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 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-9.66K- 6.38% |
$3.82M - $4.52M
|
142K
$58.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-14.5K- 18.88% |
$5.74M - $6.79M
|
62.4K
$25.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
9+ 0.03% |
$3.56K - $4.21K
|
35.6K
$14.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.68K+ 31.23% |
$1.45M - $1.72M
|
15.5K
$6.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
253+ 7.33% |
$100K - $118K
|
3.7K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-98- 4.92% |
$38.7K - $45.8K
|
1.89K
$781K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-28- 0.67% |
$11.1K - $13.1K
|
4.15K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
137+ 5.55% |
$54.1K - $64.1K
|
2.61K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.36K- 2.94% |
$536K - $634K
|
44.8K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
232+ 4.05% |
$91.7K - $108K
|
5.96K
$2.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-188K- 90.23% |
$74.1M - $87.7M
|
20.3K
$8.38M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-875- 6.07% |
$346K - $409K
|
13.5K
$5.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
669New |
$264K - $313K
|
669
$276K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
35+ 2.09% |
$13.8K - $16.4K
|
1.71K
$704K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
129+ 2.16% |
$51K - $60.3K
|
6.11K
$2.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-232- 5.29% |
$91.7K - $108K
|
4.16K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
333+ 4.67% |
$132K - $156K
|
7.47K
$3.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-314- 0.81% |
$124K - $147K
|
38.6K
$15.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-32- 1.84% |
$12.6K - $15K
|
1.71K
$703K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-15- 0.88% |
$5.93K - $7.01K
|
1.69K
$698K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.45K+ 0.17% |
$968K - $1.15M
|
1.45M
$599M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
420+ 12.94% |
$166K - $196K
|
3.67K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 88.03% |
$1.45M - $1.72M
|
500
$206K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
20+ 0.28% |
$7.9K - $9.35K
|
7.16K
$2.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-319- 2.94% |
$126K - $149K
|
10.5K
$4.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.18K+ 2.05% |
$466K - $551K
|
58.7K
$24.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-550- 4.44% |
$217K - $257K
|
11.8K
$4.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-9.71K- 2.25% |
$3.84M - $4.54M
|
421K
$174M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.42K+ 14.29% |
$562K - $664K
|
11.4K
$4.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.74% |
$2.77K - $3.27K
|
958
$395K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1- 0.12% |
$395 - $468
|
807
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-29.1K- 71.95% |
$11.5M - $13.6M
|
11.3K
$4.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
160+ 27.78% |
$63.2K - $74.8K
|
736
$304K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
13.3K+ 1.5% |
$5.26M - $6.23M
|
901K
$372M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.23K+ 1.21% |
$2.86M - $3.38M
|
603K
$249M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 0.84% |
$681K - $806K
|
203K
$83.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
59.2K+ 10.47% |
$23.4M - $27.7M
|
625K
$258M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
300New |
$119K - $140K
|
300
$124K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-240- 0.29% |
$94.8K - $112K
|
81.4K
$33.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
349+ 2.15% |
$138K - $163K
|
16.6K
$6.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
29+ 0.18% |
$11.5K - $13.6K
|
16K
$6.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
3.07K+ 132.38% |
$1.21M - $1.44M
|
5.39K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Grace & White Inc
|
SELL
|
- |
-1.18K- 12.84% |
$464K - $549K
|
7.98K
$3.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
66+ 0.32% |
$26.1K - $30.9K
|
20.8K
$8.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
5+ 0.11% |
$1.98K - $2.34K
|
4.46K
$1.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-310- 9.32% |
$122K - $145K
|
3.02K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-374- 3.83% |
$148K - $175K
|
9.38K
$3.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.26K- 1.53% |
$1.29M - $1.53M
|
209K
$86.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-224- 1.66% |
$88.5K - $105K
|
13.3K
$5.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-108K- 3.05% |
$42.5M - $50.3M
|
3.42M
$1.41B
|