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 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
805+ 2.18% |
$318K - $376K
|
37.7K
$16M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-37- 0.37% |
$14.6K - $17.3K
|
9.85K
$4.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
345+ 28.94% |
$136K - $161K
|
1.54K
$654K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
20+ 1.22% |
$7.9K - $9.35K
|
1.66K
$706K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-313- 1.16% |
$124K - $146K
|
26.6K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-125- 0.94% |
$49.4K - $58.4K
|
13.2K
$5.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-7.49K- 33.12% |
$2.96M - $3.5M
|
15.1K
$6.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-58- 0.13% |
$22.9K - $27.1K
|
44.1K
$18.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
57.1K+ 398.0% |
$22.6M - $26.7M
|
71.4K
$30.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-232- 2.18% |
$91.7K - $108K
|
10.4K
$4.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.6K- 9.11% |
$633K - $749K
|
16K
$6.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17.5K- 15.95% |
$6.9M - $8.17M
|
92.1K
$39.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
23+ 0.42% |
$9.09K - $10.8K
|
5.52K
$2.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-11- 0.14% |
$4.35K - $5.14K
|
7.58K
$3.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15+ 1.67% |
$5.93K - $7.01K
|
914
$389K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-13- 0.8% |
$5.14K - $6.08K
|
1.62K
$690K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
36+ 2.13% |
$14.2K - $16.8K
|
1.73K
$735K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
227+ 4.59% |
$89.7K - $106K
|
5.18K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
169+ 14.23% |
$66.8K - $79K
|
1.36K
$577K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
836+ 5.55% |
$330K - $391K
|
15.9K
$6.77M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-25- 2.6% |
$9.88K - $11.7K
|
938
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
70+ 0.26% |
$27.7K - $32.7K
|
26.5K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
18+ 0.09% |
$7.11K - $8.42K
|
19.7K
$8.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-252- 1.52% |
$99.6K - $118K
|
16.4K
$6.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-2.5K- 8.74% |
$988K - $1.17M
|
26.1K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.52K- 4.15% |
$600K - $710K
|
35.1K
$14.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.44K+ 37.61% |
$2.54M - $3.01M
|
23.6K
$10M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.08K+ 78.78% |
$428K - $507K
|
2.46K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-360- 0.74% |
$142K - $168K
|
48.6K
$20.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-497- 3.51% |
$196K - $232K
|
13.7K
$5.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-70- 0.52% |
$27.7K - $32.7K
|
13.5K
$5.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
41.6K+ 1.26% |
$16.4M - $19.4M
|
3.35M
$1.43B
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
21+ 0.31% |
$8.3K - $9.82K
|
6.88K
$2.93M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
696+ 4.58% |
$275K - $325K
|
15.9K
$6.76M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-3.17K- 5.9% |
$1.25M - $1.48M
|
50.6K
$21.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-609- 8.04% |
$241K - $285K
|
6.97K
$2.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.12K- 26.24% |
$441K - $522K
|
3.14K
$1.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-689- 9.65% |
$272K - $322K
|
6.45K
$2.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-137K- 71.38% |
$54.3M - $64.3M
|
55.1K
$23.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-819- 0.93% |
$324K - $383K
|
87K
$37M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
581+ 2.73% |
$230K - $272K
|
21.9K
$9.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-6.92K- 4.88% |
$2.73M - $3.23M
|
135K
$57.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.5K- 8.16% |
$4.94M - $5.85M
|
141K
$59.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
503+ 12.64% |
$199K - $235K
|
4.48K
$1.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-623- 7.89% |
$246K - $291K
|
7.27K
$3.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.31K+ 6.33% |
$912K - $1.08M
|
38.8K
$16.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
396+ 1.99% |
$156K - $185K
|
20.3K
$8.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-105- 13.73% |
$41.5K - $49.1K
|
660
$281K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-623- 14.42% |
$246K - $291K
|
3.7K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-112- 0.08% |
$44.3K - $52.4K
|
145K
$61.8M
|