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 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-553- 0.06% |
$219K - $259K
|
966K
$422M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
753New |
$298K - $352K
|
753
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.34K+ 8.43% |
$925K - $1.09M
|
30.1K
$13.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
89.9K+ 6.12% |
$35.5M - $42M
|
1.56M
$682M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
7.5K+ 1.48% |
$2.96M - $3.51M
|
515K
$225M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39K+ 2.94% |
$945K - $1.12M
|
83.7K
$36.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.13% |
$790 - $935
|
1.55K
$676K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$741K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
459+ 5.12% |
$181K - $215K
|
9.43K
$4.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-794- 3.71% |
$314K - $371K
|
20.6K
$9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-57- 0.7% |
$22.5K - $26.7K
|
8.06K
$3.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
25+ 1.28% |
$9.88K - $11.7K
|
1.98K
$867K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-146- 1.88% |
$57.7K - $68.3K
|
7.6K
$3.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
401+ 2.2% |
$158K - $187K
|
18.7K
$8.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
118+ 3.63% |
$46.6K - $55.2K
|
3.37K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
46+ 1.49% |
$18.2K - $21.5K
|
3.14K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
942+ 1.64% |
$372K - $440K
|
58.5K
$25.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18K+ 7.29% |
$7.12M - $8.42M
|
265K
$116M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
CALL |
10.2KNew |
$4.03M - $4.77M
|
10.2K
$4.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.48K- 2.74% |
$1.77M - $2.09M
|
159K
$69.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-105K- 84.89% |
$41.4M - $48.9M
|
18.6K
$8.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-972- 0.82% |
$384K - $454K
|
117K
$51.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
139+ 4.8% |
$54.9K - $65K
|
3.04K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
121+ 4.43% |
$47.8K - $56.6K
|
2.85K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
872+ 0.95% |
$345K - $408K
|
93K
$40.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-417- 0.6% |
$165K - $195K
|
69.5K
$30.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
370+ 11.79% |
$146K - $173K
|
3.51K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 0.93% |
$198K - $234K
|
53.5K
$23.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
22.6KNew |
$8.92M - $10.6M
|
22.6K
$9.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.32K+ 2.93% |
$1.31M - $1.55M
|
117K
$51M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-789- 1.02% |
$312K - $369K
|
76.3K
$33.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
6+ 0.05% |
$2.37K - $2.81K
|
13K
$5.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.31K+ 2.71% |
$516K - $610K
|
49.5K
$21.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-136- 2.19% |
$53.7K - $63.6K
|
6.07K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
502+ 5.63% |
$198K - $235K
|
9.42K
$4.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
42+ 0.1% |
$16.6K - $19.6K
|
44K
$19.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-28- 0.27% |
$11.1K - $13.1K
|
10.5K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.59K+ 22.96% |
$1.42M - $1.68M
|
19.2K
$8.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
1.43K+ 4.22% |
$563K - $667K
|
35.2K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
23.4K+ 6.61% |
$9.25M - $10.9M
|
377K
$165M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-1.7K- 3.18% |
$672K - $795K
|
51.7K
$22.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
106+ 3.2% |
$41.9K - $49.6K
|
3.42K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-218- 1.34% |
$86.1K - $102K
|
16K
$7M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-208- 1.79% |
$82.2K - $97.3K
|
11.4K
$5M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
66+ 0.08% |
$26.1K - $30.9K
|
86K
$37.6M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-113- 1.48% |
$44.7K - $52.8K
|
7.54K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
92+ 0.51% |
$36.4K - $43K
|
18.1K
$7.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 16.6% |
$467K - $552K
|
8.3K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
58+ 1.1% |
$22.9K - $27.1K
|
5.31K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
100+ 1.17% |
$39.5K - $46.8K
|
8.65K
$3.78M
|