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 29, 2025
Q4 2024
|
Cryder Capital Partners LLP
|
SELL
|
- |
-148K- 27.61% |
$60.2M - $67.3M
|
388K
$159M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-34- 1.28% |
$13.8K - $15.5K
|
2.62K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
1.66KNew |
$675K - $755K
|
1.66K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
18K+ 12.31% |
$7.32M - $8.18M
|
164K
$67.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
51.4K+ 37.17% |
$20.9M - $23.4M
|
190K
$77.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-310- 0.99% |
$126K - $141K
|
31K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
550+ 1.49% |
$223K - $250K
|
37.5K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-2.01K- 6.69% |
$817K - $913K
|
28K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.48K+ 7.01% |
$3.45M - $3.85M
|
129K
$53M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
1.29K+ 15.34% |
$523K - $585K
|
9.68K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.7K+ 0.82% |
$1.1M - $1.23M
|
330K
$135M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.52K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.56K+ 6.23% |
$635K - $710K
|
26.6K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
SELL
|
- |
-3.34K- 1.78% |
$1.36M - $1.52M
|
185K
$75.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
343+ 7.02% |
$139K - $156K
|
5.23K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.66K+ 6.34% |
$676K - $756K
|
27.9K
$11.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.45KNew |
$995K - $1.11M
|
2.45K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
212+ 2.74% |
$86.1K - $96.3K
|
7.96K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.02K+ 29.91% |
$414K - $464K
|
4.43K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
451+ 0.43% |
$183K - $205K
|
106K
$43.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-357- 0.33% |
$145K - $162K
|
109K
$44.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-126- 1.22% |
$51.2K - $57.3K
|
10.2K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
470+ 1.7% |
$191K - $214K
|
28K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.96K+ 1.11% |
$2.83M - $3.16M
|
633K
$259M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-109- 0.72% |
$44.3K - $49.5K
|
15.1K
$6.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
8+ 0.44% |
$3.25K - $3.64K
|
1.82K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3K+ 3.93% |
$1.22M - $1.36M
|
79.3K
$32.5M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.7K+ 110.66% |
$1.1M - $1.23M
|
5.14K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-188- 6.0% |
$76.4K - $85.4K
|
2.95K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
982+ 15.78% |
$399K - $446K
|
7.21K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
15.9KNew |
$6.46M - $7.23M
|
15.9K
$6.52M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
237+ 0.28% |
$96.3K - $108K
|
83.7K
$34.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-1.84K- 9.27% |
$748K - $837K
|
18K
$7.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-8- 0.12% |
$3.25K - $3.64K
|
6.66K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
3.18KNew |
$1.29M - $1.44M
|
3.18K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-6.25K- 9.08% |
$2.54M - $2.84M
|
62.6K
$25.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
12+ 0.64% |
$4.88K - $5.45K
|
1.88K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-4.22K- 4.36% |
$1.71M - $1.92M
|
92.4K
$37.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-508- 0.67% |
$206K - $231K
|
75.6K
$31M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
51+ 0.38% |
$20.7K - $23.2K
|
13.3K
$5.46M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-16- 1.37% |
$6.5K - $7.27K
|
1.15K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30.9KNew |
$12.5M - $14M
|
30.9K
$12.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.28KNew |
$519K - $580K
|
1.28K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.32KNew |
$2.16M - $2.42M
|
5.32K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
SELL
|
- |
-165- 1.05% |
$67K - $75K
|
15.6K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
712+ 3.73% |
$289K - $324K
|
19.8K
$8.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-16.9K- 98.37% |
$6.86M - $7.67M
|
279
$114K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-80.7K- 95.84% |
$32.8M - $36.7M
|
3.5K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
82+ 3.38% |
$33.3K - $37.3K
|
2.51K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-31.4K- 2.52% |
$12.8M - $14.3M
|
1.22M
$499M
|