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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-671- 1.19% |
$265K - $314K
|
55.9K
$23M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
650+ 1.71% |
$257K - $304K
|
38.8K
$16M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
486+ 6.82% |
$192K - $227K
|
7.61K
$3.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.54K+ 19.33% |
$1.4M - $1.66M
|
21.9K
$9.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.8K- 7.85% |
$711K - $842K
|
21.1K
$8.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-50- 0.14% |
$19.8K - $23.4K
|
36.6K
$15.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
SELL
|
- |
-55K- 52.38% |
$21.7M - $25.7M
|
50K
$20.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-62- 0.34% |
$24.5K - $29K
|
18K
$7.41M
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-240- 3.76% |
$94.8K - $112K
|
6.14K
$2.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-60- 2.17% |
$23.7K - $28.1K
|
2.7K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
8.82K+ 608.21% |
$3.48M - $4.12M
|
10.3K
$4.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
25+ 35.71% |
$9.88K - $11.7K
|
95
$39.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.11K+ 2.73% |
$1.23M - $1.45M
|
117K
$48.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
302+ 0.94% |
$119K - $141K
|
32.6K
$13.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-53- 2.37% |
$20.9K - $24.8K
|
2.19K
$901K
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-37- 0.61% |
$14.6K - $17.3K
|
6.03K
$2.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-218K- 85.08% |
$86.1M - $102M
|
38.2K
$15.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-132- 0.67% |
$52.2K - $61.7K
|
19.6K
$8.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
100+ 6.36% |
$39.5K - $46.8K
|
1.67K
$689K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
299+ 0.68% |
$118K - $140K
|
44.2K
$18.2M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
86+ 0.4% |
$34K - $40.2K
|
21.8K
$8.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.51K- 86.63% |
$993K - $1.17M
|
388
$160K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 7.25% |
$18.6K - $22K
|
601
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.26K+ 15.62% |
$893K - $1.06M
|
16.7K
$6.9M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
72+ 5.58% |
$28.5K - $33.7K
|
1.36K
$562K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
121+ 2.06% |
$47.8K - $56.6K
|
5.99K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
95+ 18.2% |
$37.5K - $44.4K
|
617
$254K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
23+ 0.89% |
$9.09K - $10.8K
|
2.6K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8+ 0.4% |
$3.16K - $3.74K
|
1.99K
$821K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$39.5K - $46.8K
|
100
$41.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.49K+ 3.47% |
$984K - $1.16M
|
74.3K
$30.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.08K+ 10.84% |
$425K - $503K
|
11K
$4.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$395 - $468
|
1.85K
$765K
|
|
|
Oct 08, 2024
Q3 2024
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-5K- 34.55% |
$1.98M - $2.34M
|
9.47K
$3.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-14- 0.42% |
$5.53K - $6.55K
|
3.29K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.36K- 1.96% |
$539K - $638K
|
68.2K
$28.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-47- 4.96% |
$18.6K - $22K
|
900
$371K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
977+ 1.93% |
$386K - $457K
|
51.7K
$21.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7K+ 6.6% |
$2.77M - $3.27M
|
113K
$46.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
150+ 0.37% |
$59.3K - $70.1K
|
41.1K
$16.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$3.95K - $4.68K
|
23.4K
$9.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
687+ 91.97% |
$271K - $321K
|
1.43K
$591K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-58- 0.13% |
$22.9K - $27.1K
|
44.1K
$18.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15+ 1.67% |
$5.93K - $7.01K
|
914
$377K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-13- 0.8% |
$5.14K - $6.08K
|
1.62K
$669K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
36+ 2.13% |
$14.2K - $16.8K
|
1.73K
$713K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
70+ 0.26% |
$27.7K - $32.7K
|
26.5K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.52K- 4.15% |
$600K - $710K
|
35.1K
$14.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.44K+ 37.61% |
$2.54M - $3.01M
|
23.6K
$9.71M
|