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 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
411+ 1.97% |
$162K - $192K
|
21.3K
$8.82M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10.7K+ 18.09% |
$4.22M - $4.99M
|
69.6K
$28.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
127+ 0.53% |
$50.2K - $59.4K
|
24K
$9.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
619New |
$245K - $289K
|
619
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 1.91% |
$1.43M - $1.7M
|
186K
$77.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-100- 0.25% |
$39.5K - $46.8K
|
39.7K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.73K+ 0.72% |
$1.08M - $1.28M
|
382K
$159M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
55+ 0.19% |
$21.7K - $25.7K
|
28.3K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-461- 0.46% |
$182K - $216K
|
99.2K
$41.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 7.46% |
$417K - $494K
|
15.2K
$6.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-8- 0.04% |
$3.16K - $3.74K
|
20.4K
$8.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-223- 16.31% |
$88.1K - $104K
|
1.14K
$475K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
241+ 1.53% |
$95.2K - $113K
|
16K
$6.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
361+ 1.08% |
$143K - $169K
|
33.8K
$14M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
30+ 3.32% |
$11.9K - $14K
|
934
$388K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.53K- 7.0% |
$999K - $1.18M
|
33.6K
$13.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
43+ 5.5% |
$17K - $20.1K
|
825
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.14K+ 32.41% |
$1.24M - $1.47M
|
12.8K
$5.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
53+ 0.02% |
$20.9K - $24.8K
|
298K
$123M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
260+ 2.8% |
$103K - $122K
|
9.56K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-473- 0.79% |
$187K - $221K
|
59.6K
$24.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.98K+ 10.91% |
$2.76M - $3.26M
|
70.9K
$29.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
15.9K+ 181.17% |
$6.28M - $7.43M
|
24.7K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-404- 11.07% |
$160K - $189K
|
3.25K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.03K+ 1.32% |
$405K - $480K
|
78.7K
$32.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
234+ 22.44% |
$92.5K - $109K
|
1.28K
$530K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.66K+ 28.15% |
$2.24M - $2.65M
|
25.8K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
915+ 24.14% |
$362K - $428K
|
4.71K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.67K+ 14.13% |
$658K - $779K
|
13.5K
$5.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
4.52KNew |
$1.79M - $2.11M
|
4.52K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
728+ 1.42% |
$288K - $340K
|
51.9K
$21.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-64- 1.72% |
$25.3K - $29.9K
|
3.66K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.87KNew |
$1.53M - $1.81M
|
3.87K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.83K- 5.66% |
$1.91M - $2.26M
|
80.5K
$33.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.21K- 21.75% |
$478K - $566K
|
4.35K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.43K- 2.98% |
$565K - $668K
|
46.5K
$19.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
209+ 1.27% |
$82.6K - $97.7K
|
16.7K
$6.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.28K+ 2.86% |
$507K - $600K
|
46.1K
$19.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.16K+ 12.7% |
$459K - $543K
|
10.3K
$4.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
408+ 0.77% |
$161K - $191K
|
53.7K
$22.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2.07K+ 12.38% |
$817K - $967K
|
18.8K
$7.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-163- 1.01% |
$64.4K - $76.2K
|
16K
$6.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10- 0.02% |
$3.95K - $4.68K
|
52.6K
$21.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.25% |
$790 - $935
|
801
$332K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
109+ 1.43% |
$43.1K - $51K
|
7.75K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-509- 2.82% |
$201K - $238K
|
17.5K
$7.28M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-80- 5.92% |
$31.6K - $37.4K
|
1.27K
$528K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-176- 0.31% |
$69.5K - $82.3K
|
56.3K
$23.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.32K+ 37.85% |
$916K - $1.08M
|
8.44K
$3.5M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3K+ 27.53% |
$1.19M - $1.4M
|
13.9K
$5.77M
|