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 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
6.43K+ 3.27% |
$2.54M - $3M
|
203K
$84.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
8.83K+ 4.24% |
$3.49M - $4.13M
|
217K
$90M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
38.4K+ 8.23% |
$15.2M - $18M
|
505K
$210M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-5K- 94.34% |
$1.98M - $2.34M
|
300
$124K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.95K- 24.12% |
$770K - $911K
|
6.13K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.99K+ 12.03% |
$786K - $930K
|
18.5K
$7.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
37+ 0.31% |
$14.6K - $17.3K
|
11.8K
$4.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-566- 1.06% |
$224K - $265K
|
52.9K
$22M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
55+ 1.41% |
$21.7K - $25.7K
|
3.95K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
51+ 4.04% |
$20.2K - $23.8K
|
1.31K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
364+ 4.83% |
$144K - $170K
|
7.89K
$3.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$24.1K - $28.5K
|
61
$25.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
1.5KNew |
$593K - $701K
|
1.5K
$622K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.9K+ 3.69% |
$5.9M - $6.99M
|
420K
$174M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
52.4K+ 0.72% |
$20.7M - $24.5M
|
7.32M
$3.04B
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
54+ 0.14% |
$21.3K - $25.2K
|
38.6K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
8+ 0.02% |
$3.16K - $3.74K
|
34.9K
$14.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
507+ 4.11% |
$200K - $237K
|
12.8K
$5.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
129+ 1.71% |
$51K - $60.3K
|
7.67K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-170- 0.14% |
$67.2K - $79.5K
|
120K
$49.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-61- 0.63% |
$24.1K - $28.5K
|
9.61K
$3.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-69- 0.39% |
$27.3K - $32.3K
|
17.5K
$7.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-220- 6.37% |
$86.9K - $103K
|
3.23K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
70+ 11.95% |
$27.7K - $32.7K
|
656
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
990+ 7.1% |
$391K - $463K
|
14.9K
$6.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.51K- 5.98% |
$3.36M - $3.98M
|
134K
$55.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400+ 20.64% |
$158K - $187K
|
2.34K
$970K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-53- 0.58% |
$20.9K - $24.8K
|
9.09K
$3.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
148+ 1.7% |
$58.5K - $69.2K
|
8.83K
$3.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
618+ 2.63% |
$244K - $289K
|
24.1K
$10M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-99- 6.98% |
$39.1K - $46.3K
|
1.32K
$548K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.3K+ 21.22% |
$4.48M - $5.3M
|
64.7K
$26.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
735+ 2.04% |
$290K - $344K
|
36.7K
$15.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-723- 1.54% |
$286K - $338K
|
46.4K
$19.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 6.04% |
$418K - $495K
|
16.5K
$6.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
402+ 13.39% |
$159K - $188K
|
3.4K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.25K- 0.63% |
$495K - $585K
|
199K
$82.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
690+ 6.18% |
$273K - $323K
|
11.9K
$4.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
90+ 0.67% |
$35.6K - $42.1K
|
13.5K
$5.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
109+ 0.62% |
$43.1K - $51K
|
17.7K
$7.34M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-32.9K- 6.08% |
$13M - $15.4M
|
508K
$211M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
133+ 0.99% |
$52.6K - $62.2K
|
13.6K
$5.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
311+ 3.4% |
$123K - $145K
|
9.45K
$3.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.4K+ 11.01% |
$950K - $1.12M
|
24.2K
$10.1M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-568- 8.11% |
$224K - $266K
|
6.44K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.41K- 54.17% |
$557K - $659K
|
1.19K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.61K+ 31.65% |
$637K - $753K
|
6.7K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
4+ 0.06% |
$1.58K - $1.87K
|
6.99K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
152+ 7.77% |
$60.1K - $71.1K
|
2.11K
$875K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-212- 3.69% |
$83.8K - $99.1K
|
5.53K
$2.29M
|