8.35K
$3.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-114- 4.95% |
$45K - $53.3K
|
2.19K
$930K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.44K+ 6.45% |
$568K - $672K
|
23.7K
$10.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-105- 0.58% |
$41.5K - $49.1K
|
18K
$7.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
23.5K+ 21.59% |
$9.27M - $11M
|
132K
$56.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$395 - $468
|
1.4K
$593K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
8+ 0.33% |
$3.16K - $3.74K
|
2.42K
$1.03M
|