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
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
51+ 4.04% |
$20.2K - $23.8K
|
1.31K
$541K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
364+ 4.83% |
$144K - $170K
|
7.89K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$24.1K - $28.5K
|
61
$25.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
1.5KNew |
$593K - $701K
|
1.5K
$619K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.9K+ 3.69% |
$5.9M - $6.99M
|
420K
$173M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
52.4K+ 0.72% |
$20.7M - $24.5M
|
7.32M
$3.02B
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
507+ 4.11% |
$200K - $237K
|
12.8K
$5.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
129+ 1.71% |
$51K - $60.3K
|
7.67K
$3.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-170- 0.14% |
$67.2K - $79.5K
|
120K
$49.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-61- 0.63% |
$24.1K - $28.5K
|
9.61K
$3.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
70+ 11.95% |
$27.7K - $32.7K
|
656
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
990+ 7.1% |
$391K - $463K
|
14.9K
$6.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.51K- 5.98% |
$3.36M - $3.98M
|
134K
$55.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400+ 20.64% |
$158K - $187K
|
2.34K
$964K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
148+ 1.7% |
$58.5K - $69.2K
|
8.83K
$3.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-99- 6.98% |
$39.1K - $46.3K
|
1.32K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
11.3K+ 21.22% |
$4.48M - $5.3M
|
64.7K
$26.7M
|
|
|
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
$19.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
90+ 0.67% |
$35.6K - $42.1K
|
13.5K
$5.55M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-32.9K- 6.08% |
$13M - $15.4M
|
508K
$209M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
133+ 0.99% |
$52.6K - $62.2K
|
13.6K
$5.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.41K- 54.17% |
$557K - $659K
|
1.19K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.61K+ 31.65% |
$637K - $753K
|
6.7K
$2.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-71- 2.12% |
$28.1K - $33.2K
|
3.28K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-13K- 44.07% |
$5.14M - $6.08M
|
16.5K
$6.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
334+ 2.97% |
$132K - $156K
|
11.6K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-39- 1.09% |
$15.4K - $18.2K
|
3.54K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
127+ 0.53% |
$50.2K - $59.4K
|
24K
$9.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
619New |
$245K - $289K
|
619
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-461- 0.46% |
$182K - $216K
|
99.2K
$40.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 7.46% |
$417K - $494K
|
15.2K
$6.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-8- 0.04% |
$3.16K - $3.74K
|
20.4K
$8.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-223- 16.31% |
$88.1K - $104K
|
1.14K
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
241+ 1.53% |
$95.2K - $113K
|
16K
$6.61M
|
|
|
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
$340K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-64- 1.72% |
$25.3K - $29.9K
|
3.66K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
3.87KNew |
$1.53M - $1.81M
|
3.87K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.21K- 21.75% |
$478K - $566K
|
4.35K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.28K+ 2.86% |
$507K - $600K
|
46.1K
$19M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
408+ 0.77% |
$161K - $191K
|
53.7K
$22.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-163- 1.01% |
$64.4K - $76.2K
|
16K
$6.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-2- 0.25% |
$790 - $935
|
801
$330K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
109+ 1.43% |
$43.1K - $51K
|
7.75K
$3.2M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-80- 5.92% |
$31.6K - $37.4K
|
1.27K
$525K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3K+ 27.53% |
$1.19M - $1.4M
|
13.9K
$5.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
26.3K+ 1878.57% |
$10.4M - $12.3M
|
27.7K
$11.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
56.5K+ 6.71% |
$22.3M - $26.4M
|
897K
$370M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.94KNew |
$765K - $905K
|
1.94K
$798K
|