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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
159+ 3.39% |
$64.6K - $72.3K
|
4.85K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
281+ 0.18% |
$114K - $128K
|
155K
$64.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
464+ 0.79% |
$189K - $211K
|
59.4K
$24.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.71K+ 0.99% |
$1.1M - $1.23M
|
276K
$114M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 2.35% |
$81.3K - $90.9K
|
8.31K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25K+ 5.88% |
$10.2M - $11.4M
|
450K
$187M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
196+ 1.6% |
$79.6K - $89.1K
|
12.5K
$5.17M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 0.12% |
$1.22K - $1.36K
|
2.57K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
5.49KNew |
$2.23M - $2.49M
|
5.49K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
266+ 3.72% |
$108K - $121K
|
7.41K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-3.29K- 1.25% |
$1.34M - $1.5M
|
259K
$108M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.7K+ 16.24% |
$10.8M - $12.1M
|
191K
$79.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.42K- 2.09% |
$579K - $647K
|
66.6K
$27.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-11K- 0.57% |
$4.47M - $5M
|
1.91M
$792M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-19.6K- 67.02% |
$7.97M - $8.92M
|
9.66K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
185+ 0.81% |
$75.2K - $84.1K
|
23.1K
$9.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
304+ 0.11% |
$124K - $138K
|
278K
$116M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.28K- 3.21% |
$518K - $579K
|
38.5K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
5.53K+ 5.61% |
$2.25M - $2.51M
|
104K
$43.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.63K+ 3.86% |
$662K - $741K
|
43.8K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.02K+ 13.83% |
$413K - $462K
|
8.37K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
342+ 0.91% |
$139K - $155K
|
38K
$15.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
760+ 0.29% |
$309K - $345K
|
261K
$108M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-3.82K- 7.81% |
$1.55M - $1.73M
|
45K
$18.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 50.76% |
$4.94M - $5.52M
|
11.8K
$4.89M
|
|
|
Jan 28, 2025
Q4 2024
|
North Growth Management Ltd.
|
SELL
|
- |
-3K- 12.5% |
$1.22M - $1.36M
|
21K
$8.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-38.2K- 4.33% |
$15.5M - $17.4M
|
844K
$350M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
33+ 0.84% |
$13.4K - $15K
|
3.98K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
599+ 1.2% |
$243K - $272K
|
50.6K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-569- 3.5% |
$231K - $259K
|
15.7K
$6.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-995- 2.46% |
$404K - $452K
|
39.5K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
18.2K+ 5.74% |
$7.41M - $8.29M
|
336K
$139M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-100- 7.79% |
$40.6K - $45.4K
|
1.18K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.41% |
$15.4K - $17.3K
|
9.33K
$3.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-13- 0.15% |
$5.28K - $5.91K
|
8.61K
$3.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-4.33K- 1.41% |
$1.76M - $1.97M
|
302K
$125M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-482- 16.03% |
$196K - $219K
|
2.52K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-39- 1.11% |
$15.8K - $17.7K
|
3.48K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-295- 0.88% |
$120K - $134K
|
33.2K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
136+ 1.53% |
$55.3K - $61.8K
|
9.03K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.4KNew |
$569K - $636K
|
1.4K
$581K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.26K+ 28.02% |
$919K - $1.03M
|
10.3K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-88- 0.14% |
$35.8K - $40K
|
61.9K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51.6K+ 18.82% |
$21M - $23.4M
|
326K
$135M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
54+ 0.05% |
$21.9K - $24.5K
|
111K
$46.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-14.8K- 0.77% |
$6M - $6.71M
|
1.91M
$793M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
374+ 2.41% |
$152K - $170K
|
15.9K
$6.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$406 - $454
|
10.2K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
500New |
$203K - $227K
|
500
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
72+ 0.93% |
$29.3K - $32.7K
|
7.83K
$3.25M
|