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
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-17.6K- 5.95% |
$6.93M - $8.21M
|
278K
$115M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
346+ 0.43% |
$137K - $162K
|
80.5K
$33.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
984+ 1.64% |
$389K - $460K
|
61K
$25.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-249- 0.44% |
$98.4K - $116K
|
55.8K
$23.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
533+ 4.45% |
$211K - $249K
|
12.5K
$5.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-62- 0.11% |
$24.5K - $29K
|
54.6K
$22.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-7- 0.07% |
$2.77K - $3.27K
|
10.5K
$4.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.49K- 20.99% |
$588K - $696K
|
5.61K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
171+ 0.11% |
$67.6K - $80K
|
149K
$61.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-173- 0.83% |
$68.4K - $80.9K
|
20.8K
$8.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
291+ 9.45% |
$115K - $136K
|
3.37K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
99+ 1.47% |
$39.1K - $46.3K
|
6.86K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-123- 1.07% |
$48.6K - $57.5K
|
11.4K
$4.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-443- 3.68% |
$175K - $207K
|
11.6K
$4.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-124- 1.59% |
$49K - $58K
|
7.68K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 1.52% |
$83.8K - $99.1K
|
14.2K
$5.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
217+ 1.46% |
$85.7K - $101K
|
15.1K
$6.26M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.95K+ 38.76% |
$2.75M - $3.25M
|
24.9K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-44.3K- 7.36% |
$17.5M - $20.7M
|
558K
$232M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-753- 2.9% |
$298K - $352K
|
25.2K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-23- 0.16% |
$9.09K - $10.8K
|
14.1K
$5.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-38- 0.24% |
$15K - $17.8K
|
16K
$6.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-28K- 2.12% |
$11.1M - $13.1M
|
1.29M
$536M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-75- 2.4% |
$29.6K - $35.1K
|
3.05K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
83.2K+ 22.45% |
$32.9M - $38.9M
|
454K
$188M
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
19.9KNew |
$7.84M - $9.28M
|
19.9K
$8.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.44K+ 3.77% |
$568K - $672K
|
39.6K
$16.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-162- 0.46% |
$64K - $75.7K
|
35.1K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.86K- 10.52% |
$733K - $867K
|
15.8K
$6.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-75- 2.28% |
$29.6K - $35.1K
|
3.22K
$1.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
136+ 0.13% |
$53.7K - $63.6K
|
102K
$42.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-877- 0.29% |
$347K - $410K
|
302K
$125M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.96K+ 1.02% |
$773K - $914K
|
194K
$80.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
405+ 6.3% |
$160K - $189K
|
6.84K
$2.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.59K+ 7.79% |
$1.02M - $1.21M
|
35.8K
$14.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.28K- 0.14% |
$900K - $1.07M
|
1.59M
$662M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
215+ 3.59% |
$85K - $101K
|
6.21K
$2.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-15- 0.68% |
$5.93K - $7.01K
|
2.19K
$908K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
422+ 2.85% |
$167K - $197K
|
15.3K
$6.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-15- 1.02% |
$5.93K - $7.01K
|
1.46K
$604K
|
|
|
Oct 30, 2024
Q3 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
714+ 3.09% |
$282K - $334K
|
23.8K
$9.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-106- 1.02% |
$41.9K - $49.6K
|
10.3K
$4.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1- 0.02% |
$395 - $468
|
5.29K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
8.6K+ 481.63% |
$3.4M - $4.02M
|
10.4K
$4.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.12K+ 3.52% |
$2.42M - $2.86M
|
180K
$74.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
300New |
$119K - $140K
|
300
$124K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.18K- 4.24% |
$467K - $552K
|
26.7K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-63- 1.0% |
$24.9K - $29.5K
|
6.27K
$2.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
293+ 1.11% |
$116K - $137K
|
26.7K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-681- 1.43% |
$269K - $318K
|
46.8K
$19.4M
|