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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.25K+ 2.1% |
$509K - $569K
|
60.9K
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
132K+ 5.84% |
$53.5M - $59.9M
|
2.39M
$1.06B
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
209+ 21.86% |
$84.9K - $95K
|
1.17K
$517K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
32+ 3.33% |
$13K - $14.5K
|
994
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-27- 0.38% |
$11K - $12.3K
|
7.01K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.5K+ 1.63% |
$609K - $681K
|
93.6K
$41.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
309+ 6.48% |
$126K - $140K
|
5.08K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-119- 1.27% |
$48.4K - $54.1K
|
9.24K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
472+ 54.5% |
$192K - $215K
|
1.34K
$594K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-21- 0.96% |
$8.53K - $9.54K
|
2.16K
$958K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
583+ 4.71% |
$237K - $265K
|
13K
$5.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.84K- 1.32% |
$747K - $835K
|
138K
$61.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.32K- 6.21% |
$536K - $600K
|
20K
$8.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.92K- 0.71% |
$779K - $871K
|
269K
$119M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.74% |
$17.5K - $19.5K
|
5.73K
$2.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
320+ 1.08% |
$130K - $145K
|
30K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.09K+ 0.28% |
$442K - $494K
|
393K
$175M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
228+ 10.58% |
$92.6K - $104K
|
2.38K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
116+ 1.08% |
$47.1K - $52.7K
|
10.8K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
14.1K+ 80.85% |
$5.74M - $6.42M
|
31.6K
$14M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
219+ 3.46% |
$89K - $99.5K
|
6.55K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
445New |
$181K - $202K
|
445
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-390- 2.56% |
$158K - $177K
|
14.9K
$6.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.68K+ 8.22% |
$1.09M - $1.22M
|
35.4K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
114+ 0.59% |
$46.3K - $51.8K
|
19.3K
$8.57M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
947+ 1.77% |
$385K - $430K
|
54.4K
$24.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-48- 3.85% |
$19.5K - $21.8K
|
1.2K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 22.96% |
$868K - $971K
|
11.4K
$5.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
334+ 0.49% |
$136K - $152K
|
68.8K
$30.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.34K- 14.71% |
$546K - $610K
|
7.79K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
92+ 0.23% |
$37.4K - $41.8K
|
40.3K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
47+ 0.95% |
$19.1K - $21.4K
|
5.01K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
28+ 0.43% |
$11.4K - $12.7K
|
6.5K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
157+ 6.52% |
$63.8K - $71.4K
|
2.57K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.79KNew |
$726K - $812K
|
1.79K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-900- 1.73% |
$366K - $409K
|
51.2K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 0.09% |
$8.94K - $10K
|
24.8K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
456+ 2.75% |
$185K - $207K
|
17.1K
$7.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 0.46% |
$26.4K - $29.5K
|
14K
$6.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.43K- 2.72% |
$986K - $1.1M
|
86.7K
$38.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 0.75% |
$6.34M - $7.09M
|
2.1M
$931M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-39- 0.68% |
$15.8K - $17.7K
|
5.69K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.51K+ 0.88% |
$3.46M - $3.87M
|
975K
$433M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-9- 0.08% |
$3.66K - $4.09K
|
11K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-404- 0.72% |
$164K - $184K
|
55.8K
$24.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
281K+ 94.7% |
$114M - $128M
|
578K
$256M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
96+ 0.42% |
$39K - $43.6K
|
23.1K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-521- 0.37% |
$212K - $237K
|
139K
$61.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
614+ 6.42% |
$249K - $279K
|
10.2K
$4.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.52K+ 5.0% |
$1.02M - $1.14M
|
52.9K
$23.5M
|