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 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.6K- 4.28% |
$1.06M - $1.18M
|
58.2K
$23.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
SELL
|
- |
-7.78K- 19.77% |
$3.16M - $3.53M
|
31.6K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-500- 0.9% |
$203K - $227K
|
55K
$22.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
310+ 7.14% |
$126K - $141K
|
4.65K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.26K- 35.43% |
$1.33M - $1.48M
|
5.95K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
496+ 4.5% |
$202K - $225K
|
11.5K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9.97K+ 10.49% |
$4.05M - $4.53M
|
105K
$43M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
581+ 0.37% |
$236K - $264K
|
159K
$65M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.51K+ 9.95% |
$613K - $686K
|
16.7K
$6.83M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-219- 0.93% |
$89K - $99.5K
|
23.4K
$9.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
853+ 2.35% |
$347K - $388K
|
37.1K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.11K+ 1.0% |
$857K - $958K
|
213K
$87.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.27% |
$10.6K - $11.8K
|
9.74K
$3.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
271+ 3.39% |
$110K - $123K
|
8.28K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
172+ 3.67% |
$69.9K - $78.2K
|
4.86K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-120- 3.92% |
$48.8K - $54.5K
|
2.94K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
155+ 2.76% |
$63K - $70.4K
|
5.77K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-40- 1.35% |
$16.3K - $18.2K
|
2.92K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
80+ 2.19% |
$32.5K - $36.4K
|
3.74K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
589+ 1.82% |
$239K - $268K
|
32.9K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-158- 0.6% |
$64.2K - $71.8K
|
26K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-238- 1.34% |
$96.7K - $108K
|
17.6K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-200- 0.65% |
$81.3K - $90.9K
|
30.7K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
478+ 2.27% |
$194K - $217K
|
21.6K
$8.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
205+ 0.44% |
$83.3K - $93.2K
|
46.5K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
143+ 1.72% |
$58.1K - $65K
|
8.47K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46.1K+ 19.28% |
$18.7M - $21M
|
285K
$117M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
19.1K+ 20.4% |
$7.78M - $8.7M
|
113K
$46.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-34- 0.33% |
$13.8K - $15.5K
|
10.2K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-202- 1.26% |
$82.1K - $91.8K
|
15.8K
$6.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.56K+ 4.67% |
$634K - $709K
|
34.9K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
652New |
$265K - $296K
|
652
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.1K+ 9.57% |
$445K - $498K
|
12.6K
$5.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-966- 1.88% |
$393K - $439K
|
50.3K
$20.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 84.98% |
$409K - $458K
|
2.19K
$898K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.08K+ 871.84% |
$3.28M - $3.67M
|
9.01K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.03% |
$406 - $454
|
3.85K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
159+ 3.39% |
$64.6K - $72.3K
|
4.85K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
281+ 0.18% |
$114K - $128K
|
155K
$63.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
464+ 0.79% |
$189K - $211K
|
59.4K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.71K+ 0.99% |
$1.1M - $1.23M
|
276K
$113M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-200- 2.35% |
$81.3K - $90.9K
|
8.31K
$3.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25K+ 5.88% |
$10.2M - $11.4M
|
450K
$185M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
196+ 1.6% |
$79.6K - $89.1K
|
12.5K
$5.11M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 0.12% |
$1.22K - $1.36K
|
2.57K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
5.49KNew |
$2.23M - $2.49M
|
5.49K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
266+ 3.72% |
$108K - $121K
|
7.41K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-3.29K- 1.25% |
$1.34M - $1.5M
|
259K
$106M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
26.7K+ 16.24% |
$10.8M - $12.1M
|
191K
$78.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.42K- 2.09% |
$579K - $647K
|
66.6K
$27.3M
|