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
|
Anderson Hoagland & CO
|
SELL
|
- |
-5.35K- 4.59% |
$2.18M - $2.43M
|
111K
$45.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
816+ 2.95% |
$332K - $371K
|
28.4K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
2.25K+ 10.68% |
$913K - $1.02M
|
23.3K
$9.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
95+ 0.48% |
$38.6K - $43.2K
|
19.9K
$8.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.78K- 14.24% |
$721K - $807K
|
10.7K
$4.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-46- 2.06% |
$18.7K - $20.9K
|
2.19K
$902K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.06KNew |
$2.06M - $2.3M
|
5.06K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.44K+ 3.05% |
$584K - $653K
|
48.5K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-686- 2.75% |
$279K - $312K
|
24.3K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
25.8K+ 11.87% |
$10.5M - $11.7M
|
243K
$100M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
601+ 3.58% |
$244K - $273K
|
17.4K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-10- 0.3% |
$4.06K - $4.54K
|
3.33K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-506- 1.6% |
$206K - $230K
|
31K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
181+ 2.14% |
$73.5K - $82.3K
|
8.64K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
276+ 1.8% |
$112K - $125K
|
15.6K
$6.43M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-625- 4.64% |
$254K - $284K
|
12.8K
$5.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.55% |
$28.4K - $31.8K
|
12.6K
$5.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
238+ 0.37% |
$96.7K - $108K
|
64.9K
$26.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.11% |
$406 - $454
|
917
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-755- 5.04% |
$307K - $343K
|
14.2K
$5.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
311+ 21.76% |
$126K - $141K
|
1.74K
$718K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
355+ 3.15% |
$144K - $161K
|
11.6K
$4.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.67K- 51.9% |
$677K - $757K
|
1.54K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
579+ 7.14% |
$235K - $263K
|
8.69K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.05% |
$406 - $454
|
1.85K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27- 1.07% |
$11K - $12.3K
|
2.49K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
46+ 0.14% |
$18.7K - $20.9K
|
33.3K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
51+ 0.93% |
$20.7K - $23.2K
|
5.54K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-256- 3.05% |
$104K - $116K
|
8.14K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
320+ 4.31% |
$130K - $145K
|
7.74K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
26+ 3.17% |
$10.6K - $11.8K
|
847
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
446+ 0.89% |
$181K - $203K
|
50.5K
$20.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-118- 0.83% |
$47.9K - $53.6K
|
14.1K
$5.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12KNew |
$4.89M - $5.47M
|
12K
$4.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
8.69KNew |
$3.53M - $3.95M
|
8.69K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-692- 0.58% |
$281K - $314K
|
120K
$49.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
920+ 11.0% |
$374K - $418K
|
9.28K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
278+ 21.35% |
$113K - $126K
|
1.58K
$652K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-327- 1.46% |
$133K - $149K
|
22.1K
$9.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2K- 5.43% |
$811K - $908K
|
34.8K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3+ 0.17% |
$1.22K - $1.36K
|
1.78K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.37K- 4.04% |
$964K - $1.08M
|
56.4K
$23.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-390- 1.69% |
$158K - $177K
|
22.7K
$9.37M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-63- 1.03% |
$25.6K - $28.6K
|
6.06K
$2.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
58+ 5.03% |
$23.6K - $26.4K
|
1.21K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
8.63KNew |
$3.5M - $3.92M
|
8.63K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
336+ 45.84% |
$137K - $153K
|
1.07K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-530- 7.44% |
$215K - $241K
|
6.6K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
80+ 2.55% |
$32.5K - $36.4K
|
3.22K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-27- 0.25% |
$11K - $12.3K
|
10.8K
$4.46M
|