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 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-162- 0.46% |
$64K - $75.7K
|
35.1K
$15.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
445+ 5.96% |
$176K - $208K
|
7.91K
$3.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-649- 1.84% |
$256K - $303K
|
34.7K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.86K- 10.52% |
$733K - $867K
|
15.8K
$6.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
107+ 7.16% |
$42.3K - $50K
|
1.6K
$700K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-2.31K- 43.12% |
$914K - $1.08M
|
3.05K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
150+ 0.48% |
$59.3K - $70.1K
|
31.3K
$13.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
479+ 1.33% |
$189K - $224K
|
36.5K
$15.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.5K- 0.89% |
$3.36M - $3.98M
|
945K
$413M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
688+ 0.44% |
$272K - $322K
|
157K
$68.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-75- 2.28% |
$29.6K - $35.1K
|
3.22K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
136+ 0.13% |
$53.7K - $63.6K
|
102K
$44.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-877- 0.29% |
$347K - $410K
|
302K
$132M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
846+ 3.49% |
$334K - $396K
|
25.1K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.96K+ 1.02% |
$773K - $914K
|
194K
$84.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
243+ 0.19% |
$96K - $114K
|
126K
$55.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
248+ 0.4% |
$98K - $116K
|
62.1K
$27.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
405+ 6.3% |
$160K - $189K
|
6.84K
$2.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24K- 28.51% |
$9.5M - $11.2M
|
60.3K
$26.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-1.17K- 4.54% |
$461K - $545K
|
24.5K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-284K- 18.55% |
$112M - $133M
|
1.25M
$546M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$488K - $577K
|
1.24K
$540K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.54K- 6.27% |
$1M - $1.19M
|
37.9K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.83K+ 4.53% |
$722K - $855K
|
42.2K
$18.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.59K+ 7.79% |
$1.02M - $1.21M
|
35.8K
$15.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-562- 41.91% |
$222K - $263K
|
779
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.28K- 0.14% |
$900K - $1.07M
|
1.59M
$697M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
99+ 0.89% |
$39.1K - $46.3K
|
11.2K
$4.88M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-180- 1.18% |
$71.1K - $84.2K
|
15.1K
$6.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 3.59% |
$85K - $101K
|
6.21K
$2.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-15- 0.68% |
$5.93K - $7.01K
|
2.19K
$956K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
501+ 11.47% |
$198K - $234K
|
4.87K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
422+ 2.85% |
$167K - $197K
|
15.3K
$6.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-15- 1.02% |
$5.93K - $7.01K
|
1.46K
$636K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.28K+ 15.4% |
$507K - $600K
|
9.62K
$4.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
4.79K+ 8.92% |
$1.89M - $2.24M
|
58.5K
$25.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
714+ 3.09% |
$282K - $334K
|
23.8K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-106- 1.02% |
$41.9K - $49.6K
|
10.3K
$4.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$395 - $468
|
5.29K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
8.6K+ 481.63% |
$3.4M - $4.02M
|
10.4K
$4.54M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
521+ 25.39% |
$206K - $244K
|
2.57K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.12K+ 3.52% |
$2.42M - $2.86M
|
180K
$78.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
300New |
$119K - $140K
|
300
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.18K- 4.24% |
$467K - $552K
|
26.7K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-63- 1.0% |
$24.9K - $29.5K
|
6.27K
$2.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
62+ 4.54% |
$24.5K - $29K
|
1.43K
$625K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
316+ 6.92% |
$125K - $148K
|
4.88K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
293+ 1.11% |
$116K - $137K
|
26.7K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-681- 1.43% |
$269K - $318K
|
46.8K
$20.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
31.9K+ 34.45% |
$12.6M - $14.9M
|
124K
$54.4M
|