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 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
402+ 2.6% |
$163K - $183K
|
15.8K
$7.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
876+ 0.36% |
$356K - $398K
|
247K
$110M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.63K+ 9.99% |
$660K - $738K
|
17.9K
$7.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-24- 2.66% |
$9.75K - $10.9K
|
877
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
431+ 38.72% |
$175K - $196K
|
1.54K
$686K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-748- 4.63% |
$304K - $340K
|
15.4K
$6.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-438- 3.29% |
$178K - $199K
|
12.9K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
379+ 2.05% |
$154K - $172K
|
18.8K
$8.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
5.75KNew |
$2.34M - $2.61M
|
5.75K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-91- 0.18% |
$37K - $41.4K
|
49.7K
$22.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
161+ 1.33% |
$65.4K - $73.2K
|
12.3K
$5.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.62K- 6.15% |
$1.47M - $1.65M
|
55.3K
$24.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
130+ 2.23% |
$52.8K - $59.1K
|
5.97K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
65+ 6.39% |
$26.4K - $29.5K
|
1.08K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
121+ 1.98% |
$49.2K - $55K
|
6.24K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
2.98K+ 2.78% |
$1.21M - $1.36M
|
110K
$49M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
41+ 1.13% |
$16.7K - $18.6K
|
3.66K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-33- 0.26% |
$13.4K - $15K
|
12.6K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22.2K- 5.92% |
$9.01M - $10.1M
|
352K
$157M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$406 - $454
|
1.98K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-716- 0.48% |
$291K - $325K
|
148K
$65.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
100+ 0.56% |
$40.6K - $45.4K
|
18K
$7.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-95- 4.8% |
$38.6K - $43.2K
|
1.89K
$837K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.1K- 0.95% |
$445K - $498K
|
115K
$50.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
284+ 11.47% |
$115K - $129K
|
2.76K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.39K+ 28.23% |
$2.19M - $2.45M
|
24.5K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.67K+ 8.48% |
$680K - $761K
|
21.4K
$9.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-31- 0.39% |
$12.6K - $14.1K
|
7.88K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
135+ 6.07% |
$54.9K - $61.4K
|
2.36K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
402+ 1.48% |
$163K - $183K
|
27.5K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
44+ 0.22% |
$17.9K - $20K
|
19.8K
$8.81M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
21+ 0.13% |
$8.53K - $9.54K
|
16.2K
$7.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
707+ 0.92% |
$287K - $321K
|
77.2K
$34.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
13.8K+ 5.04% |
$5.62M - $6.28M
|
288K
$128M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
911+ 0.87% |
$370K - $414K
|
106K
$46.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
546+ 0.65% |
$222K - $248K
|
85K
$37.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
561+ 2.01% |
$228K - $255K
|
28.4K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-61- 0.43% |
$24.8K - $27.7K
|
14K
$6.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-210- 0.32% |
$85.3K - $95.4K
|
66.1K
$29.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-108- 0.25% |
$43.9K - $49.1K
|
42.3K
$18.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
451+ 13.31% |
$183K - $205K
|
3.84K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 3.55% |
$447K - $500K
|
32K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
13.3KNew |
$5.42M - $6.06M
|
13.3K
$5.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
394+ 1.06% |
$160K - $179K
|
37.6K
$16.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
81+ 2.78% |
$32.9K - $36.8K
|
3K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-226- 1.49% |
$91.8K - $103K
|
15K
$6.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.61K+ 2.07% |
$653K - $730K
|
79.1K
$35.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
919+ 7.09% |
$373K - $418K
|
13.9K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
4+ 0.23% |
$1.63K - $1.82K
|
1.72K
$762K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-574- 2.2% |
$233K - $261K
|
25.5K
$11.3M
|