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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
469+ 8.9% |
$191K - $213K
|
5.74K
$2.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-67.7K- 9.11% |
$27.5M - $30.8M
|
676K
$264M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4.69KNew |
$1.91M - $2.13M
|
4.69K
$1.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.59K+ 7.27% |
$646K - $723K
|
23.5K
$9.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-29- 0.37% |
$11.8K - $13.2K
|
7.72K
$3.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
7+ 0.1% |
$2.84K - $3.18K
|
6.86K
$2.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-59- 1.08% |
$24K - $26.8K
|
5.4K
$2.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
32.6K+ 67.91% |
$13.3M - $14.8M
|
80.7K
$31.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-234- 1.3% |
$95.1K - $106K
|
17.7K
$6.94M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4.7K+ 109.42% |
$1.91M - $2.14M
|
9K
$3.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
3.88KNew |
$1.58M - $1.76M
|
3.88K
$1.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.55KNew |
$2.25M - $2.52M
|
5.55K
$2.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29.8K+ 73.48% |
$12.1M - $13.6M
|
70.4K
$27.5M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
301+ 0.72% |
$122K - $137K
|
41.9K
$16.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-241K- 72.45% |
$98.1M - $110M
|
91.8K
$35.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-75.1K- 79.11% |
$30.5M - $34.1M
|
19.8K
$7.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
38.3KNew |
$15.6M - $17.4M
|
38.3K
$15M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
264+ 0.81% |
$107K - $120K
|
32.7K
$12.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.97KNew |
$801K - $896K
|
1.97K
$771K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-569- 3.21% |
$231K - $259K
|
17.2K
$6.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
7.82KNew |
$3.18M - $3.55M
|
7.82K
$3.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
12.9KNew |
$5.25M - $5.87M
|
12.9K
$5.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.6K+ 552.02% |
$1.06M - $1.18M
|
3.07K
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-861- 9.43% |
$350K - $391K
|
8.27K
$3.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
2.56KNew |
$1.04M - $1.16M
|
2.56K
$1M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
5.45M+ 7816.94% |
$2.21B - $2.48B
|
5.52M
$2.16B
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-134- 1.56% |
$54.5K - $60.9K
|
8.46K
$3.31M
|
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
SELL
|
- |
-6.49K- 10.88% |
$2.64M - $2.95M
|
53.2K
$20.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-375K- 9.99% |
$152M - $171M
|
3.38M
$1.32B
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.06K+ 1.44% |
$431K - $482K
|
74.6K
$29.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
12+ 0.14% |
$4.88K - $5.45K
|
8.48K
$3.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
765KNew |
$311M - $348M
|
765K
$299M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1.01KNew |
$412K - $461K
|
1.01K
$397K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
74.6KNew |
$30.3M - $33.9M
|
74.6K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-825- 0.38% |
$335K - $375K
|
217K
$84.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
24.7K+ 33.25% |
$10M - $11.2M
|
98.9K
$38.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-633- 4.32% |
$257K - $288K
|
14K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-2K- 1.85% |
$813K - $909K
|
106K
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Voyager Global Management LP
New York, NY |
BUY
|
- |
200K+ 44.44% |
$81.3M - $90.9M
|
650K
$254M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
11.7KNew |
$4.75M - $5.32M
|
11.7K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.64K+ 4.18% |
$1.89M - $2.11M
|
116K
$45.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.03K+ 3.39% |
$419K - $469K
|
31.5K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.2K+ 24.71% |
$489K - $547K
|
6.08K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-510K- 6.46% |
$207M - $232M
|
7.39M
$2.89B
|
|
|
Feb 14, 2025
Q4 2024
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
109K+ 65.12% |
$44.5M - $49.7M
|
277K
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
106K+ 4.15% |
$43.1M - $48.2M
|
2.66M
$1.04B
|
|
|
Feb 14, 2025
Q4 2024
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
39.6K+ 101.42% |
$16.1M - $18M
|
78.7K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-49.7K- 84.51% |
$20.2M - $22.6M
|
9.1K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-771K- 1.51% |
$313M - $350M
|
50.4M
$19.7B
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
237K+ 103.92% |
$96.2M - $108M
|
465K
$182M
|