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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.98K+ 9.75% |
$782K - $926K
|
22.3K
$9.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.47K- 8.22% |
$2.16M - $2.56M
|
61.1K
$26.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13- 0.51% |
$5.14K - $6.08K
|
2.56K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.16K+ 2.62% |
$1.64M - $1.95M
|
163K
$71.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
340+ 2.05% |
$134K - $159K
|
16.9K
$7.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
216+ 1.82% |
$85.4K - $101K
|
12.1K
$5.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-55.7K- 15.42% |
$22M - $26.1M
|
306K
$134M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.6K+ 118.26% |
$4.6M - $5.44M
|
21.5K
$9.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
25.9KNew |
$10.2M - $12.1M
|
25.9K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-25- 0.16% |
$9.88K - $11.7K
|
15.7K
$6.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-212- 0.49% |
$83.8K - $99.1K
|
43.1K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
202+ 0.56% |
$79.8K - $94.4K
|
36.4K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
25+ 0.56% |
$9.88K - $11.7K
|
4.51K
$1.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 1.1% |
$5.93K - $7.01K
|
1.38K
$602K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
31+ 0.38% |
$12.2K - $14.5K
|
8.11K
$3.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.59K- 3.78% |
$3M - $3.55M
|
193K
$84.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
300+ 2.47% |
$119K - $140K
|
12.5K
$5.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
42+ 0.46% |
$16.6K - $19.6K
|
9.08K
$3.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-313- 3.49% |
$124K - $146K
|
8.66K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-10.7K- 48.28% |
$4.24M - $5.02M
|
11.5K
$5.02M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-100- 3.62% |
$39.5K - $46.8K
|
2.66K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-4- 0.18% |
$1.58K - $1.87K
|
2.21K
$966K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
101+ 2.56% |
$39.9K - $47.2K
|
4.05K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Intermede Investment Partners LTD
|
SELL
|
- |
-13.9K- 1.86% |
$5.49M - $6.49M
|
733K
$320M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12+ 0.09% |
$4.74K - $5.61K
|
13.3K
$5.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
7+ 0.06% |
$2.77K - $3.27K
|
12.6K
$5.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.47% |
$4.74K - $5.61K
|
2.54K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-264- 27.39% |
$104K - $123K
|
700
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-194- 0.15% |
$76.7K - $90.7K
|
128K
$55.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-140- 4.25% |
$55.3K - $65.5K
|
3.16K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
553+ 1.34% |
$219K - $259K
|
41.8K
$18.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
169+ 0.18% |
$66.8K - $79K
|
94.9K
$41.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-129- 1.21% |
$51K - $60.3K
|
10.6K
$4.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
40+ 1.69% |
$15.8K - $18.7K
|
2.41K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-20- 0.35% |
$7.9K - $9.35K
|
5.63K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
89+ 0.31% |
$35.2K - $41.6K
|
28.9K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.2K- 0.46% |
$4.43M - $5.24M
|
2.45M
$1.07B
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.86K- 2.03% |
$1.53M - $1.8M
|
186K
$81.4M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
888+ 6.43% |
$351K - $415K
|
14.7K
$6.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
552+ 1.13% |
$218K - $258K
|
49.3K
$21.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.46K- 80.44% |
$2.16M - $2.55M
|
1.33K
$580K
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-64.8K- 87.04% |
$25.6M - $30.3M
|
9.65K
$4.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.02K+ 5.44% |
$1.19M - $1.41M
|
58.4K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
897+ 1.83% |
$354K - $419K
|
50K
$21.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-6.2K- 1.23% |
$2.45M - $2.9M
|
497K
$217M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.57K- 0.83% |
$1.01M - $1.2M
|
306K
$134M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 5.11% |
$28.8K - $34.1K
|
1.36K
$593K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 10.2% |
$605K - $716K
|
13.5K
$5.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
238+ 0.63% |
$94K - $111K
|
38K
$16.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.51K- 0.8% |
$598K - $708K
|
188K
$82.3M
|