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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
9.63KNew |
$3.91M - $4.37M
|
9.63K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
6.4KNew |
$2.6M - $2.91M
|
6.4K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
15.8KNew |
$6.42M - $7.18M
|
15.8K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
660New |
$268K - $300K
|
660
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
13.1KNew |
$5.33M - $5.97M
|
13.1K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
22.1KNew |
$8.99M - $10.1M
|
22.1K
$8.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
128KNew |
$51.9M - $58.1M
|
128K
$50.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
6.91KNew |
$2.81M - $3.14M
|
6.91K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
344New |
$140K - $156K
|
344
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.35KNew |
$3.39M - $3.79M
|
8.35K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.07KNew |
$436K - $487K
|
1.07K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-700- 4.59% |
$284K - $318K
|
14.6K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-16- 0.06% |
$6.5K - $7.27K
|
25.3K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
184+ 20.91% |
$74.8K - $83.6K
|
1.06K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
936+ 2.73% |
$380K - $425K
|
35.2K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-11- 0.89% |
$4.47K - $5K
|
1.23K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-70- 0.6% |
$28.4K - $31.8K
|
11.6K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-46.4K- 37.21% |
$18.9M - $21.1M
|
78.3K
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-166- 5.13% |
$67.5K - $75.4K
|
3.07K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 23.33% |
$2.42M - $2.7M
|
19.6K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
230+ 1.91% |
$93.5K - $105K
|
12.2K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-29- 0.12% |
$11.8K - $13.2K
|
23.2K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
165KNew |
$67.1M - $75M
|
165K
$65.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
PUT |
165KNew |
$67M - $75M
|
165K
$65.5M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
162K+ 8.87% |
$66M - $73.8M
|
1.99M
$791M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
38.5K+ 41.34% |
$15.7M - $17.5M
|
132K
$52.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
202+ 0.46% |
$82.1K - $91.8K
|
43.8K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
8.2K+ 100.37% |
$3.33M - $3.72M
|
16.4K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
551+ 2.71% |
$224K - $250K
|
20.9K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
6.71K+ 20.01% |
$2.73M - $3.05M
|
40.3K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.1K- 5.61% |
$447K - $500K
|
18.5K
$7.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-47.7K- 12.3% |
$19.4M - $21.7M
|
340K
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
236+ 1.51% |
$95.9K - $107K
|
15.9K
$6.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
501+ 1.65% |
$204K - $228K
|
30.8K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-77- 0.37% |
$31.3K - $35K
|
20.9K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
133+ 0.78% |
$54K - $60.4K
|
17.2K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-4.88K- 9.13% |
$1.98M - $2.22M
|
48.5K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
1.91K+ 12.06% |
$775K - $867K
|
17.7K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-85- 10.84% |
$34.5K - $38.6K
|
699
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
898+ 8.38% |
$365K - $408K
|
11.6K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
836+ 13.13% |
$340K - $380K
|
7.2K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 4.45% |
$504K - $564K
|
26.7K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
181+ 3.21% |
$73.5K - $82.3K
|
5.82K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-745- 5.98% |
$303K - $339K
|
11.7K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-317- 3.5% |
$129K - $144K
|
8.73K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-655- 1.13% |
$266K - $298K
|
57.4K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
52.4KNew |
$21.3M - $23.8M
|
52.4K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
13.3KNew |
$5.42M - $6.06M
|
13.3K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
740New |
$301K - $336K
|
740
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1.85KNew |
$750K - $839K
|
1.85K
$733K
|