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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
29.6KNew |
$12M - $13.5M
|
29.6K
$11.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.61KNew |
$653K - $731K
|
1.61K
$645K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.16KNew |
$2.5M - $2.8M
|
6.16K
$2.47M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.6KNew |
$649K - $725K
|
1.6K
$640K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
641New |
$260K - $291K
|
641
$257K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.13KNew |
$866K - $968K
|
2.13K
$855K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
116+ 0.36% |
$47.1K - $52.7K
|
32.7K
$13.1M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-12.8K- 20.56% |
$5.21M - $5.83M
|
49.5K
$19.9M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1+ 0.01% |
$406 - $454
|
9.28K
$3.72M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
37+ 1.96% |
$15K - $16.8K
|
1.93K
$773K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
192K+ 803.33% |
$78M - $87.3M
|
216K
$86.6M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
393K+ 60.73% |
$160M - $179M
|
1.04M
$417M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-20- 0.18% |
$8.13K - $9.09K
|
11.3K
$4.52M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
9.85K+ 162.18% |
$4M - $4.47M
|
15.9K
$6.38M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
124+ 20.29% |
$50.4K - $56.4K
|
735
$295K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.62K+ 55.92% |
$658K - $736K
|
4.51K
$1.81M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-7- 0.24% |
$2.84K - $3.18K
|
2.88K
$1.15M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.6KNew |
$648K - $725K
|
1.6K
$640K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
495+ 4.13% |
$201K - $225K
|
12.5K
$5.01M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-37- 1.1% |
$15K - $16.8K
|
3.34K
$1.34M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
43+ 3.5% |
$17.5K - $19.5K
|
1.27K
$509K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
7.2MNew |
$2.93B - $3.27B
|
7.2M
$2.89B
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
241+ 2.13% |
$97.9K - $110K
|
11.6K
$4.64M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
6.64KNew |
$2.7M - $3.02M
|
6.64K
$2.66M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
1.8KNew |
$731K - $818K
|
1.8K
$722K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
9.21KNew |
$3.74M - $4.19M
|
9.21K
$3.69M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
11.5KNew |
$4.68M - $5.24M
|
11.5K
$4.62M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
306+ 1.44% |
$124K - $139K
|
21.6K
$8.65M
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
48+ 0.47% |
$19.5K - $21.8K
|
10.2K
$4.09M
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
896New |
$364K - $407K
|
896
$359K
|
|
|
Feb 27, 2025
Q4 2024
|
Tiptree Advisors, LLC
New York, NY |
BUY
|
- |
17.6KNew |
$7.15M - $8M
|
17.6K
$7.06M
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
1.23K+ 5.27% |
$499K - $558K
|
24.6K
$9.85M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
839+ 5.92% |
$341K - $381K
|
15K
$6.02M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-128- 7.15% |
$52K - $58.2K
|
1.66K
$666K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
438+ 3.81% |
$178K - $199K
|
11.9K
$4.79M
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
508+ 6.01% |
$206K - $231K
|
8.97K
$3.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-956- 1.97% |
$388K - $434K
|
47.7K
$19.1M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6.01KNew |
$2.44M - $2.73M
|
6.01K
$2.41M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.65K- 7.36% |
$672K - $751K
|
20.8K
$8.35M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.86KNew |
$1.57M - $1.76M
|
3.86K
$1.55M
|
|
|
Feb 26, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.98K+ 24.69% |
$804K - $899K
|
9.99K
$4.01M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
42+ 1.58% |
$17.1K - $19.1K
|
2.7K
$1.08M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
6.68KNew |
$2.71M - $3.03M
|
6.68K
$2.68M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.09KNew |
$441K - $493K
|
1.09K
$435K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3.49KNew |
$1.42M - $1.58M
|
3.49K
$1.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-794- 15.9% |
$323K - $361K
|
4.2K
$1.68M
|
|
|
Feb 26, 2025
Q4 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-17.8K- 2.21% |
$7.21M - $8.07M
|
784K
$314M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17.5K- 55.09% |
$7.11M - $7.95M
|
14.3K
$5.72M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-3.09K- 5.76% |
$1.26M - $1.41M
|
50.6K
$20.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.38KNew |
$1.37M - $1.53M
|
3.38K
$1.35M
|