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 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-272- 17.26% |
$107K - $127K
|
1.3K
$541K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
79+ 0.18% |
$31.2K - $36.9K
|
43.9K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.3K+ 24.72% |
$512K - $605K
|
6.53K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
573+ 4.34% |
$226K - $268K
|
13.8K
$5.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
125+ 21.37% |
$49.4K - $58.4K
|
710
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
114+ 1.68% |
$45K - $53.3K
|
6.9K
$2.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
852+ 10.26% |
$337K - $398K
|
9.16K
$3.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 0.57% |
$26.1K - $30.9K
|
11.4K
$4.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-373- 41.72% |
$147K - $174K
|
521
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
17+ 0.14% |
$6.72K - $7.95K
|
12.3K
$5.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-108- 0.8% |
$42.7K - $50.5K
|
13.4K
$5.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
589+ 12.15% |
$233K - $275K
|
5.44K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 27.46% |
$426K - $504K
|
5K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
329+ 3.85% |
$130K - $154K
|
8.86K
$3.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-82.7K- 24.83% |
$32.7M - $38.7M
|
250K
$104M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
206+ 39.02% |
$81.4K - $96.3K
|
734
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.57K+ 3.98% |
$622K - $735K
|
41.1K
$17M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-12.5K- 39.18% |
$4.93M - $5.84M
|
19.4K
$8.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2.85K- 15.82% |
$1.12M - $1.33M
|
15.1K
$6.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
726+ 19.64% |
$287K - $339K
|
4.42K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
96+ 3.0% |
$37.9K - $44.9K
|
3.3K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
317+ 4.54% |
$125K - $148K
|
7.3K
$3.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-22- 0.07% |
$8.69K - $10.3K
|
33K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
1.15K+ 2.63% |
$454K - $538K
|
44.8K
$18.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-580- 0.39% |
$229K - $271K
|
150K
$62.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
18.6K+ 40.84% |
$7.34M - $8.68M
|
64.1K
$26.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-368- 7.22% |
$145K - $172K
|
4.73K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
39+ 0.23% |
$15.4K - $18.2K
|
17.1K
$7.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.07KNew |
$818K - $968K
|
2.07K
$859K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.15KNew |
$2.43M - $2.87M
|
6.15K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
78+ 0.91% |
$30.8K - $36.5K
|
8.64K
$3.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-40- 0.42% |
$15.8K - $18.7K
|
9.55K
$3.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
153+ 5.87% |
$60.5K - $71.5K
|
2.76K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-841- 8.39% |
$332K - $393K
|
9.19K
$3.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
12+ 2.65% |
$4.74K - $5.61K
|
464
$193K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
39+ 0.61% |
$15.4K - $18.2K
|
6.43K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
257+ 2.52% |
$102K - $120K
|
10.5K
$4.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.44K+ 0.39% |
$963K - $1.14M
|
635K
$264M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
357+ 6.75% |
$141K - $167K
|
5.64K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-251- 64.52% |
$99.2K - $117K
|
138
$57.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
32+ 1.28% |
$12.6K - $15K
|
2.53K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
807+ 5.67% |
$319K - $377K
|
15K
$6.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
15+ 0.15% |
$5.93K - $7.01K
|
10.4K
$4.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
109+ 0.69% |
$43.1K - $51K
|
15.9K
$6.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
270+ 11.3% |
$107K - $126K
|
2.66K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10.4K+ 10.87% |
$4.12M - $4.87M
|
106K
$44.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
45+ 0.61% |
$17.8K - $21K
|
7.47K
$3.1M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-75- 2.61% |
$29.6K - $35.1K
|
2.8K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
78+ 0.38% |
$30.8K - $36.5K
|
20.5K
$8.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
27+ 1.23% |
$10.7K - $12.6K
|
2.22K
$923K
|