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
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.5K+ 3.8% |
$608K - $680K
|
40.8K
$16.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-280- 3.24% |
$114K - $127K
|
8.35K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
41+ 0.66% |
$16.7K - $18.6K
|
6.23K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.42K+ 27.17% |
$1.39M - $1.55M
|
16K
$6.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
400+ 6.15% |
$163K - $182K
|
6.91K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-11.8K- 76.53% |
$4.79M - $5.36M
|
3.62K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
245+ 1.96% |
$99.6K - $111K
|
12.7K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-1.05K- 4.41% |
$428K - $479K
|
22.9K
$9.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-94- 3.52% |
$38.2K - $42.7K
|
2.57K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
33+ 0.25% |
$13.4K - $15K
|
13.3K
$5.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
195+ 2.1% |
$79.2K - $88.6K
|
9.49K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
15.2KNew |
$6.16M - $6.89M
|
15.2K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
1.33KNew |
$540K - $604K
|
1.33K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
21.3K+ 1.85% |
$8.64M - $9.67M
|
1.17M
$479M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-73.6K- 0.4% |
$29.9M - $33.5M
|
18.3M
$7.5B
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-117K- 38.42% |
$47.7M - $53.4M
|
188K
$77.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.5K- 0.54% |
$610K - $682K
|
277K
$113M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.09K+ 8.49% |
$442K - $494K
|
13.9K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
150+ 1.15% |
$61K - $68.2K
|
13.2K
$5.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-8.1K- 37.67% |
$3.29M - $3.68M
|
13.4K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
895New |
$364K - $407K
|
895
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
339+ 0.26% |
$138K - $154K
|
132K
$54.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18.5KNew |
$7.52M - $8.41M
|
18.5K
$7.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
SELL
|
- |
-501- 5.88% |
$204K - $228K
|
8.02K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.79K- 6.28% |
$1.13M - $1.27M
|
41.6K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-718- 11.59% |
$292K - $326K
|
5.48K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.15K- 19.67% |
$467K - $522K
|
4.69K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
29+ 0.23% |
$11.8K - $13.2K
|
12.9K
$5.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-36- 0.37% |
$14.6K - $16.4K
|
9.75K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-31- 0.13% |
$12.6K - $14.1K
|
23.1K
$9.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-68- 7.66% |
$27.6K - $30.9K
|
820
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
9.92K+ 13.68% |
$4.03M - $4.51M
|
82.5K
$33.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
531+ 1.29% |
$216K - $241K
|
41.8K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-227- 6.5% |
$92.2K - $103K
|
3.27K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.96KNew |
$796K - $890K
|
1.96K
$802K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1K- 6.31% |
$408K - $456K
|
14.9K
$6.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
31+ 0.37% |
$12.6K - $14.1K
|
8.51K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
83+ 8.68% |
$33.7K - $37.7K
|
1.04K
$426K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
890+ 4.26% |
$362K - $404K
|
21.8K
$8.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
238+ 0.2% |
$96.7K - $108K
|
120K
$49M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-150- 0.36% |
$61K - $68.2K
|
41.8K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
152+ 0.82% |
$61.8K - $69.1K
|
18.8K
$7.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
650+ 1.78% |
$264K - $295K
|
37.2K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-12- 0.11% |
$4.88K - $5.45K
|
10.5K
$4.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 2.67% |
$20.3K - $22.7K
|
1.82K
$746K
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.81K+ 1.84% |
$733K - $820K
|
99.7K
$40.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1K- 22.56% |
$406K - $454K
|
3.43K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
10+ 0.71% |
$4.06K - $4.54K
|
1.41K
$578K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
29.9K+ 17.98% |
$12.1M - $13.6M
|
196K
$80.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
336+ 6.91% |
$137K - $153K
|
5.2K
$2.13M
|