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
|
Rkl Wealth Management LLC
|
BUY
|
- |
699+ 1.23% |
$276K - $327K
|
57.6K
$23.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-152- 1.5% |
$60.1K - $71.1K
|
9.97K
$4.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 0.53% |
$8.3K - $9.82K
|
3.97K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
355+ 1.35% |
$140K - $166K
|
26.6K
$11M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
560+ 13.8% |
$221K - $262K
|
4.62K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
49+ 0.91% |
$19.4K - $22.9K
|
5.43K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.62K+ 6.62% |
$641K - $759K
|
26.1K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
562+ 13.84% |
$222K - $263K
|
4.62K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-506- 1.65% |
$200K - $237K
|
30.2K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
730+ 4.14% |
$288K - $341K
|
18.4K
$7.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Provident Trust CO
|
BUY
|
- |
696+ 8.39% |
$275K - $325K
|
8.99K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-269- 1.92% |
$106K - $126K
|
13.7K
$5.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-343- 11.35% |
$136K - $160K
|
2.68K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-20- 0.94% |
$7.9K - $9.35K
|
2.11K
$874K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2.52K+ 6.46% |
$994K - $1.18M
|
41.4K
$17.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.75K- 1.74% |
$3.06M - $3.62M
|
438K
$182M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.05K- 15.74% |
$3.58M - $4.23M
|
48.5K
$20.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.09K- 14.68% |
$430K - $509K
|
6.33K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
190+ 2.4% |
$75.1K - $88.8K
|
8.12K
$3.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
100+ 0.77% |
$39.5K - $46.8K
|
13K
$5.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-57- 2.94% |
$22.5K - $26.7K
|
1.88K
$782K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-270- 4.01% |
$107K - $126K
|
6.46K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.06K- 3.83% |
$1.21M - $1.43M
|
76.8K
$31.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$395 - $468
|
1.72K
$714K
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-366- 0.75% |
$145K - $171K
|
48.4K
$20.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
297+ 0.49% |
$117K - $139K
|
61.1K
$25.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
162+ 9.69% |
$64K - $75.7K
|
1.83K
$761K
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-5.46K- 6.94% |
$2.16M - $2.55M
|
73.2K
$30.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.27K- 0.37% |
$503K - $595K
|
343K
$142M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.3K- 28.24% |
$514K - $608K
|
3.3K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-553- 0.06% |
$219K - $259K
|
966K
$401M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
753New |
$298K - $352K
|
753
$312K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.34K+ 8.43% |
$925K - $1.09M
|
30.1K
$12.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
89.9K+ 6.12% |
$35.5M - $42M
|
1.56M
$647M
|
|
|
Nov 01, 2024
Q3 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
7.5K+ 1.48% |
$2.96M - $3.51M
|
515K
$214M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39K+ 2.94% |
$945K - $1.12M
|
83.7K
$34.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.13% |
$790 - $935
|
1.55K
$642K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
200+ 13.38% |
$79K - $93.5K
|
1.7K
$703K
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-794- 3.71% |
$314K - $371K
|
20.6K
$8.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-57- 0.7% |
$22.5K - $26.7K
|
8.06K
$3.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-146- 1.88% |
$57.7K - $68.3K
|
7.6K
$3.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
118+ 3.63% |
$46.6K - $55.2K
|
3.37K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
942+ 1.64% |
$372K - $440K
|
58.5K
$24.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18K+ 7.29% |
$7.12M - $8.42M
|
265K
$110M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
CALL |
10.2KNew |
$4.03M - $4.77M
|
10.2K
$4.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.48K- 2.74% |
$1.77M - $2.09M
|
159K
$66M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-105K- 84.89% |
$41.4M - $48.9M
|
18.6K
$7.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
139+ 4.8% |
$54.9K - $65K
|
3.04K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
370+ 11.79% |
$146K - $173K
|
3.51K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-789- 1.02% |
$312K - $369K
|
76.3K
$31.7M
|