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 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-575- 3.31% |
$227K - $269K
|
16.8K
$6.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.02% |
$6.32K - $7.48K
|
85.7K
$35.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-400- 26.97% |
$158K - $187K
|
1.08K
$447K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-700- 43.75% |
$277K - $327K
|
900
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-891- 6.28% |
$352K - $417K
|
13.3K
$5.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
178+ 1.92% |
$70.3K - $83.2K
|
9.43K
$3.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
752+ 1.69% |
$297K - $352K
|
45.3K
$18.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 25.0% |
$395K - $468K
|
3K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-221- 0.49% |
$87.3K - $103K
|
44.9K
$18.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.69K- 36.06% |
$1.46M - $1.73M
|
6.55K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-487- 2.36% |
$192K - $228K
|
20.2K
$8.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
235+ 1.32% |
$92.9K - $110K
|
18.1K
$7.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-430- 35.1% |
$170K - $201K
|
795
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
SELL
|
- |
-142K- 95.95% |
$56.1M - $66.4M
|
6K
$2.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
123+ 8.83% |
$48.6K - $57.5K
|
1.52K
$625K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
33.3K+ 104.71% |
$13.2M - $15.6M
|
65.1K
$26.9M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-388- 4.3% |
$153K - $181K
|
8.63K
$3.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
20+ 0.1% |
$7.9K - $9.35K
|
20.4K
$8.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
146+ 2.06% |
$57.7K - $68.3K
|
7.24K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-155- 4.96% |
$61.2K - $72.5K
|
2.97K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-167- 5.91% |
$66K - $78.1K
|
2.66K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.17K- 1.86% |
$461K - $546K
|
61.6K
$25.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
207+ 8.49% |
$81.8K - $96.8K
|
2.65K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.97K+ 6.4% |
$1.96M - $2.32M
|
82.5K
$34M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-240- 5.77% |
$94.8K - $112K
|
3.92K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
42+ 0.4% |
$16.6K - $19.6K
|
10.5K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.21K+ 1.96% |
$872K - $1.03M
|
115K
$47.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
658New |
$260K - $308K
|
658
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
8+ 0.37% |
$3.16K - $3.74K
|
2.17K
$896K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
7.43K+ 1959.89% |
$2.94M - $3.47M
|
7.81K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-317- 13.19% |
$125K - $148K
|
2.09K
$861K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-11- 5.47% |
$4.35K - $5.14K
|
190
$78.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.17% |
$395 - $468
|
586
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
8.36K+ 41.44% |
$3.3M - $3.91M
|
28.5K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.98K- 2.52% |
$781K - $924K
|
76.3K
$31.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 8.24% |
$39.5K - $46.8K
|
1.11K
$459K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.73K+ 12.6% |
$1.08M - $1.28M
|
24.4K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-53- 0.17% |
$20.9K - $24.8K
|
31.4K
$13M
|
|
|
Oct 11, 2024
Q3 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
4.23K+ 5.78% |
$1.67M - $1.98M
|
77.4K
$31.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
719+ 2.83% |
$284K - $336K
|
26.1K
$10.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
65.6K+ 2.63% |
$25.9M - $30.7M
|
2.56M
$1.06B
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
136+ 24.5% |
$53.7K - $63.6K
|
691
$285K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-524- 1.84% |
$207K - $245K
|
28K
$11.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-410- 1.31% |
$162K - $192K
|
31K
$12.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-60- 3.05% |
$23.7K - $28.1K
|
1.91K
$786K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
980+ 28.36% |
$387K - $458K
|
4.44K
$1.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
PUT |
800New |
$316K - $374K
|
800
$330K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
22.8KNew |
$9.01M - $10.7M
|
22.8K
$9.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.23K+ 7.83% |
$882K - $1.04M
|
30.8K
$12.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
175+ 31.31% |
$69.2K - $81.8K
|
734
$303K
|