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 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
7.43K+ 1959.89% |
$2.94M - $3.47M
|
7.81K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-317- 13.19% |
$125K - $148K
|
2.09K
$817K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-11- 5.47% |
$4.35K - $5.14K
|
190
$74.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.17% |
$395 - $468
|
586
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 8.24% |
$39.5K - $46.8K
|
1.11K
$435K
|
|
|
Oct 11, 2024
Q3 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
4.23K+ 5.78% |
$1.67M - $1.98M
|
77.4K
$30.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
719+ 2.83% |
$284K - $336K
|
26.1K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
136+ 24.5% |
$53.7K - $63.6K
|
691
$270K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-60- 3.05% |
$23.7K - $28.1K
|
1.91K
$746K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
980+ 28.36% |
$387K - $458K
|
4.44K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
PUT |
800New |
$316K - $374K
|
800
$313K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
22.8KNew |
$9.01M - $10.7M
|
22.8K
$8.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
175+ 31.31% |
$69.2K - $81.8K
|
734
$287K
|
|
|
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
$19.6M
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-240- 3.76% |
$94.8K - $112K
|
6.14K
$2.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
8.82K+ 608.21% |
$3.48M - $4.12M
|
10.3K
$4.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
25+ 35.71% |
$9.88K - $11.7K
|
95
$37.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-37- 0.61% |
$14.6K - $17.3K
|
6.03K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
100+ 6.36% |
$39.5K - $46.8K
|
1.67K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
86+ 0.4% |
$34K - $40.2K
|
21.8K
$8.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.51K- 86.63% |
$993K - $1.17M
|
388
$152K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 7.25% |
$18.6K - $22K
|
601
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
72+ 5.58% |
$28.5K - $33.7K
|
1.36K
$533K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
95+ 18.2% |
$37.5K - $44.4K
|
617
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
8+ 0.4% |
$3.16K - $3.74K
|
1.99K
$779K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$39.5K - $46.8K
|
100
$39.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.08K+ 10.84% |
$425K - $503K
|
11K
$4.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$395 - $468
|
1.85K
$725K
|
|
|
Oct 08, 2024
Q3 2024
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-5K- 34.55% |
$1.98M - $2.34M
|
9.47K
$3.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-14- 0.42% |
$5.53K - $6.55K
|
3.29K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1.36K- 1.96% |
$539K - $638K
|
68.2K
$26.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-47- 4.96% |
$18.6K - $22K
|
900
$352K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7K+ 6.6% |
$2.77M - $3.27M
|
113K
$44.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
150+ 0.37% |
$59.3K - $70.1K
|
41.1K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$3.95K - $4.68K
|
23.4K
$9.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
687+ 91.97% |
$271K - $321K
|
1.43K
$561K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
15+ 1.67% |
$5.93K - $7.01K
|
914
$358K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-13- 0.8% |
$5.14K - $6.08K
|
1.62K
$635K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
36+ 2.13% |
$14.2K - $16.8K
|
1.73K
$676K
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-70- 0.52% |
$27.7K - $32.7K
|
13.5K
$5.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-105- 13.73% |
$41.5K - $49.1K
|
660
$258K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
PUT |
100New |
$39.5K - $46.8K
|
100
$39.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
380+ 4.27% |
$150K - $178K
|
9.28K
$3.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
PUT |
48.6KNew |
$19.2M - $22.7M
|
48.6K
$19M
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
5K+ 7.58% |
$1.98M - $2.34M
|
71K
$27.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.27% |
$7.11K - $8.42K
|
6.59K
$2.58M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
742+ 2.57% |
$293K - $347K
|
29.7K
$11.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
2.45K+ 24.3% |
$967K - $1.14M
|
12.5K
$4.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
204+ 2.23% |
$80.6K - $95.4K
|
9.35K
$3.66M
|