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
|
Country Trust Bank
|
SELL
|
- |
-32.9K- 7.17% |
$13M - $15.4M
|
426K
$181M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
212+ 1.35% |
$83.8K - $99.1K
|
15.9K
$6.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
49+ 0.82% |
$19.4K - $22.9K
|
6.03K
$2.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.3K+ 3.82% |
$909K - $1.08M
|
62.5K
$26.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
20+ 0.13% |
$7.9K - $9.35K
|
15.1K
$6.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-33- 1.3% |
$13K - $15.4K
|
2.51K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
186+ 1.13% |
$73.5K - $87K
|
16.6K
$7.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
126+ 0.88% |
$49.8K - $58.9K
|
14.5K
$6.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
529+ 1.45% |
$209K - $247K
|
36.9K
$15.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
BUY
|
- |
283+ 0.89% |
$112K - $132K
|
32.1K
$13.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
99+ 2.98% |
$39.1K - $46.3K
|
3.43K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
100+ 6.36% |
$39.5K - $46.8K
|
1.67K
$711K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
299+ 0.68% |
$118K - $140K
|
44.2K
$18.8M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
86+ 0.4% |
$34K - $40.2K
|
21.8K
$9.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.51K- 86.63% |
$993K - $1.17M
|
388
$165K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
58+ 3.6% |
$22.9K - $27.1K
|
1.67K
$710K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-133- 5.37% |
$52.6K - $62.2K
|
2.35K
$998K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
31+ 0.13% |
$12.2K - $14.5K
|
24.5K
$10.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.61K+ 6.56% |
$2.22M - $2.62M
|
91.2K
$38.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
528+ 1.09% |
$209K - $247K
|
48.9K
$20.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-8.98K- 2.31% |
$3.55M - $4.2M
|
380K
$162M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
80+ 0.19% |
$31.6K - $37.4K
|
42K
$17.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
555+ 17.83% |
$219K - $259K
|
3.67K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 7.25% |
$18.6K - $22K
|
601
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.26K+ 15.62% |
$893K - $1.06M
|
16.7K
$7.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
91+ 0.51% |
$36K - $42.5K
|
17.9K
$7.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.14K+ 1.54% |
$1.24M - $1.47M
|
207K
$87.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.9K+ 14.81% |
$10.2M - $12.1M
|
201K
$85.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-427- 1.19% |
$169K - $200K
|
35.4K
$15M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.48K+ 6.37% |
$583K - $690K
|
24.6K
$10.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-616- 8.75% |
$243K - $288K
|
6.43K
$2.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
51+ 0.52% |
$20.2K - $23.8K
|
9.81K
$4.17M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-889- 1.53% |
$351K - $416K
|
57.3K
$24.4M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
72+ 5.58% |
$28.5K - $33.7K
|
1.36K
$579K
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
829+ 6.25% |
$328K - $388K
|
14.1K
$5.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-288- 0.38% |
$114K - $135K
|
76.5K
$32.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26K+ 3.24% |
$10.3M - $12.2M
|
830K
$353M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-8- 0.36% |
$3.16K - $3.74K
|
2.22K
$942K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
222+ 13.37% |
$87.7K - $104K
|
1.88K
$801K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
121+ 2.06% |
$47.8K - $56.6K
|
5.99K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
367+ 1.28% |
$145K - $172K
|
29K
$12.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
148+ 12.11% |
$58.5K - $69.2K
|
1.37K
$583K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
342+ 0.09% |
$135K - $160K
|
392K
$167M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-77- 1.16% |
$30.4K - $36K
|
6.58K
$2.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-28.7K- 90.04% |
$11.3M - $13.4M
|
3.17K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
3.69K+ 6.31% |
$1.46M - $1.72M
|
62.1K
$26.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$2.37K - $2.81K
|
3.81K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
73+ 0.95% |
$28.8K - $34.1K
|
7.75K
$3.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
985+ 6.86% |
$389K - $461K
|
15.4K
$6.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
95+ 18.2% |
$37.5K - $44.4K
|
617
$262K
|