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 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.38K- 6.77% |
$545K - $645K
|
19K
$8.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-20- 1.65% |
$7.9K - $9.35K
|
1.19K
$509K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-269- 2.03% |
$106K - $126K
|
13K
$5.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1+ 0.17% |
$395 - $468
|
592
$253K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-436- 2.53% |
$172K - $204K
|
16.8K
$7.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.18K+ 10.23% |
$465K - $551K
|
12.7K
$5.42M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
15+ 0.18% |
$5.93K - $7.01K
|
8.27K
$3.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
90+ 4.26% |
$35.6K - $42.1K
|
2.2K
$940K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
81+ 0.69% |
$32K - $37.9K
|
11.8K
$5.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.2K+ 4.87% |
$1.27M - $1.5M
|
69K
$29.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
275+ 2.14% |
$109K - $129K
|
13.1K
$5.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-281- 1.03% |
$111K - $131K
|
27K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
413+ 2.82% |
$163K - $193K
|
15.1K
$6.44M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
31+ 5.09% |
$12.2K - $14.5K
|
640
$273K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.8K- 1.52% |
$712K - $843K
|
117K
$49.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
92+ 0.99% |
$36.4K - $43K
|
9.37K
$4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
247+ 5.24% |
$97.6K - $115K
|
4.96K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.1K- 0.87% |
$828K - $980K
|
239K
$102M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
754+ 7.77% |
$298K - $353K
|
10.5K
$4.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
448+ 2.58% |
$177K - $209K
|
17.8K
$7.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1K- 3.48% |
$396K - $469K
|
27.8K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.68K- 63.79% |
$663K - $785K
|
953
$407K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
305+ 1.29% |
$121K - $143K
|
24K
$10.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-47- 4.96% |
$18.6K - $22K
|
900
$384K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
977+ 1.93% |
$386K - $457K
|
51.7K
$22.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.7K+ 4.76% |
$4.63M - $5.48M
|
258K
$110M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 0.82% |
$520K - $615K
|
160K
$68.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7K+ 6.6% |
$2.77M - $3.27M
|
113K
$48.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
884+ 18.65% |
$349K - $413K
|
5.62K
$2.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-817- 6.83% |
$323K - $382K
|
11.1K
$4.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
138+ 0.72% |
$54.5K - $64.5K
|
19.4K
$8.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
150+ 0.37% |
$59.3K - $70.1K
|
41.1K
$17.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-230- 8.21% |
$90.9K - $108K
|
2.57K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
5.28K+ 5.65% |
$2.09M - $2.47M
|
98.7K
$42.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
627+ 2.51% |
$248K - $293K
|
25.6K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
4.26K+ 8.83% |
$1.68M - $1.99M
|
52.5K
$22.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
384+ 12.69% |
$152K - $180K
|
3.41K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-770- 0.66% |
$304K - $360K
|
117K
$49.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-21- 0.46% |
$8.3K - $9.82K
|
4.55K
$1.94M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-143- 1.79% |
$56.5K - $66.9K
|
7.83K
$3.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
172+ 0.63% |
$68K - $80.4K
|
27.4K
$11.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.07K+ 3.4% |
$422K - $499K
|
32.5K
$13.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-10.8K- 22.35% |
$4.28M - $5.07M
|
37.7K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 1.99% |
$547K - $648K
|
68.3K
$29.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
217+ 0.28% |
$85.7K - $101K
|
77.2K
$33M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3+ 0.02% |
$1.19K - $1.4K
|
13.2K
$5.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-735- 2.02% |
$290K - $344K
|
35.7K
$15.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$3.95K - $4.68K
|
23.4K
$10M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-87- 7.32% |
$34.4K - $40.7K
|
1.1K
$470K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
687+ 91.97% |
$271K - $321K
|
1.43K
$612K
|