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 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
902+ 1.34% |
$356K - $422K
|
68.3K
$29.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-51- 0.95% |
$20.2K - $23.8K
|
5.32K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.14K+ 10.41% |
$844K - $999K
|
22.7K
$9.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.37K+ 0.99% |
$540K - $639K
|
139K
$59.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
25+ 35.71% |
$9.88K - $11.7K
|
95
$40.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Spence Asset Management
|
BUY
|
- |
40.5K+ 248.8% |
$16M - $18.9M
|
56.7K
$24.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
352+ 30.88% |
$139K - $165K
|
1.49K
$634K
|
|
|
Oct 09, 2024
Q3 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
65+ 0.28% |
$25.7K - $30.4K
|
23.2K
$9.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-15- 0.19% |
$5.93K - $7.01K
|
7.84K
$3.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-587- 2.57% |
$232K - $274K
|
22.3K
$9.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.11K+ 2.73% |
$1.23M - $1.45M
|
117K
$49.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.61K- 1.93% |
$1.03M - $1.22M
|
132K
$56.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
5.01K+ 12.89% |
$1.98M - $2.34M
|
43.9K
$18.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-112- 0.58% |
$44.3K - $52.4K
|
19.3K
$8.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-137- 3.97% |
$54.1K - $64.1K
|
3.31K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-71- 1.51% |
$28.1K - $33.2K
|
4.62K
$1.96M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
161+ 0.31% |
$63.6K - $75.3K
|
52.3K
$22.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
302+ 0.94% |
$119K - $141K
|
32.6K
$13.9M
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-103- 13.96% |
$40.7K - $48.2K
|
635
$270K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
66+ 0.62% |
$26.1K - $30.9K
|
10.8K
$4.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-172K- 10.4% |
$68M - $80.4M
|
1.48M
$630M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-26- 0.14% |
$10.3K - $12.2K
|
18.5K
$7.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.47% |
$411K - $486K
|
71.6K
$30.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.12K- 5.65% |
$442K - $523K
|
18.7K
$7.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-470- 2.26% |
$186K - $220K
|
20.3K
$8.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.02K+ 3.37% |
$401K - $475K
|
31.1K
$13.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-303- 2.34% |
$120K - $142K
|
12.7K
$5.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-53- 2.37% |
$20.9K - $24.8K
|
2.19K
$929K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
22+ 0.51% |
$8.69K - $10.3K
|
4.31K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-37- 0.61% |
$14.6K - $17.3K
|
6.03K
$2.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$395 - $468
|
782
$333K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-170- 0.56% |
$67.2K - $79.5K
|
30K
$12.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
508+ 4.74% |
$201K - $238K
|
11.2K
$4.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.95K+ 17.67% |
$772K - $914K
|
13K
$5.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-65- 0.72% |
$25.7K - $30.4K
|
9.02K
$3.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
595+ 1.95% |
$235K - $278K
|
31.1K
$13.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-378- 5.35% |
$149K - $177K
|
6.68K
$2.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
33+ 0.23% |
$13K - $15.4K
|
14.1K
$6M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.07K+ 6.08% |
$817K - $967K
|
36.1K
$15.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-243- 2.34% |
$96K - $114K
|
10.1K
$4.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
2.06KNew |
$816K - $965K
|
2.06K
$878K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
6.98K+ 899.61% |
$2.76M - $3.26M
|
7.76K
$3.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-218K- 85.08% |
$86.1M - $102M
|
38.2K
$16.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-255- 2.4% |
$101K - $119K
|
10.4K
$4.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-259- 12.2% |
$102K - $121K
|
1.86K
$793K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
32+ 0.26% |
$12.6K - $15K
|
12.1K
$5.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
254+ 2.93% |
$100K - $119K
|
8.94K
$3.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
3+ 0.13% |
$1.19K - $1.4K
|
2.28K
$970K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-235K- 23.67% |
$92.7M - $110M
|
757K
$322M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-132- 0.67% |
$52.2K - $61.7K
|
19.6K
$8.34M
|