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 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
838+ 20.2% |
$331K - $392K
|
4.99K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
866+ 4.88% |
$342K - $405K
|
18.6K
$8.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
163+ 0.24% |
$64.4K - $76.2K
|
67.2K
$29.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
639+ 23.27% |
$253K - $299K
|
3.39K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-109- 2.01% |
$43.1K - $51K
|
5.31K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
27+ 0.54% |
$10.7K - $12.6K
|
5.03K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
8+ 0.34% |
$3.16K - $3.74K
|
2.37K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 1.96% |
$642K - $759K
|
84.4K
$36.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.03K+ 11.18% |
$1.2M - $1.42M
|
30.2K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 0.75% |
$86.5K - $102K
|
29.3K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-54- 0.26% |
$21.3K - $25.2K
|
21K
$9.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
459+ 9.71% |
$181K - $215K
|
5.19K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
81+ 0.54% |
$32K - $37.9K
|
15.2K
$6.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
103+ 8.93% |
$40.7K - $48.2K
|
1.26K
$549K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-2.82K- 19.21% |
$1.12M - $1.32M
|
11.9K
$5.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-61- 2.86% |
$24.1K - $28.5K
|
2.07K
$905K
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-3.78K- 11.05% |
$1.49M - $1.77M
|
30.4K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-142- 0.82% |
$56.1K - $66.4K
|
17.3K
$7.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
192+ 10.32% |
$75.9K - $89.8K
|
2.05K
$897K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
5.11K+ 2.6% |
$2.02M - $2.39M
|
201K
$87.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-444- 2.63% |
$175K - $208K
|
16.5K
$7.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
122+ 0.37% |
$48.2K - $57K
|
33K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 10.02% |
$797K - $944K
|
22.2K
$9.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-919- 4.5% |
$363K - $430K
|
19.5K
$8.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
242+ 2.67% |
$95.6K - $113K
|
9.3K
$4.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.23K+ 4.61% |
$485K - $574K
|
27.9K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
218+ 1.66% |
$86.1K - $102K
|
13.3K
$5.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-8.12K- 1.34% |
$3.21M - $3.79M
|
595K
$260M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
30+ 0.12% |
$11.9K - $14K
|
24.5K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.04K+ 6.01% |
$807K - $954K
|
36K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.84K- 4.15% |
$725K - $858K
|
42.4K
$18.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.55K+ 37.66% |
$1.01M - $1.19M
|
9.33K
$4.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-27- 0.25% |
$10.7K - $12.6K
|
10.8K
$4.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$2.02M - $2.39M
|
5.11K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
150+ 4.4% |
$59.3K - $70.1K
|
3.56K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-114- 0.78% |
$45K - $53.3K
|
14.4K
$6.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2.5K+ 35.71% |
$988K - $1.17M
|
9.5K
$4.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
2.5K+ 32.39% |
$989K - $1.17M
|
10.2K
$4.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-3.11K- 2.76% |
$1.23M - $1.45M
|
109K
$47.8M
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
SELL
|
- |
-5K- 2.44% |
$1.98M - $2.34M
|
200K
$87.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-244- 0.54% |
$96.4K - $114K
|
44.8K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-17.6K- 5.95% |
$6.93M - $8.21M
|
278K
$121M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.89K+ 10.56% |
$1.93M - $2.29M
|
51.2K
$22.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
346+ 0.43% |
$137K - $162K
|
80.5K
$35.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-526- 5.28% |
$208K - $246K
|
9.44K
$4.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
502K+ 3.31% |
$198M - $235M
|
15.7M
$6.84B
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
984+ 1.64% |
$389K - $460K
|
61K
$26.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.88K+ 3.48% |
$743K - $879K
|
55.9K
$24.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-249- 0.44% |
$98.4K - $116K
|
55.8K
$24.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
533+ 4.45% |
$211K - $249K
|
12.5K
$5.47M
|