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
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-13- 0.51% |
$5.14K - $6.08K
|
2.56K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.16K+ 2.62% |
$1.64M - $1.95M
|
163K
$67.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
340+ 2.05% |
$134K - $159K
|
16.9K
$7.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
216+ 1.82% |
$85.4K - $101K
|
12.1K
$5.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.6K+ 118.26% |
$4.6M - $5.44M
|
21.5K
$8.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
25.9KNew |
$10.2M - $12.1M
|
25.9K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-25- 0.16% |
$9.88K - $11.7K
|
15.7K
$6.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15+ 1.1% |
$5.93K - $7.01K
|
1.38K
$571K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.59K- 3.78% |
$3M - $3.55M
|
193K
$80.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-10.7K- 48.28% |
$4.24M - $5.02M
|
11.5K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-100- 3.62% |
$39.5K - $46.8K
|
2.66K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Intermede Investment Partners LTD
|
SELL
|
- |
-13.9K- 1.86% |
$5.49M - $6.49M
|
733K
$304M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-264- 27.39% |
$104K - $123K
|
700
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-194- 0.15% |
$76.7K - $90.7K
|
128K
$53.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-140- 4.25% |
$55.3K - $65.5K
|
3.16K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
553+ 1.34% |
$219K - $259K
|
41.8K
$17.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-129- 1.21% |
$51K - $60.3K
|
10.6K
$4.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
89+ 0.31% |
$35.2K - $41.6K
|
28.9K
$12M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.2K- 0.46% |
$4.43M - $5.24M
|
2.45M
$1.02B
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.86K- 2.03% |
$1.53M - $1.8M
|
186K
$77.3M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
888+ 6.43% |
$351K - $415K
|
14.7K
$6.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
552+ 1.13% |
$218K - $258K
|
49.3K
$20.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5.46K- 80.44% |
$2.16M - $2.55M
|
1.33K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-6.2K- 1.23% |
$2.45M - $2.9M
|
497K
$206M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.57K- 0.83% |
$1.01M - $1.2M
|
306K
$127M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 5.11% |
$28.8K - $34.1K
|
1.36K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
77.4K+ 1199.97% |
$30.6M - $36.2M
|
83.8K
$34.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.22% |
$1.19K - $1.4K
|
1.36K
$566K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
956+ 11.96% |
$378K - $447K
|
8.95K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-685- 1.37% |
$271K - $320K
|
49.5K
$20.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.57K+ 0.21% |
$620K - $733K
|
763K
$317M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
156+ 2.15% |
$61.6K - $72.9K
|
7.4K
$3.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
311+ 1.51% |
$123K - $145K
|
20.9K
$8.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
PUT |
-19.8K- 99.0% |
$7.82M - $9.26M
|
200
$83K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.58K- 0.17% |
$625K - $739K
|
910K
$377M
|
|
|
Nov 04, 2024
Q3 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-5.32K- 1.17% |
$2.1M - $2.49M
|
451K
$187M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
24+ 3.47% |
$9.48K - $11.2K
|
716
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
274+ 0.37% |
$108K - $128K
|
74.7K
$31M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-23- 0.11% |
$9.09K - $10.8K
|
21.6K
$8.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-400- 8.01% |
$158K - $187K
|
4.6K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-438- 2.44% |
$173K - $205K
|
17.5K
$7.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-135- 7.61% |
$53.3K - $63.1K
|
1.64K
$680K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-101- 0.04% |
$39.9K - $47.2K
|
243K
$101M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
276+ 4.35% |
$109K - $129K
|
6.63K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-124- 0.57% |
$49K - $58K
|
21.5K
$8.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
74+ 0.22% |
$29.2K - $34.6K
|
33.9K
$14.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.1K+ 1.3% |
$2.81M - $3.32M
|
555K
$230M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
24+ 0.11% |
$9.48K - $11.2K
|
21K
$8.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-273- 0.32% |
$108K - $128K
|
86.3K
$35.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-178- 5.2% |
$70.3K - $83.2K
|
3.25K
$1.35M
|