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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-297- 2.62% |
$121K - $135K
|
11.1K
$4.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
44.3K+ 22.71% |
$18M - $20.1M
|
240K
$98.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-59- 0.38% |
$24K - $26.8K
|
15.7K
$6.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
5K+ 100.0% |
$2.03M - $2.27M
|
10K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-297- 4.77% |
$121K - $135K
|
5.93K
$2.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
384+ 10.39% |
$156K - $175K
|
4.08K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
188+ 2.82% |
$76.4K - $85.4K
|
6.85K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
9+ 0.02% |
$3.66K - $4.09K
|
48.2K
$19.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
100+ 13.32% |
$40.6K - $45.4K
|
851
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.01K- 6.53% |
$409K - $458K
|
14.4K
$5.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
10+ 0.18% |
$4.06K - $4.54K
|
5.69K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-436- 0.49% |
$177K - $198K
|
87.9K
$36.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
47+ 0.29% |
$19.1K - $21.4K
|
16.1K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
153+ 1.6% |
$62.2K - $69.5K
|
9.74K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
104+ 0.55% |
$42.3K - $47.3K
|
18.9K
$7.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-281- 0.77% |
$114K - $128K
|
36.1K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
228+ 1.28% |
$92.6K - $104K
|
18K
$7.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.32K- 2.61% |
$1.35M - $1.51M
|
124K
$51.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-646- 5.14% |
$263K - $294K
|
11.9K
$4.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 2.43% |
$822K - $919K
|
85.1K
$35.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
109+ 6.43% |
$44.3K - $49.5K
|
1.8K
$744K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.15K- 5.09% |
$3.31M - $3.7M
|
152K
$62.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
690+ 2.89% |
$280K - $314K
|
24.6K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-77- 0.8% |
$31.3K - $35K
|
9.59K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31K+ 1.59% |
$940K - $1.05M
|
147K
$60.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 19.1% |
$1.6M - $1.79M
|
24.5K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$1.63M - $1.82M
|
4K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-278K- 16.21% |
$113M - $126M
|
1.44M
$593M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-65- 0.25% |
$26.4K - $29.5K
|
26.2K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22K+ 0.77% |
$8.94M - $9.99M
|
2.88M
$1.19B
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
92+ 2.18% |
$37.4K - $41.8K
|
4.3K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
86+ 0.49% |
$34.9K - $39.1K
|
17.6K
$7.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
408+ 0.24% |
$166K - $185K
|
169K
$69.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-28- 1.93% |
$11.4K - $12.7K
|
1.43K
$588K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-368- 4.68% |
$150K - $167K
|
7.5K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-157- 3.27% |
$63.8K - $71.4K
|
4.64K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-77- 0.37% |
$31.3K - $35K
|
20.5K
$8.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-412- 4.49% |
$167K - $187K
|
8.76K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-215- 2.54% |
$87.4K - $97.7K
|
8.23K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-561- 0.87% |
$228K - $255K
|
64.1K
$26.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
90+ 0.64% |
$36.6K - $40.9K
|
14K
$5.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-178- 1.33% |
$72.3K - $80.9K
|
13.2K
$5.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
7.69KNew |
$3.13M - $3.5M
|
7.69K
$3.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
434+ 21.69% |
$176K - $197K
|
2.44K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27K+ 1.9% |
$517K - $579K
|
68.4K
$28.2M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-287- 2.69% |
$117K - $130K
|
10.4K
$4.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-163- 6.03% |
$66.2K - $74.1K
|
2.54K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-267- 0.54% |
$108K - $121K
|
49.3K
$20.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.1K- 4.17% |
$447K - $499K
|
25.3K
$10.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
968+ 10.13% |
$393K - $440K
|
10.5K
$4.34M
|