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 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
800+ 11.29% |
$325K - $364K
|
7.89K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
62.3K+ 46.47% |
$25.3M - $28.3M
|
196K
$81M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.71K- 3.19% |
$694K - $776K
|
51.9K
$21.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-83.3K- 99.9% |
$33.9M - $37.9M
|
80
$33K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.77% |
$17.5K - $19.5K
|
5.62K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-794- 6.99% |
$323K - $361K
|
10.6K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$406 - $454
|
1.29K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
258+ 1.58% |
$105K - $117K
|
16.5K
$6.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
95+ 0.91% |
$38.6K - $43.2K
|
10.5K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
122+ 0.92% |
$49.6K - $55.4K
|
13.4K
$5.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.04K- 4.41% |
$422K - $472K
|
22.5K
$9.28M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-11.6K- 68.98% |
$4.72M - $5.28M
|
5.23K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
522+ 13.27% |
$212K - $237K
|
4.46K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.65K- 4.48% |
$1.08M - $1.21M
|
56.5K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
228+ 2.9% |
$92.6K - $104K
|
8.1K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-29- 1.79% |
$11.8K - $13.2K
|
1.59K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.16% |
$813 - $909
|
1.25K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.45KNew |
$589K - $659K
|
1.45K
$598K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.8K+ 19.4% |
$11.3M - $12.6M
|
171K
$70.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.17K+ 2.76% |
$476K - $533K
|
43.6K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
8.7K+ 4.6% |
$3.53M - $3.95M
|
198K
$81.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-740- 2.5% |
$301K - $336K
|
28.8K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
BUY
|
CALL |
100New |
$40.6K - $45.4K
|
100
$41.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-2.22K- 11.32% |
$903K - $1.01M
|
17.4K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
409+ 6.36% |
$166K - $186K
|
6.84K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5K+ 14.43% |
$2.03M - $2.27M
|
39.7K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.85% |
$13K - $14.5K
|
3.72K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.23K- 5.32% |
$1.31M - $1.47M
|
57.4K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
390+ 18.72% |
$158K - $177K
|
2.47K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-89- 1.22% |
$36.2K - $40.4K
|
7.23K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.23K+ 37.1% |
$1.72M - $1.92M
|
15.6K
$6.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11+ 0.59% |
$4.47K - $5K
|
1.89K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-909- 8.02% |
$369K - $413K
|
10.4K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 0.94% |
$40.6K - $45.4K
|
10.5K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-20- 0.41% |
$8.13K - $9.09K
|
4.82K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
140+ 3.38% |
$56.9K - $63.6K
|
4.29K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-297- 1.99% |
$121K - $135K
|
14.6K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28+ 1.19% |
$11.4K - $12.7K
|
2.38K
$981K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
17+ 0.65% |
$6.91K - $7.73K
|
2.63K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
103+ 5.34% |
$41.9K - $46.8K
|
2.03K
$838K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
7.2KNew |
$2.93M - $3.27M
|
7.2K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
461+ 1.64% |
$187K - $210K
|
28.5K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
669+ 0.9% |
$272K - $304K
|
75.3K
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4+ 0.15% |
$1.63K - $1.82K
|
2.61K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 0.11% |
$12.2K - $13.6K
|
28K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
126+ 2.85% |
$51.2K - $57.3K
|
4.55K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
75+ 2.71% |
$30.5K - $34.1K
|
2.84K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
23K+ 61.06% |
$9.35M - $10.5M
|
60.7K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 0.46% |
$12.6K - $14.1K
|
6.75K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
122+ 1.75% |
$49.6K - $55.4K
|
7.08K
$2.92M
|