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 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-718- 16.86% |
$284K - $336K
|
3.54K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-715- 14.43% |
$283K - $334K
|
4.24K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
980+ 2.59% |
$387K - $458K
|
38.8K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
805+ 12.79% |
$318K - $376K
|
7.1K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Findlay Park Partners LLP
London, X0 |
SELL
|
- |
-540K- 40.61% |
$213M - $253M
|
790K
$328M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
33.1KNew |
$13.1M - $15.5M
|
33.1K
$13.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-14- 0.13% |
$5.53K - $6.55K
|
10.9K
$4.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-980- 0.61% |
$387K - $458K
|
160K
$66.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-647- 10.4% |
$256K - $303K
|
5.58K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-900- 0.17% |
$356K - $421K
|
526K
$218M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-492- 1.07% |
$194K - $230K
|
45.4K
$18.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2K+ 8.43% |
$790K - $934K
|
25.7K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.55K- 0.88% |
$2.59M - $3.06M
|
740K
$307M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-195- 8.74% |
$77.1K - $91.2K
|
2.04K
$845K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-91- 1.01% |
$36K - $42.5K
|
8.91K
$3.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-704K- 15.77% |
$278M - $329M
|
3.76M
$1.56B
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.36K+ 27.07% |
$2.51M - $2.98M
|
29.9K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Ycg, LLC
|
SELL
|
- |
-40- 0.02% |
$15.8K - $18.7K
|
236K
$97.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-86.9K- 3.93% |
$34.3M - $40.6M
|
2.12M
$880M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
139+ 2.83% |
$54.9K - $65K
|
5.05K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
100+ 6.54% |
$39.5K - $46.8K
|
1.63K
$676K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-90- 3.0% |
$35.6K - $42.1K
|
2.91K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
163+ 7.42% |
$64.4K - $76.2K
|
2.36K
$979K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.04K- 2.33% |
$1.59M - $1.89M
|
169K
$70.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 3.35% |
$835K - $988K
|
65.2K
$27.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-360- 4.99% |
$142K - $168K
|
6.85K
$2.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-203- 2.34% |
$80.2K - $94.9K
|
8.48K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
234+ 2.21% |
$92.5K - $109K
|
10.8K
$4.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
207+ 3.63% |
$81.8K - $96.8K
|
5.91K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Coalescence Partners Investment Management, LP
New York, NY |
BUY
|
- |
4.64K+ 11.92% |
$1.83M - $2.17M
|
43.6K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
832+ 10.05% |
$329K - $389K
|
9.11K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-146- 0.53% |
$57.7K - $68.3K
|
27.5K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
8+ 0.73% |
$3.16K - $3.74K
|
1.11K
$461K
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
64+ 0.16% |
$25.3K - $29.9K
|
40.3K
$16.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-60- 9.23% |
$23.7K - $28.1K
|
590
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-49- 0.36% |
$19.4K - $22.9K
|
13.5K
$5.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-407- 1.32% |
$161K - $190K
|
30.4K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
9.85K+ 9.57% |
$3.89M - $4.61M
|
113K
$46.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-581- 9.53% |
$230K - $272K
|
5.51K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.18% |
$3.95K - $4.68K
|
5.49K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
131+ 0.79% |
$51.8K - $61.3K
|
16.8K
$6.96M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.31K- 6.14% |
$914K - $1.08M
|
35.3K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
26+ 1.23% |
$10.3K - $12.2K
|
2.14K
$886K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-250- 15.7% |
$98.8K - $117K
|
1.34K
$557K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
615+ 1.78% |
$243K - $288K
|
35.2K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.75K+ 5.38% |
$1.48M - $1.75M
|
73.4K
$30.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
320+ 1.71% |
$126K - $150K
|
19K
$7.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-18.4K- 24.9% |
$7.26M - $8.59M
|
55.4K
$23M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.73K- 1.59% |
$1.87M - $2.21M
|
292K
$121M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
11.8KNew |
$4.66M - $5.51M
|
11.8K
$4.89M
|