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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
28.3KNew |
$11.5M - $12.9M
|
28.3K
$11M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
82.7KNew |
$33.6M - $37.6M
|
82.7K
$32.1M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.34KNew |
$1.76M - $1.97M
|
4.34K
$1.68M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
4.54KNew |
$1.84M - $2.06M
|
4.54K
$1.76M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-16- 0.41% |
$6.5K - $7.27K
|
3.85K
$1.49M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
40.8KNew |
$16.6M - $18.5M
|
40.8K
$15.8M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
287+ 4.24% |
$117K - $130K
|
7.05K
$2.73M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.92K- 23.68% |
$781K - $874K
|
6.2K
$2.4M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7.84KNew |
$3.19M - $3.56M
|
7.84K
$3.04M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.77K+ 2.19% |
$2.34M - $2.62M
|
269K
$104M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 0.06% |
$640K - $716K
|
2.6M
$1.01B
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-4.1K- 14.8% |
$1.67M - $1.86M
|
23.6K
$9.15M
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.57K- 27.52% |
$1.04M - $1.17M
|
6.76K
$2.62M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
479New |
$195K - $218K
|
479
$186K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.56KNew |
$1.04M - $1.16M
|
2.56K
$993K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.44KNew |
$586K - $655K
|
1.44K
$559K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$3.31M - $3.7M
|
8.15K
$3.16M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.51K+ 10.54% |
$3.05M - $3.41M
|
78.8K
$30.6M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
9.61KNew |
$3.91M - $4.37M
|
9.61K
$3.73M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
6.32KNew |
$2.57M - $2.87M
|
6.32K
$2.45M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4.75KNew |
$1.93M - $2.16M
|
4.75K
$1.84M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-292- 2.52% |
$119K - $133K
|
11.3K
$4.38M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-274- 1.92% |
$111K - $125K
|
14K
$5.43M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$619K - $692K
|
1.52K
$591K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
3.59KNew |
$1.46M - $1.63M
|
3.59K
$1.39M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
475+ 2.42% |
$193K - $216K
|
20.1K
$7.79M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
29.6KNew |
$12M - $13.5M
|
29.6K
$11.5M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.61KNew |
$653K - $731K
|
1.61K
$624K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
6.16KNew |
$2.5M - $2.8M
|
6.16K
$2.39M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
1.6KNew |
$649K - $725K
|
1.6K
$619K
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
641New |
$260K - $291K
|
641
$249K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.13KNew |
$866K - $968K
|
2.13K
$826K
|
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.51KNew |
$612K - $684K
|
1.51K
$584K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
116+ 0.36% |
$47.1K - $52.7K
|
32.7K
$12.7M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-12.8K- 20.56% |
$5.21M - $5.83M
|
49.5K
$19.2M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1+ 0.01% |
$406 - $454
|
9.28K
$3.6M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
37+ 1.96% |
$15K - $16.8K
|
1.93K
$747K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
192K+ 803.33% |
$78M - $87.3M
|
216K
$83.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
393K+ 60.73% |
$160M - $179M
|
1.04M
$404M
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-20- 0.18% |
$8.13K - $9.09K
|
11.3K
$4.37M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
9.85K+ 162.18% |
$4M - $4.47M
|
15.9K
$6.17M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
124+ 20.29% |
$50.4K - $56.4K
|
735
$285K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.62K+ 55.92% |
$658K - $736K
|
4.51K
$1.75M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-7- 0.24% |
$2.84K - $3.18K
|
2.88K
$1.12M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.6KNew |
$648K - $725K
|
1.6K
$619K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
495+ 4.13% |
$201K - $225K
|
12.5K
$4.84M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-37- 1.1% |
$15K - $16.8K
|
3.34K
$1.3M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
43+ 3.5% |
$17.5K - $19.5K
|
1.27K
$493K
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
7.2MNew |
$2.93B - $3.27B
|
7.2M
$2.79B
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
241+ 2.13% |
$97.9K - $110K
|
11.6K
$4.49M
|