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 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$7.11K - $8.42K
|
6.59K
$2.81M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.48K+ 3.52% |
$981K - $1.16M
|
73K
$31.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
258+ 11.24% |
$102K - $121K
|
2.55K
$1.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-727- 1.34% |
$287K - $340K
|
53.5K
$22.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
101+ 2.58% |
$39.9K - $47.2K
|
4.02K
$1.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.6K- 6.74% |
$5.75M - $6.8M
|
201K
$86M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
404+ 0.72% |
$160K - $189K
|
56.6K
$24.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
755+ 9.66% |
$298K - $353K
|
8.57K
$3.66M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.91K- 6.41% |
$2.34M - $2.76M
|
86.3K
$36.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
165+ 3.52% |
$65.2K - $77.1K
|
4.85K
$2.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-265- 5.16% |
$105K - $124K
|
4.87K
$2.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-890- 5.18% |
$352K - $416K
|
16.3K
$6.95M
|
|
|
Oct 03, 2024
Q3 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-23.5K- 66.75% |
$9.27M - $11M
|
11.7K
$4.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
100+ 1.97% |
$39.5K - $46.8K
|
5.18K
$2.21M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
742+ 2.57% |
$293K - $347K
|
29.7K
$12.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.45K+ 24.3% |
$967K - $1.14M
|
12.5K
$5.35M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
911+ 21.49% |
$360K - $426K
|
5.15K
$2.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.07K- 0.72% |
$422K - $499K
|
147K
$62.6M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-61- 0.29% |
$24.1K - $28.5K
|
21K
$8.98M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
47+ 5.56% |
$18.6K - $22K
|
893
$381K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.84K+ 15.33% |
$1.12M - $1.33M
|
21.4K
$9.13M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-2.25K- 2.22% |
$887K - $1.05M
|
99K
$42.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
155+ 11.74% |
$61.2K - $72.5K
|
1.48K
$630K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
610+ 4.21% |
$241K - $285K
|
15.1K
$6.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
58+ 2.16% |
$22.9K - $27.1K
|
2.75K
$1.17M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-3- 0.16% |
$1.19K - $1.4K
|
1.91K
$814K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4.7K- 7.09% |
$1.86M - $2.2M
|
61.6K
$26.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
290+ 1.78% |
$115K - $136K
|
16.6K
$7.08M
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-398- 0.57% |
$157K - $186K
|
69.6K
$29.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-28- 1.47% |
$11.1K - $13.1K
|
1.88K
$803K
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.45K- 5.42% |
$573K - $678K
|
25.3K
$10.8M
|
|
|
Oct 02, 2024
Q3 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-24.3K- 3.46% |
$9.61M - $11.4M
|
679K
$290M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.09% |
$1.98K - $2.34K
|
5.36K
$2.29M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.22K- 0.58% |
$879K - $1.04M
|
379K
$162M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10+ 0.09% |
$3.95K - $4.68K
|
10.6K
$4.54M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
963+ 6.73% |
$381K - $450K
|
15.3K
$6.52M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.99M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 11.3% |
$404K - $478K
|
8.03K
$3.43M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.91K- 2.42% |
$754K - $892K
|
76.9K
$32.8M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.19K- 2.4% |
$1.65M - $1.96M
|
170K
$72.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25+ 0.84% |
$9.88K - $11.7K
|
3K
$1.28M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-569- 3.06% |
$225K - $266K
|
18K
$7.69M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-50- 2.12% |
$19.8K - $23.4K
|
2.31K
$985K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
20+ 0.42% |
$7.9K - $9.35K
|
4.77K
$2.04M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.17K- 0.97% |
$464K - $549K
|
119K
$51M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
880+ 0.92% |
$348K - $411K
|
96K
$41M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-14.1K- 4.95% |
$5.55M - $6.57M
|
270K
$115M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-277- 6.38% |
$109K - $130K
|
4.07K
$1.74M
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-53- 1.36% |
$20.9K - $24.8K
|
3.83K
$1.64M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19K+ 20.03% |
$461K - $537K
|
7.1K
$3.03M
|
|