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 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.07K- 0.72% |
$422K - $499K
|
147K
$62.4M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-61- 0.29% |
$24.1K - $28.5K
|
21K
$8.95M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
47+ 5.56% |
$18.6K - $22K
|
893
$380K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.84K+ 15.33% |
$1.12M - $1.33M
|
21.4K
$9.1M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-2.25K- 2.22% |
$887K - $1.05M
|
99K
$42.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
155+ 11.74% |
$61.2K - $72.5K
|
1.48K
$628K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
610+ 4.21% |
$241K - $285K
|
15.1K
$6.42M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
58+ 2.16% |
$22.9K - $27.1K
|
2.75K
$1.17M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3- 0.16% |
$1.19K - $1.4K
|
1.91K
$811K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4.7K- 7.09% |
$1.86M - $2.2M
|
61.6K
$26.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
290+ 1.78% |
$115K - $136K
|
16.6K
$7.06M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-398- 0.57% |
$157K - $186K
|
69.6K
$29.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-28- 1.47% |
$11.1K - $13.1K
|
1.88K
$800K
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.45K- 5.42% |
$573K - $678K
|
25.3K
$10.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-24.3K- 3.46% |
$9.61M - $11.4M
|
679K
$289M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.09% |
$1.98K - $2.34K
|
5.36K
$2.28M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.22K- 0.58% |
$879K - $1.04M
|
379K
$161M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10+ 0.09% |
$3.95K - $4.68K
|
10.6K
$4.52M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
963+ 6.73% |
$381K - $450K
|
15.3K
$6.49M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.98M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 11.3% |
$404K - $478K
|
8.03K
$3.42M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.91K- 2.42% |
$754K - $892K
|
76.9K
$32.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.19K- 2.4% |
$1.65M - $1.96M
|
170K
$72.3M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25+ 0.84% |
$9.88K - $11.7K
|
3K
$1.28M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-569- 3.06% |
$225K - $266K
|
18K
$7.66M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-50- 2.12% |
$19.8K - $23.4K
|
2.31K
$982K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
20+ 0.42% |
$7.9K - $9.35K
|
4.77K
$2.03M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.17K- 0.97% |
$464K - $549K
|
119K
$50.8M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
880+ 0.92% |
$348K - $411K
|
96K
$40.9M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-14.1K- 4.95% |
$5.55M - $6.57M
|
270K
$115M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-277- 6.38% |
$109K - $130K
|
4.07K
$1.73M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-53- 1.36% |
$20.9K - $24.8K
|
3.83K
$1.63M
|
|
| Q2 2024 | |||||||
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
130K+ 4.91% |
$50.6M - $58.8M
|
2.78M
$1.18B
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.04K- 1.55% |
$405K - $471K
|
66.2K
$28.2M
|
|
|
Nov 06, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-258K- 0.71% |
$100M - $117M
|
36.1M
$15.4B
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.2% |
$779 - $906
|
1K
$426K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-515- 15.26% |
$201K - $233K
|
2.86K
$1.22M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
800New |
$311K - $362K
|
800
$340K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
88+ 2.69% |
$34.3K - $39.9K
|
3.36K
$1.43M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.03K+ 3.22% |
$401K - $466K
|
33K
$14M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-97- 1.43% |
$37.8K - $43.9K
|
6.67K
$2.84M
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-4.67K- 81.41% |
$1.82M - $2.12M
|
1.07K
$454K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
573K+ 0.47% |
$223M - $259M
|
123M
$52.2B
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 1.79% |
$77.5K - $90.1K
|
10.9K
$4.64M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-9K- 10.52% |
$3.5M - $4.08M
|
76.5K
$32.6M
|
|
|
Oct 07, 2024
Q2 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-57.1K- 2.42% |
$22.2M - $25.8M
|
2.3M
$979M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
42+ 0.02% |
$16.4K - $19K
|
193K
$82.3M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-166- 21.36% |
$64.6K - $75.2K
|
611
$260K
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-10.3K- 14.52% |
$4M - $4.65M
|
60.5K
$25.8M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.46K- 12.61% |
$570K - $663K
|
10.2K
$4.32M
|
|