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 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-137- 2.1% |
$54.1K - $64.1K
|
6.39K
$2.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-190- 3.97% |
$75.1K - $88.8K
|
4.6K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-466- 3.14% |
$184K - $218K
|
14.4K
$6.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.49K+ 3.47% |
$984K - $1.16M
|
74.3K
$31.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
213+ 1.64% |
$84.2K - $99.6K
|
13.2K
$5.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-999- 13.12% |
$395K - $467K
|
6.62K
$2.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
690+ 1.92% |
$273K - $323K
|
36.7K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.08K+ 10.84% |
$425K - $503K
|
11K
$4.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.33K- 2.02% |
$526K - $622K
|
64.4K
$27.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
180+ 1.67% |
$71.1K - $84.2K
|
10.9K
$4.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
95+ 0.7% |
$37.5K - $44.4K
|
13.6K
$5.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48+ 0.11% |
$19K - $22.4K
|
41.9K
$17.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.01K+ 29.5% |
$400K - $473K
|
4.44K
$1.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$395 - $468
|
1.85K
$788K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-23.8K- 4.15% |
$9.41M - $11.1M
|
550K
$234M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
57+ 0.45% |
$22.5K - $26.7K
|
12.6K
$5.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-2.1K- 7.38% |
$830K - $982K
|
26.4K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
589+ 5.03% |
$233K - $275K
|
12.3K
$5.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-228- 2.03% |
$90.1K - $107K
|
11K
$4.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
102+ 1.83% |
$40.3K - $47.7K
|
5.68K
$2.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
267+ 0.5% |
$106K - $125K
|
53.2K
$22.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-5K- 34.55% |
$1.98M - $2.34M
|
9.47K
$4.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
593+ 3.46% |
$234K - $277K
|
17.8K
$7.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-437- 6.0% |
$173K - $204K
|
6.85K
$2.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-14- 0.42% |
$5.53K - $6.55K
|
3.29K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
874+ 2.14% |
$345K - $409K
|
41.8K
$17.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
183+ 1.39% |
$72.3K - $85.6K
|
13.3K
$5.66M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
252+ 6.09% |
$99.6K - $118K
|
4.39K
$1.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.36K- 1.96% |
$539K - $638K
|
68.2K
$29M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-176- 2.0% |
$69.5K - $82.3K
|
8.62K
$3.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.8K+ 1.26% |
$1.5M - $1.78M
|
306K
$130M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
55+ 0.22% |
$21.7K - $25.7K
|
24.5K
$10.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 3.44% |
$675K - $799K
|
51.4K
$21.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
368+ 2.28% |
$145K - $172K
|
16.5K
$7.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-242- 2.81% |
$95.6K - $113K
|
8.36K
$3.55M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-430- 1.05% |
$170K - $201K
|
40.7K
$17.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.9K+ 13.0% |
$1.93M - $2.29M
|
42.6K
$18.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
141+ 2.92% |
$55.7K - $65.9K
|
4.97K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
144+ 10.5% |
$56.9K - $67.3K
|
1.52K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.48K+ 11.33% |
$586K - $694K
|
14.6K
$6.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
30.6K+ 16.52% |
$12.1M - $14.3M
|
215K
$91.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-176- 16.89% |
$69.5K - $82.3K
|
866
$368K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-202- 2.35% |
$79.8K - $94.4K
|
8.39K
$3.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-200- 6.94% |
$79K - $93.5K
|
2.68K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.38K- 6.77% |
$545K - $645K
|
19K
$8.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-20- 1.65% |
$7.9K - $9.35K
|
1.19K
$507K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-269- 2.03% |
$106K - $126K
|
13K
$5.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.17% |
$395 - $468
|
592
$252K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-436- 2.53% |
$172K - $204K
|
16.8K
$7.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.18K+ 10.23% |
$465K - $551K
|
12.7K
$5.4M
|