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
|
Mission Wealth Management, LP
|
BUY
|
- |
23.4K+ 6.61% |
$9.25M - $10.9M
|
377K
$157M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-1.7K- 3.18% |
$672K - $795K
|
51.7K
$21.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
106+ 3.2% |
$41.9K - $49.6K
|
3.42K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-218- 1.34% |
$86.1K - $102K
|
16K
$6.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-208- 1.79% |
$82.2K - $97.3K
|
11.4K
$4.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 16.6% |
$467K - $552K
|
8.3K
$3.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
58+ 1.1% |
$22.9K - $27.1K
|
5.31K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-50.9K- 1.81% |
$20.1M - $23.8M
|
2.77M
$1.15B
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.96K- 2.42% |
$1.96M - $2.32M
|
200K
$83M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
102+ 0.74% |
$40.3K - $47.7K
|
14K
$5.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.83KNew |
$3.49M - $4.13M
|
8.83K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-345- 1.53% |
$136K - $161K
|
22.3K
$9.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.08K- 26.15% |
$425K - $503K
|
3.04K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.1K+ 7.54% |
$435K - $515K
|
15.7K
$6.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-5.01K- 9.26% |
$1.98M - $2.34M
|
49.1K
$20.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.33K- 1.8% |
$526K - $622K
|
72.5K
$30.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.68K+ 6.87% |
$664K - $786K
|
26.1K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.55K+ 0.89% |
$1.8M - $2.13M
|
515K
$214M
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
157+ 20.79% |
$62K - $73.4K
|
912
$378K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
32.6K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.07% |
$790 - $935
|
3.08K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-530- 1.22% |
$209K - $248K
|
42.9K
$17.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-21- 0.3% |
$8.3K - $9.82K
|
6.92K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2.33K- 9.23% |
$921K - $1.09M
|
22.9K
$9.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.09K- 2.71% |
$432K - $511K
|
39.3K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
SELL
|
- |
-5- 0.03% |
$1.98K - $2.34K
|
14.3K
$5.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
49.5K+ 12.8% |
$19.6M - $23.2M
|
437K
$181M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
692+ 3.3% |
$273K - $324K
|
21.7K
$8.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
290+ 10.37% |
$115K - $136K
|
3.09K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-1.57K- 10.74% |
$619K - $732K
|
13K
$5.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
32+ 0.28% |
$12.6K - $15K
|
11.3K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
184+ 0.43% |
$72.7K - $86K
|
42.5K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8.81K- 16.44% |
$3.48M - $4.12M
|
44.8K
$18.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
838+ 20.2% |
$331K - $392K
|
4.99K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
639+ 23.27% |
$253K - $299K
|
3.39K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-109- 2.01% |
$43.1K - $51K
|
5.31K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
27+ 0.54% |
$10.7K - $12.6K
|
5.03K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.03K+ 11.18% |
$1.2M - $1.42M
|
30.2K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 0.75% |
$86.5K - $102K
|
29.3K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-54- 0.26% |
$21.3K - $25.2K
|
21K
$8.71M
|
|
|
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
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-142- 0.82% |
$56.1K - $66.4K
|
17.3K
$7.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
192+ 10.32% |
$75.9K - $89.8K
|
2.05K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
5.11K+ 2.6% |
$2.02M - $2.39M
|
201K
$83.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
122+ 0.37% |
$48.2K - $57K
|
33K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
242+ 2.67% |
$95.6K - $113K
|
9.3K
$3.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.55K+ 37.66% |
$1.01M - $1.19M
|
9.33K
$3.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-27- 0.25% |
$10.7K - $12.6K
|
10.8K
$4.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$2.02M - $2.39M
|
5.11K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2.5K+ 35.71% |
$988K - $1.17M
|
9.5K
$3.94M
|