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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.18KNew |
$887K - $992K
|
2.18K
$906K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
14+ 0.05% |
$5.69K - $6.36K
|
26K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-14- 0.05% |
$5.69K - $6.36K
|
27.5K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-620- 1.4% |
$252K - $282K
|
43.6K
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-590- 0.92% |
$240K - $268K
|
63.5K
$26.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
474+ 60.85% |
$193K - $215K
|
1.25K
$520K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-49- 1.41% |
$19.9K - $22.3K
|
3.43K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
254+ 5.75% |
$103K - $115K
|
4.67K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
25+ 0.77% |
$10.2K - $11.4K
|
3.29K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
269+ 3.51% |
$109K - $122K
|
7.92K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.11K- 9.08% |
$451K - $504K
|
11.1K
$4.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-288- 1.65% |
$117K - $131K
|
17.2K
$7.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-150- 1.31% |
$61K - $68.2K
|
11.3K
$4.67M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.36K- 1.59% |
$553K - $619K
|
84.5K
$35.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
972+ 6.42% |
$395K - $442K
|
16.1K
$6.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
454+ 3.23% |
$184K - $206K
|
14.5K
$6.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-395- 19.22% |
$161K - $180K
|
1.66K
$689K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-29- 0.17% |
$11.8K - $13.2K
|
17.1K
$7.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
805+ 14.21% |
$327K - $366K
|
6.47K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
34.2K+ 11.22% |
$13.9M - $15.5M
|
339K
$141M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
CALL |
6.1KNew |
$2.48M - $2.77M
|
6.1K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-115- 0.71% |
$46.7K - $52.3K
|
16.2K
$6.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-475- 1.26% |
$193K - $216K
|
37.2K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.91K+ 4.29% |
$776K - $868K
|
46.4K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.04M- 99.67% |
$827M - $925M
|
6.68K
$2.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 10.15% |
$5.63M - $6.3M
|
150K
$62.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.26% |
$18.7K - $20.9K
|
17.8K
$7.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.61K- 12.38% |
$3.5M - $3.91M
|
60.9K
$25.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
245+ 0.39% |
$99.6K - $111K
|
62.3K
$25.9M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-348- 1.28% |
$141K - $158K
|
26.8K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.85K+ 33.24% |
$1.16M - $1.3M
|
11.4K
$4.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.28KNew |
$927K - $1.04M
|
2.28K
$947K
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
13.3KNew |
$5.42M - $6.06M
|
13.3K
$5.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
28.1K+ 75.96% |
$11.4M - $12.8M
|
65.2K
$27.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
1.49K+ 4.97% |
$605K - $676K
|
31.4K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-71- 1.11% |
$28.9K - $32.3K
|
6.32K
$2.62M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.47K+ 1.28% |
$596K - $666K
|
116K
$48.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
929+ 32.64% |
$377K - $422K
|
3.78K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-541- 0.65% |
$220K - $246K
|
82.4K
$34.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
420+ 2.05% |
$171K - $191K
|
20.9K
$8.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-13.2K- 8.81% |
$5.34M - $5.98M
|
136K
$56.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
49+ 1.81% |
$19.9K - $22.3K
|
2.76K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-22- 0.38% |
$8.94K - $10K
|
5.71K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-12.8K- 1.65% |
$5.18M - $5.8M
|
759K
$315M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-107- 0.89% |
$43.5K - $48.6K
|
11.9K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.21K+ 33.36% |
$491K - $549K
|
4.83K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-995- 17.89% |
$404K - $452K
|
4.57K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-450- 6.6% |
$183K - $205K
|
6.37K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.46KNew |
$1.81M - $2.03M
|
4.46K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Quilter PLC
|
BUY
|
- |
37.3K+ 3.77% |
$15.1M - $16.9M
|
1.03M
$426M
|