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 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.52K- 3.65% |
$994K - $1.18M
|
66.4K
$27.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-202- 1.28% |
$79.8K - $94.4K
|
15.5K
$6.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
863+ 24.76% |
$341K - $404K
|
4.35K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-575- 3.31% |
$227K - $269K
|
16.8K
$6.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
681+ 1.32% |
$269K - $318K
|
52.3K
$21.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.02% |
$6.32K - $7.48K
|
85.7K
$35.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-400- 26.97% |
$158K - $187K
|
1.08K
$449K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 1.93% |
$442K - $523K
|
59.2K
$24.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
120+ 0.88% |
$47.4K - $56.1K
|
13.7K
$5.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.98K+ 6.35% |
$1.57M - $1.86M
|
66.6K
$27.6M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-700- 43.75% |
$277K - $327K
|
900
$373K
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-891- 6.28% |
$352K - $417K
|
13.3K
$5.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.8K+ 4.88% |
$2.69M - $3.18M
|
146K
$60.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
178+ 1.92% |
$70.3K - $83.2K
|
9.43K
$3.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
752+ 1.69% |
$297K - $352K
|
45.3K
$18.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 25.0% |
$395K - $468K
|
3K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$1.19K - $1.4K
|
21.8K
$9.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
5.17K+ 7.17% |
$2.04M - $2.42M
|
77.3K
$32.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-221- 0.49% |
$87.3K - $103K
|
44.9K
$18.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.69K- 36.06% |
$1.46M - $1.73M
|
6.55K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-487- 2.36% |
$192K - $228K
|
20.2K
$8.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
235+ 1.32% |
$92.9K - $110K
|
18.1K
$7.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-430- 35.1% |
$170K - $201K
|
795
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-146- 2.98% |
$57.7K - $68.3K
|
4.75K
$1.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-142K- 95.95% |
$56.1M - $66.4M
|
6K
$2.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
123+ 8.83% |
$48.6K - $57.5K
|
1.52K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
SELL
|
- |
-100K- 12.93% |
$39.5M - $46.8M
|
674K
$279M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
33.3K+ 104.71% |
$13.2M - $15.6M
|
65.1K
$27M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
464+ 1.36% |
$183K - $217K
|
34.6K
$14.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
36+ 0.42% |
$14.2K - $16.8K
|
8.63K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-388- 4.3% |
$153K - $181K
|
8.63K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.1% |
$7.9K - $9.35K
|
20.4K
$8.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
146+ 2.06% |
$57.7K - $68.3K
|
7.24K
$3.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 1.27% |
$526K - $623K
|
104K
$43M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$13K - $15.4K
|
23.7K
$9.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-300- 3.49% |
$119K - $140K
|
8.3K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-155- 4.96% |
$61.2K - $72.5K
|
2.97K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-167- 5.91% |
$66K - $78.1K
|
2.66K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
15+ 0.03% |
$5.93K - $7.01K
|
47.2K
$19.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.17K- 1.86% |
$461K - $546K
|
61.6K
$25.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
207+ 8.49% |
$81.8K - $96.8K
|
2.65K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.4K- 2.43% |
$551K - $652K
|
55.9K
$23.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.72K- 13.57% |
$1.47M - $1.74M
|
23.7K
$9.84M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.97K+ 6.4% |
$1.96M - $2.32M
|
82.5K
$34.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
289+ 5.45% |
$114K - $135K
|
5.59K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-240- 5.77% |
$94.8K - $112K
|
3.92K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
42+ 0.4% |
$16.6K - $19.6K
|
10.5K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21K+ 1.96% |
$872K - $1.03M
|
115K
$47.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 0.42% |
$1.58K - $1.87K
|
953
$395K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
658New |
$260K - $308K
|
658
$273K
|